CODA OCTOPUS GROUP INC (CODA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
62
Reporting holders
$27.0M
Reported value
24.5%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 2,763,058 shares against 11,280,754 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | $3.1M | 322,278 | 0.41% | 7q | +69.9%+$1.3M |
| MARSHALL WACE, LLP | $2.6M | 263,186 | 0.00% | 5q | +3.5%+$87.9K |
| Meros Investment Management, LP | $2.5M | 254,310 | 0.79% | 2q | +946.1%+$2.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.2M | 220,272 | 0.00% | 2q | -16.5%-$424.7K |
| Archon Capital Management LLC | $1.4M | 140,000 | 0.56% | 3q | HELD |
| Grandeur Peak Global Advisors, LLC | $1.3M | 137,366 | 0.16% | 2q | +119.7%+$731.3K |
| Round Rock Advisors LLC | $1.1M | 117,366 | 0.15% | 3q | HELD |
| Legato Capital Management LLC | $1.1M | 108,091 | 0.09% | 2q | +85.7%+$487.3K |
| DIMENSIONAL FUND ADVISORS LP | $1.1M | 108,083 | 0.00% | 31q | +9.3%+$90.1K |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 102,928 | 0.00% | 2q | +382.6%+$797.2K |
| NAVELLIER & ASSOCIATES INC | $643.0K | 65,811 | 0.05% | 2q | +41.7%+$189.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $628.8K | 64,363 | 0.00% | 2q | -35.4%-$343.9K |
| BlackRock, Inc. | $613.8K | 62,824 | 0.00% | 8q | +9.4%+$52.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $589.6K | 60,331 | 0.00% | 29q | -4.3%-$26.5K |
| VICTORY CAPITAL MANAGEMENT INC | $492.6K | 50,422 | 0.00% | new | NEW |
| RBF Capital, LLC | $488.5K | 50,000 | 0.02% | 25q | HELD |
| North Star Investment Management Corp. | $488.5K | 50,000 | 0.03% | 2q | HELD |
| SEI INVESTMENTS CO | $480.7K | 49,201 | 0.00% | 3q | -66.6%-$960.2K |
| TWO SIGMA INVESTMENTS, LP | $404.6K | 41,415 | 0.00% | 2q | +68.4%+$164.3K |
| MORGAN STANLEY | $342.3K | 35,037 | 0.00% | 15q | +4.6%+$15.0K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $319.6K | 32,709 | 0.02% | 2q | +86.5%+$148.2K |
| STIFEL FINANCIAL CORP | $293.1K | 30,000 | 0.00% | 6q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $276.3K | 28,284 | 0.00% | 2q | +20.2%+$46.3K |
| JANE STREET GROUP, LLC | $246.9K | 25,272 | 0.00% | 3q | -75.8%-$775.1K |
| GOLDMAN SACHS GROUP INC | $241.1K | 24,676 | 0.00% | new | NEW |
| Cerity Partners LLC | $239.4K | 24,500 | 0.00% | 3q | HELD |
| STATE STREET CORP | $231.1K | 23,653 | 0.00% | 21q | HELD |
| Integrated Quantitative Investments LLC | $225.4K | 23,070 | 0.04% | new | NEW |
| Connective Capital Management, LLC | $219.6K | 22,478 | 0.15% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $202.5K | 20,731 | 0.00% | 14q | -34.8%-$108.2K |
| Trexquant Investment LP | $193.5K | 19,802 | 0.00% | 3q | -45.7%-$162.6K |
| Hillsdale Investment Management Inc. | $191.2K | 19,570 | 0.00% | 2q | -17.0%-$39.1K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $189.9K | 19,438 | 0.02% | 5q | +34.6%+$48.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $172.5K | 17,653 | 0.00% | 2q | +1.0%+$1.7K |
| Schonfeld Strategic Advisors LLC | $171.4K | 17,539 | 0.00% | 2q | +19.8%+$28.3K |
| Rothschild Wealth LLC | $166.6K | 17,050 | 0.01% | 3q | HELD |
| CITADEL ADVISORS LLC | $160.2K | 16,401 | 0.00% | 11q | +0.7%+$1.2K |
| Wealthquest Corp | $124.6K | 12,753 | 0.01% | 8q | -12.7%-$18.1K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $120.3K | 12,313 | 0.01% | 2q | -3.9%-$4.9K |
| 4WEALTH ADVISORS, INC. | $118.7K | 12,434 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $117.2K | 12,000 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $111.3K | 11,389 | 0.00% | new | NEW |
| UBS Group AG | $75.9K | 7,772 | 0.00% | 21q | -55.2%-$93.7K |
| Vanguard Global Advisers, LLC | $14.2K | 1,450 | 0.00% | 2q | HELD |
| Allworth Financial LP | $10.7K | 1,100 | 0.00% | 4q | -31.2%-$4.9K |
| Integrated Wealth Concepts LLC | $7.3K | 750 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $7.2K | 737 | 0.00% | 3q | +30.7%+$1.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $7.1K | 727 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $7.0K | 729 | 0.00% | 13q | +18125.0%+$6.9K |
| Game Plan Financial Advisors, LLC | $6.4K | 650 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $6.3K | 646 | 0.00% | 2q | +1053.6%+$5.8K |
| Leonteq Securities AG | $5.8K | 598 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $3.8K | 389 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $2.0K | 238 | 0.00% | 2q | +244.9%+$1.4K |
| MCGUIRE CAPITAL ADVISORS INC | $1.5K | 158 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $1.4K | 146,788 | 0.00% | 7q | +27.0% |
| Rialto Wealth Management, LLC | $528 | 54 | 0.00% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $225 | 23 | 0.00% | new | NEW |
| Acumen Wealth Advisors, LLC | $196 | 20 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $127 | 13 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $117 | 12,020 | 0.00% | 2q | -44.9% |
| FMR LLC | $29 | 3 | 0.00% | 2q | HELD |
| ST GERMAIN D J CO INC | $10 | 1 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 62 | $27.0M | 2,763,058 | 13 | 21 | 12 | 0.0% |
| Q1 2026 | 62 | $28.8M | 2,551,989 | 27 | 14 | 9 | 0.0% |
| Q4 2025 | 44 | $17.1M | 1,841,497 | 12 | 13 | 8 | 0.0% |
| Q3 2025 | 34 | $11.5M | 1,435,637 | 5 | 8 | 13 | 0.0% |
| Q2 2025 | 34 | $11.9M | 1,455,925 | 6 | 13 | 3 | 0.0% |
| Q1 2025 | 32 | $9.8M | 1,563,295 | 5 | 4 | 12 | 0.0% |
| Q4 2024 | 29 | $12.8M | 1,639,520 | 1 | 10 | 10 | 0.0% |
| Q3 2024 | 28 | $14.9M | 2,050,374 | 3 | 4 | 6 | 0.0% |
| Q2 2024 | 26 | $12.6M | 2,084,674 | 1 | 8 | 7 | 0.0% |
| Q1 2024 | 27 | $12.5M | 2,157,903 | 1 | 8 | 11 | 0.0% |
| Q4 2023 | 27 | $13.4M | 2,227,997 | 6 | 7 | 5 | 0.0% |
| Q3 2023 | 24 | $14.1M | 2,266,179 | 2 | 6 | 6 | 0.0% |
| Q2 2023 | 23 | $18.3M | 2,225,751 | 5 | 6 | 5 | 0.0% |
| Q1 2023 | 19 | $14.3M | 1,949,822 | 3 | 4 | 4 | 0.0% |
| Q4 2022 | 19 | $12.2M | 1,783,369 | 7 | 2 | 5 | 0.0% |
| Q3 2022 | 20 | $10.4M | 1,934,697 | 1 | 6 | 4 | 0.0% |
| Q2 2022 | 19 | $9.6M | 1,925,793 | 1 | 4 | 4 | 0.0% |
| Q1 2022 | 20 | $12.6M | 1,912,643 | 1 | 5 | 6 | 0.0% |
| Q4 2021 | 22 | $15.0M | 1,871,528 | 1 | 6 | 6 | 0.0% |
| Q3 2021 | 22 | $17.0M | 1,902,453 | 2 | 5 | 5 | 0.0% |
| Q2 2021 | 22 | $16.6M | 1,918,602 | 4 | 4 | 6 | 0.0% |
| Q1 2021 | 18 | $17.4M | 1,958,481 | 3 | 3 | 2 | 0.0% |
| Q4 2020 | 17 | $11.6M | 1,850,101 | 2 | 3 | 4 | 0.0% |
| Q3 2020 | 21 | $9.0M | 1,621,125 | 2 | 3 | 8 | 0.0% |
| Q2 2020 | 30 | $8.4M | 1,640,786 | 5 | 8 | 11 | 0.0% |
| Q1 2020 | 40 | $11.6M | 2,061,901 | 3 | 14 | 16 | 0.0% |
| Q4 2019 | 47 | $18.0M | 2,155,404 | 10 | 12 | 12 | 0.0% |
| Q3 2019 | 47 | $18.2M | 2,211,355 | 12 | 17 | 10 | 0.0% |
| Q2 2019 | 42 | $25.3M | 1,951,094 | 27 | 9 | 5 | 0.0% |
| Q1 2019 | 16 | $8.0M | 858,367 | 8 | 4 | 3 | 0.0% |
| Q4 2018 | 10 | $3.4M | 580,368 | 0 | 1 | 1 | 0.0% |