Coda Octopus Group, Inc.
Coda Octopus Group, Inc. (CODA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CODA · as of Sep 30, 2025
Ownership Breakdown
36
Institutional Holders
▼ 1 vs Q2
$11.82M
Total Inst. Value
▼ $96,197 vs Q2
11.28M
Shares Outstanding
freeFloat 50.89%
1.47M
13F Shares Held
▲ 15,223 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CODA largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC search, detection, navigation, guidance, aeronautical sys | 304.1K | 2.71% | 2.71% | $2.44B | Nov 7, 2025 | ▲ 6.2K |
RICE HALL JAMES & ASSOCIATES, LLC search, detection, navigation, guidance, aeronautical sys | 269.4K | 2.40% | 2.40% | $2.16B | Oct 16, 2025 | ▼ 30.6K |
ADVISOR GROUP HOLDINGS, INC. search, detection, navigation, guidance, aeronautical sys | 98.3K | 87.47% | 87.47% | $796.22M | Nov 14, 2025 | ▲ 18.9K |
MARSHALL WACE, LLP search, detection, navigation, guidance, aeronautical sys | 88.1K | 78.38% | 78.38% | $707.33M | Nov 13, 2025 | ▲ 75.3K |
TOCQUEVILLE ASSET MANAGEMENT L.P. search, detection, navigation, guidance, aeronautical sys | 67.1K | 59.68% | 59.68% | $538.19M | Nov 13, 2025 | ▼ 45.0K |
PERRITT CAPITAL MANAGEMENT INC search, detection, navigation, guidance, aeronautical sys | 62.3K | 55.39% | 55.39% | $499.56M | Nov 17, 2025 | ▼ 1.4K |
DIMENSIONAL FUND ADVISORS LP search, detection, navigation, guidance, aeronautical sys | 61.6K | 54.78% | 54.78% | $494.03M | Nov 12, 2025 | ▲ 1.6K |
GEODE CAPITAL MANAGEMENT, LLC search, detection, navigation, guidance, aeronautical sys | 58.6K | 52.13% | 52.13% | $470.22M | Nov 12, 2025 | ▼ 8.8K |
STIFEL FINANCIAL CORP search, detection, navigation, guidance, aeronautical sys | 58.0K | 51.61% | 51.61% | $465.45M | Nov 12, 2025 | — held |
BLACKROCK, INC. search, detection, navigation, guidance, aeronautical sys | 57.1K | 50.83% | 50.83% | $458.36M | Nov 12, 2025 | ▲ 384 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
9
Increased
+174.9K shares4
New Positions
first time holders13
Decreased
−127.1K shares6
Sold Out
fully exitedNet shares change (top 50)
+47.8K
+174.9K / −127.1K
Net new holders
-6
4 new / 6 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CODA insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Emerson John Steven 10 percent owner | Mar 11, 2026 | Sale | 1,000 | $14.45 | $14.4K | 309.9K | Form 4 ↗ |
Emerson John Steven 10 percent owner | Mar 11, 2026 | Gift | 100,000 | — | — | 113.3K | Form 4 ↗ |
Emerson John Steven 10 percent owner | Mar 11, 2026 | Sale | 79,254 | $14.99 | $1.19M | 34.0K | Form 4 ↗ |
Emerson John Steven 10 percent owner | Mar 11, 2026 | Sale | 3,000 | $14.45 | $43.4K | 5.3K | Form 4 ↗ |
Jardine Gayle Michelle Interim CFO | Mar 19, 2026 | Sale | 2,256 | $12.59 | $28.4K | 2.5K | Form 4 ↗ |
Sondergaard Niels 10 percent owner | Oct 2, 2025 | Sale | 150,000 | $8.15 | $1.22M | 2.05M | Form 4 ↗ |
Sondergaard Niels 10 percent owner | Sep 19, 2025 | Sale | 32,362 | $8.23 | $266.4K | 2.22M | Form 4 ↗ |
Sondergaard Niels 10 percent owner | Sep 22, 2025 | Sale | 16,995 | $8.20 | $139.4K | 2.20M | Form 4 ↗ |
Sondergaard Niels 10 percent owner | Sep 23, 2025 | Sale | 7,013 | $8.13 | $57.0K | 2.20M | Form 4 ↗ |
HAMILTON MICHAEL J. director | Mar 16, 2025 | Award | 2,266 | — | — | 7.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Coda Octopus Group, Inc. (CODA) is primarily owned by institutional investors, who hold approximately 13.1% of total shares outstanding. Company insiders own approximately 49.11%, while retail and public investors account for the remaining 37.83%.
The largest institutional shareholder of Coda Octopus Group, Inc. is VANGUARD GROUP INC, holding approximately 304,058 shares — equal to 2.71% of outstanding shares — as of September 30, 2025.
A total of 36 institutional investors currently hold CODA stock, with a combined institutional value of approximately $11,819,155 as of the most recent 13F filing period.
Frequently asked questions
CODA ownershipCoda Octopus Group, Inc. (CODA) is primarily owned by institutional investors, who hold approximately 13.1% of shares. The largest shareholder is VANGUARD GROUP INC with a 2.71% stake. Company insiders hold 49.11%. Data sourced from SEC Form 13F as of September 30, 2025.