Coda Octopus GroupCODA
13F holders, Q2 2025 (June 30)37holders +4
8new positions
4sold out
1famous investor
$8.18avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Rice Hall James & Associates, LLC ($2.5M), Vanguard Group Inc. ($2.4M) and Tocqueville Asset Management L.P. ($917K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $633K |
| Exits | 4 | $233K |
All 13F filers, Q1 2025 → Q2 2025: 146,393 shares bought and 258,860 shares sold, net −112,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Rice Hall James & Associates, LLC | 0.13% | Add +5.6% | 300,034 | $2.5M |
| Vanguard Group Inc. | 0.00% | No change | 297,827 | $2.4M |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -65.3% | 112,064 | $917K |
| Osaic Holdings, Inc. | 0.00% | Add +18.6% | 79,434 | $650K |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 67,334 | $551K |
| Perritt Capital Management Inc | 0.27% | Reduce -14.2% | 63,650 | $521K |
| Dimensional Fund Advisors LP | 0.00% | No change | 59,999 | $491K |
| Stifel Financial Corp. | 0.00% | No change | 58,000 | $474K |
| BlackRock, Inc. | 0.00% | Add +5.6% | 56,732 | $464K |
| RBF Capital, LLC | 0.02% | No change | 55,258 | $452K |
| Citadel Advisors | 0.00% | Add +119.3% | 54,754 | $448K |
| Federated Hermes, Inc. | 0.00% | No change | 43,314 | $354K |
| Northern Trust Corp. | 0.00% | Add +0.6% | 37,112 | $304K |
| State Street Corp. | 0.00% | No change | 31,903 | $261K |
| Jane Street Group, LLC | 0.00% | New | 25,279 | $207K |
| Royal Bank of Canada | 0.00% | Add +35.6% | 16,151 | $132K |
| Corsair Capital Management, L.P. | 0.02% | New | 15,579 | $127K |
| Wealthquest Corp | 0.01% | No change | 14,603 | $119K |
| Essex Investment Management Co. LLC | 0.02% | Reduce -1.2% | 14,434 | $118K |
| Marshall Wace, LLP | 0.00% | New | 12,746 | $104K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,486 | $102K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,000 | $82K |
| Acadian Asset Management LLC | 0.00% | No change | 5,909 | $48K |
| UBS Group AG | 0.00% | Add +0.0% | 5,090 | $42K |
| Morgan Stanley | 0.00% | Add +2798.7% | 2,203 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,374 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +2.7% | 1,056 | $9K |
| Lazard Asset Management LLC | 0.00% | New | 1,054 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.3% | 579 | $5K |
| Raymond James Financial Inc. | 0.00% | New | 290 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +610.0% | 213 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 208 | $2K |
| Bank of America Corp. | 0.00% | Add +14.3% | 56 | $458 |
| Union Bancaire Privee, UBP SA | 0.00% | Add +200.0% | 6 | $39 |
| JPMorgan Chase & Co. | 0.00% | No change | 4 | $33 |
| St Germain D J Co. Inc. | 0.00% | New | 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.