Ranked by reported Q2 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 | ESSEX INVESTMENT MANAGEMENT CO LLC | 322K | $3.1M | +69.9% | 2.857% | 0.41% |
| 2 | MARSHALL WACE, LLP | 263K | $2.6M | +3.5% | 2.333% | 0.00% |
| 3 | Meros Investment Management, LP | 254K | $2.5M | +946.1% | 2.254% | 0.79% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 220K | $2.2M | -16.5% | 1.953% | 0.00% |
| 5 | Archon Capital Management LLC | 140K | $1.4M | 0.0% | 1.241% | 0.56% |
| 6 | Round Rock Advisors LLC | 117K | $1.1M | 0.0% | 1.040% | 0.15% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 108K | $1.1M | +9.3% | 0.958% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 103K | $1.0M | +382.6% | 0.912% | 0.00% |
| 9 | Grandeur Peak Global Advisors, LLC | 69K | $671K | +9.9% | 0.609% | 0.08% |
| 10 | NAVELLIER & ASSOCIATES INC | 66K | $643K | +41.7% | 0.583% | 0.05% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 64K | $629K | -35.4% | 0.571% | 0.00% |
| 12 | BlackRock, Inc. | 63K | $614K | +9.4% | 0.557% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 60K | $590K | -4.3% | 0.535% | 0.00% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 50K | $493K | β | 0.447% | 0.00% |
| 15 | RBF Capital, LLC | 50K | $489K | 0.0% | 0.443% | 0.02% |
| 16 | North Star Investment Management Corp. | 50K | $489K | 0.0% | 0.443% | 0.03% |
| 17 | SEI INVESTMENTS CO | 49K | $481K | -66.6% | 0.436% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 41K | $405K | +68.4% | 0.367% | 0.00% |
| 19 | MORGAN STANLEY | 35K | $342K | +4.6% | 0.311% | 0.00% |
| 20 | OCCUDO QUANTITATIVE STRATEGIES LP | 33K | $320K | +86.5% | 0.290% | 0.02% |
| 21 | STIFEL FINANCIAL CORP | 30K | $293K | 0.0% | 0.266% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 28K | $276K | +20.2% | 0.251% | 0.00% |
| 23 | JANE STREET GROUP, LLC | 25K | $247K | -75.8% | 0.224% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 25K | $241K | β | 0.219% | 0.00% |
| 25 | Cerity Partners LLC | 25K | $239K | 0.0% | 0.217% | 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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | 6.2% | 24.33% | +0.69 pp | $25M | 10% |
| Q1 2026 | 65 | +48% | 23.64% | +8.07 pp | $28M | +75% |
| Q4 2025 | 44 | +26% | 15.57% | +2.50 pp | $16M | +39% |
| Q3 2025 | 35 | 7.9% | 13.07% | +0.45 pp | $12M | 0.6% |
| Q2 2025 | 38 | +15% | 12.62% | 1.23 pp | $12M | +20% |
| Q1 2025 | 33 | +6.5% | 13.85% | 0.31 pp | $10M | 22% |
| Q4 2024 | 31 | +3.3% | 14.16% | 4.29 pp | $12M | 17% |
| Q3 2024 | 30 | β | 18.45% | β | $15M | 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 Q2 2026 13F filings, institutional ownership of Coda Octopus Group, Inc. stands at 24.3%, held across 61 reporting institutions.
ESSEX INVESTMENT MANAGEMENT CO LLC is the largest reported institutional holder of CODA, with approximately 322,278 shares worth $0.00B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of CODA, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, JANE STREET GROUP, LLC.
Our composite Smart Money Score for CODA is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in CODA during Q2 2026, while 14 fully exited. 15 added to existing positions and 35 trimmed.
CODA institutional ownership rose by 0.69 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 64.3% of all reported 13F value in CODA, and the top 25 account for 88.7%.
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