Coda Octopus CODA Institutional Ownership

NASDAQ CODA

$10.70 -0.03 (-0.28%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

63 Institutions

Increased 35 55.6%

Unchanged 15 23.8%

Reduced 13 20.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

24.35%

▲+0.70 pp QoQ

Shares Held by Institutions

2.75Mn

of 11.27Mn outstanding

▲+16.29% QoQ

Shares Outstanding

11.27Mn

8.53Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+384.62K

accumulated since last quarter

Value of Holdings

$29.45Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Coda Octopus Group, Inc. (NASDAQ:CODA) has 63 institutional investors with active 13F positions as of June 2026.

These investors held 24.3% of outstanding shares in June 2026, up from 23.6% in March 2026.
They increased total shares held in Coda Octopus by 16.29% from the prior quarter, while the number of investors in CODA increased 75.0% year over year.
During the quarter, 35 of these 63 funds increased positions in CODA, 13 reduced exposure, and 15 held steady.
Combined, these investors held 2.75Mn shares in CODA for June 2026, up by 384.62K shares quarter on quarter, and up 1.35Mn shares year over year.
ESSEX INVESTMENT MANAGEMENT CO LLC holds the largest position in CODA at 322.28K shares as of June 30, 2026, or 2.86% of shares outstanding.
Top purchasers of CODA stock for the quarter ending June 2026 included Meros Investment Management, LP (230.0K), ESSEX INVESTMENT MANAGEMENT CO LLC (132.64K), RENAISSANCE TECHNOLOGIES LLC (81.6K), VICTORY CAPITAL MANAGEMENT INC (50.42K), ACADIAN ASSET MANAGEMENT LLC (31.25K).
The largest sales of CODA for the quarter ending June 2026 came from Sei Investments Co (98.28K), JANE STREET GROUP, LLC (79.33K), VANGUARD CAPITAL MANAGEMENT LLC (43.47K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (35.2K), Trexquant Investment LP (16.64K).
Per Business Quant, the top 10 investors in CODA for the quarter ending June 2026 include ESSEX INVESTMENT MANAGEMENT CO LLC (322.28K), MARSHALL WACE, LLP (263.19K), Meros Investment Management, LP (254.31K), VANGUARD CAPITAL MANAGEMENT LLC (220.27K), ACADIAN ASSET MANAGEMENT LLC (146.79K), Archon Capital Management LLC (140.0K), Round Rock Advisors LLC (117.37K), DIMENSIONAL FUND ADVISORS LP (108.08K), RENAISSANCE TECHNOLOGIES LLC (102.93K), Grandeur Peak Global Advisors, LLC (68.68K).

Form 13F Holdings

63 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.75Mn

Of outstanding 24.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	322,278	2.86%	▲132,638	+69.94%	$3.15Mn
2	MARSHALL WACE, LLP	0001318757	263,186	2.33%	▲8,997	+3.54%	$2.57Mn
3	Meros Investment Management, LP	0001911372	254,310	2.26%	▲230,000	+946.11%	$2.48Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	220,272	1.95%	▼43,467	-16.48%	$2.15Mn
5	ACADIAN ASSET MANAGEMENT LLC	0000916542	146,788	1.30%	▲31,252	+27.05%	$1.43K
6	Archon Capital Management LLC	0001398825	140,000	1.24%	0	0.00%	$1.37Mn
7	Round Rock Advisors LLC	0001846991	117,366	1.04%	0	0.00%	$1.15Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	108,083	0.96%	▲9,229	+9.34%	$1.06Mn
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	102,928	0.91%	▲81,600	+382.60%	$1.01Mn
10	Grandeur Peak Global Advisors, LLC	0001569137	68,683	0.61%	▲6,164	+9.86%	$671.03K
11	NAVELLIER & ASSOCIATES INC	0000872163	65,811	0.58%	▲19,361	+41.68%	$642.97K
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	64,363	0.57%	▼35,197	-35.35%	$628.83K
13	BlackRock, Inc.	0002012383	62,824	0.56%	▲5,392	+9.39%	$613.79K
14	GEODE CAPITAL MANAGEMENT, LLC	0001214717	60,331	0.54%	▼2,711	-4.30%	$589.61K
15	VICTORY CAPITAL MANAGEMENT INC	0001040188	50,422	0.45%	▲50,422	0.00%	$492.62K
16	North Star Investment Management Corp.	0001342857	50,000	0.44%	0	0.00%	$488.50K
16	RBF Capital, LLC	0001134621	50,000	0.44%	▼50,000	-50.00%	$488.50K
17	Sei Investments Co	0000350894	49,201	0.44%	▼98,285	-66.64%	$480.69K
18	TWO SIGMA INVESTMENTS, LP	0001179392	41,415	0.37%	▲16,816	+68.36%	$404.63K
19	Morgan Stanley	0000895421	35,037	0.31%	▲1,532	+4.57%	$342.31K

Showing 1 to 20 of 63 holders