Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CODA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 264K | $3.0M | β | 2.340% | 0.00% |
| 2 | MARSHALL WACE, LLP | 254K | $2.9M | +60.6% | 2.255% | 0.00% |
| 3 | ESSEX INVESTMENT MANAGEMENT CO LLC | 190K | $2.1M | +713.9% | 1.683% | 0.34% |
| 4 | SEI INVESTMENTS CO | 147K | $1.7M | +228.5% | 1.309% | 0.00% |
| 5 | Archon Capital Management LLC | 140K | $1.6M | -6.7% | 1.242% | 0.89% |
| 6 | Round Rock Advisors, LLC | 117K | $1.3M | +134.6% | 1.041% | 0.20% |
| 7 | JANE STREET GROUP, LLC | 105K | $1.2M | +695.4% | 0.928% | 0.01% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 100K | $1.1M | β | 0.883% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 99K | $1.1M | +23.9% | 0.877% | 0.00% |
| 10 | EAM Investors, LLC | 74K | $833K | 0.0% | 0.654% | 0.10% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 63K | $713K | +7.0% | 0.559% | 0.00% |
| 12 | Grandeur Peak Global Advisors, LLC | 63K | $706K | β | 0.555% | 0.17% |
| 13 | BlackRock, Inc. | 57K | $649K | +2.1% | 0.510% | 0.00% |
| 14 | RBF Capital, LLC | 50K | $565K | -2.0% | 0.444% | 0.03% |
| 15 | North Star Investment Management Corp. | 50K | $565K | β | 0.444% | 0.03% |
| 16 | NAVELLIER & ASSOCIATES INC | 46K | $525K | β | 0.412% | 0.05% |
| 17 | FEDERATED HERMES, INC. | 43K | $489K | 0.0% | 0.384% | 0.00% |
| 18 | Trexquant Investment LP | 36K | $412K | +220.7% | 0.323% | 0.00% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34K | $384K | β | 0.301% | 0.00% |
| 20 | MORGAN STANLEY | 34K | $379K | +9.2% | 0.297% | 0.00% |
| 21 | ADVISOR GROUP HOLDINGS, INC. | 32K | $359K | -61.6% | 0.282% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 31K | $350K | β | 0.275% | 0.00% |
| 23 | STIFEL FINANCIAL CORP | 30K | $339K | -48.3% | 0.266% | 0.00% |
| 24 | NORTHERN TRUST CORP | 27K | $305K | +12.7% | 0.239% | 0.00% |
| 25 | TWO SIGMA INVESTMENTS, LP | 25K | $278K | β | 0.218% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CODA β a direct measure of their conviction.
Filings activity in CODA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 63 | +43% | 22.87% | +9.81 pp | $28M | +75% |
| Q4 2025 | 44 | +26% | 13.06% | +3.70 pp | $16M | +39% |
| Q3 2025 | 35 | 7.9% | 9.36% | 0.06 pp | $12M | 0.6% |
| Q2 2025 | 38 | +15% | 9.42% | +1.57 pp | $12M | +20% |
| Q1 2025 | 33 | +6.5% | 7.85% | 2.20 pp | $10M | 22% |
| Q4 2024 | 31 | +3.3% | 10.05% | 2.03 pp | $12M | 17% |
| Q3 2024 | 30 | +3.4% | 12.08% | +1.87 pp | $15M | +18% |
| Q2 2024 | 29 | β | 10.21% | β | $13M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CODA stock.
Based on Q1 2026 13F filings, institutional ownership of Coda Octopus Group, Inc. stands at 22.9%, held across 63 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of CODA, with approximately 263,739 shares worth $0.00B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of CODA, including JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CODA is 77 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in CODA during Q1 2026, while 13 fully exited. 24 added to existing positions and 6 trimmed.
CODA institutional ownership rose by 9.81 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 59.8% of all reported 13F value in CODA, and the top 25 account for 84.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Coda Octopus Group, Inc. (CODA) Institutional Ownership