Coda Octopus GroupCODA

13F holders, Q1 2026 (March 31)
65holders +20
29new positions
10sold out
3famous investors
$11.30avg. 13F price*

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

020406080 Q1 2024: 27Q1 2024Q2 2024: 28Q2 2024Q3 2024: 29Q3 2024Q4 2024: 30Q4 2024Q1 2025: 33Q1 2025Q2 2025: 37Q2 2025Q3 2025: 36Q3 2025Q4 2025: 45Q4 2025Q1 2026: 65Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$7.7M
Exits10$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.