Coda Octopus GroupCODA
13F holders, Q2 2024 (June 30)28holders +1
2new positions
1sold out
1famous investor
$6.02avg. 13F price*
At the end of Q2 2024, 28 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Touchstone Capital, Inc. ($3.1M), Tocqueville Asset Management L.P. ($3.0M) and Vanguard Group Inc. ($1.8M). One famous investor held it 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $66K |
| Exits | 1 | $271 |
All 13F filers, Q1 2024 → Q2 2024: 51,006 shares bought and 108,786 shares sold, net −57,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Touchstone Capital, Inc. | 4.86% | Reduce -5.4% | 513,928 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -12.4% | 493,795 | $3.0M |
| Vanguard Group Inc. | 0.00% | No change | 299,795 | $1.8M |
| Rice Hall James & Associates, LLC | 0.09% | Add +3.8% | 244,490 | $1.5M |
| Perritt Capital Management Inc | 0.27% | Reduce -0.1% | 81,900 | $493K |
| Susquehanna International Group, LLP | 0.00% | Add +37.4% | 62,413 | $376K |
| RBF Capital, LLC | 0.02% | No change | 60,000 | $362K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -11.2% | 57,815 | $348K |
| Geode Capital Management, LLC | 0.00% | Add +5.2% | 57,433 | $346K |
| BlackRock Inc. | 0.00% | Reduce -0.8% | 54,045 | $326K |
| Federated Hermes, Inc. | 0.00% | No change | 49,221 | $297K |
| Northern Trust Corp. | 0.00% | Add +2.7% | 25,945 | $156K |
| Citadel Advisors | 0.00% | Reduce -4.0% | 22,231 | $134K |
| Osaic Holdings, Inc. | 0.00% | Add +37.4% | 14,704 | $89K |
| State Street Corp. | 0.00% | No change | 13,003 | $78K |
| Royal Bank of Canada | 0.00% | No change | 11,800 | $71K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 11,100 | $67K |
| Virtu Financial LLC | 0.00% | New | 10,997 | $66K |
| Buckingham Capital Management, Inc. | 0.01% | No change | 10,000 | $60K |
| UBS Group AG | 0.00% | Add +561400.0% | 5,615 | $34K |
| Creative Financial Designs Inc. | 0.00% | Add +24.6% | 4,379 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -30.3% | 1,773 | $11K |
| BNP Paribas Financial Markets | 0.00% | No change | 208 | $1K |
| Morgan Stanley | 0.00% | No change | 76 | $458 |
| Bank of America Corp. | 0.00% | Add +4900.0% | 50 | $301 |
| JPMorgan Chase & Co. | 0.00% | No change | 18 | $108 |
| Innealta Capital, LLC | 0.00% | New | 18 | $108 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.