Coda Octopus GroupCODA
13F holders, Q2 2026 (June 30)62holders −3
11new positions
14sold out
2famous investors
$9.77avg. 13F price*
At the end of Q2 2026, 62 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, down 3 from Q1 2026. 11 opened new positions and 14 sold out. The largest holders were Essex Investment Management Co. LLC ($3.1M), Marshall Wace, LLP ($2.6M) and Meros Investment Management, LP ($2.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Coda Octopus Group Inc.
- CUSIP
- 19188U206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.2M |
| Exits | 14 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 758,368 shares bought and 615,374 shares sold, net +142,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Essex Investment Management Co. LLC | 0.41% | Add +69.9% | 322,278 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +3.5% | 263,186 | $2.6M |
| Meros Investment Management, LP | 0.79% | Add +946.1% | 254,310 | $2.5M |
| Vanguard Capital Management LLC | 0.00% | Reduce -16.5% | 220,272 | $2.2M |
| Acadian Asset Management LLC | 0.00% | Add +27.1% | 146,788 | $1.4M |
| Archon Capital Management LLC | 0.56% | No change | 140,000 | $1.4M |
| Round Rock Advisors LLC | 0.15% | No change | 117,366 | $1.1M |
| Legato Capital Management LLC | 0.09% | Add +85.7% | 108,091 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.3% | 108,083 | $1.1M |
| Renaissance Technologies | 0.00% | Add +382.6% | 102,928 | $1.0M |
| Grandeur Peak Global Advisors, LLC | 0.16% | Add +9.9% | 68,683 | $671K |
| Navellier & Associates Inc. | 0.05% | Add +41.7% | 65,811 | $643K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -35.4% | 64,363 | $629K |
| BlackRock, Inc. | 0.00% | Add +9.4% | 62,824 | $614K |
| Geode Capital Management, LLC | 0.00% | Reduce -4.3% | 60,331 | $590K |
| Victory Capital Management Inc. | 0.00% | New | 50,422 | $493K |
| North Star Investment Management Corp. | 0.03% | No change | 50,000 | $489K |
| RBF Capital, LLC | 0.02% | No change | 50,000 | $489K |
| Sei Investments Co. | 0.00% | Reduce -66.6% | 49,201 | $481K |
| Two Sigma Investments, LP | 0.00% | Add +68.4% | 41,415 | $405K |
| Morgan Stanley | 0.00% | Add +4.6% | 35,037 | $342K |
| Occudo Quantitative Strategies LP | 0.02% | Add +86.5% | 32,709 | $320K |
| Stifel Financial Corp. | 0.00% | No change | 30,000 | $293K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +20.1% | 28,284 | $276K |
| Jane Street Group, LLC | 0.00% | Reduce -75.8% | 25,272 | $247K |
| Goldman Sachs Group Inc. | 0.00% | New | 24,676 | $241K |
| Cerity Partners LLC | 0.00% | No change | 24,500 | $239K |
| State Street Corp. | 0.00% | No change | 23,653 | $231K |
| Integrated Quantitative Investments LLC | 0.04% | New | 23,070 | $225K |
| Connective Capital Management, LLC | 0.15% | No change | 22,478 | $220K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.8% | 20,731 | $203K |
| Trexquant Investment LP | 0.00% | Reduce -45.7% | 19,802 | $193K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -17.0% | 19,570 | $191K |
| Corsair Capital Management, L.P. | 0.02% | Add +34.6% | 19,438 | $190K |
| Susquehanna Fundamental Investments, LLC | 0.00% | Add +1.0% | 17,653 | $172K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +19.8% | 17,539 | $171K |
| Rothschild Wealth LLC | 0.01% | No change | 17,050 | $167K |
| Citadel Advisors | 0.00% | Add +0.7% | 16,401 | $160K |
| Wealthquest Corp | 0.01% | New | 12,753 | $125K |
| Prelude Capital Management, LLC | 0.01% | Reduce -3.9% | 12,313 | $120K |
| 4WEALTH Advisors, Inc. | 0.09% | New | 12,434 | $119K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 12,000 | $117K |
| HRT Financial LP | 0.00% | Reduce -44.9% | 12,020 | $117K |
| NewEdge Advisors, LLC | 0.00% | Add +3163.3% | 11,389 | $111K |
| UBS Group AG | 0.00% | Reduce -55.2% | 7,772 | $76K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 1,450 | $14K |
| Allworth Financial LP | 0.00% | Reduce -31.3% | 1,100 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +30.7% | 737 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 727 | $7K |
| JPMorgan Chase & Co. | 0.00% | Add +18125.0% | 729 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 650 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +1053.6% | 646 | $6K |
| Leonteq Securities AG | 0.00% | New | 598 | $6K |
| Whittier Trust Co. | 0.00% | No change | 389 | $4K |
| Royal Bank of Canada | 0.00% | Add +244.9% | 238 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 158 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 54 | $528 |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 23 | $225 |
| Acumen Wealth Advisors, LLC | 0.00% | New | 20 | $196 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 13 | $127 |
| FMR LLC | 0.00% | No change | 3 | $29 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.