Coda Octopus Group, Inc. (CODA) Ownership
CODA ownership summary
as of October 18, 2026- Institutions
- 27.4% of shares outstanding
- Insiders
- 51.15% of shares outstanding
- Shares outstanding
- 11.3M
- Float
- 6.2M shares available to trade
- Short interest
- 2.90% 224K shares short
- Days to cover
- 1.81 short interest down 4.0% vs prior month
- Institutions 27.41%
- Insiders 51.15%
- Other investors 21.44%
CODA top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Essex Investment Management Company, LLC | 2.86% | 322K | $3.2M | +132,638 (+69.9%) | June 30, 2026 |
| 2 | Marshall Wace Asset Management Ltd | 2.33% | 263K | $2.6M | +8,997 (+3.5%) | June 30, 2026 |
| 3 | Meros Investment Management, LP | 2.25% | 254K | $2.5M | +230,000 (+946.1%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 1.95% | 220K | $2.2M | −43,467 (−16.5%) | June 30, 2026 |
| 5 | Acadian Asset Management LLC | 1.30% | 147K | $1.5M | +31,252 (+27.0%) | June 30, 2026 |
| 6 | Archon Capital Management LLC | 1.24% | 140K | $1.4M | — | June 30, 2026 |
| 7 | Round Rock Advisors, LLC | 1.04% | 117K | $1.2M | — | June 30, 2026 |
| 8 | Legato Capital Management LLC | 0.96% | 108K | $1.1M | +49,879 (+85.7%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 0.96% | 108K | $1.1M | +9,229 (+9.3%) | June 30, 2026 |
| 10 | Renaissance Technologies Corp | 0.91% | 103K | $1.0M | +81,600 (+382.6%) | June 30, 2026 |
| 11 | Grandeur Peak Global Advisors, LLC | 0.61% | 69K | $682,022 | +6,164 (+9.9%) | June 30, 2026 |
| 12 | Navellier & Associates Inc | 0.58% | 66K | $653,503 | +19,361 (+41.7%) | June 30, 2026 |
| 13 | Arrowstreet Capital Limited Partnership | 0.57% | 64K | $639,125 | −35,197 (−35.4%) | June 30, 2026 |
| 14 | BlackRock Inc | 0.56% | 63K | $623,842 | +5,392 (+9.4%) | June 30, 2026 |
| 15 | Geode Capital Management, LLC | 0.53% | 60K | $599,087 | −2,711 (−4.3%) | June 30, 2026 |
| 16 | Victory Capital Management Inc. | 0.45% | 50K | $500,690 | +50,422 (0.0%) | June 30, 2026 |
| 17 | RBF LLC | 0.44% | 50K | $496,500 | — | June 30, 2026 |
| 18 | North Star Investment Management Corp | 0.44% | 50K | $496,500 | — | June 30, 2026 |
| 19 | SEI Investments Co | 0.44% | 49K | $488,566 | −98,285 (−66.6%) | June 30, 2026 |
| 20 | Two Sigma Investments LLC | 0.37% | 41K | $411,251 | +16,816 (+68.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 642K shares and 4 cut 180K.
CODA top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 1.47% | 166K | $1.6M | — | August 31, 2026 |
| 2 | 1290 Essex Small Cap Growth I | 0.69% | 78K | $772,524 | — | August 31, 2026 |
| 3 | North Star Micro Cap I | 0.44% | 50K | $496,500 | — | September 30, 2026 |
| 4 | Perritt MicroCap Opportunities Investor | 0.40% | 45K | $446,850 | — | December 31, 2025 |
| 5 | Dimensional US Small Cap ETF | 0.25% | 28K | $277,117 | — | September 30, 2026 |
| 6 | Grandeur Peak Global Reach Instl | 0.24% | 27K | $268,467 | — | July 31, 2026 |
| 7 | DFA US Core Equity 2 I | 0.20% | 22K | $222,889 | — | August 31, 2026 |
| 8 | Fidelity Extended Market Index | 0.19% | 22K | $213,594 | −116 (−0.5%) | August 31, 2026 |
| 9 | Acuitas US Microcap Institutional | 0.17% | 19K | $186,426 | +16,974 (+943.0%) | June 30, 2026 |
| 10 | iShares Micro-Cap ETF | 0.15% | 17K | $173,278 | −120 (−0.7%) | September 30, 2026 |
| 11 | Grandeur Peak Global Micro Cap Instl | 0.14% | 16K | $162,365 | — | July 31, 2026 |
| 12 | Fidelity Total Market Index | 0.12% | 13K | $131,304 | — | August 31, 2026 |
| 13 | DFA US Core Equity 1 I | 0.09% | 10K | $101,594 | — | August 31, 2026 |
| 14 | DFA US Small Cap I | 0.07% | 8,061 | $80,046 | — | August 31, 2026 |
| 15 | Royce Quant Small-Cap Quality Value ETF | 0.06% | 7,253 | $72,022 | — | September 30, 2026 |
| 16 | Fidelity Series Total Market Index | 0.06% | 6,503 | $64,575 | — | August 31, 2026 |
| 17 | Dimensional US Targeted Value ETF | 0.05% | 5,364 | $53,265 | — | September 30, 2026 |
| 18 | Vanguard MStar Inst Ttl StkMktIdxInstlPl | 0.04% | 4,579 | $45,469 | — | August 31, 2026 |
| 19 | Vanguard Balanced Index Inv | 0.03% | 2,869 | $28,489 | — | August 31, 2026 |
| 20 | Avantis US Small Cap Equity ETF | 0.02% | 2,599 | $25,808 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CODA insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-19 | Gayle Michelle Jardine | Sell | $12.59 | 2,256 | $28,403 |
| 2026-03-11 | John Steven Emerson | Sell | $14.95 | 86,254 | $1.3M |
| 2025-10-02 | Niels Sondergaard | Sell | $8.15 | 150,000 | $1.2M |
| 2025-09-23 | Niels Sondergaard | Sell | $8.13 | 7,013 | $57,016 |
| 2025-09-22 | Niels Sondergaard | Sell | $8.20 | 16,995 | $139,359 |
| 2025-09-19 | Niels Sondergaard | Sell | $8.23 | 32,362 | $266,339 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CODA shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CODA
Institutional investors own 27.4% of Coda Octopus's shares and insiders 51.15%. The largest holder is Essex Investment Management Company, LLC with 2.86% of the shares (322K), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 4 reduced their stake in the latest filings. Short interest is 2.90% of the float, or 1.81 days of average trading volume. The share count rose 67.7% since 2014.
Related: CODA analyst forecast, CODA key metrics. See the CODA stock overview for the latest quote and news.
CODA ownership FAQ
Who owns the most Coda Octopus stock?
The largest shareholders of Coda Octopus are Essex Investment Management Company, LLC (2.86%), Marshall Wace Asset Management Ltd (2.33%), Meros Investment Management, LP (2.25%), Vanguard Capital Management, LLC (1.95%), Acadian Asset Management LLC (1.30%).
What percentage of Coda Octopus is owned by institutions?
Institutions hold 27.4% of Coda Octopus's shares outstanding; insiders hold 51.15%.
Which funds own Coda Octopus?
The largest fund holders of Coda Octopus are Vanguard MStar Total Stk Mkt Idx Invest (1.47%), 1290 Essex Small Cap Growth I (0.69%), North Star Micro Cap I (0.44%), Perritt MicroCap Opportunities Investor (0.40%), Dimensional US Small Cap ETF (0.25%).
What is Coda Octopus's short interest?
224K shares of Coda Octopus were sold short, 2.90% of the float; at the average daily volume it would take 1.81 days to cover.
Are insiders buying or selling Coda Octopus?
Of the latest 6 reported insider transactions in Coda Octopus (since September 19, 2025), 0 were purchases and 6 were sales.
How many shares of Coda Octopus are outstanding?
Coda Octopus has 11.3M shares outstanding, of which 6.2M are in the public float.