CODA OCTOPUS GROUP INC CODA
COM NEW · Common Stock · CUSIP 19188U206 · ISIN US19188U2069
- IndustrySearch, Detection, Navigation, Guidance, Aeronautical Sys
- HeadquartersOrlando, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 11.3m as of 2026-06-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.77.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 28 |
| Q4 2022 | 29 |
| Q1 2023 | 26 |
| Q2 2023 | 26 |
| Q3 2023 | 26 |
| Q4 2023 | 30 |
| Q1 2024 | 29 |
| Q2 2024 | 29 |
| Q3 2024 | 30 |
| Q4 2024 | 31 |
| Q1 2025 | 34 |
| Q2 2025 | 38 |
| Q3 2025 | 36 |
| Q4 2025 | 45 |
| Q1 2026 | 66 |
| Q2 2026 | 63 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 10 | 9 |
| Q4 2024 | 12 | 13 |
| Q1 2025 | 10 | 13 |
| Q2 2025 | 22 | 7 |
| Q3 2025 | 14 | 19 |
| Q4 2025 | 26 | 11 |
| Q1 2026 | 44 | 19 |
| Q2 2026 | 34 | 27 |
Biggest buyers
| Meros Investment Management, LP | Added | +230.0k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Added | +132.6k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +81.6k |
| VICTORY CAPITAL MANAGEMENT INC | New | +50.4k |
| Legato Capital Management LLC | Added | +49.9k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +31.3k |
| GOLDMAN SACHS GROUP INC | New | +24.7k |
| Integrated Quantitative Investments LLC | New | +23.1k |
| NAVELLIER & ASSOCIATES INC | Added | +19.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +16.8k |
Biggest sellers
| SEI INVESTMENTS CO | Reduced | -98.3k |
| JANE STREET GROUP, LLC | Reduced | -79.3k |
| Informed Momentum Co LLC | Sold out | -73.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -43.5k |
| FEDERATED HERMES, INC. | Sold out | -43.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -35.2k |
| Cambridge Investment Research Advisors, Inc. | Sold out | -34.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -34.0k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -31.0k |
| NORTHERN TRUST CORP | Sold out | -27.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Ezralow Bryan Ross 13G · passive investor filed 2026-08-28 | 6.0% |
Fell to 5% or below in the last year: HONIG JONATHAN (4.5%, 2026-04-07)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $28.4k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.41% of their portfolio | 322.3k $3.1m | Added +132.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 263.2k $2.6m | Added +9.0k |
| Meros Investment Management, LP 0.79% of their portfolio | 254.3k $2.5m | Added +230.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 220.3k $2.2m | Reduced -43.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 146.8k $1.4m | Added +31.3k |
| Archon Capital Management LLC 0.56% of their portfolio | 140.0k $1.4m | Unchanged |
| Round Rock Advisors LLC 0.15% of their portfolio | 117.4k $1.1m | Unchanged |
| Legato Capital Management LLC 0.09% of their portfolio | 108.1k $1.1m | Added +49.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 108.1k $1.1m | Added +9.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 102.9k $1.0m | Added +81.6k |
| Grandeur Peak Global Advisors, LLC 0.16% of their portfolio | 68.7k $671.0k | Added +6.2k |
| NAVELLIER & ASSOCIATES INC 0.05% of their portfolio | 65.8k $643.0k | Added +19.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 64.4k $628.8k | Reduced -35.2k |
| BlackRock, Inc. 0.00% of their portfolio | 62.8k $613.8k | Added +5.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 60.3k $589.6k | Reduced -2.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 50.4k $492.6k | New |
| RBF Capital, LLC 0.02% of their portfolio | 50.0k $488.5k | Unchanged |
| North Star Investment Management Corp. 0.03% of their portfolio | 50.0k $488.5k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 49.2k $480.7k | Reduced -98.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 41.4k $404.6k | Added +16.8k |
| MORGAN STANLEY 0.00% of their portfolio | 35.0k $342.3k | Added +1.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 32.7k $319.6k | Added +15.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 30.0k $293.1k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 28.3k $276.3k | Added +4.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 25.3k $246.9k | Reduced -79.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 24.7k $241.1k | New |
| Cerity Partners LLC 0.00% of their portfolio | 24.5k $239.4k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 23.7k $231.1k | Unchanged |
| Integrated Quantitative Investments LLC 0.04% of their portfolio | 23.1k $225.4k | New |
| Connective Capital Management, LLC 0.15% of their portfolio | 22.5k $219.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 20.7k $202.5k | Reduced -11.1k |
| Trexquant Investment LP 0.00% of their portfolio | 19.8k $193.5k | Reduced -16.6k |
| Hillsdale Investment Management Inc. 0.00% of their portfolio | 19.6k $191.2k | Reduced -4.0k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.02% of their portfolio | 19.4k $189.9k | Added +5.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 17.7k $172.5k | Added +171 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 17.5k $171.4k | Added +2.9k |
| Rothschild Wealth LLC 0.01% of their portfolio | 17.1k $166.6k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.4k $160.2k | Added +118 |
| Wealthquest Corp 0.01% of their portfolio | 12.8k $124.6k | Reduced -1.9k |
| 4WEALTH ADVISORS, INC. 0.09% of their portfolio | 12.4k $118.7k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 12.3k $120.3k | Reduced -500 |
| HRT FINANCIAL LP 0.00% of their portfolio | 12.0k $117.0k | Reduced -9.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.0k $117.2k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 11.4k $111.3k | Added +11.0k |
| UBS Group AG 0.00% of their portfolio | 7.8k $75.9k | Reduced -9.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.4k $14.2k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 1.1k $10.7k | Reduced -500 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 750 $7.3k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 737 $7.2k | Added +173 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 729 $7.0k | Added +725 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 727 $7.1k | Unchanged |
| Game Plan Financial Advisors, LLC 0.00% of their portfolio | 650 $6.4k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 646 $6.3k | Added +590 |
| Leonteq Securities AG 0.00% of their portfolio | 598 $5.8k | New |
| WHITTIER TRUST CO 0.00% of their portfolio | 389 $3.8k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 238 $2.0k | Added +169 |
| MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio | 158 $1.5k | Unchanged |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 54 $528 | New |
| Comprehensive Financial Planning, Inc./PA 0.00% of their portfolio | 23 $225 | New |
| Acumen Wealth Advisors, LLC 0.00% of their portfolio | 20 $196 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 13 $127 | New |
| FMR LLC 0.00% of their portfolio | 3 $29 | Unchanged |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 1 $10 | Unchanged |