Coda Octopus GroupCODA
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 36 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, down 1 from Q2 2025. 5 opened new positions and 6 sold out. The largest holders were Vanguard Group Inc. ($2.4M), Rice Hall James & Associates, LLC ($2.2M) and Osaic Holdings, Inc. ($796K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $440K |
| Exits | 6 | $356K |
All 13F filers, Q2 2025 → Q3 2025: 185,909 shares bought and 170,686 shares sold, net +15,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Vanguard Group Inc. | 0.00% | Add +2.1% | 304,058 | $2.4M |
| Rice Hall James & Associates, LLC | 0.12% | Reduce -10.2% | 269,425 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +23.8% | 98,301 | $796K |
| Marshall Wace, LLP | 0.00% | Add +591.1% | 88,086 | $707K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -40.2% | 67,064 | $538K |
| Perritt Capital Management Inc | 0.24% | Reduce -2.2% | 62,250 | $500K |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 61,561 | $494K |
| Geode Capital Management, LLC | 0.00% | Reduce -13.0% | 58,577 | $470K |
| Stifel Financial Corp. | 0.00% | No change | 58,000 | $465K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 57,116 | $458K |
| RBF Capital, LLC | 0.02% | Reduce -3.2% | 53,499 | $429K |
| Renaissance Technologies | 0.00% | New | 43,714 | $351K |
| Federated Hermes, Inc. | 0.00% | No change | 43,314 | $348K |
| Citadel Advisors | 0.00% | Reduce -35.5% | 35,308 | $283K |
| State Street Corp. | 0.00% | No change | 31,903 | $256K |
| Acadian Asset Management LLC | 0.00% | Add +345.5% | 26,327 | $210K |
| Northern Trust Corp. | 0.00% | Reduce -47.2% | 19,585 | $157K |
| Goldman Sachs Group Inc. | 0.00% | Add +42.5% | 17,786 | $143K |
| Wealthquest Corp | 0.01% | No change | 14,603 | $117K |
| Corsair Capital Management, L.P. | 0.02% | Reduce -7.3% | 14,438 | $116K |
| Essex Investment Management Co. LLC | 0.02% | No change | 14,434 | $116K |
| Waverly Advisors, LLC | 0.00% | New | 10,000 | $80K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 10,000 | $80K |
| UBS Group AG | 0.00% | Reduce -6.7% | 4,747 | $38K |
| Bank of America Corp. | 0.00% | Add +5475.0% | 3,122 | $25K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 2,176 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.2% | 790 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -47.1% | 727 | $6K |
| Allworth Financial LP | 0.00% | New | 600 | $5K |
| Whittier Trust Co. | 0.00% | New | 389 | $3K |
| Barclays PLC | 0.00% | New | 38 | $305 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -95.3% | 10 | $80 |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 6 | $38 |
| JPMorgan Chase & Co. | 0.00% | No change | 4 | $32 |
| 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.