Latest Period
Q1 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 Q1 2026
Institutions Reporting
65
Shares (Excl. Options)
2,723,692
Price
$11.30
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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 Mar 2026
- Q1 2026
- Total 13F shares
- 2,723,692
- Total reported value
- $30,746,259
- % of total 13F portfolios
- 0%
- Share change
- +978,906
- Value change
- +$11,467,401
- Number of holders
- 65
- Price from insider filings
- $13.20
Reported Shares, Excluding Options vs Price
Reported 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.
- 65 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 45 to 65 between Q4 2025 and Q1 2026.
- Reported value moved from $16,951,060 to $30,746,259.
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 65 institutions filings for Q1 2026.
Security key
19188U206
Latest holder period
Q1 2026
13F holders
65
13D/G owners
1
CIK / CUSIP context first
Open Q1 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:
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 Mar 2026, 65 institutional investors reported holding 2,723,692 shares of Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA). This represents 24% 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 20% 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 CAPITAL MANAGEMENT LLC | 2.3% | 263,739 | 0% | 0% | $2,980,251 |
| MARSHALL WACE, LLP | 2.3% | 254,189 | +61% | 0% | $2,872,337 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1.7% | 189,640 | +714% | 0.34% | $2,142,932 |
| SEI INVESTMENTS CO | 1.3% | 147,486 | +229% | 0% | $1,666,592 |
| Archon Capital Management LLC | 1.2% | 140,000 | -6.7% | 0.89% | $1,582,000 |
| Round Rock Advisors LLC | 1% | 117,366 | +135% | 0.2% | $1,326,236 |
| ACADIAN ASSET MANAGEMENT LLC | 1% | 115,536 | +258% | 0% | $1,304,000 |
| JANE STREET GROUP, LLC | 0.93% | 104,606 | +695% | 0% | $1,182,048 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.88% | 99,560 | 0% | $1,125,028 | |
| DIMENSIONAL FUND ADVISORS LP | 0.88% | 98,854 | +24% | 0% | $1,116,257 |
| Informed Momentum Co LLC | 0.65% | 73,722 | 0% | 0.1% | $833,059 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.56% | 63,042 | +7% | 0% | $712,568 |
| Grandeur Peak Global Advisors, LLC | 0.55% | 62,519 | 0.17% | $706,465 | |
| Legato Capital Management LLC | 0.52% | 58,212 | 0.06% | $657,796 | |
| BlackRock, Inc. | 0.51% | 57,432 | +2.1% | 0% | $648,982 |
| RBF Capital, LLC | 0.44% | 50,000 | -2% | 0.03% | $565,000 |
| North Star Investment Management Corp. | 0.44% | 50,000 | 0.03% | $565,000 | |
| NAVELLIER & ASSOCIATES INC | 0.41% | 46,450 | 0.05% | $524,885 | |
| FEDERATED HERMES, INC. | 0.38% | 43,314 | 0% | 0% | $489,448 |
| Trexquant Investment LP | 0.32% | 36,446 | +221% | 0% | $411,840 |
| Cambridge Investment Research Advisors, Inc. | 0.3% | 34,353 | 0% | $388,000 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.3% | 33,965 | 0% | $383,805 | |
| MORGAN STANLEY | 0.3% | 33,505 | +9.2% | 0% | $378,606 |
| OSAIC HOLDINGS, INC. | 0.28% | 31,801 | -62% | 0% | $359,351 |
| MILLENNIUM MANAGEMENT LLC | 0.27% | 30,997 | 0% | $350,266 |
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 | 2,723,692 | $30,746,259 | +$11,467,401 | $11.30 | 65 |
| 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 |