Latest Period
Q4 2025
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 Q1 2026
Institutions Reporting
45
Shares (Excl. Options)
1,822,760
Price
$9.30
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- Type / Class
- Equity / COMMON STOCK, $0.001 PAR VALUE PER SHARE
- Symbol
- CODA on Nasdaq
- Shares outstanding
- 11,276,162
- Price per share
- $13.20
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,822,760
- Total reported value
- $16,951,060
- % of total 13F portfolios
- 0%
- Share change
- +350,800
- Value change
- +$3,318,459
- Number of holders
- 45
- Price from insider filings
- $13.20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- CODA - Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE is tracked under CUSIP 19188U206.
- 45 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 45 to 10 between Q4 2025 and Q1 2026.
- Reported value moved from $16,951,060 to $1,269,466.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 45 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 19188U206?
CUSIP 19188U206 identifies CODA - Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 19188U206:
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 | 4.5% | -18% | $7,435,732 | -$1,773,713 | 508,600 | -19% | Jonathan Honig | 07 Apr 2026 |
As of 31 Dec 2025, 45 institutional investors reported holding 1,822,760 shares of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA). This represents 16% of the company’s total 11,276,162 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA) together control 15% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2.6% | 298,611 | -1.8% | 0% | $2,777,082 |
| MARSHALL WACE, LLP | 1.4% | 158,232 | +80% | 0% | $1,471,558 |
| Archon Capital Management LLC | 1.3% | 150,000 | 0.79% | $1,395,000 | |
| RICE HALL JAMES & ASSOCIATES, LLC | 1.1% | 121,905 | -55% | 0.06% | $1,133,717 |
| OSAIC HOLDINGS, INC. | 0.73% | 82,835 | -16% | 0% | $770,365 |
| DIMENSIONAL FUND ADVISORS LP | 0.71% | 79,802 | +30% | 0% | $742,158 |
| Informed Momentum Co LLC | 0.65% | 73,722 | 0.08% | $685,615 | |
| Rothschild Wealth LLC | 0.6% | 67,250 | 0.06% | $625,425 | |
| Perritt Capital Management Inc | 0.6% | 67,250 | +8% | 1% | $625,425 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.52% | 58,918 | +0.58% | 0% | $548,088 |
| STIFEL FINANCIAL CORP | 0.51% | 58,000 | 0% | 0% | $539,400 |
| BlackRock, Inc. | 0.5% | 56,266 | -1.5% | 0% | $523,274 |
| RBF Capital, LLC | 0.45% | 51,000 | -4.7% | 0.02% | $474,300 |
| Round Rock Advisors LLC | 0.44% | 50,037 | 0.07% | $465,344 | |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 0.42% | 47,064 | -30% | 0.01% | $437,695 |
| SEI INVESTMENTS CO | 0.4% | 44,894 | 0% | $417,514 | |
| FEDERATED HERMES, INC. | 0.38% | 43,314 | 0% | 0% | $402,820 |
| CITADEL ADVISORS LLC | 0.34% | 38,015 | +7.7% | 0% | $353,540 |
| STATE STREET CORP | 0.3% | 33,903 | +6.3% | 0% | $315,298 |
| ACADIAN ASSET MANAGEMENT LLC | 0.29% | 32,263 | +23% | 0% | $299,000 |
| MORGAN STANLEY | 0.27% | 30,676 | +1310% | 0% | $285,287 |
| NORTHERN TRUST CORP | 0.21% | 23,929 | +22% | 0% | $222,540 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.21% | 23,299 | +61% | 0.03% | $216,681 |
| Cerity Partners LLC | 0.18% | 20,000 | 0% | $186,000 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 15,000 | +50% | 0% | $139,500 |
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 (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 112,342 | $1,269,466 | +$1,065,579 | $11.30 | 10 |
| 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 |
| 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 |