Coda Octopus Group, Inc.
CODA • NASDAQ
Coda Octopus Group, Inc. is a aerospace & defense company in the industrials sector on NASDAQ, led by John Price, with a market cap of $102.3M. As of Q3 2025, 13% of shares are held by 36 institutional investors, with VANGUARD GROUP INC as the largest holder at 2.7%.
Chief Financial OfficerJohn Price
Market Cap$102.3M
Aerospace & Defense
Industrials
Employees83.0
Websitecodaoctopusgroup.com
Country
United States of America
Overview
Overview of institutional ownership in CODA as of Q3 2025 with a market cap of $90.3M
All Institutions
- Institutions
- 36
- Value Held
- $11.8M
- Shares Held
- 1.5M
- Avg Position
- $328.4K
- Median Position
- $130.0K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $750.0K
- Shares Held
- 93.5K
- Avg Position
- $250.0K
- Median Position
- $283.3K
Ownership Breakdown
Based on market cap of $90.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CODA as of Q3 2025
| Institution | Position Value |
|---|---|
 VANGUARD GROUP INC Institution | $2.4M 0.00% of portfolio |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | $2.2M 0.12% of portfolio |
A Advisor Group Holdings, Inc. Institution | $796.2K 0.00% of portfolio |
 Marshall Wace LLP Institution | $707.3K 0.00% of portfolio |
 TOCQUEVILLE ASSET MANAGEMENT L.P. Long Only Manager | $538.2K 0.01% of portfolio |
 PERRITT CAPITAL MANAGEMENT INC Long Only Manager | $499.6K 0.24% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $494.0K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $470.2K 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $465.5K 0.00% of portfolio |
B BlackRock, Inc. Institution | $458.4K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CODA in Q3 2025
- Traded
- +$119.2K
- Buyers
- 14
- Sellers
- 18
- Total Bought
- +$1.5M
- Total Sold
- −$1.4M
- Avg Position
- $281.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Marshall Wace LLP Institution | +$605.0K +75.3K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$350.8K +43.7K shares |
 ACADIAN ASSET MANAGEMENT LLC Long Only Manager | +$163.9K +20.4K shares |
A Advisor Group Holdings, Inc. Institution | +$152.8K +18.9K shares |
 Warren Averett Asset Management, LLC RIA/Wealth | +$80.3K +10.0K shares |
VANGUARD GROUP INC Institution | +$50.0K +6.2K shares |
 GOLDMAN SACHS GROUP INC Institution | +$42.5K +5.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$24.6K +3.1K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | +$12.5K +1.6K shares |
 Hanson McClain, Inc. RIA/Wealth | +$4.8K +600.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
TOCQUEVILLE ASSET MANAGEMENT L.P. Long Only Manager | −$361.1K −45.0K shares |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | −$245.6K −30.6K shares |
J JANE STREET GROUP, LLC Institution | −$206.8K −25.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$156.1K −19.4K shares |
 NORTHERN TRUST CORP Institution | −$140.7K −17.5K shares |
R ROYAL BANK OF CANADA Institution | −$132.1K −16.2K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | −$70.3K −8.8K shares |
R RBF Capital, LLC Institution | −$14.1K −1.8K shares |
PERRITT CAPITAL MANAGEMENT INC Long Only Manager | −$11.2K −1.4K shares |
 CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$9.2K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CODA in Q3 2025
- New Positions
- 3
- New Value
- $88.5K
- Exited Positions
- 6
- Exited Value
- $356.3K
New Positions
| Institution | Position Value |
|---|---|
Warren Averett Asset Management, LLC RIA/Wealth | $80.3K 10.0K shares |
Hanson McClain, Inc. RIA/Wealth | $4.8K 600.0 shares |
 WHITTIER TRUST CO RIA/Wealth | $3.4K 389.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $206.8K 25.3K shares |
R ROYAL BANK OF CANADA Institution | $132.1K 16.2K shares |
 LAZARD ASSET MANAGEMENT LLC Long Only Manager | $8.6K 1.1K shares |
T Tower Research Capital LLC Institution | $4.7K 579.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.4K 290.0 shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $1.7K 208.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CODA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CODA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PERRITT CAPITAL MANAGEMENT INC Long Only Manager | 0.24% $499.6K |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | 0.12% $2.2M |
CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.02% $115.9K |
R RBF Capital, LLC Institution | 0.02% $429.3K |
 ESSEX INVESTMENT MANAGEMENT CO LLC Long Only Manager | 0.02% $115.8K |
 Wealthquest Corp RIA/Wealth | 0.01% $117.2K |
TOCQUEVILLE ASSET MANAGEMENT L.P. Long Only Manager | 0.01% $538.2K |
A Advisor Group Holdings, Inc. Institution | 0.00% $796.2K |
Warren Averett Asset Management, LLC RIA/Wealth | 0.00% $80.3K |
Marshall Wace LLP Institution | 0.00% $707.3K |
Hedge Fund Spotlight
Discover hedge funds investing in CODA
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Coda Octopus Group, Inc.
- Market Value
- $283.3K
- Shares Held
- 35.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
