Stock

Coda Octopus Group, Inc.

CODA · held by 45 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$16.7M

Holders

+0 new · −1 exited

Holders’ est. mark

$22K

Price effect on 4 books still in the name

Largest holder

$2.78M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Citadel0.0% · $353.5K
State Street0.0% · $315.3K
Vanguard0.0% · $2.78M

Holder count by quarter

Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
Vanguard	298.6K	$2.78M	—	Held
MARSHALL WACE, LLP	158.2K	$1.47M	—	Held
Archon Capital Management LLC	150K	$1.4M	—	Held
RICE HALL JAMES & ASSOCIATES, LLC	121.9K	$1.13M	—	Held
OSAIC HOLDINGS, INC.	82.8K	$770.4K	—	Held
DIMENSIONAL FUND ADVISORS LP	79.8K	$742.2K	—	Held
Informed Momentum Co LLC	73.7K	$685.6K	—	Held
Rothschild Wealth LLC	67.3K	$625.4K	—	Held
Perritt Capital Management Inc	67.3K	$625.4K	—	Held
GEODE CAPITAL MANAGEMENT, LLC	58.9K	$548.1K	—	Held
STIFEL FINANCIAL CORP	58K	$539.4K	—	Held
BlackRock, Inc.	56.3K	$523.3K	—	Held
RBF Capital, LLC	51K	$474.3K	—	Held
Round Rock Advisors LLC	50K	$465.3K	—	Held
TOCQUEVILLE ASSET MANAGEMENT L.P.	47.1K	$437.7K	—	Held
SEI INVESTMENTS CO	44.9K	$417.5K	—	Held
FEDERATED HERMES, INC.	43.3K	$402.8K	—	Held
Citadel	38K	$353.5K	—	Held
State Street	33.9K	$315.3K	—	Held
MORGAN STANLEY	30.7K	$285.3K	$2.77K	Added$267.8K
NORTHERN TRUST CORP	23.9K	$222.5K	—	Held
ESSEX INVESTMENT MANAGEMENT CO LLC	23.3K	$216.7K	—	Held
Cerity Partners LLC	20K	$186K	—	Held
COMMONWEALTH EQUITY SERVICES, LLC	15K	$139.5K	—	Held
Wealthquest Corp	14.6K	$135.8K	—	Held
CORSAIR CAPITAL MANAGEMENT, L.P.	14.4K	$134.3K	$18.4K	Added$18.4K
JANE STREET GROUP, LLC	13.2K	$122.3K	—	Held
Trexquant Investment LP	11.4K	$105.7K	—	Held
Quadrature Capital Ltd	11.2K	$104.3K	—	Held
GOLDMAN SACHS GROUP INC	10.6K	$98.9K	—	Held
Waverly Advisors, LLC	10K	$93K	—	Held
UBS Group AG	4.95K	$46K	—	Held
Kestra Advisory Services, LLC	2.31K	$21.5K	—	Held
NewEdge Advisors, LLC	842	$7.83K	—	Held
Tower Research Capital LLC (TRC)	823	$7.65K	—	Held
CREATIVE FINANCIAL DESIGNS INC /ADV	727	$6.76K	—	Held
Allworth Financial LP	600	$5.58K	$765	Added$765
WELLS FARGO & COMPANY/MN	500	$4.65K	—	Held
WHITTIER TRUST CO	389	$3.92K	—	Held
ACADIAN ASSET MANAGEMENT LLC	32.3K	$299	—	Held
BANK OF AMERICA CORP /DE/	6	$55	$7	Cut−$25K
Union Bancaire Privee, UBP SA	6	$44	—	Held
JPMORGAN CHASE & CO	4	$37	—	Held
EASTERN BANK	1	$9	—	Held
ST GERMAIN D J CO INC	1	$9	—	Held

Who left

BARCLAYS PLC$305

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.