Coda Octopus GroupCODA
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 30 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Tocqueville Asset Management L.P. ($3.1M), Rice Hall James & Associates, LLC ($2.3M) and Vanguard Group Inc. ($2.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $160K |
| Exits | 2 | $100K |
All 13F filers, Q3 2024 → Q4 2024: 137,967 shares bought and 119,064 shares sold, net +18,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Tocqueville Asset Management L.P. | 0.05% | Reduce -10.1% | 398,046 | $3.1M |
| Rice Hall James & Associates, LLC | 0.13% | Reduce -3.0% | 298,264 | $2.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 297,827 | $2.3M |
| Perritt Capital Management Inc | 0.33% | Reduce -0.9% | 81,150 | $635K |
| Osaic Holdings, Inc. | 0.00% | Add +138.8% | 60,201 | $471K |
| Dimensional Fund Advisors LP | 0.00% | Add +3.8% | 59,999 | $470K |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 59,424 | $465K |
| RBF Capital, LLC | 0.02% | Reduce -6.5% | 56,089 | $439K |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 54,434 | $426K |
| Citadel Advisors | 0.00% | Add +90.1% | 50,804 | $398K |
| Federated Hermes, Inc. | 0.00% | Reduce -12.0% | 43,314 | $339K |
| Northern Trust Corp. | 0.00% | Add +52.9% | 38,833 | $304K |
| State Street Corp. | 0.00% | Add +145.3% | 31,903 | $250K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.6% | 24,676 | $193K |
| Renaissance Technologies | 0.00% | Add +137.2% | 23,751 | $186K |
| Essex Investment Management Co. LLC | 0.02% | New | 14,603 | $114K |
| Wealthquest Corp | 0.01% | No change | 14,603 | $114K |
| Royal Bank of Canada | 0.00% | Add +0.6% | 11,875 | $93K |
| Buckingham Capital Management, Inc. | 0.01% | No change | 10,000 | $78K |
| UBS Group AG | 0.00% | Add +618600.0% | 6,187 | $48K |
| Acadian Asset Management LLC | 0.00% | New | 5,909 | $46K |
| Morgan Stanley | 0.00% | Add +2368.4% | 1,876 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -25.8% | 1,374 | $11K |
| BNP Paribas Financial Markets | 0.00% | No change | 208 | $2K |
| Bank of America Corp. | 0.00% | Reduce -66.2% | 47 | $368 |
| JPMorgan Chase & Co. | 0.00% | No change | 18 | $141 |
| SBI Securities Co., Ltd. | 0.00% | — | 10 | $78 |
| Union Bancaire Privee, UBP SA | 0.00% | — | 2 | $14 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $8 |
| Eastern Bank | 0.00% | No change | 1 | $8 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.