Security key
19188U206
Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA)
CUSIP: 19188U206
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / COMMON STOCK, $0.001 PAR VALUE PER SHARE
- Total 13F shares
- 1,958,481
- Total 13F value
- $17,364,202
- Share change
- +92,061
- SEC-reported price per share
- $8.88
- Number of holders
- 18
- Value change
- +$929,053
- Number of buys
- 6
- Number of sells
- 5
- Shares outstanding
- 11,276,162
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
18
Top holders
10
CODA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
Coda Octopus Group, Inc. SEC filings
Coda Octopus Group, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 19188U206
Recent filing periods:
Ownership snapshot
Top reported holders of CODA - Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
TOCQUEVILLE ASSET MANAGEM...
Disclosed value leader
TOCQUEVILLE ASSET MANAGEM...
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 4.8%
Showing 1-6 of 15 holder rows.
Quick read
TOCQUEVILLE ASSET MANAGEMENT L.P. leads the comparable SEC ownership view at 4.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens TOCQUEVILLE ASSET MANAGEMENT L.P.'s linked filing trail.
Comparable ownership
Top 5
TOCQUEVILLE ASSET MANAGEMENT L.P.
4.8%
Touchstone Capital, Inc.
2.3%
VANGUARD GROUP INC
2.1%
FEDERATED HERMES, INC.
1.5%
RICE HALL JAMES & ASSOCIATES, LLC
1.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
13F
Company
|
4.8%
|
$3,422,000
544,003 shares
|
— | 31 Dec 2020 |
| Touchstone Capital, Inc. |
13F
Company
|
2.3%
|
$1,654,000
262,973 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
2.1%
|
$1,460,000
232,063 shares
|
— | 31 Dec 2020 |
| FEDERATED HERMES, INC. |
13F
Company
|
1.5%
|
$1,047,000
166,412 shares
|
— | 31 Dec 2020 |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
Company
|
1.4%
|
$995,000
158,238 shares
|
— | 31 Dec 2020 |
| PERRITT CAPITAL MANAGEMENT INC |
13F
Company
|
1%
|
$715,000
113,700 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
18
Shares
1,958,481
Rows available
18
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
17
Q1 2021 holders
18
Holder diff
1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend