Coda Octopus Group, Inc. - Common stock, $0.001 par value per share (CODA)

CUSIP: 19188U206

Q2 2021 13F Holders as of 30 Jun 2021

Holder snapshot 6 signals
Share change
-39,879
SEC-reported price per share
$8.65
Number of holders
22
Value change
-$344,682
Number of buys
9
Number of sells
7
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
11,283,322

Security key

19188U206

Report period

Q2 2021

Institutions

22

Top holders

10

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
0/15
Latest evidence
31 Mar 2021
13F Highest disclosed value: $4,831,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

TOCQUEVILLE ASSET MANAGEMENT L.P. has the largest disclosed position value at $4.83M.

0 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.
Disclosed position value Top 5
TOCQUEVILLE ASSET MANAGEMENT L.P. $4.83M
Touchstone Capital, Inc. $2.34M
RICE HALL JAMES & ASSOCIATES, LLC $2.32M
VANGUARD GROUP INC $2.06M
PERRITT CAPITAL MANAGEMENT INC $1.02M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

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
13F
—
denominator unverified
$4,831,000
544,003 shares
— 31 Mar 2021
Touchstone Capital, Inc.
13F
Company
13F
—
denominator unverified
$2,335,000
262,973 shares
— 31 Mar 2021
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
13F
—
denominator unverified
$2,317,000
260,937 shares
— 31 Mar 2021
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$2,061,000
232,063 shares
— 31 Mar 2021
PERRITT CAPITAL MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$1,023,000
115,200 shares
— 31 Mar 2021
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$979,000
110,251 shares
— 31 Mar 2021
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 Q2 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
22
Shares
1,918,602
Rows available
22
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 Q2 2021 vs Q2 2026 Across Filers

Q2 2026 holders
62
Q2 2021 holders
22
Holder diff
-40
Investor Q2 2026 Shares Q2 2021 Shares Share Diff Share Chg % Q2 2026 value Q2 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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