Vault-13

CODA OCTOPUS GROUP INC CODA

COM NEW · Common Stock · CUSIP 19188U206 · ISIN US19188U2069

63 institutional holders -3 vs Q1 2026
2,853,1822.9m shares reported held*
25.3% of all shares outstanding*
$27.9mreported value*
11 new 23 added 13 reduced 14 sold out net bought ≈ $1.3m (+129.1k shares)

* 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

0255075Q3 22: 28Q4 22: 29Q1 23: 26Q2 23: 26Q3 23: 26Q4 23: 30Q1 24: 29Q2 24: 29Q3 24: 30Q4 24: 31Q1 25: 34Q2 25: 38Q3 25: 36Q4 25: 45Q1 26: 66Q2 26: 6363Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202228
Q4 202229
Q1 202326
Q2 202326
Q3 202326
Q4 202330
Q1 202429
Q2 202429
Q3 202430
Q4 202431
Q1 202534
Q2 202538
Q3 202536
Q4 202545
Q1 202666
Q2 202663

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 10 bought or addedQ3 24: 9 cut or sold outQ4 24: 12 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 13 cut or sold outQ2 25: 22 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 19 cut or sold outQ4 25: 26 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 44 bought or addedQ1 26: 19 cut or sold outQ2 26: 34 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024109
Q4 20241213
Q1 20251013
Q2 2025227
Q3 20251419
Q4 20252611
Q1 20264419
Q2 20263427

Biggest buyers

Meros Investment Management, LP Added +230,000+230.0k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +132,638+132.6k
RENAISSANCE TECHNOLOGIES LLC Added +81,600+81.6k
VICTORY CAPITAL MANAGEMENT INC New +50,422+50.4k
Legato Capital Management LLC Added +49,879+49.9k
ACADIAN ASSET MANAGEMENT LLC Added +31,252+31.3k
GOLDMAN SACHS GROUP INC New +24,676+24.7k
Integrated Quantitative Investments LLC New +23,070+23.1k
NAVELLIER & ASSOCIATES INC Added +19,361+19.4k
TWO SIGMA INVESTMENTS, LP Added +16,816+16.8k

Biggest sellers

SEI INVESTMENTS CO Reduced -98,285-98.3k
JANE STREET GROUP, LLC Reduced -79,334-79.3k
Informed Momentum Co LLC Sold out -73,722-73.7k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -43,467-43.5k
FEDERATED HERMES, INC. Sold out -43,314-43.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -35,197-35.2k
Cambridge Investment Research Advisors, Inc. Sold out -34,353-34.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -33,965-34.0k
MILLENNIUM MANAGEMENT LLC Sold out -30,997-31.0k
NORTHERN TRUST CORP Sold out -26,957-27.0k

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.

HolderStakeChangeShares Last filed
Ezralow Bryan Ross 13G · passive investor filed 2026-08-28 6.0% 682.6k≈ $6.7m 2026-08-28

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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—1$28.4k—
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ESSEX INVESTMENT MANAGEMENT CO LLC 0.41% of their portfolio BOSTON, MA 322,278322.3k $3.1m $3.1m 0.41% Added +132.6k +132,638
2 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 263,186263.2k $2.6m $2.6m 0.00% Added +9.0k +8,997
3 Meros Investment Management, LP 0.79% of their portfolio DALLAS, TX 254,310254.3k $2.5m $2.5m 0.79% Added +230.0k +230,000
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 220,272220.3k $2.2m $2.2m 0.00% Reduced -43.5k -43,467
5 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 146,788146.8k $1.4m $1.4m 0.00% Added +31.3k +31,252
6 Archon Capital Management LLC 0.56% of their portfolio Seattle, WA 140,000140.0k $1.4m $1.4m 0.56% Unchanged
7 Round Rock Advisors LLC 0.15% of their portfolio WILTON, CT 117,366117.4k $1.1m $1.1m 0.15% Unchanged
8 Legato Capital Management LLC 0.09% of their portfolio San Francisco, CA 108,091108.1k $1.1m $1.1m 0.09% Added +49.9k +49,879
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 108,083108.1k $1.1m $1.1m 0.00% Added +9.2k +9,229
10 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 102,928102.9k $1.0m $1.0m 0.00% Added +81.6k +81,600
11 Grandeur Peak Global Advisors, LLC 0.16% of their portfolio SALT LAKE CITY, UT 68,68368.7k $671.0k $671.0k 0.16% Added +6.2k +6,164
12 NAVELLIER & ASSOCIATES INC 0.05% of their portfolio Reno, NV 65,81165.8k $643.0k $643.0k 0.05% Added +19.4k +19,361
13 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 64,36364.4k $628.8k $628.8k 0.00% Reduced -35.2k -35,197
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 62,82462.8k $613.8k $613.8k 0.00% Added +5.4k +5,392
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 60,33160.3k $589.6k $589.6k 0.00% Reduced -2.7k -2,711
16 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 50,42250.4k $492.6k $492.6k 0.00% New
17 RBF Capital, LLC 0.02% of their portfolio RENO, NV 50,00050.0k $488.5k $488.5k 0.02% Unchanged
18 North Star Investment Management Corp. 0.03% of their portfolio CHICAGO, IL 50,00050.0k $488.5k $488.5k 0.03% Unchanged
19 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 49,20149.2k $480.7k $480.7k 0.00% Reduced -98.3k -98,285
20 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 41,41541.4k $404.6k $404.6k 0.00% Added +16.8k +16,816
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 35,03735.0k $342.3k $342.3k 0.00% Added +1.5k +1,532
22 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 32,70932.7k $319.6k $319.6k 0.02% Added +15.2k +15,170
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 30,00030.0k $293.1k $293.1k 0.00% Unchanged
24 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 28,28428.3k $276.3k $276.3k 0.00% Added +4.7k +4,744
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,27225.3k $246.9k $246.9k 0.00% Reduced -79.3k -79,334
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,67624.7k $241.1k $241.1k 0.00% New
27 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,50024.5k $239.4k $239.4k 0.00% Unchanged
28 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 23,65323.7k $231.1k $231.1k 0.00% Unchanged
29 Integrated Quantitative Investments LLC 0.04% of their portfolio BELLEVUE, WA 23,07023.1k $225.4k $225.4k 0.04% New
30 Connective Capital Management, LLC 0.15% of their portfolio PALO ALTO, CA 22,47822.5k $219.6k $219.6k 0.15% Unchanged
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,73120.7k $202.5k $202.5k 0.00% Reduced -11.1k -11,070
32 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 19,80219.8k $193.5k $193.5k 0.00% Reduced -16.6k -16,644
33 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 19,57019.6k $191.2k $191.2k 0.00% Reduced -4.0k -4,000
34 CORSAIR CAPITAL MANAGEMENT, L.P. 0.02% of their portfolio NEW YORK, NY 19,43819.4k $189.9k $189.9k 0.02% Added +5.0k +5,000
35 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio BALA CYNWYD, PA 17,65317.7k $172.5k $172.5k 0.00% Added +171 +171
36 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 17,53917.5k $171.4k $171.4k 0.00% Added +2.9k +2,895
37 Rothschild Wealth LLC 0.01% of their portfolio OAK BROOK, IL 17,05017.1k $166.6k $166.6k 0.01% Unchanged
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,40116.4k $160.2k $160.2k 0.00% Added +118 +118
39 Wealthquest Corp 0.01% of their portfolio CINCINNATI, OH 12,75312.8k $124.6k $124.6k 0.01% Reduced -1.9k -1,850
40 4WEALTH ADVISORS, INC. 0.09% of their portfolio Burr Ridge, IL 12,43412.4k $118.7k $118.7k 0.09% New
41 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 12,31312.3k $120.3k $120.3k 0.01% Reduced -500 -500
42 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,02012.0k $117.0k $117.0k 0.00% Reduced -9.8k -9,794
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,00012.0k $117.2k $117.2k 0.00% Unchanged
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,38911.4k $111.3k $111.3k 0.00% Added +11.0k +11,040
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,7727.8k $75.9k $75.9k 0.00% Reduced -9.6k -9,588
46 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 1,4501.4k $14.2k $14.2k 0.00% Unchanged
47 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1001.1k $10.7k $10.7k 0.00% Reduced -500 -500
48 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 750750 $7.3k $7.3k 0.00% New
49 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 737737 $7.2k $7.2k 0.00% Added +173 +173
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 729729 $7.0k $7.0k 0.00% Added +725 +725
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 727727 $7.1k $7.1k 0.00% Unchanged
52 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 650650 $6.4k $6.4k 0.00% New
53 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 646646 $6.3k $6.3k 0.00% Added +590 +590
54 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 598598 $5.8k $5.8k 0.00% New
55 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 389389 $3.8k $3.8k 0.00% Unchanged
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 238238 $2.0k $2.0k 0.00% Added +169 +169
57 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 158158 $1.5k $1.5k 0.00% Unchanged
58 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 5454 $528 $528 0.00% New
59 Comprehensive Financial Planning, Inc./PA 0.00% of their portfolio EAST PETERSBURG, PA 2323 $225 $225 0.00% New
60 Acumen Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 2020 $196 $196 0.00% New
61 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1313 $127 $127 0.00% New
62 FMR LLC 0.00% of their portfolio BOSTON, MA 33 $29 $29 0.00% Unchanged
63 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 11 $10 $10 0.00% Unchanged