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Coda Octopus Group, Inc.: which funds bought and sold

Institutions that bought and sold Coda Octopus Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 33 institutions that filed 13F reports for both quarters added to or opened positions in Coda Octopus Group, and 27 cut or closed them. Together they added a net 79K shares, +3.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 49K shares (+7.3%); index fund managers were net sellers of 63K shares (−13.7%). 11 opened a new position and 14 sold out entirely.

Bought, Q2 2026 33 institutions, 11 of them new holders Sold, Q2 2026 27 institutions, 14 of them sold out
Net change, all compared +79K shares (+3.0%)
Net change, active managers +49K shares (+7.3%), 7 bought, 5 sold

Buyers versus sellers

institutions compared, 76
Active managers and hedge funds 7 bought · 5 sold · +49K
Index fund managers 2 bought · 3 sold · −63K
Other institutions 24 bought · 19 sold · +93K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Meros Investment Management, LP +230K +946.1% 254K $2.5M
Essex Investment Management Co LLC +133K +69.9% 322K $3.1M
Renaissance Technologies LLC Hedge fund +82K +382.6% 103K $1M
Victory Capital Management Inc Active manager +50K New position 50K $492,623
Acadian Asset Management LLC Active manager +31K +27.0% 147K $1.4M
Goldman Sachs Group Inc +25K New position 25K $241,085
Integrated Quantitative Investments LLC +23K New position 23K $225,394
Navellier & Associates Inc +19K +41.7% 66K $642,973
Two Sigma Investments, LP Hedge fund +17K +68.4% 41K $404,625
Occudo Quantitative Strategies LP +15K +86.5% 33K $319,567
4Wealth Advisors, Inc. +12K New position 12K $118,745
Newedge Advisors, LLC +11K +3163.3% 11K $111,270
Dimensional Fund Advisors LP +9,229 +9.3% 108K $1.1M
Marshall Wace, LLP Hedge fund +8,997 +3.5% 263K $2.6M
Grandeur Peak Global Advisors, LLC +6,164 +9.9% 69K $671,033
Blackrock, Inc. Index funds +5,392 +9.4% 63K $613,790
Corsair Capital Management, L.P. +5,000 +34.6% 19K $189,909
Vanguard Fiduciary Trust Co Index funds +4,744 +20.2% 28K $276,335
Schonfeld Strategic Advisors LLC Hedge fund +2,895 +19.8% 18K $171,355
Morgan Stanley +1,532 +4.6% 35K $342,312

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Sei Investments Co −98K −66.6% 49K $480,694
Jane Street Group, LLC −79K −75.8% 25K $246,907
Informed Momentum Co LLC −74K Sold out 0 —
Vanguard Capital Management LLC Index funds −43K −16.5% 220K $2.2M
Federated Hermes, Inc. Active manager −43K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −35K −35.4% 64K $628,827
Cambridge Investment Research Advisors, Inc. −34K Sold out 0 —
Susquehanna International Group, LLP −34K Sold out 0 —
Millennium Management LLC Hedge fund −31K Sold out 0 —
Northern Trust Corp Index funds −27K Sold out 0 —
Trexquant Investment LP Hedge fund −17K −45.7% 20K $193,466
Squarepoint Ops LLC Hedge fund −17K Sold out 0 —
Omers Administration Corp −15K Sold out 0 —
Ritholtz Wealth Management −15K Sold out 0 —
Xtx Topco Ltd −14K Sold out 0 —
Osaic Holdings, Inc. −11K −34.8% 21K $202,540
HRT Financial LP −9,794 −44.9% 12K $117,000
UBS Group AG −9,588 −55.2% 7,772 $75,932
Hillsdale Investment Management Inc. −4,000 −17.0% 20K $191,199
Geode Capital Management, LLC Index funds −2,711 −4.3% 60K $589,612

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Informed Momentum Co LLC 74K $833,059
Federated Hermes, Inc.Active manager 43K $489,448
Cambridge Investment Research Advisors, Inc. 34K $388,000
Susquehanna International Group, LLP 34K $383,805
Millennium Management LLCHedge fund 31K $350,266
Northern Trust CorpIndex funds 27K $304,615
Squarepoint Ops LLCHedge fund 17K $187,298
Omers Administration Corp 15K $172,890
Ritholtz Wealth Management 15K $166,845
Xtx Topco Ltd 14K $161,240

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
62
Ten largest holders
63.5%
of 13F-reported shares
Index fund managers
14.4%
of 13F-reported shares
Active managers and hedge funds
26.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 7 5 1 3 +49K +7.3%
Index fund managers 2 3 0 1 −63K −13.7%
Other institutions 24 19 10 10 +93K +6.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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