Coda Octopus Group, Inc.
CODA- Exchange
- Nasdaq
- Industry
- Search, Detection, Navigation, Guidance, Aeronautical Sys
- SEC CIK
- 0001334325
No open-market purchases or sales by Coda Octopus Group, Inc. insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $27.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Coda Octopus Group, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +22 vs. Q4 2025
- Shares held
- 2.71M
- +1.25M (+86.0%) vs. Q4 2025
- Total value
- $30.6M
- +$17.1M (+126.0%) vs. Q4 2025
- New holders
- 32
- 15 more added
- Sold out
- 10
- 10 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CODA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $27.9M |
| Q1 2026 | 65 | $30.6M |
| Q4 2025 | 45 | $17.0M |
| Q3 2025 | 36 | $11.8M |
| Q2 2025 | 37 | $11.9M |
| Q1 2025 | 33 | $9.79M |
| Q4 2024 | 30 | $12.9M |
| Q3 2024 | 29 | $15.0M |
| Q2 2024 | 28 | $12.7M |
| Q1 2024 | 28 | $12.5M |
| Q4 2023 | 28 | $13.5M |
| Q3 2023 | 25 | $14.2M |
| Q2 2023 | 25 | $18.4M |
| Q1 2023 | 25 | $14.7M |
| Q4 2022 | 28 | $13.6M |
| Q3 2022 | 27 | $10.4M |
| Q2 2022 | 26 | $9.64M |
| Q1 2022 | 25 | $12.6M |
| Q4 2021 | 26 | $15.0M |
| Q3 2021 | 24 | $17.0M |
| Q2 2021 | 25 | $16.6M |
| Q1 2021 | 23 | $17.4M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $11 | 0.00% | +1 | New |
| FMR LLC | 3 | $34 | 0.00% | +3 | New |
| JPMorgan Chase & Co | 4 | $44 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $170 | 0.00% | +15 | New |
| Root Financial Partners, LLC | 50 | $565 | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 56 | $633 | 0.00% | +56 | New |
| Royal Bank of Canada | 69 | $1.00K | 0.00% | +69 | New |
| McGuire Capital Advisors Inc | 158 | $1.78K | 0.00% | +158 | New |
| GWM Advisors LLC | 349 | $3.94K | 0.00% | −493−58.6% | Reduced |
| Whittier Trust Co | 389 | $4.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 564 | $6.37K | 0.00% | −259−31.5% | Reduced |
| Creative Financial Designs Inc | 727 | $8.21K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,450 | $16.4K | 0.00% | +1,450 | New |
| Allworth Financial LP | 1,600 | $18.1K | 0.00% | +1,000+166.7% | Added |
| Commonwealth Equity Services, LLC | 12,000 | $135.6K | 0.00% | −3,000−20.0% | Reduced |
| Prelude Capital Management, LLC | 12,813 | $144.8K | 0.01% | +12,813 | New |
| XTX Topco Ltd | 14,269 | $161.2K | 0.00% | +14,269 | New |
| Corsair Capital Management, L.P. | 14,438 | $163.1K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,644 | $165.5K | 0.00% | +14,644 | New |
| Ritholtz Wealth Management | 14,765 | $166.8K | 0.00% | +14,765 | New |
| Omers Administration Corp | 15,300 | $172.9K | 0.00% | +15,300 | New |
| Citadel Advisors LLC | 16,283 | $184.0K | 0.00% | −21,732−57.2% | Reduced |
| Squarepoint Ops LLC | 16,575 | $187.3K | 0.00% | +16,575 | New |
| Sentinus, LLC | 17,050 | $192.7K | 0.02% | −50,200−74.6% | Reduced |
| UBS Group AG | 17,360 | $196.2K | 0.00% | +12,411+250.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,482 | $197.5K | 0.01% | +17,482 | New |
| Occudo Quantitative Strategies LP | 17,539 | $198.4K | 0.01% | +17,539 | New |
| Renaissance Technologies LLC | 21,328 | $241.0K | 0.00% | +21,328 | New |
| HRT Financial LP | 21,814 | $246.0K | 0.00% | +21,814 | New |
| Connective Capital Management, LLC | 22,478 | $254.0K | 0.21% | +22,478 | New |
| Vanguard Fiduciary Trust Co | 23,540 | $266.0K | 0.00% | +23,540 | New |
| Hillsdale Investment Management Inc. | 23,570 | $266.3K | 0.01% | +23,570 | New |
| State Street Corp | 23,653 | $267.3K | 0.00% | −10,250−30.2% | Reduced |
| Meros Investment Management, LP | 24,310 | $274.7K | 0.12% | +24,310 | New |
| Cerity Partners LLC | 24,500 | $276.9K | 0.00% | +4,500+22.5% | Added |
| Two Sigma Investments, LP | 24,599 | $278.0K | 0.00% | +24,599 | New |
| Northern Trust Corp | 26,957 | $304.6K | 0.00% | +3,028+12.7% | Added |
| Stifel Financial Corp | 30,000 | $339.0K | 0.00% | −28,000−48.3% | Reduced |
| Millennium Management LLC | 30,997 | $350.3K | 0.00% | +30,997 | New |
| Advisor Group Holdings, Inc. | 31,801 | $359.4K | 0.00% | −51,034−61.6% | Reduced |
| Morgan Stanley | 33,505 | $378.6K | 0.00% | +2,829+9.2% | Added |
| Susquehanna International Group, LLP | 33,965 | $383.8K | 0.00% | +33,965 | New |
| Cambridge Investment Research Advisors, Inc. | 34,353 | $388.0K | 0.00% | +34,353 | New |
| Trexquant Investment LP | 36,446 | $411.8K | 0.00% | +25,081+220.7% | Added |
| Federated Hermes, Inc. | 43,314 | $489.4K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 46,450 | $524.9K | 0.05% | +46,450 | New |
| RBF Capital, LLC | 50,000 | $565.0K | 0.03% | −1,000−2.0% | Reduced |
| North Star Investment Management Corp. | 50,000 | $565.0K | 0.03% | +50,000 | New |
| BlackRock, Inc. | 57,432 | $649.0K | 0.00% | +1,166+2.1% | Added |
| Legato Capital Management LLC | 58,212 | $657.8K | 0.06% | +58,212 | New |
| Grandeur Peak Global Advisors, LLC | 62,519 | $706.5K | 0.17% | +62,519 | New |
| Geode Capital Management, LLC | 63,042 | $712.6K | 0.00% | +4,124+7.0% | Added |
| EAM Investors, LLC | 73,722 | $833.1K | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 98,854 | $1.12M | 0.00% | +19,052+23.9% | Added |
| Arrowstreet Capital, Limited Partnership | 99,560 | $1.13M | 0.00% | +99,560 | New |
| Jane Street Group, LLC | 104,606 | $1.18M | 0.00% | +91,454+695.4% | Added |
| Acadian Asset Management LLC | 115,536 | $1.30M | 0.00% | +83,273+258.1% | Added |
| Round Rock Advisors, LLC | 117,366 | $1.33M | 0.20% | +67,329+134.6% | Added |
| Archon Capital Management LLC | 140,000 | $1.58M | 0.89% | −10,000−6.7% | Reduced |
| SEI Investments Co | 147,486 | $1.67M | 0.00% | +102,592+228.5% | Added |
| Essex Investment Management Co LLC | 189,640 | $2.14M | 0.34% | +166,341+713.9% | Added |
| Marshall Wace, LLP | 254,189 | $2.87M | 0.00% | +95,957+60.6% | Added |
| Vanguard Capital Management LLC | 263,739 | $2.98M | 0.00% | +263,739 | New |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −121,905−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −47,064−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −14,603−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,218−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |