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CODA

Coda Octopus Group, Inc.

Company with tickers: CODA

CIK
1334325
CUSIP
19188U206
Shares Outstanding
11,276,152
13F Activity (30d)
56 filings 54 filers
Holders: 64
Total Value: $30,119,891
Total Shares: 2,665,480

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 64 13F filers · Δ vs Dec 31, 2025
Top Holder
9.9%
Jun 2023 → Mar 2026 · range 9.9% – 26.8%
−6.5 pts
Top 5
37.3%
Jun 2023 → Mar 2026 · range 37.3% – 80.6%
−7.2 pts
Top 10
57.4%
Jun 2023 → Mar 2026 · range 57.4% – 94.4%
−6.1 pts
HHI
438
Jun 2023 → Mar 2026 · range 438 – 1,737
Broadly held −187

Quarterly Activity

vs Dec 31, 2025
New
31
Increased
15
Decreased
9
Sold Out
12
Unchanged
9
Holder count: +19
Institutional value: +77.7%
Shares held: +46.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small ESSEX INVESTMENT MANAGEMENT CO LLC +166,341 189,640
Large SEI INVESTMENTS CO +102,592 147,486
Large MARSHALL WACE, LLP +95,957 254,189
Mega JANE STREET GROUP, LLC +91,454 104,606
Large ACADIAN ASSET MANAGEMENT LLC +83,273 115,536

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large OSAIC HOLDINGS, INC. −51,034 31,801
Small Rothschild Wealth LLC −50,200 17,050
Large STIFEL FINANCIAL CORP −28,000 30,000
Mega CITADEL ADVISORS LLC −21,732 16,283
Mega STATE STREET CORP −10,250 23,653

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 263,739 $2,980,250
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 99,560 $1,125,028
Small Grandeur Peak Global Advisors, LLC 62,519 $706,464
Mid North Star Investment Management Corp. 50,000 $565,000
Small NAVELLIER & ASSOCIATES INC 46,450 $524,885

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 298,611 $2,777,082
Mid RICE HALL JAMES & ASSOCIATES, LLC 121,905 $1,133,716
Micro Perritt Capital Management Inc 67,250 $625,425
Mid TOCQUEVILLE ASSET MANAGEMENT L.P. 47,064 $437,695
Mid Quadrature Capital Ltd 11,218 $104,327
Filter: New 31 Increased 15 Reduced 9 Sold out 12 Unchanged 9
Showing 64 of 64
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $2,980,250 9.89% 263,739
Large MARSHALL WACE, LLP $2,872,335 9.54% 254,189
Small ESSEX INVESTMENT MANAGEMENT CO LLC $2,142,932 7.11% 189,640
Large SEI INVESTMENTS CO $1,666,591 5.53% 147,486
Small Archon Capital Management LLC $1,582,000 5.25% 140,000
Small Round Rock Advisors LLC $1,326,235 4.40% 117,366
Large ACADIAN ASSET MANAGEMENT LLC $1,305,556 4.33% 115,536
Mega JANE STREET GROUP, LLC $1,182,047 3.92% 104,606
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,125,028 3.74% 99,560
Mega DIMENSIONAL FUND ADVISORS LP $1,117,048 3.71% 98,854
Small Informed Momentum Co LLC $833,058 2.77% 73,722
Mega GEODE CAPITAL MANAGEMENT, LLC $712,373 2.37% 63,042
Small Grandeur Peak Global Advisors, LLC $706,464 2.35% 62,519
Mega BlackRock, Inc. $648,980 2.15% 57,432
Mid RBF Capital, LLC $565,000 1.88% 50,000
Mid North Star Investment Management Corp. $565,000 1.88% 50,000
Small NAVELLIER & ASSOCIATES INC $524,885 1.74% 46,450
Large FEDERATED HERMES, INC. $489,448 1.62% 43,314
Large Trexquant Investment LP $411,839 1.37% 36,446
Large Cambridge Investment Research Advisors, Inc. $388,188 1.29% 34,353
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $383,804 1.27% 33,965
Mega MORGAN STANLEY $378,605 1.26% 33,505
Large OSAIC HOLDINGS, INC. $359,351 1.19% 31,801
Mega MILLENNIUM MANAGEMENT LLC $350,266 1.16% 30,997
Large STIFEL FINANCIAL CORP $339,000 1.13% 30,000
Mega NORTHERN TRUST CORP Bank $304,613 1.01% 26,957
Mega TWO SIGMA INVESTMENTS, LP $277,968 0.92% 24,599
Large Cerity Partners LLC $276,850 0.92% 24,500
Small Meros Investment Management, LP $274,703 0.91% 24,310
Mega STATE STREET CORP $267,278 0.89% 23,653
Mid Hillsdale Investment Management Inc. $266,341 0.88% 23,570
Mega VANGUARD FIDUCIARY TRUST CO Bank $266,002 0.88% 23,540
Small Connective Capital Management, LLC $254,001 0.84% 22,478
Large HRT FINANCIAL LP $246,498 0.82% 21,814
Large RENAISSANCE TECHNOLOGIES LLC $241,006 0.80% 21,328
Mid OCCUDO QUANTITATIVE STRATEGIES LP $198,190 0.66% 17,539
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $197,546 0.66% 17,482
Mega UBS Group AG $196,166 0.65% 17,360
Small Rothschild Wealth LLC $192,665 0.64% 17,050
Large Squarepoint Ops LLC $187,297 0.62% 16,575
Mega CITADEL ADVISORS LLC $183,997 0.61% 16,283
Large OMERS ADMINISTRATION Corp $172,890 0.57% 15,300
Mid RITHOLTZ WEALTH MANAGEMENT $166,844 0.55% 14,765
Large Schonfeld Strategic Advisors LLC $165,477 0.55% 14,644
Small Wealthquest Corp $165,013 0.55% 14,603
Small CORSAIR CAPITAL MANAGEMENT, L.P. $163,149 0.54% 14,438
Mid XTX Topco Ltd $161,239 0.54% 14,269
Mid PRELUDE CAPITAL MANAGEMENT, LLC $144,786 0.48% 12,813
Large COMMONWEALTH EQUITY SERVICES, LLC $135,600 0.45% 12,000
Mid Allworth Financial LP $18,080 0.06% 1,600
Mega Vanguard Global Advisers, LLC $16,385 0.05% 1,450
Small CREATIVE FINANCIAL DESIGNS INC /ADV $8,215 0.03% 727
Mid Tower Research Capital LLC (TRC) $6,373 0.02% 564
Mid WHITTIER TRUST CO Bank $4,395 0.01% 389
Small MCGUIRE CAPITAL ADVISORS INC $1,785 0.01% 158
Mega ROYAL BANK OF CANADA Bank $779 0.00% 69
Mid SBI Securities Co., Ltd. Broker-Dealer $632 0.00% 56
Small Root Financial Partners, LLC $565 0.00% 50
Large Steward Partners Investment Advisory, LLC $169 0.00% 15
Mega JPMORGAN CHASE & CO $45 0.00% 4
Mega FMR LLC $33 0.00% 3
Mid EASTERN BANK Bank $11 0.00% 1
Mega CITIGROUP INC $11 0.00% 1
Mid ST GERMAIN D J CO INC $11 0.00% 1

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