CODA Coda Octopus Group, Inc.
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 June 30, 2026.
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.
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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.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 322.3K | 11.3% |
| MARSHALL WACE, LLP | 263.2K | 9.2% |
| Meros Investment Management, LP | 254.3K | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 220.3K | 7.7% |
| ACADIAN ASSET MANAGEMENT LLC | 146.8K | 5.1% |
| Archon Capital Management LLC | 140.0K | 4.9% |
| Round Rock Advisors LLC | 117.4K | 4.1% |
| Legato Capital Management LLC | 108.1K | 3.8% |
| DIMENSIONAL FUND ADVISORS LP | 108.1K | 3.8% |
| RENAISSANCE TECHNOLOGIES LLC | 102.9K | 3.6% |
| Grandeur Peak Global Advisors, LLC | 68.7K | 2.4% |
| NAVELLIER & ASSOCIATES INC | 65.8K | 2.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 64.4K | 2.3% |
| BlackRock, Inc. | 62.8K | 2.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 60.3K | 2.1% |
| VICTORY CAPITAL MANAGEMENT INC | 50.4K | 1.8% |
| RBF Capital, LLC | 50.0K | 1.8% |
| North Star Investment Management Corp. | 50.0K | 1.8% |
| SEI INVESTMENTS CO | 49.2K | 1.7% |
| TWO SIGMA INVESTMENTS, LP | 41.4K | 1.5% |
| MORGAN STANLEY | 35.0K | 1.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 32.7K | 1.1% |
| STIFEL FINANCIAL CORP | 30.0K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 28.3K | 1.0% |
| JANE STREET GROUP, LLC | 25.3K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Meros Investment Management, LP | Increased | 24.3K | 254.3K | +230.0K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Increased | 189.6K | 322.3K | +132.6K |
| SEI INVESTMENTS CO | Reduced | 147.5K | 49.2K | -98.3K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 21.3K | 102.9K | +81.6K |
| JANE STREET GROUP, LLC | Reduced | 104.6K | 25.3K | -79.3K |
| Informed Momentum Co LLC | Sold Out | 73.7K | 0 | -73.7K |
| VICTORY CAPITAL MANAGEMENT INC | New | 0 | 50.4K | +50.4K |
| Legato Capital Management LLC | Increased | 58.2K | 108.1K | +49.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 263.7K | 220.3K | -43.5K |
| FEDERATED HERMES, INC. | Sold Out | 43.3K | 0 | -43.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 99.6K | 64.4K | -35.2K |
| Cambridge Investment Research Advisors, Inc. | Sold Out | 34.4K | 0 | -34.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 34.0K | 0 | -34.0K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 115.5K | 146.8K | +31.3K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 31.0K | 0 | -31.0K |
| NORTHERN TRUST CORP | Sold Out | 27.0K | 0 | -27.0K |
| GOLDMAN SACHS GROUP INC | New | 0 | 24.7K | +24.7K |
| Integrated Quantitative Investments LLC | New | 0 | 23.1K | +23.1K |
| NAVELLIER & ASSOCIATES INC | Increased | 46.5K | 65.8K | +19.4K |
| TWO SIGMA INVESTMENTS, LP | Increased | 24.6K | 41.4K | +16.8K |
| Trexquant Investment LP | Reduced | 36.4K | 19.8K | -16.6K |
| Squarepoint Ops LLC | Sold Out | 16.6K | 0 | -16.6K |
| OMERS ADMINISTRATION Corp | Sold Out | 15.3K | 0 | -15.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | Increased | 17.5K | 32.7K | +15.2K |
| RITHOLTZ WEALTH MANAGEMENT | Sold Out | 14.8K | 0 | -14.8K |
| XTX Topco Ltd | Sold Out | 14.3K | 0 | -14.3K |
| 4WEALTH ADVISORS, INC. | New | 0 | 12.4K | +12.4K |
| OSAIC HOLDINGS, INC. | Reduced | 31.8K | 20.7K | -11.1K |
| NewEdge Advisors, LLC | Increased | 349 | 11.4K | +11.0K |
| HRT FINANCIAL LP | Reduced | 21.8K | 12.0K | -9.8K |
| UBS Group AG | Reduced | 17.4K | 7.8K | -9.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 98.9K | 108.1K | +9.2K |
| MARSHALL WACE, LLP | Increased | 254.2K | 263.2K | +9.0K |
| Grandeur Peak Global Advisors, LLC | Increased | 62.5K | 68.7K | +6.2K |
| BlackRock, Inc. | Increased | 57.4K | 62.8K | +5.4K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | Increased | 14.4K | 19.4K | +5.0K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 23.5K | 28.3K | +4.7K |
| Hillsdale Investment Management Inc. | Reduced | 23.6K | 19.6K | -4.0K |
| Schonfeld Strategic Advisors LLC | Increased | 14.6K | 17.5K | +2.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 63.0K | 60.3K | -2.7K |
| Wealthquest Corp | Reduced | 14.6K | 12.8K | -1.9K |
| MORGAN STANLEY | Increased | 33.5K | 35.0K | +1.5K |
| JPMORGAN CHASE & CO | Increased | 4 | 729 | +725 |
| Game Plan Financial Advisors, LLC | New | 0 | 650 | +650 |
| Leonteq Securities AG | New | 0 | 598 | +598 |
| SBI Securities Co., Ltd. | Increased | 56 | 646 | +590 |
| PRELUDE CAPITAL MANAGEMENT, LLC | Reduced | 12.8K | 12.3K | -500 |
| Allworth Financial LP | Reduced | 1.6K | 1.1K | -500 |
| Tower Research Capital LLC (TRC) | Increased | 564 | 737 | +173 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Increased | 17.5K | 17.7K | +171 |
| ROYAL BANK OF CANADA | Increased | 69 | 238 | +169 |
| CITADEL ADVISORS LLC | Increased | 16.3K | 16.4K | +118 |
| Rialto Wealth Management, LLC | New | 0 | 54 | +54 |
| Root Financial Partners, LLC | Sold Out | 50 | 0 | -50 |
| Comprehensive Financial Planning, Inc./PA | New | 0 | 23 | +23 |
| Acumen Wealth Advisors, LLC | New | 0 | 20 | +20 |
| Steward Partners Investment Advisory, LLC | Sold Out | 15 | 0 | -15 |
| Caitong International Asset Management Co., Ltd | New | 0 | 13 | +13 |
| CITIGROUP INC | Sold Out | 1 | 0 | -1 |
| EASTERN BANK | Sold Out | 1 | 0 | -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.