CODA · Coda Octopus Group, Inc.
$10.14
-0.01 (-0.10%)
At close · Jul 24
Market Cap
$113.26M
Shares
11.28M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 66
Total Value: $30,868,358
Total Shares: 2,735,214
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 66 13F filersTop Holder
9.7%
of institutional value
Top 5
36.5%
of institutional value
Top 10
56.2%
of institutional value
HHI
424
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $2,980,250 | 9.65% | 263,739 | Shares | Defined | 2026-05-15 | ||||
| Large MARSHALL WACE, LLP | $2,872,335 | 9.31% | 254,189 | Shares | Other | 2026-05-15 | ||||
| Small ESSEX INVESTMENT MANAGEMENT CO LLC | $2,142,932 | 6.94% | 189,640 | Shares | Sole | 2026-05-11 | ||||
| Large SEI INVESTMENTS CO | $1,666,591 | 5.40% | 147,486 | Shares | Sole | 2026-05-13 | ||||
| Small Archon Capital Management LLC | $1,582,000 | 5.12% | 140,000 | Shares | Sole | 2026-05-15 | ||||
| Small Round Rock Advisors LLC | $1,326,235 | 4.30% | 117,366 | Shares | Sole | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $1,305,556 | 4.23% | 115,536 | Shares | Defined | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $1,182,047 | 3.83% | 104,606 | Shares | Defined | 2026-05-12 | ||||
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,125,028 | 3.64% | 99,560 | Shares | Defined | 2026-05-14 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $1,117,048 | 3.62% | 98,854 | Shares | Sole | 2026-05-07 | ||||
| Small Informed Momentum Co LLC | $833,058 | 2.70% | 73,722 | Shares | Sole | 2026-05-13 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $712,373 | 2.31% | 63,042 | Shares | Defined | 2026-05-15 | ||||
| Small Grandeur Peak Global Advisors, LLC | $706,464 | 2.29% | 62,519 | Shares | Sole | 2026-05-15 | ||||
| Mid Legato Capital Management LLC | $657,795 | 2.13% | 58,212 | Shares | Other | 2026-05-14 | ||||
| Mega BlackRock, Inc. | $648,980 | 2.10% | 57,432 | Shares | Sole | 2026-05-13 | ||||
| Mid North Star Investment Management Corp. | $565,000 | 1.83% | 50,000 | Shares | Sole | 2026-04-23 | ||||
| Mid RBF Capital, LLC | $565,000 | 1.83% | 50,000 | Shares | Sole | 2026-05-18 | ||||
| Small NAVELLIER & ASSOCIATES INC | $524,885 | 1.70% | 46,450 | Shares | Sole | 2026-05-07 | ||||
| Large FEDERATED HERMES, INC. | $489,448 | 1.59% | 43,314 | Shares | Defined | 2026-05-11 | ||||
| Large Trexquant Investment LP | $411,839 | 1.33% | 36,446 | Shares | Sole | 2026-05-15 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $388,188 | 1.26% | 34,353 | Shares | Sole | 2026-04-30 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $383,804 | 1.24% | 33,965 | Shares | Other | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $378,605 | 1.23% | 33,505 | Shares | Defined | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $359,351 | 1.16% | 31,801 | Shares | Defined | 2026-05-15 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $350,266 | 1.13% | 30,997 | Shares | Sole | 2026-05-15 | ||||
| Large STIFEL FINANCIAL CORP | $339,000 | 1.10% | 30,000 | Shares | Defined | 2026-05-12 | ||||
| Mega NORTHERN TRUST CORP Bank | $304,613 | 0.99% | 26,957 | Shares | Defined | 2026-05-14 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $277,968 | 0.90% | 24,599 | Shares | Sole | 2026-05-15 | ||||
| Large Cerity Partners LLC | $276,850 | 0.90% | 24,500 | Shares | Sole | 2026-05-15 | ||||
| Small Meros Investment Management, LP | $274,703 | 0.89% | 24,310 | Shares | Sole | 2026-05-14 | ||||
| Mega STATE STREET CORP | $267,278 | 0.87% | 23,653 | Shares | Defined | 2026-05-15 | ||||
| Mid Hillsdale Investment Management Inc. | $266,341 | 0.86% | 23,570 | Shares | Sole | 2026-05-04 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $266,002 | 0.86% | 23,540 | Shares | Defined | 2026-05-08 | ||||
| Small Connective Capital Management, LLC | $254,001 | 0.82% | 22,478 | Shares | Sole | 2026-05-13 | ||||
| Large HRT FINANCIAL LP | $246,498 | 0.80% | 21,814 | Shares | Defined | 2026-05-14 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $241,006 | 0.78% | 21,328 | Shares | Sole | 2026-05-14 | ||||
| Mid OCCUDO QUANTITATIVE STRATEGIES LP | $198,190 | 0.64% | 17,539 | Shares | Sole | 2026-05-15 | ||||
| Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $197,546 | 0.64% | 17,482 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $196,166 | 0.64% | 17,360 | Shares | Defined | 2026-05-05 | ||||
| Small Rothschild Wealth LLC | $192,665 | 0.62% | 17,050 | Shares | Sole | 2026-05-06 | ||||
| Large Squarepoint Ops LLC | $187,297 | 0.61% | 16,575 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $183,997 | 0.60% | 16,283 | Shares | Defined | 2026-05-15 | ||||
| Large OMERS ADMINISTRATION Corp | $172,890 | 0.56% | 15,300 | Shares | Sole | 2026-05-15 | ||||
| Mid RITHOLTZ WEALTH MANAGEMENT | $166,844 | 0.54% | 14,765 | Shares | Sole | 2026-04-20 | ||||
| Large Schonfeld Strategic Advisors LLC | $165,477 | 0.54% | 14,644 | Shares | Sole | 2026-05-15 | ||||
| Small CORSAIR CAPITAL MANAGEMENT, L.P. | $163,149 | 0.53% | 14,438 | Shares | Sole | 2026-05-15 | ||||
| Mid XTX Topco Ltd | $161,239 | 0.52% | 14,269 | Shares | Defined | 2026-05-15 | ||||
| Mid PRELUDE CAPITAL MANAGEMENT, LLC | $144,786 | 0.47% | 12,813 | Shares | Other | 2026-05-15 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $135,600 | 0.44% | 12,000 | Shares | Sole | 2026-04-27 | ||||
| Small Wealthquest Corp | $124,596 | 0.40% | 12,753 | Shares | Sole | 2026-07-23 | ||||
| Micro 4WEALTH ADVISORS, INC. | $121,480 | 0.39% | 12,434 | Shares | Sole | 2026-07-17 | ||||
| Mid Allworth Financial LP | $18,080 | 0.06% | 1,600 | Shares | Sole | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $16,385 | 0.05% | 1,450 | Shares | Defined | 2026-05-08 | ||||
| Small CREATIVE FINANCIAL DESIGNS INC /ADV | $8,215 | 0.03% | 727 | Shares | Sole | 2026-04-13 | ||||
| Mid Tower Research Capital LLC (TRC) | $6,373 | 0.02% | 564 | Shares | Defined | 2026-05-15 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $6,311 | 0.02% | 646 | Shares | Defined | 2026-07-23 | ||||
| Mid WHITTIER TRUST CO Bank | $4,395 | 0.01% | 389 | Shares | Sole | 2026-04-28 | ||||
| Large NewEdge Advisors, LLC | $3,943 | 0.01% | 349 | Shares | Sole | 2026-06-03 | ||||
| Small MCGUIRE CAPITAL ADVISORS INC | $1,785 | 0.01% | 158 | Shares | Sole | 2026-05-14 | ||||
| Mega ROYAL BANK OF CANADA Bank | $779 | 0.00% | 69 | Shares | Defined | 2026-05-15 | ||||
| Small Root Financial Partners, LLC | $565 | 0.00% | 50 | Shares | Sole | 2026-04-24 | ||||
| Large Steward Partners Investment Advisory, LLC | $169 | 0.00% | 15 | Shares | Sole | 2026-05-08 | ||||
| Mega JPMORGAN CHASE & CO | $45 | 0.00% | 4 | Shares | Defined | 2026-05-13 | ||||
| Mega FMR LLC | $33 | 0.00% | 3 | Shares | Defined | 2026-05-15 | ||||
| Mega CITIGROUP INC | $11 | 0.00% | 1 | Shares | Defined | 2026-05-11 | ||||
| Mid ST GERMAIN D J CO INC | $9 | 0.00% | 1 | Shares | Sole | 2026-07-21 | ||||
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