Coda Octopus GroupCODA
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 33 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Tocqueville Asset Management L.P. ($2.0M), Vanguard Group Inc. ($1.9M) and Rice Hall James & Associates, LLC ($1.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $373K |
| Exits | 1 | $8 |
All 13F filers, Q4 2024 → Q1 2025: 73,504 shares bought and 139,729 shares sold, net −66,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Tocqueville Asset Management L.P. | 0.03% | Reduce -18.9% | 322,964 | $2.0M |
| Vanguard Group Inc. | 0.00% | No change | 297,827 | $1.9M |
| Rice Hall James & Associates, LLC | 0.10% | Reduce -4.7% | 284,201 | $1.8M |
| Perritt Capital Management Inc | 0.26% | Reduce -8.6% | 74,150 | $463K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 67,001 | $418K |
| Geode Capital Management, LLC | 0.00% | Add +11.6% | 66,311 | $414K |
| Dimensional Fund Advisors LP | 0.00% | No change | 59,999 | $374K |
| Stifel Financial Corp. | 0.00% | New | 58,000 | $362K |
| RBF Capital, LLC | 0.02% | Reduce -1.5% | 55,258 | $345K |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 53,719 | $335K |
| Federated Hermes, Inc. | 0.00% | No change | 43,314 | $270K |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 36,878 | $230K |
| State Street Corp. | 0.00% | No change | 31,903 | $199K |
| Citadel Advisors | 0.00% | Reduce -50.9% | 24,969 | $156K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.8% | 23,979 | $150K |
| Essex Investment Management Co. LLC | 0.02% | No change | 14,603 | $91K |
| Wealthquest Corp | 0.01% | No change | 14,603 | $91K |
| Renaissance Technologies | 0.00% | Reduce -44.8% | 13,114 | $82K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 11,914 | $75K |
| Acadian Asset Management LLC | 0.00% | No change | 5,909 | $36K |
| UBS Group AG | 0.00% | Reduce -17.8% | 5,088 | $32K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,374 | $9K |
| NewEdge Advisors, LLC | 0.00% | New | 1,028 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 530 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 208 | $1K |
| SouthState Bank Corp | 0.00% | New | 186 | $1K |
| Morgan Stanley | 0.00% | Reduce -96.0% | 76 | $474 |
| Bank of America Corp. | 0.00% | Add +4.3% | 49 | $306 |
| SBI Securities Co., Ltd. | 0.00% | Add +200.0% | 30 | $187 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 12 | $75 |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.8% | 4 | $25 |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2 | $11 |
| Eastern Bank | 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.