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, Q2 2026
Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 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
- 62
- −3 vs. Q1 2026
- Shares held
- 2.85M
- +143.0K (+5.3%) vs. Q1 2026
- Total value
- $27.9M
- −$2.75M (−9.0%) vs. Q1 2026
- New holders
- 11
- 23 more added
- Sold out
- 14
- 12 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $127 | 0.00% | +13 | New |
| Acumen Wealth Advisors, LLC | 20 | $196 | 0.00% | +20 | New |
| Comprehensive Financial Planning, Inc. | 23 | $225 | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 54 | $528 | 0.00% | +54 | New |
| McGuire Capital Advisors Inc | 158 | $1.54K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 238 | $2.00K | 0.00% | +169+244.9% | Added |
| Whittier Trust Co | 389 | $3.76K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 598 | $5.84K | 0.00% | +598 | New |
| SBI Securities Co., Ltd. | 646 | $6.31K | 0.00% | +590+1,053.6% | Added |
| Game Plan Financial Advisors, LLC | 650 | $6.35K | 0.00% | +650 | New |
| JPMorgan Chase & Co | 729 | $6.96K | 0.00% | +725+18,125.0% | Added |
| Creative Financial Designs Inc | 727 | $7.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 737 | $7.20K | 0.00% | +173+30.7% | Added |
| Allworth Financial LP | 1,100 | $10.7K | 0.00% | −500−31.3% | Reduced |
| Vanguard Global Advisers, LLC | 1,450 | $14.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,772 | $75.9K | 0.00% | −9,588−55.2% | Reduced |
| GWM Advisors LLC | 11,389 | $111.3K | 0.00% | +11,040+3,163.3% | Added |
| HRT Financial LP | 12,020 | $117.0K | 0.00% | −9,794−44.9% | Reduced |
| Commonwealth Equity Services, LLC | 12,000 | $117.2K | 0.00% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 12,434 | $118.7K | 0.09% | +12,434 | New |
| Prelude Capital Management, LLC | 12,313 | $120.3K | 0.01% | −500−3.9% | Reduced |
| Wealthquest Corp | 12,753 | $124.6K | 0.01% | +12,753 | New |
| Citadel Advisors LLC | 16,401 | $160.2K | 0.00% | +118+0.7% | Added |
| Sentinus, LLC | 17,050 | $166.6K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,539 | $171.4K | 0.00% | +2,895+19.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,653 | $172.5K | 0.00% | +171+1.0% | Added |
| Corsair Capital Management, L.P. | 19,438 | $189.9K | 0.02% | +5,000+34.6% | Added |
| Hillsdale Investment Management Inc. | 19,570 | $191.2K | 0.00% | −4,000−17.0% | Reduced |
| Trexquant Investment LP | 19,802 | $193.5K | 0.00% | −16,644−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 20,731 | $202.5K | 0.00% | −11,070−34.8% | Reduced |
| Connective Capital Management, LLC | 22,478 | $219.6K | 0.15% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 23,070 | $225.4K | 0.04% | +23,070 | New |
| State Street Corp | 23,653 | $231.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 24,500 | $239.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 24,676 | $241.1K | 0.00% | +24,676 | New |
| Jane Street Group, LLC | 25,272 | $246.9K | 0.00% | −79,334−75.8% | Reduced |
| Vanguard Fiduciary Trust Co | 28,284 | $276.3K | 0.00% | +4,744+20.2% | Added |
| Stifel Financial Corp | 30,000 | $293.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 32,709 | $319.6K | 0.02% | +15,170+86.5% | Added |
| Morgan Stanley | 35,037 | $342.3K | 0.00% | +1,532+4.6% | Added |
| Two Sigma Investments, LP | 41,415 | $404.6K | 0.00% | +16,816+68.4% | Added |
| SEI Investments Co | 49,201 | $480.7K | 0.00% | −98,285−66.6% | Reduced |
| RBF Capital, LLC | 50,000 | $488.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50,000 | $488.5K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 50,422 | $492.6K | 0.00% | +50,422 | New |
| Geode Capital Management, LLC | 60,331 | $589.6K | 0.00% | −2,711−4.3% | Reduced |
| BlackRock, Inc. | 62,824 | $613.8K | 0.00% | +5,392+9.4% | Added |
| Arrowstreet Capital, Limited Partnership | 64,363 | $628.8K | 0.00% | −35,197−35.4% | Reduced |
| Navellier & Associates Inc | 65,811 | $643.0K | 0.05% | +19,361+41.7% | Added |
| Grandeur Peak Global Advisors, LLC | 68,683 | $671.0K | 0.16% | +6,164+9.9% | Added |
| Renaissance Technologies LLC | 102,928 | $1.01M | 0.00% | +81,600+382.6% | Added |
| Dimensional Fund Advisors LP | 108,083 | $1.06M | 0.00% | +9,229+9.3% | Added |
| Legato Capital Management LLC | 108,091 | $1.06M | 0.09% | +49,879+85.7% | Added |
| Round Rock Advisors, LLC | 117,366 | $1.15M | 0.15% | 00.0% | Unchanged |
| Archon Capital Management LLC | 140,000 | $1.37M | 0.56% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 146,788 | $1.43M | 0.00% | +31,252+27.0% | Added |
| Vanguard Capital Management LLC | 220,272 | $2.15M | 0.00% | −43,467−16.5% | Reduced |
| Meros Investment Management, LP | 254,310 | $2.48M | 0.79% | +230,000+946.1% | Added |
| Marshall Wace, LLP | 263,186 | $2.57M | 0.00% | +8,997+3.5% | Added |
| Essex Investment Management Co LLC | 322,278 | $3.15M | 0.41% | +132,638+69.9% | Added |
| EAM Investors, LLC | 0 | $0 | 0.00% | −73,722−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −43,314−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −34,353−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −33,965−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −30,997−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −26,957−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,575−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −14,765−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |