Coda Octopus Group, Inc. (CODA) — Institutional Holders, Q2 2026
62 institutional investment managers reported a CODA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $26.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CODA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Meros Investment ManagementAdded · +230,000 sh+$2.2M
- ESSEX INVESTMENT MANAGEMENTAdded · +132,638 sh+$1.3M
- RENAISSANCE TECHNOLOGIESAdded · +81,600 sh+$797.2K
- VICTORY CAPITAL MANAGEMENTNew · +50,422 sh+$492.6K
- ACADIAN ASSET MANAGEMENTAdded · +31,252 sh+$305.3K
Biggest sellers
- SEI INVESTMENTSTrimmed · -98,285 sh-$960.2K
- JANE STREET GROUPTrimmed · -79,334 sh-$775.1K
- Informed MomentumSold out · -73,722 sh-$720.3K
- VANGUARD CAPITAL MANAGEMENTTrimmed · -43,467 sh-$424.7K
- FEDERATED HERMESSold out · -43,314 sh-$423.2K
CODA 13F holders ranked 1–62 of 62
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ESSEX INVESTMENT MANAGEMENT#1 · 322,278 sh | 322,278 | $3.1M | — | +69.9% |
| 2 | MARSHALL WACE, LLP#2 · 263,186 sh | 263,186 | $2.6M | <0.01% | +3.5% |
| 3 | Meros Investment Management#3 · 254,310 sh | 254,310 | $2.5M | 0.79% | +946.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 220,272 sh | 220,272 | $2.2M | 0.00% | -16.5% |
| 5 | ACADIAN ASSET MANAGEMENT#5 · 146,788 sh | 146,788 | $1.4M | <0.01% | +27.0% |
| 6 | Archon Capital Management#6 · 140,000 sh | 140,000 | $1.4M | 0.56% | 0.0% |
| 7 | Round Rock Advisors#7 · 117,366 sh | 117,366 | $1.1M | 0.15% | 0.0% |
| 8 | DIMENSIONAL FUND ADVISORS#8 · 108,083 sh | 108,083 | $1.1M | <0.01% | +9.3% |
| 9 | RENAISSANCE TECHNOLOGIES#9 · 102,928 sh | 102,928 | $1.0M | <0.01% | +382.6% |
| 10 | Grandeur Peak Global Advisors#10 · 68,683 sh | 68,683 | $671.0K | 0.16% | +9.9% |
| 11 | NAVELLIER & ASSOCIATES#11 · 65,811 sh | 65,811 | $643.0K | 0.05% | +41.7% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#12 · 64,363 sh | 64,363 | $628.8K | <0.01% | -35.4% |
| 13 | BlackRock#13 · 62,824 sh | 62,824 | $613.8K | 0.00% | +9.4% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 60,331 sh | 60,331 | $589.6K | 0.00% | -4.3% |
| 15 | VICTORY CAPITAL MANAGEMENT#15 · 50,422 sh | 50,422 | $492.6K | <0.01% | New |
| 16 | RBF Capital#16 · 50,000 sh | 50,000 | $488.5K | 0.02% | 0.0% |
| 17 | North Star Investment Management#17 · 50,000 sh | 50,000 | $488.5K | 0.03% | 0.0% |
| 18 | SEI INVESTMENTS#18 · 49,201 sh | 49,201 | $480.7K | <0.01% | -66.6% |
| 19 | TWO SIGMA INVESTMENTS#19 · 41,415 sh | 41,415 | $404.6K | <0.01% | +68.4% |
| 20 | MORGAN STANLEY#20 · 35,037 sh | 35,037 | $342.3K | 0.00% | +4.6% |
| 21 | OCCUDO QUANTITATIVE STRATEGIES#21 · 32,709 sh | 32,709 | $319.6K | 0.02% | +86.5% |
| 22 | STIFEL FINANCIAL#22 · 30,000 sh | 30,000 | $293.1K | <0.01% | 0.0% |
| 23 | VANGUARD FIDUCIARY#23 · 28,284 sh | 28,284 | $276.3K | <0.01% | +20.2% |
| 24 | JANE STREET GROUP#24 · 25,272 sh | 25,272 | $246.9K | 0.00% | -75.8% |
| 25 | GOLDMAN SACHS GROUP#25 · 24,676 sh | 24,676 | $241.1K | 0.00% | New |
| 26 | Cerity Partners#26 · 24,500 sh | 24,500 | $239.4K | <0.01% | 0.0% |
| 27 | STATE STREET#27 · 23,653 sh | 23,653 | $231.1K | 0.00% | 0.0% |
| 28 | Integrated Quantitative Investments#28 · 23,070 sh | 23,070 | $225.4K | 0.04% | New |
| 29 | Connective Capital Management#29 · 22,478 sh | 22,478 | $219.6K | 0.15% | 0.0% |
| 30 | OSAIC#30 · 20,731 sh | 20,731 | $202.5K | <0.01% | -34.8% |
| 31 | Trexquant Investment#31 · 19,802 sh | 19,802 | $193.5K | <0.01% | -45.7% |
| 32 | Hillsdale Investment Management#32 · 19,570 sh | 19,570 | $191.2K | <0.01% | -17.0% |
| 33 | CORSAIR CAPITAL MANAGEMENT, L.P.#33 · 19,438 sh | 19,438 | $189.9K | 0.02% | +34.6% |
| 34 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#34 · 17,653 sh | 17,653 | $172.5K | <0.01% | +1.0% |
| 35 | Schonfeld Strategic Advisors#35 · 17,539 sh | 17,539 | $171.4K | <0.01% | +19.8% |
| 36 | Sentinus#36 · 17,050 sh | 17,050 | $166.6K | 0.01% | 0.0% |
| 37 | CITADEL ADVISORS#37 · 16,401 sh | 16,401 | $160.2K | 0.00% | +0.7% |
| 38 | Wealthquest#38 · 12,753 sh | 12,753 | $124.6K | <0.01% | -12.7% |
| 39 | PRELUDE CAPITAL MANAGEMENT#39 · 12,313 sh | 12,313 | $120.3K | <0.01% | -3.9% |
| 40 | 4WEALTH ADVISORS#40 · 12,434 sh | 12,434 | $118.7K | — | New |
| 41 | COMMONWEALTH EQUITY SERVICES#41 · 12,000 sh | 12,000 | $117.2K | <0.01% | 0.0% |
| 42 | HRT FINANCIAL#42 · 12,020 sh | 12,020 | $117.0K | <0.01% | -44.9% |
| 43 | NewEdge Advisors#43 · 11,389 sh | 11,389 | $111.3K | <0.01% | New |
| 44 | UBS Group AG#44 · 7,772 sh | 7,772 | $75.9K | 0.00% | -55.2% |
| 45 | Vanguard Global Advisers#45 · 1,450 sh | 1,450 | $14.2K | 0.00% | 0.0% |
| 46 | Allworth Financial#46 · 1,100 sh | 1,100 | $10.7K | 0.00% | -31.2% |
| 47 | Integrated Wealth Concepts#47 · 750 sh | 750 | $7.3K | 0.00% | New |
| 48 | Tower Research Capital (TRC)#48 · 737 sh | 737 | $7.2K | <0.01% | +30.7% |
| 49 | CREATIVE FINANCIAL DESIGNS#49 · 727 sh | 727 | $7.1K | <0.01% | 0.0% |
| 50 | JPMORGAN CHASE#50 · 729 sh | 729 | $7.0K | 0.00% | New |
| 51 | Game Plan Financial Advisors#51 · 650 sh | 650 | $6.4K | <0.01% | New |
| 52 | SBI Securities , Ltd.#52 · 646 sh | 646 | $6.3K | — | +1053.6% |
| 53 | Leonteq Securities AG#53 · 598 sh | 598 | $5.8K | <0.01% | New |
| 54 | WHITTIER#54 · 389 sh | 389 | $3.8K | 0.00% | 0.0% |
| 55 | ROYAL BANK OF CANADA#55 · 238 sh | 238 | $2.0K | 0.00% | +244.9% |
| 56 | MCGUIRE CAPITAL ADVISORS#56 · 158 sh | 158 | $1.5K | <0.01% | 0.0% |
| 57 | Rialto Wealth Management#57 · 54 sh | 54 | $528.00 | <0.01% | New |
| 58 | Comprehensive Financial Planning#58 · 23 sh | 23 | $225.00 | <0.01% | New |
| 59 | Acumen Wealth Advisors#59 · 20 sh | 20 | $196.00 | 0.00% | New |
| 60 | Caitong International Asset Management , Ltd#60 · 13 sh | 13 | $127.00 | 0.00% | New |
| 61 | FMR#61 · 3 sh | 3 | $29.00 | 0.00% | 0.0% |
| 62 | ST GERMAIN D J#62 · 1 sh | 1 | $10.00 | 0.00% | 0.0% |
Funds that sold out of CODA in Q2 2026 (14)
Held CODA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Informed Momentum73,722 sh | 73,722 | $833.1K |
| FEDERATED HERMES43,314 sh | 43,314 | $489.4K |
| Cambridge Investment Research Advisors34,353 sh | 34,353 | $388.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP33,965 sh | 33,965 | $383.8K |
| MILLENNIUM MANAGEMENT30,997 sh | 30,997 | $350.3K |
| NORTHERN26,957 sh | 26,957 | $304.6K |
| Squarepoint Ops16,575 sh | 16,575 | $187.3K |
| OMERS ADMINISTRATION15,300 sh | 15,300 | $172.9K |
| RITHOLTZ WEALTH MANAGEMENT14,765 sh | 14,765 | $166.8K |
| XTX Topco Ltd14,269 sh | 14,269 | $161.2K |
| Root Financial Partners50 sh | 50 | $565.00 |
| Steward Partners Investment Advisory15 sh | 15 | $170.00 |
| EASTERN BANK1 sh | 1 | $11.00 |
| CITIGROUP1 sh | 1 | $11.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.