Coda Octopus GroupCODA
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 65 institutions reported holding Coda Octopus Group Inc. (CODA) in their 13F filings, up 20 from Q4 2025. 29 opened new positions and 10 sold out. The largest holders were Vanguard Capital Management LLC ($3.0M), Marshall Wace, LLP ($2.9M) and Essex Investment Management Co. LLC ($2.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $7.7M |
| Exits | 10 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,358,031 shares bought and 394,221 shares sold, net +963,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Vanguard Capital Management LLC | 0.00% | — | 263,739 | $3.0M |
| Marshall Wace, LLP | 0.00% | Add +60.6% | 254,189 | $2.9M |
| Essex Investment Management Co. LLC | 0.34% | Add +713.9% | 189,640 | $2.1M |
| Sei Investments Co. | 0.00% | Add +228.5% | 147,486 | $1.7M |
| Archon Capital Management LLC | 0.89% | Reduce -6.7% | 140,000 | $1.6M |
| Round Rock Advisors LLC | 0.20% | Add +134.6% | 117,366 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +258.1% | 115,536 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +695.4% | 104,606 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 99,560 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +23.9% | 98,854 | $1.1M |
| Informed Momentum Co LLC | 0.10% | No change | 73,722 | $833K |
| Geode Capital Management, LLC | 0.00% | Add +7.0% | 63,042 | $713K |
| Grandeur Peak Global Advisors, LLC | 0.17% | New | 62,519 | $706K |
| Legato Capital Management LLC | 0.06% | New | 58,212 | $658K |
| BlackRock, Inc. | 0.00% | Add +2.1% | 57,432 | $649K |
| North Star Investment Management Corp. | 0.03% | New | 50,000 | $565K |
| RBF Capital, LLC | 0.03% | Reduce -2.0% | 50,000 | $565K |
| Navellier & Associates Inc. | 0.05% | New | 46,450 | $525K |
| Federated Hermes, Inc. | 0.00% | No change | 43,314 | $489K |
| Trexquant Investment LP | 0.00% | Add +220.7% | 36,446 | $412K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 34,353 | $388K |
| Susquehanna International Group, LLP | 0.00% | New | 33,965 | $384K |
| Morgan Stanley | 0.00% | Add +9.2% | 33,505 | $379K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.6% | 31,801 | $359K |
| Millennium Management | 0.00% | New | 30,997 | $350K |
| Stifel Financial Corp. | 0.00% | Reduce -48.3% | 30,000 | $339K |
| Northern Trust Corp. | 0.00% | Add +12.7% | 26,957 | $305K |
| Two Sigma Investments, LP | 0.00% | New | 24,599 | $278K |
| Cerity Partners LLC | 0.00% | Add +22.5% | 24,500 | $277K |
| Meros Investment Management, LP | 0.12% | New | 24,310 | $275K |
| State Street Corp. | 0.00% | Reduce -30.2% | 23,653 | $267K |
| Hillsdale Investment Management Inc. | 0.01% | New | 23,570 | $266K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 23,540 | $266K |
| Connective Capital Management, LLC | 0.21% | New | 22,478 | $254K |
| HRT Financial LP | 0.00% | New | 21,814 | $246K |
| Renaissance Technologies | 0.00% | New | 21,328 | $241K |
| Occudo Quantitative Strategies LP | 0.01% | New | 17,539 | $198K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 17,482 | $198K |
| UBS Group AG | 0.00% | Add +250.8% | 17,360 | $196K |
| Rothschild Wealth LLC | 0.02% | Reduce -74.7% | 17,050 | $193K |
| Squarepoint Ops LLC | 0.00% | New | 16,575 | $187K |
| Citadel Advisors | 0.00% | Reduce -57.2% | 16,283 | $184K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 15,300 | $173K |
| Ritholtz Wealth Management | 0.00% | New | 14,765 | $167K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,644 | $165K |
| Corsair Capital Management, L.P. | 0.02% | No change | 14,438 | $163K |
| XTX Topco Ltd | 0.00% | New | 14,269 | $161K |
| Prelude Capital Management, LLC | 0.01% | New | 12,813 | $145K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.0% | 12,000 | $136K |
| Allworth Financial LP | 0.00% | Add +166.7% | 1,600 | $18K |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,450 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 727 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.5% | 564 | $6K |
| Whittier Trust Co. | 0.00% | No change | 389 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.5% | 349 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | New | 158 | $2K |
| Royal Bank of Canada | 0.00% | New | 69 | $1K |
| SBI Securities Co., Ltd. | 0.00% | New | 56 | $633 |
| Root Financial Partners, LLC | 0.00% | New | 50 | $565 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 15 | $170 |
| JPMorgan Chase & Co. | 0.00% | No change | 4 | $44 |
| FMR LLC | 0.00% | New | 3 | $34 |
| Citigroup Inc. | 0.00% | New | 1 | $11 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $11 |
| Eastern Bank | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is CODA's weight in each manager's 13F, not the share of Coda Octopus Group Inc. the manager owns.