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Disclosery

CODA CODA OCTOPUS GROUP INC

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COM NEW (common), issuer CIK 1334325

34 managers (34 13F filers) reported a position in CODA shares at 2025-03-31, 1,569,204 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
5
Reduced
12
Sold out
1
Shares held by filers
1,569,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …322,964$2.02M0.03%-75,08213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC297,827$1.86M<0.01%013F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC284,201$1.77M0.1%-14,06313F-HRTimeline
Perritt Capital Management Inc74,150$463K0.26%-7,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,001$418K<0.01%+6,80013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC66,311$414K<0.01%+6,88713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP59,999$374K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,000$362K<0.01%new13F-HRTimelineGroup
RBF Capital, LLC55,258$345K0.02%-83113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,719$335K<0.01%-71513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.43,314$270K<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,878$230K<0.01%-1,95513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP31,903$199K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,969$156K<0.01%-25,83513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,979$150K<0.01%-69713F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC14,603$91.1K0.02%013F-HRTimeline
Wealthquest Corp14,603$91.1K0.01%013F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC13,114$81.8K<0.01%-10,63713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,914$75K<0.01%+3913F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,909$36K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,088$31.7K<0.01%-1,09913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,374$8.57K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,028$6.41K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…530$3.31K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS208$1.3K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp186$1.16K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY76$474<0.01%-1,80013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49$306<0.01%+213F-HRTimelineGroup
SBI Securities Co., Ltd.30$187<0.01%+2013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12$75<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$25<0.01%-1413F-HRTimelineGroup
Union Bancaire Privee, UBP SA2$11<0.01%013F-HRTimeline
EASTERN BANK1$6<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.