Security Snapshot

Coda Octopus Group, Inc. - Common stock, $0.001 par value per share (CODA) Institutional Ownership

CUSIP: 19188U206

13F Institutional Holders and Ownership History from Q3 2017 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

62

Shares (Excl. Options)

2.85MFull value: 2,852,432 · shares · 30 Jun 2026

Price

$9.77

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common stock, $0.001 par value per share
Symbol
CODA on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
2,852,432
Latest holder snapshot 5 signals
Total 13F value
$27,863,381
Portfolio coverage rank
0%
Share change
+128,391
Value change
+$785,977
Number of holders
62
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
11,283,322
SEC-reported price per share
$10.73
Insider filing price
$10.73
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • CODA - Coda Octopus Group, Inc. - Common stock, $0.001 par value per share is tracked under CUSIP 19188U206.
  • 62 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 66 to 62 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $30.75MFull value: $30,750,202 · USD · 31 Mar 2026
    to
    $27.86MFull value: $27,863,381 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 62 institutions filings for Q2 2026.

Open SEC evidence

Security key

19188U206

13F reference period

Q2 2026

13F holders

62

13D/G owners

2

CIK / CUSIP context first

Open Q2 2026 holders CODA full holder history Coda Octopus Group, Inc. SEC filings Coda Octopus Group, Inc. company facts Coda Octopus Group, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
CODA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Ezralow Bryan Ross 6% $6,956,112 682,641 Ezralow Bryan Ross 31 Dec 2025
HONIG JONATHAN 4.5% -18% $7,435,732 -$1,773,713 508,600 -19% Jonathan Honig 07 Apr 2026
As of 30 Jun 2026, 62 institutional investors reported holding
2.85MFull value: 2,852,432 · shares · 30 Jun 2026
shares of Coda Octopus Group, Inc. - Common stock, $0.001 par value per share (CODA). This represents 25% of the company’s total
11.28MFull value: 11,283,322 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
22%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ESSEX INVESTMENT MANAGEMENT CO LLC 2.9% 322,278 +70% 0.41% $3,148,656
MARSHALL WACE, LLP 2.3% 263,186 +3.5% 0% $2,571,328
Meros Investment Management, LP 2.3% 254,310 +946% 0.79% $2,484,609
VANGUARD CAPITAL MANAGEMENT LLC 2% 220,272 -16% 0% $2,152,057
ACADIAN ASSET MANAGEMENT LLC 1.3% 146,788 +27% 0% $1,433,000
Archon Capital Management LLC 1.2% 140,000 0% 0.56% $1,367,800
Round Rock Advisors LLC 1% 117,366 0% 0.15% $1,146,666
Legato Capital Management LLC 0.96% 108,091 +86% 0.09% $1,056,049
DIMENSIONAL FUND ADVISORS LP 0.96% 108,083 +9.3% 0% $1,055,725
RENAISSANCE TECHNOLOGIES LLC 0.91% 102,928 +383% 0% $1,005,607
Grandeur Peak Global Advisors, LLC 0.61% 68,683 +9.9% 0.16% $671,033
NAVELLIER & ASSOCIATES INC 0.58% 65,811 +42% 0.05% $642,973
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.57% 64,363 -35% 0% $628,827
BlackRock, Inc. 0.56% 62,824 +9.4% 0% $613,790
GEODE CAPITAL MANAGEMENT, LLC 0.53% 60,331 -4.3% 0% $589,612
VICTORY CAPITAL MANAGEMENT INC 0.45% 50,422 0% $492,623
North Star Investment Management Corp. 0.44% 50,000 0% 0.03% $488,500
RBF Capital, LLC 0.44% 50,000 0% 0.02% $488,500
SEI INVESTMENTS CO 0.44% 49,201 -67% 0% $480,694
TWO SIGMA INVESTMENTS, LP 0.37% 41,415 +68% 0% $404,625
MORGAN STANLEY 0.31% 35,037 +4.6% 0% $342,312
OCCUDO QUANTITATIVE STRATEGIES LP 0.29% 32,709 +86% 0.02% $319,567
STIFEL FINANCIAL CORP 0.27% 30,000 0% 0% $293,100
VANGUARD FIDUCIARY TRUST CO 0.25% 28,284 +20% 0% $276,335
JANE STREET GROUP, LLC 0.22% 25,272 -76% 0% $246,907

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
37
Headline period
Q2 2026
Rows shown
1-25 of 37
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 346,555 $3,721,709 +$121,203 $10.73 6
2026 Q2 2,852,432 $27,863,381 +$785,977 $9.77 62
2026 Q1 2,724,041 $30,750,202 +$11,461,831 $11.30 66
2025 Q4 1,822,760 $16,951,060 +$3,318,459 $9.30 45
2025 Q3 1,471,960 $11,819,155 +$118,906 $8.02 36
2025 Q2 1,456,737 $11,915,352 -$848,094 $8.18 37
2025 Q1 1,569,204 $9,791,732 -$412,757 $6.24 33
2024 Q4 1,645,354 $12,882,604 +$155,105 $7.83 30
2024 Q3 2,063,456 $14,962,541 -$300,943 $7.25 29
2024 Q2 2,106,753 $12,693,050 -$373,175 $6.02 28
2024 Q1 2,168,833 $12,514,122 -$444,753 $5.77 28
2023 Q4 2,245,369 $13,512,037 -$254,414 $6.02 28
2023 Q3 2,284,679 $14,165,433 -$1,290 $6.20 25
2023 Q2 2,244,350 $18,425,198 +$1,950,724 $8.21 25
2023 Q1 2,014,806 $14,731,511 +$291,845 $7.32 24
2022 Q4 1,977,074 $13,562,489 +$329,682 $6.86 25
2022 Q3 1,934,697 $10,445,123 +$47,860 $5.40 20
2022 Q2 1,925,793 $9,635,040 +$8,677 $5.00 19
2022 Q1 1,912,646 $12,620,719 +$283,145 $6.57 21
2021 Q4 1,871,528 $14,972,664 -$247,481 $8.00 22
2021 Q3 1,902,453 $17,046,279 -$139,894 $8.96 22
2021 Q2 1,918,602 $16,605,166 -$344,682 $8.65 22
2021 Q1 1,958,481 $17,364,202 +$929,053 $8.88 18
2020 Q4 1,850,101 $11,635,302 -$147,613 $6.29 17
2020 Q3 1,621,125 $8,962,635 -$68,133 $5.53 21
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