Security key
19188U206
Coda Octopus Group, Inc. - COMMON STOCK, $0.001 PAR VALUE PER SHARE (CODA)
CUSIP: 19188U206
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / COMMON STOCK, $0.001 PAR VALUE PER SHARE
- Total 13F shares
- 2,245,369
- Total 13F value
- $13,512,037
- Share change
- -39,310
- SEC-reported price per share
- $6.02
- Number of holders
- 28
- Value change
- -$254,414
- Number of buys
- 12
- Number of sells
- 10
- Shares outstanding
- 11,276,162
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
28
Top holders
10
CODA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
Touchstone Capital, Inc.
Disclosed value leader
Touchstone Capital, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 5.4%
Showing 1-6 of 15 holder rows.
Quick read
Touchstone Capital, Inc. leads the comparable SEC ownership view at 5.4%.
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 Touchstone Capital, Inc.'s linked filing trail.
Comparable ownership
Top 5
Touchstone Capital, Inc.
5.4%
TOCQUEVILLE ASSET MANAGEMENT L.P.
5.2%
VANGUARD GROUP INC
2.6%
RICE HALL JAMES & ASSOCIATES, LLC
2.2%
PERRITT CAPITAL MANAGEMENT INC
0.83%
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 |
|---|---|---|---|---|---|
| Touchstone Capital, Inc. |
13F
Company
|
5.4%
|
$3,791,672
611,560 shares
|
— | 30 Sep 2023 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
13F
Company
|
5.2%
|
$3,651,161
588,897 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
2.6%
|
$1,787,869
288,366 shares
|
— | 30 Sep 2023 |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
Company
|
2.2%
|
$1,556,374
251,028 shares
|
— | 30 Sep 2023 |
| PERRITT CAPITAL MANAGEMENT INC |
13F
Company
|
0.83%
|
$578,634
93,328 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.58%
|
$403,638
65,103 shares
|
— | 30 Sep 2023 |
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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
2,245,369
Rows available
28
| 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 Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
66
Q4 2023 holders
28
Holder diff
-38
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend