Coda Octopus Group, Inc. (CODA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,391,200Shares Outstanding

142,083Shares held by institutions

$1,946,537Value of institutional holdings

16.44%Institutional ownership %

31.21%Shares Changed QoQ

44No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 44 institutional investors hold a position in Coda Octopus Group, Inc. (NASDAQ:CODA).

Institutional ownership in Coda Octopus edged up to 16.4% in December 2025, compared to 12.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 31.21%, with a year-over-year an increase of 41.94% in the count of filers.
Among the 44 institutional holders of Coda Octopus, 25 added to their stakes while 7 trimmed their positions and 12 held steady.
This class of investors increased its holdings in Coda Octopus to 1.87Mn shares for the 13F-cycle ending December 2025, up by 445.51K shares quarter on quarter, and up 227.49K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Coda Octopus as of December 31, 2025, with a position of 298.61K shares, representing 2.62% of the company's outstanding stock.
Among the most significant buyers of Coda Octopus during December 2025 were Archon Capital Management LLC (150.00K), 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 stock in December 2025 included RICE HALL JAMES & ASSOCIATES, LLC (147.52K), TOCQUEVILLE ASSET MANAGEMENT L.P. (20.00K), OSAIC HOLDINGS, INC. (15.47K), GOLDMAN SACHS GROUP INC (7.15K), VANGUARD GROUP INC (5.45K).
The top 10 institutional holders of Coda Octopus for the quarter ending December 2025 included VANGUARD GROUP INC (298.61K), MARSHALL WACE, LLP (158.23K), Archon Capital Management LLC (150.00K), RICE HALL JAMES & ASSOCIATES, LLC (121.91K), RBF Capital, LLC (102.00K), OSAIC HOLDINGS, INC. (82.83K), DIMENSIONAL FUND ADVISORS LP (79.80K), Informed Momentum Co LLC (73.72K), PERRITT CAPITAL MANAGEMENT INC (67.25K), Rothschild Wealth LLC (67.25K).

44 Institutional Holders

142,083 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
PERRITT CAPITAL MANAGEMENT INC	31 Dec, 2025	67,250	5,000	8.03%	$625,425.00
Rothschild Wealth LLC	31 Dec, 2025	67,250	67,250	0.00%	$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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