Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
63
Shares (Excl. Options)
2,853,182
Price
$9.77
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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
- 2,853,182
- Total 13F value
- $27,870,708
- Portfolio coverage rank
- 0%
- Share change
- +129,141
- Value change
- +$793,304
- Number of holders
- 63
- Shares outstanding
- 11,276,162
- SEC-reported price per share
- $10.19
- Insider filing price
- $10.19
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CODA - Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE is tracked under CUSIP 19188U206.
- 63 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 63 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $30,750,202 to $27,870,708.
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
Open SEC evidence
Latest holder context comes from 63 institutions filings for Q2 2026.
Security key
19188U206
Latest holder period
Q2 2026
13F holders
63
13D/G owners
1
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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 19188U206:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
CODA
| 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 30 Jun 2026, 63 institutional investors reported holding 2,853,182 shares of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA). This represents 25% of the company’s total 11,276,162 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 | 0.54% | 60,331 | -4.3% | 0% | $589,612 |
| VICTORY CAPITAL MANAGEMENT INC | 0.45% | 50,422 | 0% | $492,623 | |
| RBF Capital, LLC | 0.44% | 50,000 | 0% | 0.02% | $488,500 |
| North Star Investment Management Corp. | 0.44% | 50,000 | 0% | 0.03% | $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
36
Latest
Q2 2026
Rows shown
1-25 of 36
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,853,182 | $27,870,708 | +$793,304 | $9.77 | 63 |
| 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 |
| 2020 Q2 | 1,640,482 | $8,447,276 | -$2,285,875 | $5.15 | 29 |