Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Coda Octopus Group, Inc.

CIK 0001334325CODA· quarter ending 2026-06-30

Shares outstanding

11,283,101

as of 2026-09-14 · 10-Q cover page, filed 2026-09-14

Held by 13F filers

2,852,432

25.3% of shares outstanding

Holders

-4 vs 2026-03-31 · 10 new, 14 exited

Value

$27.9M

shares +4.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-14, as of 2026-09-14)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CODA · NASDAQ	11,283,101	2,852,432	25.3%	62	19188U206

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	19188U206	COM NEW	62	2,852,432	11,283,101	25.3%	$27.9M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (62 of 62 · 19188U206)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ESSEX INVESTMENT MANAGEMENT CO LLC	322,278	2.86%	$3.1M	+132,638 (+69.9%)
2	MARSHALL WACE, LLP	263,186	2.33%	$2.6M	+8,997 (+3.5%)
3	Meros Investment Management, LP	254,310	2.25%	$2.5M	+230,000 (+946.1%)
4	VANGUARD CAPITAL MANAGEMENT LLC	220,272	1.95%	$2.2M	-43,467 (-16.5%)
5	ACADIAN ASSET MANAGEMENT LLC	146,788	1.30%	$1.4M	+31,252 (+27.0%)
6	Archon Capital Management LLC	140,000	1.24%	$1.4M	—
7	Round Rock Advisors LLC	117,366	1.04%	$1.1M	—
8	Legato Capital Management LLC	108,091	0.96%	$1.1M	+49,879 (+85.7%)
9	DIMENSIONAL FUND ADVISORS LP	108,083	0.96%	$1.1M	+9,229 (+9.3%)
10	RENAISSANCE TECHNOLOGIES LLC	102,928	0.91%	$1.0M	+81,600 (+382.6%)
11	Grandeur Peak Global Advisors, LLC	68,683	0.61%	$671K	+6,164 (+9.9%)
12	NAVELLIER & ASSOCIATES INC	65,811	0.58%	$643K	+19,361 (+41.7%)
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	64,363	0.57%	$629K	-35,197 (-35.4%)
14	BlackRock, Inc.	62,824	0.56%	$614K	+5,392 (+9.4%)
15	GEODE CAPITAL MANAGEMENT, LLC	60,331	0.53%	$590K	-2,711 (-4.3%)
16	VICTORY CAPITAL MANAGEMENT INC	50,422	0.45%	$493K	NEW
17	RBF Capital, LLC	50,000	0.44%	$489K	—
18	North Star Investment Management Corp.	50,000	0.44%	$489K	—
19	SEI INVESTMENTS CO	49,201	0.44%	$481K	-98,285 (-66.6%)
20	TWO SIGMA INVESTMENTS, LP	41,415	0.37%	$405K	+16,816 (+68.4%)
21	MORGAN STANLEY	35,037	0.31%	$342K	+1,532 (+4.6%)
22	OCCUDO QUANTITATIVE STRATEGIES LP	32,709	0.29%	$320K	+15,170 (+86.5%)
23	STIFEL FINANCIAL CORP	30,000	0.27%	$293K	—
24	VANGUARD FIDUCIARY TRUST CO	28,284	0.25%	$276K	+4,744 (+20.2%)
25	JANE STREET GROUP, LLC	25,272	0.22%	$247K	-79,334 (-75.8%)
26	GOLDMAN SACHS GROUP INC	24,676	0.22%	$241K	NEW
27	Cerity Partners LLC	24,500	0.22%	$239K	—
28	STATE STREET CORP	23,653	0.21%	$231K	—
29	Integrated Quantitative Investments LLC	23,070	0.20%	$225K	NEW
30	Connective Capital Management, LLC	22,478	0.20%	$220K	—
31	OSAIC HOLDINGS, INC.	20,731	0.18%	$203K	-11,070 (-34.8%)
32	Trexquant Investment LP	19,802	0.18%	$193K	-16,644 (-45.7%)
33	Hillsdale Investment Management Inc.	19,570	0.17%	$191K	-4,000 (-17.0%)
34	CORSAIR CAPITAL MANAGEMENT, L.P.	19,438	0.17%	$190K	+5,000 (+34.6%)
35	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	17,653	0.16%	$172K	+171 (+1.0%)
36	Schonfeld Strategic Advisors LLC	17,539	0.16%	$171K	+2,895 (+19.8%)
37	Rothschild Wealth LLC	17,050	0.15%	$167K	—
38	CITADEL ADVISORS LLC	16,401	0.15%	$160K	+118 (+0.7%)
39	Wealthquest Corp	12,753	0.11%	$125K	-1,850 (-12.7%)
40	4WEALTH ADVISORS, INC.	12,434	0.11%	$119K	NEW
41	PRELUDE CAPITAL MANAGEMENT, LLC	12,313	0.11%	$120K	-500 (-3.9%)
42	HRT FINANCIAL LP	12,020	0.11%	$117K	-9,794 (-44.9%)
43	COMMONWEALTH EQUITY SERVICES, LLC	12,000	0.11%	$117K	—
44	NewEdge Advisors, LLC	11,389	0.10%	$111K	+11,040 (+3163.3%)
45	UBS Group AG	7,772	0.07%	$76K	-9,588 (-55.2%)
46	Vanguard Global Advisers, LLC	1,450	0.01%	$14K	—
47	Allworth Financial LP	1,100	0.01%	$11K	-500 (-31.3%)
48	Tower Research Capital LLC (TRC)	737	0.01%	$7K	+173 (+30.7%)
49	JPMORGAN CHASE & CO	729	0.01%	$7K	+725 (+18125.0%)
50	CREATIVE FINANCIAL DESIGNS INC /ADV	727	0.01%	$7K	—
51	Game Plan Financial Advisors, LLC	650	0.01%	$6K	NEW
52	SBI Securities Co., Ltd.	646	0.01%	$6K	+590 (+1053.6%)
53	Leonteq Securities AG	598	0.01%	$6K	NEW
54	WHITTIER TRUST CO	389	0.00%	$4K	—
55	ROYAL BANK OF CANADA	238	0.00%	$2K	+169 (+244.9%)
56	MCGUIRE CAPITAL ADVISORS INC	158	0.00%	$2K	—
57	Rialto Wealth Management, LLC	54	0.00%	$528	NEW
58	Comprehensive Financial Planning, Inc./PA	23	0.00%	$225	NEW
59	Acumen Wealth Advisors, LLC	20	0.00%	$196	NEW
60	Caitong International Asset Management Co., Ltd	13	0.00%	$127	NEW
61	FMR LLC	3	0.00%	$29	—
62	ST GERMAIN D J CO INC	1	0.00%	$10	—

Exited since 2026-03-31 (14 filers; largest 14 shown)

Informed Momentum Co LLC	−73,722
FEDERATED HERMES, INC.	−43,314
Cambridge Investment Research Advisors, Inc.	−34,353
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−33,965
MILLENNIUM MANAGEMENT LLC	−30,997
NORTHERN TRUST CORP	−26,957
Squarepoint Ops LLC	−16,575
OMERS ADMINISTRATION Corp	−15,300
RITHOLTZ WEALTH MANAGEMENT	−14,765
XTX Topco Ltd	−14,269
Root Financial Partners, LLC	−50
Steward Partners Investment Advisory, LLC	−15
EASTERN BANK	−1
CITIGROUP INC	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Bryan Ezralow 1994 Trust u/t/d December 22, 1994	SCHEDULE 13G/A	2026-08-28	2025-12-31	653,708	5.79%
Ezralow Bryan Ross	SCHEDULE 13G/A	2026-08-28	2025-12-31	682,641	6.05%
Elizabeth Honig as UTMA Custodiam for Skylar Honig	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Elizabeth Honig as UTMA Custodian for Jett Honig	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Elizabeth Honig as UTMA Custodian for Morgan Honig	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Elizabeth Honig TR FBO Elizabeth Honig Lifetime Trust UA July 9, 2013	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Jonathan Honig	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Titan Multi-Strategy Fund I, Ltd.	SCHEDULE 13G/A	2026-04-07	2026-04-07	508,600	4.5104%
Jonathan Honig as UTMA Custodian for Jett Honig	SCHEDULE 13G	2025-10-14	2025-10-07	629,921	5.59986%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.