Tamarly Intelligence

Who Holds Coda Octopus Group, Inc. (CODA)? 63 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 63 holders, $26 million in total.

Largest holders

The 63 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
ESSEX INVESTMENT MANAGEMENT CO LLC322,278$3 million+70%13F
MARSHALL WACE, LLP263,186$3 million+4%13F
Meros Investment Management, LP254,310$2 million+946%13F
VANGUARD CAPITAL MANAGEMENT LLC220,272$2 million-16%13F
Archon Capital Management LLC140,000$1 million+0%13F
Round Rock Advisors LLC117,366$1 million+0%13F
Legato Capital Management LLC108,091$1 million+86%13F
DIMENSIONAL FUND ADVISORS LP108,083$1 million+9%13F
RENAISSANCE TECHNOLOGIES LLC102,928$1 million+383%13F
Grandeur Peak Global Advisors, LLC68,683$671,033+10%13F
NAVELLIER & ASSOCIATES INC65,811$642,973+42%13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP64,363$628,827-35%13F
BlackRock, Inc.62,824$613,790+9%13F
GEODE CAPITAL MANAGEMENT, LLC60,331$589,612-4%13F
VICTORY CAPITAL MANAGEMENT INC50,422$492,623New13F
RBF Capital, LLC50,000$488,500+0%13F
North Star Investment Management Corp.50,000$488,500+0%13F
SEI INVESTMENTS CO49,201$480,694-67%13F
TWO SIGMA INVESTMENTS, LP41,415$404,625+68%13F
MORGAN STANLEY35,037$342,312+5%13F
OCCUDO QUANTITATIVE STRATEGIES LP32,709$319,567+86%13F
STIFEL FINANCIAL CORP30,000$293,100+0%13F
VANGUARD FIDUCIARY TRUST CO28,284$276,335+20%13F
JANE STREET GROUP, LLC25,272$246,907-76%13F
GOLDMAN SACHS GROUP INC24,676$241,085New13F
Cerity Partners LLC24,500$239,365+0%13F
STATE STREET CORP23,653$231,090+0%13F
Integrated Quantitative Investments LLC23,070$225,394New13F
Connective Capital Management, LLC22,478$219,610+0%13F
OSAIC HOLDINGS, INC.20,731$202,540-35%13F
Trexquant Investment LP19,802$193,466-46%13F
Hillsdale Investment Management Inc.19,570$191,199-17%13F
CORSAIR CAPITAL MANAGEMENT, L.P.19,438$189,909+35%13F
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC17,653$172,470+1%13F
Schonfeld Strategic Advisors LLC17,539$171,355+20%13F
Rothschild Wealth LLC17,050$166,579+0%13F
CITADEL ADVISORS LLC16,401$160,238+1%13F
Wealthquest Corp12,753$124,597-13%13F
PRELUDE CAPITAL MANAGEMENT, LLC12,313$120,298-4%13F
4WEALTH ADVISORS, INC.12,434$118,745New13F
COMMONWEALTH EQUITY SERVICES, LLC12,000$117,240+0%13F
NewEdge Advisors, LLC11,389$111,270+3163%13F
UBS Group AG7,772$75,932-55%13F
Vanguard Global Advisers, LLC1,450$14,167+0%13F
Allworth Financial LP1,100$10,747-31%13F
Integrated Wealth Concepts LLC750$7,327New13F
Tower Research Capital LLC (TRC)737$7,200+31%13F
CREATIVE FINANCIAL DESIGNS INC /ADV727$7,103+0%13F
JPMORGAN CHASE & CO729$6,962+18125%13F
Game Plan Financial Advisors, LLC650$6,351New13F
SBI Securities Co., Ltd.646$6,311+1054%13F
Leonteq Securities AG598$5,842New13F
WHITTIER TRUST CO389$3,762+0%13F
ROYAL BANK OF CANADA238$2,000+245%13F
MCGUIRE CAPITAL ADVISORS INC158$1,544+0%13F
ACADIAN ASSET MANAGEMENT LLC146,788$1,433+27%13F
Rialto Wealth Management, LLC54$528New13F
Comprehensive Financial Planning, Inc./PA23$225New13F
Acumen Wealth Advisors, LLC20$196New13F
Caitong International Asset Management Co., Ltd13$127New13F
HRT FINANCIAL LP12,020$117-45%13F
FMR LLC3$29+0%13F
ST GERMAIN D J CO INC1$10+0%13F

Questions and answers

How many institutions hold Coda Octopus Group, Inc.?
63 managers reported Coda Octopus Group, Inc. on Form 13F for the quarter ended 30 June 2026, against 66 the quarter before.
Who is the largest institutional holder of Coda Octopus Group, Inc.?
ESSEX INVESTMENT MANAGEMENT CO LLC, with 322,278 shares worth $3 million on its 13F for Q2 2026.
How many institutions bought or sold out of Coda Octopus Group, Inc. in Q2 2026?
11 managers reported a new position and 14 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Coda Octopus Group, Inc., Q2 2026", https://app.tamarly.ai/holders/coda-octopus, built from SEC EDGAR.

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