Coda Octopus Group, Inc. - CODA
Detailed investor-level table based on 13F positions.
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 CAPITAL MANAGEMENT LLC | History | New | 263,739 | 2,980 | 0.0% | — | 1 | +263,739 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 254,189 | 2,872 | 0.0% | 0.0% | 2 | +95,957 | 60.64% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 298,611 | 2,777 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 189,640 | 2,142 | 0.34% | 0.03% | 4 | +166,341 | 713.94% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 147,486 | 1,666 | 0.0% | 0.0% | 5 | +102,592 | 228.52% | Q1 2026 | May 13, 2026 |
| Archon Capital Management LLC | History | Reduced | 140,000 | 1,582 | 0.89% | 0.79% | 6 | -10,000 | -6.67% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Added to | 117,366 | 1,326 | 0.2% | 0.07% | 7 | +67,329 | 134.56% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 115,536 | 1,304 | 0.0% | 0.0% | 8 | +83,273 | 258.11% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,606 | 1,182 | 0.0% | 0.0% | 9 | +91,454 | 695.36% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 99,560 | 1,125 | 0.0% | — | 10 | +99,560 | New | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 98,854 | 1,116 | 0.0% | 0.0% | 11 | +19,052 | 23.87% | Q1 2026 | May 07, 2026 |
| Informed Momentum Co LLC | History | No change | 73,722 | 833 | 0.1% | 0.08% | 12 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 63,042 | 712 | 0.0% | 0.0% | 13 | +4,124 | 7.0% | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | New | 62,519 | 706 | 0.17% | — | 14 | +62,519 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 58,212 | 657 | 0.06% | — | 15 | +58,212 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 57,432 | 648 | 0.0% | 0.0% | 16 | +1,166 | 2.07% | Q1 2026 | May 13, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 67,250 | 625 | 1.04% | 1.04% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | New | 50,000 | 565 | 0.03% | — | 19 | +50,000 | New | Q1 2026 | Apr 23, 2026 |
| RBF Capital, LLC | History | Reduced | 50,000 | 565 | 0.03% | 0.02% | 18 | -1,000 | -1.96% | Q1 2026 | May 18, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 46,450 | 524 | 0.05% | — | 20 | +46,450 | New | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 43,314 | 489 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Added to | 36,446 | 411 | 0.0% | 0.0% | 22 | +25,081 | 220.69% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 34,353 | 388 | 0.0% | — | 23 | +34,353 | New | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,965 | 383 | 0.0% | — | 24 | +33,965 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 33,505 | 378 | 0.0% | 0.0% | 25 | +2,829 | 9.22% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,801 | 359 | 0.0% | 0.0% | 26 | -51,034 | -61.61% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 30,997 | 350 | 0.0% | — | 27 | +30,997 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,000 | 339 | 0.0% | 0.0% | 28 | -28,000 | -48.28% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,957 | 304 | 0.0% | 0.0% | 29 | +3,028 | 12.65% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 24,599 | 277 | 0.0% | — | 30 | +24,599 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 24,500 | 276 | 0.0% | 0.0% | 31 | +4,500 | 22.5% | Q1 2026 | May 15, 2026 |
| Meros Investment Management, LP | History | New | 24,310 | 274 | 0.12% | — | 32 | +24,310 | New | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 23,653 | 267 | 0.0% | 0.0% | 33 | -10,250 | -30.23% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | New | 23,570 | 266 | 0.01% | — | 35 | +23,570 | New | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 23,540 | 266 | 0.0% | — | 34 | +23,540 | New | Q1 2026 | May 08, 2026 |
| Connective Capital Management, LLC | History | New | 22,478 | 254 | 0.21% | — | 36 | +22,478 | New | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 21,814 | 246 | 0.0% | — | 37 | +21,814 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 21,328 | 241 | 0.0% | — | 38 | +21,328 | New | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 17,539 | 198 | 0.01% | — | 39 | +17,539 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 17,482 | 197 | 0.01% | — | 40 | +17,482 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 17,360 | 196 | 0.0% | 0.0% | 41 | +12,411 | 250.78% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 17,050 | 192 | 0.02% | 0.06% | 42 | -50,200 | -74.65% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 16,575 | 187 | 0.0% | — | 43 | +16,575 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,283 | 183 | 0.0% | 0.0% | 44 | -21,732 | -57.17% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 15,300 | 172 | 0.0% | — | 45 | +15,300 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 14,765 | 166 | 0.0% | — | 46 | +14,765 | New | Q1 2026 | Apr 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 14,644 | 165 | 0.0% | — | 47 | +14,644 | New | Q1 2026 | May 15, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 14,438 | 163 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 14,269 | 161 | 0.0% | — | 49 | +14,269 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,813 | 144 | 0.01% | — | 50 | +12,813 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,000 | 135 | 0.0% | 0.0% | 51 | -3,000 | -20.0% | Q1 2026 | Apr 27, 2026 |
| Wealthquest Corp | History | No change | 14,603 | 135 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 1,600 | 18 | 0.0% | 0.0% | 53 | +1,000 | 166.67% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,450 | 16 | 0.0% | — | 54 | +1,450 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 727 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 564 | 6 | 0.0% | 0.0% | 56 | -259 | -31.47% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 389 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 349 | 3 | 0.0% | 0.0% | 58 | -493 | -58.55% | Q1 2026 | Jun 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 158 | 1 | 0.0% | — | 60 | +158 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 69 | 1 | 0.0% | — | 59 | +69 | New | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -121,905 | -100.0% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -47,064 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,218 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,637 | -100.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,314 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |