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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 312,533 | 3,353 | 0.5% | 0.41% | 1 | -9,745 | -3.02% | Q3 2026 | Oct 19, 2026 |
| MARSHALL WACE, LLP | History | No change | 263,186 | 2,571 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meros Investment Management, LP | History | No change | 254,310 | 2,484 | 0.79% | 0.79% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 220,272 | 2,152 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archon Capital Management LLC | History | No change | 140,000 | 1,367 | 0.56% | 0.56% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 122,094 | 1,310 | 0.0% | 0.0% | 6 | +14,011 | 12.96% | Q3 2026 | Nov 04, 2026 |
| Round Rock Advisors LLC | History | No change | 117,366 | 1,146 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legato Capital Management LLC | History | Reduced | 96,526 | 1,035 | 0.09% | 0.09% | 8 | -11,565 | -10.7% | Q3 2026 | Nov 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 102,928 | 1,005 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 68,683 | 671 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 60,703 | 651 | 0.05% | 0.05% | 11 | -5,108 | -7.76% | Q3 2026 | Nov 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 64,363 | 628 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 57,361 | 615 | 0.0% | 0.0% | 13 | -2,970 | -4.92% | Q3 2026 | Nov 06, 2026 |
| BlackRock, Inc. | History | No change | 62,824 | 613 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 50,000 | 536 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 49,201 | 527 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 488 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 41,415 | 404 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 37,401 | 400 | 0.0% | 0.0% | 19 | -109,387 | -74.52% | Q3 2026 | Nov 09, 2026 |
| MORGAN STANLEY | History | No change | 35,037 | 342 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 32,709 | 319 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,000 | 293 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 28,284 | 276 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,272 | 246 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,676 | 241 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 24,500 | 239 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 22,153 | 237 | 0.0% | 0.0% | 27 | -1,500 | -6.34% | Q3 2026 | Nov 12, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 23,070 | 225 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connective Capital Management, LLC | History | No change | 22,478 | 219 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 18,669 | 203 | 0.14% | 0.09% | 30 | +6,235 | 50.14% | Q3 2026 | Oct 13, 2026 |
| Trexquant Investment LP | History | No change | 19,802 | 193 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 19,438 | 189 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 16,767 | 179 | 0.0% | 0.0% | 33 | +8,995 | 115.74% | Q3 2026 | Nov 10, 2026 |
| Rothschild Wealth LLC | History | Reduced | 16,250 | 174 | 0.01% | 0.01% | 34 | -800 | -4.69% | Q3 2026 | Nov 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 17,653 | 172 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 17,539 | 171 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,401 | 160 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| InTrack Investment Management Inc | History | New | 14,000 | 150 | 0.07% | — | 38 | +14,000 | New | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,000 | 128 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Wealthquest Corp | History | No change | 12,753 | 124 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 12,313 | 120 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 12,020 | 117 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,389 | 111 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,450 | 14 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,067 | 11 | 0.0% | 0.0% | 45 | +421 | 65.17% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 980 | 10 | 0.0% | 0.0% | 47 | -19,751 | -95.27% | Q3 2026 | Nov 12, 2026 |
| Allworth Financial LP | History | No change | 1,100 | 10 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 764 | 8 | 0.0% | 0.0% | 48 | +35 | 4.8% | Q3 2026 | Nov 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 727 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 737 | 7 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leonteq Securities AG | History | No change | 598 | 6 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WHITTIER TRUST CO | History | No change | 389 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| Nuveen, LLC | History | New | 236 | 2 | 0.0% | — | 54 | +236 | New | Q3 2026 | Nov 10, 2026 |
| Fortitude Family Office, LLC | History | New | 236 | 2 | 0.0% | — | 55 | +236 | New | Q3 2026 | Oct 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 238 | 2 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 158 | 1 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,422 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,570 | -100.0% | Q3 2026 | Nov 12, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 75 | 0 | — | 0.0% | — | -575 | -88.46% | Q3 2026 | Nov 10, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 21, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q3 2026 | Oct 29, 2026 |
| FMR LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |