CODA Institutional Ownership
Coda Octopus Group, Inc.
1W: +0.1%
1M: -12.9%
3M: -3.2%
YTD: -0.4%
1Y: -0.3%
3Y: +48.0%
5Y: +8.0%
$9.47
+0.10 (+1.07%)
Weekly Expected Move ±4.8%
$8
$9
$9
$10
$10
Credit Risk of going bust: lower than 83% of companies Debt: 0.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.00 (down more than 99.9%), Coda Octopus Group, Inc. would be worth roughly what it owes.
Total debt $385K against a stock market value of $106.9M.
Distance to default 10.70 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $193K (short-term plus half of long-term), stock volatility 58.0%; Altman Z 12.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.00 (down more than 99.9%), Coda Octopus Group, Inc. would be worth roughly what it owes.
Total debt $385K against a stock market value of $106.9M.
Distance to default 10.70 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $193K (short-term plus half of long-term), stock volatility 58.0%; Altman Z 12.08. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CODA
77
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$25M
Total Invested
12
New Positions
22
Increased
27
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (85 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ESSEX INVESTMENT MANAGEMENT CO LLC | 322,278 | $3M | +132,638 | +69.9% | 7Q | SEC ↗ |
| 2 | MARSHALL WACE, LLP | 263,186 | $2M | +8,997 | +3.5% | 5Q | SEC ↗ |
| 3 | Meros Investment Management, LP | 254,310 | $2M | +230,000 | +946.1% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 220,272 | $2M | -43,467 | -16.5% | 2Q | SEC ↗ |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 146,788 | $1M | +31,252 | +27.0% | 7Q | SEC ↗ |
| 6 | Archon Capital Management LLC | 140,000 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 7 | Round Rock Advisors LLC | 117,366 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 108,083 | $1M | +9,229 | +9.3% | 34Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 102,928 | $975K | +81,600 | +382.6% | 2Q | SEC ↗ |
| 10 | Grandeur Peak Global Advisors, LLC | 68,683 | $650K | +6,164 | +9.9% | 2Q | SEC ↗ |
| 11 | NAVELLIER & ASSOCIATES INC | 65,811 | $623K | +19,361 | +41.7% | 2Q | SEC ↗ |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 64,363 | $610K | -35,197 | -35.4% | 2Q | SEC ↗ |
| 13 | BlackRock, Inc. | 62,824 | $595K | +5,392 | +9.4% | 8Q | SEC ↗ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 60,331 | $571K | -2,711 | -4.3% | 29Q | SEC ↗ |
| 15 | VICTORY CAPITAL MANAGEMENT INC NEW | 50,422 | $477K | — | +0.0% | 1Q | SEC ↗ |
| 16 | North Star Investment Management Corp. | 50,000 | $474K | — | +0.0% | 2Q | SEC ↗ |
| 17 | RBF Capital, LLC | 50,000 | $474K | — | +0.0% | 25Q | SEC ↗ |
| 18 | SEI INVESTMENTS CO | 49,201 | $466K | -98,285 | -66.6% | 3Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 41,415 | $392K | +16,816 | +68.4% | 2Q | SEC ↗ |
| 20 | MORGAN STANLEY | 35,037 | $332K | +1,532 | +4.6% | 15Q | SEC ↗ |
| 21 | OCCUDO QUANTITATIVE STRATEGIES LP | 32,709 | $310K | +15,170 | +86.5% | 2Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 30,000 | $284K | — | +0.0% | 6Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 28,284 | $268K | +4,744 | +20.2% | 2Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 25,272 | $239K | -79,334 | -75.8% | 3Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC NEW | 24,676 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cerity Partners LLC | 24,500 | $232K | — | +0.0% | 3Q | SEC ↗ |
| 27 | STATE STREET CORP | 23,653 | $224K | — | +0.0% | 21Q | SEC ↗ |
| 28 | Integrated Quantitative Investments LL NEW | 23,070 | $218K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Connective Capital Management, LLC | 22,478 | $213K | — | +0.0% | 2Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 20,731 | $196K | -11,070 | -34.8% | 14Q | SEC ↗ |
| 31 | Trexquant Investment LP | 19,802 | $188K | -16,644 | -45.7% | 3Q | SEC ↗ |
| 32 | Hillsdale Investment Management Inc. | 19,570 | $185K | -4,000 | -17.0% | 2Q | SEC ↗ |
| 33 | CORSAIR CAPITAL MANAGEMENT, L.P. | 19,438 | $184K | +5,000 | +34.6% | 5Q | SEC ↗ |
| 34 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L | 17,653 | $167K | +171 | +1.0% | 2Q | SEC ↗ |
| 35 | Schonfeld Strategic Advisors LLC | 17,539 | $166K | +2,895 | +19.8% | 2Q | SEC ↗ |
| 36 | Rothschild Wealth LLC | 17,050 | $161K | — | +0.0% | 3Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 16,401 | $155K | +118 | +0.7% | 11Q | SEC ↗ |
| 38 | Wealthquest Corp | 12,753 | $121K | -1,850 | -12.7% | 8Q | SEC ↗ |
| 39 | 4WEALTH ADVISORS, INC. NEW | 12,434 | $118K | — | +0.0% | 1Q | SEC ↗ |
| 40 | PRELUDE CAPITAL MANAGEMENT, LLC | 12,313 | $117K | -500 | -3.9% | 2Q | SEC ↗ |
| 41 | HRT FINANCIAL LP | 12,020 | $114K | -9,794 | -44.9% | 2Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 12,000 | $114K | — | +0.0% | 5Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 11,389 | $108K | +11,040 | +3163.3% | 6Q | SEC ↗ |
| 44 | UBS Group AG | 7,772 | $74K | -9,588 | -55.2% | 21Q | SEC ↗ |
| 45 | Vanguard Global Advisers, LLC | 1,450 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Allworth Financial LP | 1,100 | $10K | -500 | -31.2% | 4Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC NEW | 750 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Tower Research Capital LLC (TRC) | 737 | $7K | +173 | +30.7% | 3Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 729 | $7K | +725 | +18125.0% | 13Q | SEC ↗ |
| 50 | CREATIVE FINANCIAL DESIGNS INC /ADV | 727 | $7K | — | +0.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 50,422 | $477K |
| GOLDMAN SACHS GROUP INC | 24,676 | $234K |
| Integrated Quantitative Investments | 23,070 | $218K |
| 4WEALTH ADVISORS, INC. | 12,434 | $118K |
| Integrated Wealth Concepts LLC | 750 | $7K |
| Game Plan Financial Advisors, LLC | 650 | $6K |
| Leonteq Securities AG | 598 | $6K |
| Rialto Wealth Management, LLC | 54 | $1K |
| Comprehensive Financial Planning, I | 23 | $0K |
| Acumen Wealth Advisors, LLC | 20 | $0K |
| Caitong International Asset Managem | 13 | $0K |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RICE HALL JAMES & ASSOCIATES, LLC | 121,905 | $1M |
| Informed Momentum Co LLC | 73,722 | $698K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 47,064 | $446K |
| FEDERATED HERMES, INC. | 43,314 | $410K |
| Cambridge Investment Research Advis | 34,353 | $325K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 33,965 | $322K |
| MILLENNIUM MANAGEMENT LLC | 30,997 | $294K |
| NORTHERN TRUST CORP | 26,957 | $255K |
| Squarepoint Ops LLC | 16,575 | $157K |
| OMERS ADMINISTRATION Corp | 15,300 | $145K |
| RITHOLTZ WEALTH MANAGEMENT | 14,765 | $140K |
| XTX Topco Ltd | 14,269 | $135K |
| Quadrature Capital Ltd | 11,218 | $106K |
| Waverly Advisors, LLC | 10,000 | $95K |
| Kestra Advisory Services, LLC | 2,314 | $22K |
| WELLS FARGO & COMPANY/MN | 500 | $5K |
| Root Financial Partners, LLC | 50 | $0K |
| Steward Partners Investment Advisor | 15 | $0K |
| BANK OF AMERICA CORP /DE | 6 | $0K |
| Union Bancaire Privee, UBP SA | 6 | $0K |
Biggest Increases (20)
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -98,285 | -66.6% | 49,201 |
| JANE STREET GROUP, LLC | -79,334 | -75.8% | 25,272 |
| VANGUARD CAPITAL MANAGEMENT LLC | -43,467 | -16.5% | 220,272 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -35,197 | -35.4% | 64,363 |
| Trexquant Investment LP | -16,644 | -45.7% | 19,802 |
| OSAIC HOLDINGS, INC. | -11,070 | -34.8% | 20,731 |
| HRT FINANCIAL LP | -9,794 | -44.9% | 12,020 |
| UBS Group AG | -9,588 | -55.2% | 7,772 |
| Hillsdale Investment Management Inc | -4,000 | -17.0% | 19,570 |
| GEODE CAPITAL MANAGEMENT, LLC | -2,711 | -4.3% | 60,331 |
| Wealthquest Corp | -1,850 | -12.7% | 12,753 |
| PRELUDE CAPITAL MANAGEMENT, LLC | -500 | -3.9% | 12,313 |
| Allworth Financial LP | -500 | -31.2% | 1,100 |