Coda Octopus Group, Inc. - CODA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 298,611 | 2,777 | 0.0% | 0.0% | 1 | -5,447 | -1.79% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 158,232 | 1,471 | 0.0% | 0.0% | 2 | +70,146 | 79.63% | Q4 2025 | Feb 13, 2026 |
| Archon Capital Management LLC | History | New | 150,000 | 1,395 | 0.79% | — | 3 | +150,000 | New | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 121,905 | 1,133 | 0.06% | 0.12% | 4 | -147,520 | -54.75% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 82,835 | 770 | 0.0% | 0.0% | 5 | -15,466 | -15.73% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 79,802 | 742 | 0.0% | 0.0% | 6 | +18,241 | 29.63% | Q4 2025 | Feb 12, 2026 |
| Informed Momentum Co LLC | History | New | 73,722 | 685 | 0.08% | — | 7 | +73,722 | New | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | New | 67,250 | 625 | 0.06% | — | 9 | +67,250 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Added to | 67,250 | 625 | 1.04% | 0.24% | 8 | +5,000 | 8.03% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 58,918 | 548 | 0.0% | 0.0% | 10 | +341 | 0.58% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 58,000 | 539 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 56,266 | 523 | 0.0% | 0.0% | 12 | -850 | -1.49% | Q4 2025 | Feb 12, 2026 |
| RBF Capital, LLC | History | Reduced | 51,000 | 474 | 0.02% | 0.02% | 13 | -2,499 | -4.67% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | New | 50,037 | 465 | 0.07% | — | 14 | +50,037 | New | Q4 2025 | Apr 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 47,064 | 437 | 0.01% | 0.01% | 15 | -20,000 | -29.82% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 44,894 | 417 | 0.0% | — | 16 | +44,894 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 43,314 | 402 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,015 | 353 | 0.0% | 0.0% | 18 | +2,707 | 7.67% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 33,903 | 315 | 0.0% | 0.0% | 19 | +2,000 | 6.27% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 32,263 | 299 | 0.0% | 0.0% | 20 | +5,936 | 22.55% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 30,676 | 285 | 0.0% | 0.0% | 21 | +28,500 | 1309.74% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,929 | 222 | 0.0% | 0.0% | 22 | +4,344 | 22.18% | Q4 2025 | Feb 17, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 23,299 | 216 | 0.03% | 0.02% | 23 | +8,865 | 61.42% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 20,000 | 186 | 0.0% | — | 24 | +20,000 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,000 | 139 | 0.0% | 0.0% | 25 | +5,000 | 50.0% | Q4 2025 | Feb 12, 2026 |
| Wealthquest Corp | History | No change | 14,603 | 135 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 14,438 | 134 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,152 | 122 | 0.0% | — | 28 | +13,152 | New | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 11,365 | 105 | 0.0% | — | 29 | +11,365 | New | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 11,218 | 104 | 0.0% | — | 30 | +11,218 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,637 | 98 | 0.0% | 0.0% | 31 | -7,149 | -40.19% | Q4 2025 | Mar 25, 2026 |
| Waverly Advisors, LLC | History | No change | 10,000 | 93 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,949 | 46 | 0.0% | 0.0% | 33 | +202 | 4.26% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,314 | 21 | 0.0% | — | 34 | +2,314 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 823 | 7 | 0.0% | — | 35 | +823 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 842 | 7 | 0.0% | 0.0% | 36 | +52 | 6.58% | Q4 2025 | Feb 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 727 | 6 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 600 | 5 | 0.0% | — | 38 | +600 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 500 | 4 | 0.0% | — | 39 | +500 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 389 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,714 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6 | 0 | — | 0.0% | — | -3,116 | -99.81% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Mar 31, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JPMORGAN CHASE & CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |