CODA · Coda Octopus Group, Inc. · Shareholders & Ownership
Market Cap
$103.35M
Shares
11.28M
Volume · Oct 23
115.83K
Avg daily vol (3M)
90.58K
Every disclosed holder of CODA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CODA
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,863,629 | 25.38% |
| Insiders (Forms 3, 4, 5) | 3,169,324 | 28.09% |
| 13D/G-only blocks | 1,634,205 | 14.48% |
| Remaining | 3,615,943 | 32.05% |
| Registered funds (N-PORT, not summed) | 630,784 | 5.59% |
Shares outstanding: 11,283,101, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CODA
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
2,045,211 | ||
| 2 |
|
1,114,978 | ||
| 3 |
|
682,641 | ||
| 4 |
|
508,600 | ||
| 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P.
13G
CIK 883961 · Registered investment adviser · Sep 30, 2024
Rule 13d-1(c), passive investor
|
442,964 | ||
| 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
CIK 201772 · Registered investment adviser · Sep 30, 2026
|
312,533 | ||
| 7 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
263,186 | ||
| 8 |
Meros Investment Management, LP
13F
CIK 1911372 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
254,310 | ||
| 9 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
220,272 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
165,864 | ||
| 11 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
146,788 | ||
| 12 |
Archon Capital Management LLC
13F
CIK 1398825 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,000 | ||
| 13 |
Round Rock Advisors LLC
13F
CIK 1846991 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
117,366 | ||
| 14 |
Legato Capital Management LLC
13F
CIK 1442641 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
108,091 | ||
| 15 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
108,083 | ||
| 15.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
27,907 | ||
| 15.2 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
22,446 | ||
| 15.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
10,231 | ||
| 15.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
8,061 | ||
| 15.5 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
3,805 | ||
| 16 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,928 | ||
| 17 |
1290 Essex Small Cap Growth Fund
Fund
S000076802 · Registered fund · Jul 31, 2026
1290 Funds, not summed
|
77,797 | ||
| 18 |
Grandeur Peak Global Advisors, LLC
13F
CIK 1569137 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,683 | ||
| 18.1 |
GRANDEUR PEAK GLOBAL REACH FUND
Fund
S000080372 · Registered fund · Jul 31, 2026
Grandeur Peak Global Trust, not summed
|
27,036 | ||
| 18.2 |
GRANDEUR PEAK GLOBAL MICROCAP FUND
Fund
S000080370 · Registered fund · Jul 31, 2026
Grandeur Peak Global Trust, not summed
|
16,351 | ||
| 19 |
NAVELLIER & ASSOCIATES INC
13F
CIK 872163 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,811 | ||
| 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,363 | ||
| 21 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,824 | ||
| 21.1 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
18,290 | ||
| 22 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,331 | ||
| 23 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,422 | ||
| 23.1 |
VictoryShares Small Cap Free Cash Flow ETF
Fund
S000080690 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
49,828 | ||
| 23.2 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
622 | ||
| 24 |
North Star Investment Management Corp.
13F
CIK 1342857 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,000 | ||
| 25 |
North Star Micro Cap Fund
Fund
S000040440 · Registered fund · May 31, 2026
NORTHERN LIGHTS FUND TRUST II, not summed
|
50,000 | ||
| 26 |
RBF Capital, LLC
13F
CIK 1134621 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,000 | ||
| 27 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,201 | ||
| 28 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
46,960 | ||
| 29 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,415 | ||
| 30 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,037 | ||
| 31 |
OCCUDO QUANTITATIVE STRATEGIES LP
13F
CIK 1819697 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,709 | ||
| 32 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,000 | ||
| 33 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,284 | ||
| 34 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,272 | ||
| 35 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,676 | ||
| 36 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,500 | ||
| 37 |
|
23,653 | ||
| 38 |
Integrated Quantitative Investments LLC
13F
CIK 2046834 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,070 | ||
| 39 |
Connective Capital Management, LLC
13F
CIK 1543568 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,478 | ||
| 40 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,731 | ||
| 41 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,802 | ||
| 42 |
Hillsdale Investment Management Inc.
13F
CIK 1368465 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,570 | ||
| 43 |
CORSAIR CAPITAL MANAGEMENT, L.P.
13F
CIK 1276470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,438 | ||
| 44 |
ACUITAS US MICROCAP FUND
Fund
S000045890 · Registered fund · Jun 30, 2026
FORUM FUNDS II, not summed
|
18,774 | ||
| 45 |
4WEALTH ADVISORS, INC.
13F
CIK 2056676 · Registered investment adviser · Sep 30, 2026
|
18,669 | ||
| 46 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
13F
CIK 1446179 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,653 | ||
| 47 |
Schonfeld Strategic Advisors LLC
13F
CIK 1665241 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,539 | ||
| 48 |
Rothschild Wealth LLC
13F
CIK 1811345 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,050 | ||
| 49 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,401 | ||
| 50 |
InTrack Investment Management Inc
13F
CIK 1847343 · Registered investment adviser · Sep 30, 2026
|
14,000 |
11 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 85 holders
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