Coda Octopus GroupCODA
13F holders, Q4 2025 (December 31)45holders +9
12new positions
3sold out
1famous investor
$9.30avg. 13F price*
At the end of Q4 2025, 45 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 9 from Q3 2025. 12 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($2.8M), Marshall Wace, LLP ($1.5M) and Archon Capital Management LLC ($1.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 3 | $351K |
All 13F filers, Q3 2025 → Q4 2025: 596,609 shares bought and 245,809 shares sold, net +350,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 298,611 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +79.6% | 158,232 | $1.5M |
| Archon Capital Management LLC | 0.79% | New | 150,000 | $1.4M |
| Rice Hall James & Associates, LLC | 0.06% | Reduce -54.8% | 121,905 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 82,835 | $770K |
| Dimensional Fund Advisors LP | 0.00% | Add +29.6% | 79,802 | $742K |
| Informed Momentum Co LLC | 0.08% | New | 73,722 | $686K |
| Perritt Capital Management Inc | 1.05% | Add +8.0% | 67,250 | $625K |
| Rothschild Wealth LLC | 0.06% | New | 67,250 | $625K |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 58,918 | $548K |
| Stifel Financial Corp. | 0.00% | No change | 58,000 | $539K |
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 56,266 | $523K |
| RBF Capital, LLC | 0.02% | Reduce -4.7% | 51,000 | $474K |
| Round Rock Advisors LLC | 0.07% | New | 50,037 | $465K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -29.8% | 47,064 | $438K |
| Sei Investments Co. | 0.00% | New | 44,894 | $418K |
| Federated Hermes, Inc. | 0.00% | No change | 43,314 | $403K |
| Citadel Advisors | 0.00% | Add +7.7% | 38,015 | $354K |
| State Street Corp. | 0.00% | Add +6.3% | 33,903 | $315K |
| Acadian Asset Management LLC | 0.00% | Add +22.6% | 32,263 | $299K |
| Morgan Stanley | 0.00% | Add +1309.7% | 30,676 | $285K |
| Northern Trust Corp. | 0.00% | Add +22.2% | 23,929 | $223K |
| Essex Investment Management Co. LLC | 0.03% | Add +61.4% | 23,299 | $217K |
| Cerity Partners LLC | 0.00% | New | 20,000 | $186K |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.0% | 15,000 | $140K |
| Wealthquest Corp | 0.01% | No change | 14,603 | $136K |
| Corsair Capital Management, L.P. | 0.02% | No change | 14,438 | $134K |
| Jane Street Group, LLC | 0.00% | New | 13,152 | $122K |
| Trexquant Investment LP | 0.00% | New | 11,365 | $106K |
| Quadrature Capital Ltd | 0.00% | New | 11,218 | $104K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.2% | 10,637 | $99K |
| Waverly Advisors, LLC | 0.00% | No change | 10,000 | $93K |
| UBS Group AG | 0.00% | Add +4.3% | 4,949 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,314 | $22K |
| NewEdge Advisors, LLC | 0.00% | Add +6.6% | 842 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 823 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 727 | $7K |
| Allworth Financial LP | 0.00% | No change | 600 | $6K |
| Wells Fargo & Company | 0.00% | New | 500 | $5K |
| Whittier Trust Co. | 0.00% | No change | 389 | $4K |
| Bank of America Corp. | 0.00% | Reduce -99.8% | 6 | $55 |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 6 | $44 |
| JPMorgan Chase & Co. | 0.00% | No change | 4 | $37 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $9 |
| Eastern Bank | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.