CODA Coda Octopus Group, Inc.

NASDAQ
$8.34

Coda Octopus Group, Inc. (CODA) Institutional Ownership

What the institutions did with CODA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
15
filed both this quarter and last
Managers holding
14
+2 on the quarter
Buyers
7
3 opened new
Sellers
3
1 sold out entirely
Buyer share
70.0%
of managers who traded it
Breadth
+40.0
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
ESSEX INVESTMENT MANAGEMENT CO LLC 312.5K 57.8%
DIMENSIONAL FUND ADVISORS LP 122.1K 22.6%
GEODE CAPITAL MANAGEMENT, LLC 57.4K 10.6%
4WEALTH ADVISORS, INC. 18.7K 3.5%
InTrack Investment Management Inc 14.0K 2.6%
COMMONWEALTH EQUITY SERVICES, LLC 12.0K 2.2%
Allworth Financial LP 1.1K 0.2%
SBI Securities Co., Ltd. 1.1K 0.2%
CREATIVE FINANCIAL DESIGNS INC /ADV 727 0.1%
Leonteq Securities AG 598 0.1%
Fortitude Family Office, LLC 236 0.0%
Root Financial Partners, LLC 50 0.0%
Acumen Wealth Advisors, LLC 20 0.0%
Caitong International Asset Management Co., Ltd 14 0.0%

Largest changes

Manager Action Previous Current Change
DIMENSIONAL FUND ADVISORS LP Increased 108.1K 122.1K +14.0K
InTrack Investment Management Inc New 0 14.0K +14.0K
ESSEX INVESTMENT MANAGEMENT CO LLC Reduced 322.3K 312.5K -9.7K
4WEALTH ADVISORS, INC. Increased 12.4K 18.7K +6.2K
GEODE CAPITAL MANAGEMENT, LLC Reduced 60.3K 57.4K -3.0K
SBI Securities Co., Ltd. Increased 646 1.1K +421
Fortitude Family Office, LLC New 0 236 +236
Root Financial Partners, LLC New 0 50 +50
Comprehensive Financial Planning, Inc./PA Sold Out 23 0 -23
Caitong International Asset Management Co., Ltd Increased 13 14 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.