Coda Octopus GroupCODA
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 29 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were Tocqueville Asset Management L.P. ($3.2M), Touchstone Capital, Inc. ($3.2M) and Rice Hall James & Associates, LLC ($2.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Coda Octopus Group Inc.
- CUSIP
- 19188U206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $180K |
| Exits | 2 | $66K |
All 13F filers, Q2 2024 → Q3 2024: 104,860 shares bought and 148,722 shares sold, net −43,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Tocqueville Asset Management L.P. | 0.05% | Reduce -10.3% | 442,964 | $3.2M |
| Touchstone Capital, Inc. | 4.82% | Reduce -15.0% | 436,942 | $3.2M |
| Rice Hall James & Associates, LLC | 0.12% | Add +25.7% | 307,388 | $2.2M |
| Vanguard Group Inc. | 0.00% | No change | 299,795 | $2.2M |
| Perritt Capital Management Inc | 0.31% | No change | 81,900 | $594K |
| Susquehanna International Group, LLP | 0.00% | Add +0.4% | 62,675 | $454K |
| RBF Capital, LLC | 0.02% | No change | 60,000 | $435K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 57,819 | $419K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 57,370 | $416K |
| BlackRock, Inc. | 0.00% | — | 54,610 | $396K |
| Federated Hermes, Inc. | 0.00% | No change | 49,221 | $357K |
| Citadel Advisors | 0.00% | Add +20.2% | 26,720 | $194K |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 25,391 | $184K |
| Osaic Holdings, Inc. | 0.00% | Add +71.4% | 25,204 | $183K |
| Wealthquest Corp | 0.01% | New | 14,603 | $108K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.0% | 13,100 | $95K |
| State Street Corp. | 0.00% | No change | 13,003 | $94K |
| Royal Bank of Canada | 0.00% | No change | 11,800 | $86K |
| Renaissance Technologies | 0.00% | New | 10,014 | $73K |
| Buckingham Capital Management, Inc. | 0.01% | No change | 10,000 | $73K |
| Creative Financial Designs Inc. | 0.00% | Reduce -57.7% | 1,852 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.9% | 641 | $5K |
| BNP Paribas Financial Markets | 0.00% | No change | 208 | $2K |
| Bank of America Corp. | 0.00% | Add +178.0% | 139 | $1K |
| Morgan Stanley | 0.00% | No change | 76 | $551 |
| JPMorgan Chase & Co. | 0.00% | No change | 18 | $131 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $7 |
| Eastern Bank | 0.00% | New | 1 | $7 |
| UBS Group AG | 0.00% | Reduce -100.0% | 1 | $7 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.