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 $25.27M 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 $3.41M, representing an estimated gain of +8.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
63
Total Reported Value
$25.27M
Largest Holder
Essex Investment Management Co Llc
Largest Position
$3.15M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
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 | $3,409,701 | +$261,045 | +8.29% | |
| Marshall Wace, Llp | 0.00% | 263,186 | $2,571,328 | $2,784,508 | +$213,180 | +8.29% | |
| Meros Investment Management, Lp | 0.79% | 254,310 | $2,484,609 | $2,690,600 | +$205,991 | +8.29% | |
| Vanguard Capital Management Llc | 0.00% | 220,272 | $2,152,057 | $2,330,478 | +$178,421 | +8.29% | |
| Archon Capital Management Llc | 0.56% | 140,000 | $1,367,800 | $1,481,200 | +$113,400 | +8.29% | |
| Round Rock Advisors Llc | 0.15% | 117,366 | $1,146,666 | $1,241,732 | +$95,066 | +8.29% | |
| Dimensional Fund Advisors Lp | 0.00% | 108,083 | $1,055,725 | $1,143,518 | +$87,793 | +8.32% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 102,928 | $1,005,607 | $1,088,978 | +$83,371 | +8.29% |
| Grandeur Peak Global Advisors, Llc | 0.16% | 68,683 | $671,033 | $726,666 | +$55,633 | +8.29% | |
| Navellier & Associates Inc | 0.05% | 65,811 | $642,973 | $696,280 | +$53,307 | +8.29% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 64,363 | $628,827 | $680,961 | +$52,134 | +8.29% | |
| Blackrock, Inc. | 0.00% | 62,824 | $613,790 | $664,678 | +$50,888 | +8.29% | |
| Geode Capital Management, Llc | 0.00% | 60,331 | $589,612 | $638,302 | +$48,690 | +8.26% | |
| Victory Capital Management Inc | 0.00% | 50,422 | $492,623 | $533,465 | +$40,842 | +8.29% | |
| North Star Investment Management Corp. | 0.03% | 50,000 | $488,500 | $529,000 | +$40,500 | +8.29% | |
| Rbf Capital, Llc | 0.02% | 50,000 | $488,500 | $529,000 | +$40,500 | +8.29% | |
| Sei Investments Co | 0.00% | 49,201 | $480,694 | $520,547 | +$39,853 | +8.29% | |
| Two Sigma Investments, Lp | 0.00% | 41,415 | $404,625 | $438,171 | +$33,546 | +8.29% | |
| Morgan Stanley | 0.00% | 35,037 | $342,312 | $370,691 | +$28,379 | +8.29% | |
| Occudo Quantitative Strategies Lp | 0.02% | 32,709 | $319,567 | $346,061 | +$26,494 | +8.29% | |
| Stifel Financial Corp | 0.00% | 30,000 | $293,100 | $317,400 | +$24,300 | +8.29% | |
| Vanguard Fiduciary Trust Co | 0.00% | 28,284 | $276,335 | $299,245 | +$22,910 | +8.29% | |
| Jane Street Group, Llc | 0.00% | 25,272 | $246,907 | $267,378 | +$20,471 | +8.29% | |
| Goldman Sachs Group Inc | 0.00% | 24,676 | $241,085 | $261,072 | +$19,987 | +8.29% | |
| Cerity Partners Llc | 0.00% | 24,500 | $239,365 | $259,210 | +$19,845 | +8.29% | |
| State Street Corp | 0.00% | 23,653 | $231,090 | $250,249 | +$19,159 | +8.29% | |
| Integrated Quantitative Investments Llc | 0.04% | 23,070 | $225,394 | $244,081 | +$18,687 | +8.29% | |
| Connective Capital Management, Llc | 0.15% | 22,478 | $219,610 | $237,817 | +$18,207 | +8.29% | |
| Osaic Holdings, Inc. | 0.00% | 20,731 | $202,540 | $219,334 | +$16,794 | +8.29% | |
| Trexquant Investment Lp | 0.00% | 19,802 | $193,466 | $209,505 | +$16,039 | +8.29% | |
| Hillsdale Investment Management Inc. | 0.00% | 19,570 | $191,199 | $207,051 | +$15,852 | +8.29% | |
| Corsair Capital Management, L.P. | 0.02% | 19,438 | $189,909 | $205,654 | +$15,745 | +8.29% | |
| Susquehanna Fundamental Investments, Llc | 0.00% | 17,653 | $172,470 | $186,769 | +$14,299 | +8.29% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 17,539 | $171,355 | $185,563 | +$14,208 | +8.29% | |
| Rothschild Wealth Llc | 0.01% | 17,050 | $166,579 | $180,389 | +$13,810 | +8.29% | |
| Citadel Advisors Llc | 0.00% | 16,401 | $160,238 | $173,523 | +$13,285 | +8.29% | |
| Wealthquest Corp | 0.01% | 12,753 | $124,597 | $134,927 | +$10,330 | +8.29% | |
| Prelude Capital Management, Llc | 0.01% | 12,313 | $120,298 | $130,272 | +$9,974 | +8.29% | |
| 4Wealth Advisors, Inc. | 0.09% | 12,434 | $118,745 | $131,552 | +$12,807 | +10.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,000 | $117,240 | $126,960 | +$9,720 | +8.29% | |
| Newedge Advisors, Llc | 0.00% | 11,389 | $111,270 | $120,496 | +$9,226 | +8.29% | |
| Ubs Group Ag | 0.00% | 7,772 | $75,932 | $82,228 | +$6,296 | +8.29% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,450 | $14,167 | $15,341 | +$1,174 | +8.29% | |
| Allworth Financial Lp | 0.00% | 1,100 | $10,747 | $11,638 | +$891 | +8.29% | |
| Integrated Wealth Concepts Llc | 0.00% | 750 | $7,327 | $7,935 | +$608 | +8.30% | |
| Tower Research Capital Llc (Trc) | 0.00% | 737 | $7,200 | $7,797 | +$597 | +8.30% | |
| Creative Financial Designs Inc | 0.00% | 727 | $7,103 | $7,692 | +$589 | +8.29% | |
| Jpmorgan Chase & Co | 0.00% | 729 | $6,962 | $7,713 | +$751 | +10.78% | |
| Game Plan Financial Advisors, Llc | 0.00% | 650 | $6,351 | $6,877 | +$526 | +8.28% | |
| Sbi Securities Co., Ltd. | 0.00% | 646 | $6,311 | $6,835 | +$524 | +8.30% |
Frequently asked questions about CODA
Who owns the most CODA stock?
The largest holders of CODA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CODA OCTOPUS GROUP INC (CODA).
Is CODA widely held by superinvestors?
Many widely followed stocks like CODA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CODA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.