CODA OCTOPUS GROUP INC (CODA) Institutional Shareholders
CODA OCTOPUS GROUP INC (CODA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $27.86M in CODA holdings during the latest filing period.
Essex Investment Management Co Llc is currently the largest disclosed institutional shareholder of CODA tracked by InsiderSet, reporting ownership valued at approximately $3.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.45M, representing an estimated gain of +9.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed CODA value among the investors covered in this analysis. Major shareholders include Essex Investment Management Co Llc, Marshall Wace, Llp, Meros Investment Management, Lp, and several other long-term asset managers with concentrated positions in CODA OCTOPUS GROUP INC (CODA).
This page ranks the largest institutional CODA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$27.86M
Largest Holder
Essex Investment Management Co Llc
Largest Position
$3.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Essex Investment Management Co Llc | 0.41% | 322,278 | $3,148,656 | $3,448,375 | +$299,719 | +9.52% | |
| Marshall Wace, Llp | 0.00% | 263,186 | $2,571,328 | $2,816,090 | +$244,762 | +9.52% | |
| Meros Investment Management, Lp | 0.79% | 254,310 | $2,484,609 | $2,721,117 | +$236,508 | +9.52% | |
| Vanguard Capital Management Llc | 0.00% | 220,272 | $2,152,057 | $2,356,910 | +$204,853 | +9.52% | |
| Acadian Asset Management Llc | 0.00% | 146,788 | $1,433,000 | $1,570,632 | +$137,632 | +9.60% | |
| Archon Capital Management Llc | 0.56% | 140,000 | $1,367,800 | $1,498,000 | +$130,200 | +9.52% | |
| Round Rock Advisors Llc | 0.15% | 117,366 | $1,146,666 | $1,255,816 | +$109,150 | +9.52% | |
| Legato Capital Management Llc | 0.09% | 108,091 | $1,056,049 | $1,156,574 | +$100,525 | +9.52% | |
| Dimensional Fund Advisors Lp | 0.00% | 108,083 | $1,055,725 | $1,156,488 | +$100,763 | +9.54% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 102,928 | $1,005,607 | $1,101,330 | +$95,723 | +9.52% |
| Grandeur Peak Global Advisors, Llc | 0.16% | 68,683 | $671,033 | $734,908 | +$63,875 | +9.52% | |
| Navellier & Associates Inc | 0.05% | 65,811 | $642,973 | $704,178 | +$61,205 | +9.52% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 64,363 | $628,827 | $688,684 | +$59,857 | +9.52% | |
| Blackrock, Inc. | 0.00% | 62,824 | $613,790 | $672,217 | +$58,427 | +9.52% | |
| Geode Capital Management, Llc | 0.00% | 60,331 | $589,612 | $645,542 | +$55,930 | +9.49% | |
| Victory Capital Management Inc | 0.00% | 50,422 | $492,623 | $539,515 | +$46,892 | +9.52% | |
| North Star Investment Management Corp. | 0.03% | 50,000 | $488,500 | $535,000 | +$46,500 | +9.52% | |
| Rbf Capital, Llc | 0.02% | 50,000 | $488,500 | $535,000 | +$46,500 | +9.52% | |
| Sei Investments Co | 0.00% | 49,201 | $480,694 | $526,451 | +$45,757 | +9.52% | |
| Two Sigma Investments, Lp | 0.00% | 41,415 | $404,625 | $443,140 | +$38,515 | +9.52% | |
| Morgan Stanley | 0.00% | 35,037 | $342,312 | $374,896 | +$32,584 | +9.52% | |
| Occudo Quantitative Strategies Lp | 0.02% | 32,709 | $319,567 | $349,986 | +$30,419 | +9.52% | |
| Stifel Financial Corp | 0.00% | 30,000 | $293,100 | $321,000 | +$27,900 | +9.52% | |
| Vanguard Fiduciary Trust Co | 0.00% | 28,284 | $276,335 | $302,639 | +$26,304 | +9.52% | |
| Jane Street Group, Llc | 0.00% | 25,272 | $246,907 | $270,410 | +$23,503 | +9.52% | |
| Goldman Sachs Group Inc | 0.00% | 24,676 | $241,085 | $264,033 | +$22,948 | +9.52% | |
| Cerity Partners Llc | 0.00% | 24,500 | $239,365 | $262,150 | +$22,785 | +9.52% | |
| State Street Corp | 0.00% | 23,653 | $231,090 | $253,087 | +$21,997 | +9.52% | |
| Integrated Quantitative Investments Llc | 0.04% | 23,070 | $225,394 | $246,849 | +$21,455 | +9.52% | |
| Connective Capital Management, Llc | 0.15% | 22,478 | $219,610 | $240,515 | +$20,905 | +9.52% | |
| Osaic Holdings, Inc. | 0.00% | 20,731 | $202,540 | $221,822 | +$19,282 | +9.52% | |
| Trexquant Investment Lp | 0.00% | 19,802 | $193,466 | $211,881 | +$18,415 | +9.52% | |
| Hillsdale Investment Management Inc. | 0.00% | 19,570 | $191,199 | $209,399 | +$18,200 | +9.52% | |
| Corsair Capital Management, L.P. | 0.02% | 19,438 | $189,909 | $207,987 | +$18,078 | +9.52% | |
| Susquehanna Fundamental Investments, Llc | 0.00% | 17,653 | $172,470 | $188,887 | +$16,417 | +9.52% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 17,539 | $171,355 | $187,667 | +$16,312 | +9.52% | |
| Rothschild Wealth Llc | 0.01% | 17,050 | $166,579 | $182,435 | +$15,856 | +9.52% | |
| Citadel Advisors Llc | 0.00% | 16,401 | $160,238 | $175,491 | +$15,253 | +9.52% | |
| Wealthquest Corp | 0.01% | 12,753 | $124,597 | $136,457 | +$11,860 | +9.52% | |
| Prelude Capital Management, Llc | 0.01% | 12,313 | $120,298 | $131,749 | +$11,451 | +9.52% | |
| 4Wealth Advisors, Inc. | 0.09% | 12,434 | $118,745 | $133,044 | +$14,299 | +12.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,000 | $117,240 | $128,400 | +$11,160 | +9.52% | |
| Hrt Financial Lp | 0.00% | 12,020 | $117,000 | $128,614 | +$11,614 | +9.93% | |
| Newedge Advisors, Llc | 0.00% | 11,389 | $111,270 | $121,862 | +$10,592 | +9.52% | |
| Ubs Group Ag | 0.00% | 7,772 | $75,932 | $83,160 | +$7,228 | +9.52% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,450 | $14,167 | $15,515 | +$1,348 | +9.52% | |
| Allworth Financial Lp | 0.00% | 1,100 | $10,747 | $11,770 | +$1,023 | +9.52% | |
| Tower Research Capital Llc (Trc) | 0.00% | 737 | $7,200 | $7,886 | +$686 | +9.53% | |
| Creative Financial Designs Inc | 0.00% | 727 | $7,103 | $7,779 | +$676 | +9.52% | |
| Jpmorgan Chase & Co | 0.00% | 729 | $6,962 | $7,800 | +$838 | +12.04% |
Frequently asked questions about CODA
Who are the largest institutional holders of CODA?
The largest institutional holders of CODA reported in the latest SEC Form 13F filings include Essex Investment Management Co Llc, Marshall Wace, Llp, Meros Investment Management, Lp, Vanguard Capital Management Llc, and Acadian Asset Management Llc. InsiderSet ranks institutional holders by their latest reported CODA position.
What is CODA institutional ownership?
This page tracks CODA positions reported by institutional investment managers through SEC Form 13F. CODA OCTOPUS GROUP INC (CODA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CODA?
InsiderSet currently tracks 62 institutional managers reporting CODA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CODA shareholders.
How much CODA stock do institutions own?
Institutional investment managers disclosed approximately $27.86M in CODA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CODA institutional ownership last updated?
The latest CODA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CODA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CODA position after the reporting date.
Are institutions buying or selling CODA?
Institutional buying and selling can be analyzed by comparing CODA positions across consecutive 13F reporting periods. InsiderSet's CODA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CODA ownership changes.
How has CODA institutional ownership changed over time?
InsiderSet tracks CODA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.