Coda Octopus Group, Inc. (CODA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,252,667Shares Outstanding

1,884,397Shares held by institutions

$22,405,480Value of institutional holdings

16.75%Institutional ownership %

31.65%Shares Changed QoQ

45No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Coda Octopus Group, Inc. (NASDAQ:CODA) has 45 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 16.7% of outstanding shares in December 2025, up from 13.0% in September 2025.
Their total shares held in CODA increased 30.91% quarter over quarter, and separately, investors owning Coda Octopus increased 45.16% from a year ago.
Of these 45 holders, 26 added to their stakes in Coda Octopus, 8 trimmed positions, and 11 made no changes.
Combined, these investors held 1.87Mn shares in CODA for December 2025, up by 442.44K shares quarter on quarter, and up 226.25K shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Coda Octopus with 298.61K shares, accounting for 2.65% of total shares outstanding.
Top purchasers of CODA stock for the quarter ending December 2025 included Archon Capital Management LLC (150.0K), Informed Momentum Co LLC (73.72K), MARSHALL WACE, LLP (70.15K), Rothschild Wealth LLC (67.25K), Round Rock Advisors LLC (50.04K).
Leading sellers of Coda Octopus shares for the quarter ending December 2025 were RICE HALL JAMES & ASSOCIATES, LLC (147.52K), TOCQUEVILLE ASSET MANAGEMENT L.P. (20.0K), OSAIC HOLDINGS, INC. (15.47K), Bank Of America Corp /De/ (6.24K), VANGUARD GROUP INC (5.45K).
Per Business Quant, the top 10 investors in CODA for the quarter ending December 2025 include VANGUARD GROUP INC (298.61K), MARSHALL WACE, LLP (158.23K), Archon Capital Management LLC (150.0K), RICE HALL JAMES & ASSOCIATES, LLC (121.9K), RBF Capital, LLC (102.0K), OSAIC HOLDINGS, INC. (82.84K), DIMENSIONAL FUND ADVISORS LP (79.8K), Informed Momentum Co LLC (73.72K), PERRITT CAPITAL MANAGEMENT INC (67.25K), Rothschild Wealth LLC (67.25K).

45 Institutional Holders

1,884,397 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	298,611	-5,447	-1.79%	$2,777,082.00
MARSHALL WACE, LLP	31 Dec, 2025	158,232	70,146	79.63%	$1,471,558.00
Archon Capital Management LLC	31 Dec, 2025	150,000	150,000	0.00%	$1,395,000.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	121,905	-147,520	-54.75%	$1,133,717.00
RBF Capital, LLC	31 Dec, 2025	102,000	48,501	90.66%	$948,600.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	82,835	-15,466	-15.73%	$770,365.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	79,802	18,241	29.63%	$742,158.00
Informed Momentum Co LLC	31 Dec, 2025	73,722	73,722	0.00%	$685,615.00
Rothschild Wealth LLC	31 Dec, 2025	67,250	67,250	0.00%	$625,425.00
PERRITT CAPITAL MANAGEMENT INC	31 Dec, 2025	67,250	5,000	8.03%	$625,425.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	58,918	341	0.58%	$548,088.00
Stifel Financial Corp	31 Dec, 2025	58,000	0	0.00%	$539,400.00
BlackRock, Inc.	31 Dec, 2025	56,266	-850	-1.49%	$523,274.00
Round Rock Advisors LLC	31 Dec, 2025	50,037	50,037	0.00%	$513,503.00
TOCQUEVILLE ASSET MANAGEMENT L.P.	31 Dec, 2025	47,064	-20,000	-29.82%	$437,695.00
Sei Investments Co	31 Dec, 2025	44,894	44,894	0.00%	$417,514.00
Federated Hermes, Inc.	31 Dec, 2025	43,314	0	0.00%	$402,820.00
CITADEL ADVISORS LLC	31 Dec, 2025	38,015	2,707	7.67%	$353,540.00
State Street Corp	31 Dec, 2025	33,903	2,000	6.27%	$315,298.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	32,263	5,936	22.55%	$299.00

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