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Coda Octopus Group (CODA) Institutional Ownership

Coda Octopus Group logo
$9.16 +0.04 (+0.44%)
Closing price 10/23/2026 04:00 PM Eastern
Extended Trading
$9.16 0.00 (0.00%)
As of 10/23/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Coda Octopus Group (NASDAQ:CODA)

Current
Institutional Ownership
Percentage
20.12%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$9.08M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.00M
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CODA Institutional Buying and Selling by Quarter

Coda Octopus Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026 4WEALTH Advisors Inc.18,669$203K0.1%+50.1%0.166%
9/9/2026NewEdge Advisors LLC11,389$111K0.0%+3,163.3%0.101%
8/20/2026Grandeur Peak Global Advisors LLC68,683$671K0.2%+9.9%0.609%
8/19/2026Navellier & Associates Inc.65,811$643K0.1%+41.7%0.583%
5/19/2026RBF Capital LLC50,000$565K0.0%-2.0%0.443%
5/15/2026OMERS ADMINISTRATION Corp15,300$173K0.0%N/A0.136%
5/14/2026Renaissance Technologies LLC21,328$241K0.0%N/A0.189%
5/14/2026Arrowstreet Capital Limited Partnership99,560$1.13M0.0%N/A0.883%
5/14/2026Sei Investments Co.147,486$1.67M0.0%+228.5%1.308%
5/7/2026Dimensional Fund Advisors LP98,854$1.12M0.0%+23.9%0.876%
5/5/2026Hillsdale Investment Management Inc.23,570$266K0.0%N/A0.209%
4/23/2026North Star Investment Management Corp.50,000$565K0.0%N/A0.443%
4/20/2026Ritholtz Wealth Management14,765$167K0.0%N/A0.131%
2/18/2026Quadrature Capital Ltd11,218$104K0.0%N/A0.100%
2/17/2026Trexquant Investment LP11,365$106K0.0%N/A0.101%
2/17/2026Osaic Holdings Inc.82,835$770K0.0%-15.7%0.735%
2/17/2026Rothschild Wealth LLC67,250$625K0.1%N/A0.597%
2/17/2026RBF Capital LLC51,000$474K0.0%-4.7%0.453%
2/17/2026Rice Hall James & Associates LLC121,905$1.13M0.1%-54.8%1.082%
2/13/2026Marshall Wace LLP158,232$1.47M0.0%+79.6%1.404%
2/13/2026Archon Capital Management LLC150,000$1.40M0.8%N/A1.331%
2/13/2026 Essex Investment Management Co. LLC23,299$217K0.0%+61.4%0.207%
2/13/2026State Street Corp33,903$315K0.0%+6.3%0.301%
2/12/2026Jane Street Group LLC13,152$122K0.0%N/A0.117%
2/12/2026Commonwealth Equity Services LLC15,000$140K0.0%+50.0%0.133%
2/12/2026Tocqueville Asset Management L.P.47,064$438K0.0%-29.8%0.418%
2/12/2026Dimensional Fund Advisors LP79,802$742K0.0%+29.6%0.708%
2/12/2026Informed Momentum Co LLC73,722$686K0.1%N/A0.654%
2/11/2026Cerity Partners LLC20,000$186K0.0%N/A0.177%
2/10/2026Goldman Sachs Group Inc.10,637$99K0.0%-40.2%0.094%
1/27/2026Round Rock Advisors LLC50,037$514K0.1%N/A0.445%
11/17/2025Perritt Capital Management Inc62,250$500K0.2%-88.0%0.553%
11/17/2025Citadel Advisors LLC35,308$283K0.0%-35.5%0.314%
11/17/2025Bank of America Corp DE3,122$25K0.0%+5,475.0%0.028%
11/13/2025Tocqueville Asset Management L.P.67,064$538K0.0%-40.2%0.596%
11/12/2025Dimensional Fund Advisors LP61,561$494K0.0%+2.6%0.547%
11/7/2025Vanguard Group Inc.304,058$2.44M0.0%+2.1%2.703%
10/16/2025Rice Hall James & Associates LLC269,425$2.16M0.1%-10.2%2.395%
9/4/2025Osaic Holdings Inc.79,434$650K0.0%+18.6%0.706%
8/14/2025Jane Street Group LLC25,279$207K0.0%N/A0.225%
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8/13/2025Marshall Wace LLP12,746$104K0.0%N/A0.113%
8/13/2025Corsair Capital Management L.P.15,579$127K0.0%N/A0.139%
5/13/2025Tocqueville Asset Management L.P.322,964$2.02M0.0%-18.9%2.876%
5/1/2025Rice Hall James & Associates LLC284,201$1.77M0.1%-4.7%2.531%
2/17/2025Citadel Advisors LLC50,804$398K0.0%+90.1%0.453%
2/14/2025Northern Trust Corp38,833$304K0.0%+52.9%0.346%
2/14/2025RBF Capital LLC56,089$439K0.0%-6.5%0.500%
2/14/2025Dimensional Fund Advisors LP59,999$470K0.0%+3.8%0.535%
2/13/2025Renaissance Technologies LLC23,751$186K0.0%+137.2%0.212%
2/13/2025Federated Hermes Inc.43,314$339K0.0%-12.0%0.386%
2/12/2025Geode Capital Management LLC59,424$465K0.0%+3.6%0.530%
2/10/2025Tocqueville Asset Management L.P.398,046$3.12M0.0%-10.1%3.548%
2/7/2025Essex Investment Management Co. LLC14,603$114K0.0%N/A0.130%
1/31/2025Rice Hall James & Associates LLC298,264$2.34M0.1%-3.0%2.665%
11/21/2024Wealthquest Corp14,603$108K0.0%N/A0.130%
10/28/2024Rice Hall James & Associates LLC307,388$2.23M0.1%+25.7%2.747%
10/16/2024Touchstone Capital Inc.436,942$3.17M4.8%-15.0%3.910%
8/9/2024Dimensional Fund Advisors LP57,815$348K0.0%-11.2%0.517%
8/8/2024Rice Hall James & Associates LLC244,490$1.47M0.1%+3.8%2.188%
5/15/2024Perritt Capital Management Inc.81,966$473K0.3%-8.2%0.734%
5/10/2024Vanguard Group Inc.299,795$1.73M0.0%-0.7%2.683%
5/10/2024Tocqueville Asset Management L.P.563,897$3.25M0.1%-4.2%5.047%
4/16/2024Touchstone Capital Inc.543,067$3.13M3.9%-8.8%4.862%
2/15/2024Perritt Capital Management Inc.89,328$538K0.3%-4.3%0.800%
2/7/2024Buckingham Capital Management Inc.10,000$60K0.0%N/A0.090%
2/5/2024Victory Capital Management Inc.9,656$58K0.0%N/A0.087%
1/31/2024Federated Hermes Inc.50,904$305K0.0%-10.9%0.458%
1/29/2024Byrne Asset Management LLC4,100$25K0.0%N/A0.037%
1/18/2024Touchstone Capital Inc.595,384$3.58M3.4%-2.6%5.354%
11/15/2023Worth Venture Partners LLC26,947$167K0.1%N/A0.242%
11/14/2023O Shaughnessy Asset Management LLC13,760$85K0.0%-12.2%0.124%
11/2/2023Rice Hall James & Associates LLC251,028$1.56M0.1%-1.6%2.257%
10/27/2023Acuitas Investments LLC52,925$328K0.2%N/A0.476%
10/23/2023Commonwealth Equity Services LLC18,500$115K0.0%+12.1%0.166%
10/13/2023Touchstone Capital Inc.611,560$3.79M4.2%+24.0%5.500%
8/14/2023Perritt Capital Management Inc.93,028$764K0.4%-3.6%0.837%
8/11/2023O Shaughnessy Asset Management LLC15,665$129K0.0%N/A0.141%
7/24/2023Rice Hall James & Associates LLC255,008$2.09M0.1%+3.8%2.300%
7/14/2023Touchstone Capital Inc.493,045$4.05M4.3%+48.3%4.446%
5/12/2023Rice Hall James & Associates LLC245,668$1.80M0.1%+3.3%2.229%
5/8/2023Federated Hermes Inc.60,531$439K0.0%-5.2%0.549%
4/18/2023Touchstone Capital Inc.332,481$2.43M2.7%-3.3%3.017%
2/8/2023Belpointe Asset Management LLC4,000$27K0.0%N/A0.037%
1/27/2023Rice Hall James & Associates LLC237,805$1.63M0.1%-2.0%2.190%
1/24/2023Touchstone Capital Inc.343,687$2.36M2.8%+23.7%3.165%
11/15/2022Perritt Capital Management Inc.94,524$510K0.3%-6.5%0.871%
10/19/2022Byrne Asset Management LLC6,160$33K0.0%N/A0.057%
10/12/2022Touchstone Capital Inc.277,828$1.50M1.8%-0.8%2.559%
8/8/2022Rice Hall James & Associates LLC241,168$1.21M0.1%+2.8%2.221%


CODA Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Coda Octopus Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.44M), Sei Investments Co. ($1.67M), Marshall Wace LLP ($1.47M), Archon Capital Management LLC ($1.40M), Rice Hall James & Associates LLC ($1.13M), Arrowstreet Capital Limited Partnership ($1.13M), and Dimensional Fund Advisors LP ($1.12M).Learn more on Coda Octopus Group's institutional investors.

20.12% of Coda Octopus Group's stock is owned by institutional investors. Learn more on CODA's institutional investor holdings.

Of the 33 institutional investors that purchased Coda Octopus Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Archon Capital Management LLC ($150K), Sei Investments Co. ($102.59K), Arrowstreet Capital Limited Partnership ($99.56K), Marshall Wace LLP ($82.89K), Informed Momentum Co LLC ($73.72K), Rothschild Wealth LLC ($67.25K), and Rice Hall James & Associates LLC ($62.90K).

Institutional investors have bought a total of 900,822 shares in the last 24 months. This purchase volume represents approximately $9.08M in transactions.

The following institutional investors have sold Coda Octopus Group stock in the last 24 months: Perritt Capital Management Inc ($458.41K), Rice Hall James & Associates LLC ($147.52K), Tocqueville Asset Management L.P. ($65K), Citadel Advisors LLC ($19.45K), Osaic Holdings Inc. ($15.47K), Goldman Sachs Group Inc. ($7.15K), and RBF Capital LLC ($3.50K).

Institutional investors have sold a total of 716,487 shares in the last 24 months. This volume of shares sold represents approximately $6.00M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CODA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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