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

13F Institutional Holders and Ownership History 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
$10.65
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,822,760
Total reported value
$16,999,219
% of total 13F portfolios
0%
Share change
+350,800
Value change
+$3,366,618
Number of holders
45
Price from insider filings
$10.65
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 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 11,248,871 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 2.7% 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. 0.74% 82,835 -16% 0% $770,365
DIMENSIONAL FUND ADVISORS LP 0.71% 79,802 +30% 0% $742,158
Informed Momentum Co LLC 0.66% 73,722 0.08% $685,615
Perritt Capital Management Inc 0.6% 67,250 +8% 1% $625,425
Rothschild Wealth LLC 0.6% 67,250 0.06% $625,425
GEODE CAPITAL MANAGEMENT, LLC 0.52% 58,918 +0.58% 0% $548,088
STIFEL FINANCIAL CORP 0.52% 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 0.08% $513,503
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. 0.39% 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
2025 Q4 1,822,760 $16,999,219 +$3,366,618 $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