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Coda Octopus Group (CODA) Institutional Ownership

Coda Octopus Group logo
$8.18 +0.14 (+1.74%)
As of 06/30/2025 04:00 PM Eastern
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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)
8
Total
Institutional Inflows
(last 12 months)
$1.16M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.66M
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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
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%
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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%
5/26/2022Rice Hall James & Associates LLC234,515$1.54M0.1%+3.2%2.160%
5/16/2022RBF Capital LLC65,000$427K0.0%-5.8%0.599%
5/5/2022Rice Hall James & Associates LLC234,515$1.54M0.1%+3.2%2.159%
5/5/2022Touchstone Capital Inc.280,036$1.84M1.6%+6.2%2.579%
5/4/2022Commonwealth Equity Services LLC16,500$108K0.0%-38.9%0.152%
2/14/2022Rice Hall James & Associates LLC227,226$1.82M0.1%-10.9%2.093%
1/31/2022Commonwealth Equity Services LLC27,000$216K0.0%+8.0%0.249%
1/26/2022Touchstone Capital Inc.263,752$2.11M1.7%+0.6%2.429%
11/15/2021Ancora Advisors LLC44,653$400K0.0%-19.4%0.411%
11/9/2021Rice Hall James & Associates LLC254,991$2.29M0.1%+2.4%2.349%
11/9/2021BlackRock Inc.100,245$898K0.0%+18.0%0.923%
11/5/2021PNC Financial Services Group Inc.13,000$117K0.0%N/A0.120%
8/16/2021State Street Corp11,135$97K0.0%N/A0.103%
8/16/2021Federated Hermes Inc.84,532$735K0.0%-11.7%0.780%
8/13/2021Renaissance Technologies LLC21,037$182K0.0%-52.1%0.194%
8/13/2021Ancora Advisors LLC55,418$479K0.0%+5.1%0.512%
8/13/2021Geode Capital Management LLC36,813$320K0.0%+8.9%0.340%
8/13/2021Vanguard Group Inc.233,513$2.02M0.0%+0.6%2.156%
8/12/2021Dimensional Fund Advisors LP67,706$589K0.0%-1.7%0.625%
8/12/2021JPMorgan Chase & Co.17,549$153K0.0%+313.5%0.162%
8/11/2021Commonwealth Equity Services LLC25,650$221K0.0%-5.4%0.237%
7/31/2021Rice Hall James & Associates LLC249,021$2.15M0.1%-4.6%2.299%
5/18/2021Perritt Capital Management Inc.115,200$1.02M0.6%+1.3%1.071%
5/13/2021Renaissance Technologies LLC43,900$390K0.0%N/A0.408%
5/13/2021Federated Hermes Inc.95,745$838K0.0%-42.5%0.890%
5/12/2021JPMorgan Chase & Co.4,244$37K0.0%+106,000.0%0.039%
5/7/2021BlackRock Inc.110,251$979K0.0%+2.1%1.025%
(Data available from 1/1/2016 forward)

CODA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CODA shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Coda Octopus Group. The most heavily invested institutionals were Touchstone Capital Inc. ($3.17M), Tocqueville Asset Management L.P. ($2.02M), Rice Hall James & Associates LLC ($1.77M), Vanguard Group Inc. ($1.73M), Perritt Capital Management Inc. ($473K), Dimensional Fund Advisors LP ($470K), and Geode Capital Management LLC ($465K).Learn more on Coda Octopus Group's institutional investors.

What percentage of Coda Octopus Group's stock is owned by institutional investors?

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

Which institutional investors have been buying Coda Octopus Group's stock?

Of the 16 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: Touchstone Capital Inc. ($279.08K), Rice Hall James & Associates LLC ($81.19K), Acuitas Investments LLC ($52.93K), Worth Venture Partners LLC ($26.95K), Citadel Advisors LLC ($24.08K), O Shaughnessy Asset Management LLC ($15.67K), and Wealthquest Corp ($14.60K).

How much institutional buying is happening at Coda Octopus Group?

Institutional investors have bought a total of 156,549 shares in the last 24 months. This purchase volume represents approximately $1.16M in transactions.

Which of Coda Octopus Group's major shareholders have been selling company stock?

The following institutional investors have sold Coda Octopus Group stock in the last 24 months: Tocqueville Asset Management L.P. ($120K), Touchstone Capital Inc. ($76.99K), Rice Hall James & Associates LLC ($23.19K), Dimensional Fund Advisors LP ($7.29K), Federated Hermes Inc. ($5.91K), and RBF Capital LLC ($3.91K).

How much institutional selling is happening at Coda Octopus Group?

Institutional investors have sold a total of 237,279 shares in the last 24 months. This volume of shares sold represents approximately $1.66M in transactions.


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This page (NASDAQ:CODA) was last updated on 7/1/2025 by MarketBeat.com Staff
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