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Coda Octopus Group Inc (CODA)

CUSIP: 19188U206 | NYSE | Industrials · Aerospace & Defense | Micro Cap | 151 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AEzralow Bryan Ross
with Bryan Ezralow 1994 Trust u/t/d December 22, 1994
682,6416.0%New 5%+ stakeDec 31, 2025No 13F filer matched
13G/AEzralow Bryan Ross682,641
6.0% of class · Dec 31, 2025New 5%+ stake
with Bryan Ezralow 1994 Trust u/t/d December 22, 1994
No 13F filer matched

Institutional Holders — Q3 2026

Essex Investment Management Co LLC312,533
0.5% of portfolio›$3.4M
Dimensional Fund Advisors LP122,094
0.0% of portfolio›$1.3M
North Star Investment Management Corp.50,000
0.0% of portfolio›$536.5K
4Wealth Advisors, Inc.18,669
0.1% of portfolio›$203.5K
InTrack Investment Management Inc14,000
0.1% of portfolio›$150.2K
Commonwealth Equity Services, LLC12,000
0.0% of portfolio›$128.8K
SBI Securities Co., Ltd.1,067
0.0% of portfolio›$11.4K
Creative Financial Designs Inc727
0.0% of portfolio›$7.8K
Leonteq Securities AG598
0.0% of portfolio›$6.4K
Fortitude Family Office, LLC236
0.0% of portfolio›$2.5K
Root Financial Partners, LLC50
0.0% of portfolio›$537
Acumen Wealth Advisors, LLC20
0.0% of portfolio›$215
Caitong International Asset Management Co., Ltd14
0.0% of portfolio›$150
StyleTurnoverLocationFiled
Essex Investment Management Co LLC
312,533$3.4M0.5%GrowthMediumBoston, MA2026-10-19
Dimensional Fund Advisors LP
122,094$1.3M0.0%IndexLowAustin, TX2026-11-04
North Star Investment Management Corp.
50,000$536.5K0.0%CoreLowChicago, IL2026-10-27
4Wealth Advisors, Inc.
18,669$203.5K0.1%ETFMediumBurr Ridge, IL2026-10-13
InTrack Investment Management Inc
14,000$150.2K0.1%GrowthMediumSouth Burlington, VT2026-10-15
Commonwealth Equity Services, LLC
12,000$128.8K0.0%ETFLowWaltham, MA2026-11-02
SBI Securities Co., Ltd.
1,067$11.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Financial Designs Inc
727$7.8K0.0%ETFMediumKokomo, IN2026-11-04
Leonteq Securities AG
598$6.4K0.0%CoreHighZurich, Switzerland2026-10-29
Fortitude Family Office, LLC
236$2.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
50$5370.0%ETFMediumEncinitas, CA2026-10-21
Acumen Wealth Advisors, LLC
20$2150.0%GrowthHighChattanooga, TN2026-11-05
Caitong International Asset Management Co., Ltd
14$1500.0%GrowthVery HighHong Kong, South Korea2026-10-29