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

CUSIP: 19188U206

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
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
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
11,283,322

Security key

19188U206

Report period

Q4 2023

Institutions

28

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
Annmarie Gayle
Disclosed value leader
Annmarie Gayle
Comparable rows
0/15
Latest evidence
06 Oct 2023
3/4/5 13F Highest disclosed value: $13,987,935 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Annmarie Gayle has the largest disclosed position value at $13.99M.

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 Annmarie Gayle's linked filing trail.
Disclosed position value Top 5
Annmarie Gayle $13.99M
G. Tyler Runnels $3.65M
Touchstone Capital, Inc. $3.79M
TOCQUEVILLE ASSET MANAGEMENT L.P. $3.65M
VANGUARD GROUP INC $1.79M

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
Annmarie Gayle
3/4/5
Chairman, CEO, Director, 10%+ Owner
—
denominator unverified
$13,987,935
2,336,619 shares
— 06 Oct 2023
G. Tyler Runnels
3/4/5
Director, 10%+ Owner
—
denominator unverified
$3,647,699
609,331 shares
— 28 Sep 2023
Touchstone Capital, Inc.
13F
Company
13F
—
denominator unverified
$3,791,672
611,560 shares
— 30 Sep 2023
TOCQUEVILLE ASSET MANAGEMENT L.P.
13F
Company
13F
—
denominator unverified
$3,651,161
588,897 shares
— 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$1,787,869
288,366 shares
— 30 Sep 2023
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
13F
—
denominator unverified
$1,556,374
251,028 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 Q2 2026 Across Filers

Q2 2026 holders
62
Q4 2023 holders
28
Holder diff
-34
Investor Q2 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q2 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
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