Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA)

Historical Holders from Q3 2017 to Q4 2025

Type / Class
Equity / COMMON STOCK, $0.001 PAR VALUE PER SHARE
Symbol
CODA on Nasdaq
Shares outstanding
11,248,871
Price per share
$7.33
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
1,471,960
Holdings value
$11,819,155
% of all portfolios
0%
Share change
+15,431
Value change
+$118,906
Average buys %
+0%
Average sells %
-0%
Number of holders
36
Price from insider filings
$8.15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HONIG JONATHAN 5.6% $4,514,455 629,921 Jonathan Honig 07 Oct 2025
As of 30 Sep 2025, Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA) has 36 institutional shareholders filing 13F forms. They hold 1,471,960 shares of 11,248,871 outstanding shares (13%) .

Top 25 institutional shareholders own 13% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 2.7% 304,058 +2.1% 0% $2,440,065
RICE HALL JAMES & ASSOCIATES, LLC 2.4% 269,425 -10% 0.12% $2,162,136
OSAIC HOLDINGS, INC. 0.87% 98,301 +24% 0% $796,223
MARSHALL WACE, LLP 0.78% 88,086 +591% 0% $707,331
TOCQUEVILLE ASSET MANAGEMENT L.P. 0.6% 67,064 -40% 0.01% $538,189
Perritt Capital Management Inc 0.55% 62,250 -2.2% 0.24% $499,556
DIMENSIONAL FUND ADVISORS LP 0.55% 61,561 +2.6% 0% $494,027
GEODE CAPITAL MANAGEMENT, LLC 0.52% 58,577 -13% 0% $470,218
STIFEL FINANCIAL CORP 0.52% 58,000 0% 0% $465,451
BlackRock, Inc. 0.51% 57,116 +0.68% 0% $458,356
RBF Capital, LLC 0.48% 53,499 -3.2% 0.02% $429,329
RENAISSANCE TECHNOLOGIES LLC 0.39% 43,714 0% $350,805
FEDERATED HERMES, INC. 0.39% 43,314 0% 0% $347,595
CITADEL ADVISORS LLC 0.31% 35,308 -36% 0% $283,346
STATE STREET CORP 0.28% 31,903 0% 0% $256,022
ACADIAN ASSET MANAGEMENT LLC 0.23% 26,327 +346% 0% $210,000
NORTHERN TRUST CORP 0.17% 19,585 -47% 0% $157,170
GOLDMAN SACHS GROUP INC 0.16% 17,786 +42% 0% $142,733
Wealthquest Corp 0.13% 14,603 0% 0.01% $117,189
CORSAIR CAPITAL MANAGEMENT, L.P. 0.13% 14,438 -7.3% 0.02% $115,865
ESSEX INVESTMENT MANAGEMENT CO LLC 0.13% 14,434 0% 0.02% $115,833
Waverly Advisors, LLC 0.09% 10,000 0% $80,250
COMMONWEALTH EQUITY SERVICES, LLC 0.09% 10,000 0% 0% $80,000
UBS Group AG 0.04% 4,747 -6.7% 0% $38,095
BANK OF AMERICA CORP /DE/ 0.03% 3,122 +5475% 0% $25,054

Institutional Holders of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 6 $44 $7.33 1
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
2020 Q2 1,640,482 $8,447,276 -$2,285,875 $5.15 29
2020 Q1 2,060,640 $11,559,847 -$654,662 $5.61 38
2019 Q4 2,088,747 $17,478,374 -$975,411 $8.37 47
2019 Q3 2,209,777 $18,140,880 +$922,288 $8.21 45
2019 Q2 1,950,994 $25,283,157 +$14,117,396 $13.05 42
2019 Q1 858,367 $8,042,000 +$2,645,914 $9.37 16
2018 Q4 580,368 $3,379,000 +$74,682 $5.82 10
2018 Q3 566,462 $3,415,000 +$2,329,694 $6.03 12
2018 Q2 206,904 $802,000 +$175,555 $3.86 12
2018 Q1 161,567 $556,000 +$308,537 $3.44 9
2017 Q4 67,458 $321,000 +$312,000 $4.76 4
2017 Q3 2,244 $9,000 +$9,000 $4.01 2