CODANasdaqSearch, Detection, Navigation, Guidance, Aeronautical SysFiscal year ends October 31
Coda Octopus Group, Inc.
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026
$9.82−0.11 (-1.11%)
Close on Oct 19, 2026
- Market cap
- $110.96M
- P/E (TTM)
- 22.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
25.3%
3M of 11M shares
Institutional holders
63
11 new, 14 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $1.32M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ezralow Bryan Ross | 682,641 | 6.05% | 13G (passive) amendment | Dec 31, 2025 |
| Elizabeth Honig as UTMA Custodian for Jett Honig | 629,921 | 5.60% | 13G (passive) | Oct 7, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CODA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 322,278 | 2.86% | $3.15M | +132,638 | 0.41% |
| Marshall Wace, Llp | 263,186 | 2.33% | $2.57M | +8,997 | 0.00% |
| Meros Investment Management, LP | 254,310 | 2.25% | $2.48M | +230,000 | 0.79% |
| Vanguard Capital Management LLC | 220,272 | 1.95% | $2.15M | −43,467 | 0.00% |
| Acadian Asset Management LLC | 146,788 | 1.30% | $1.43K | +31,252 | 0.00% |
| Archon Capital Management LLC | 140,000 | 1.24% | $1.37M | – | 0.56% |
| Round Rock Advisors, LLC | 117,366 | 1.04% | $1.15M | – | 0.15% |
| Legato Capital Management LLC | 108,091 | 0.96% | $1.06M | +49,879 | 0.09% |
| Dimensional Fund Advisors LP | 108,083 | 0.96% | $1.06M | +9,229 | 0.00% |
| Renaissance Technologies LLC | 102,928 | 0.91% | $1.01M | +81,600 | 0.00% |
| Grandeur Peak Global Advisors, LLC | 68,683 | 0.61% | $671.03K | +6,164 | 0.16% |
| Navellier & Associates Inc | 65,811 | 0.58% | $642.97K | +19,361 | 0.05% |
| Arrowstreet Capital, Limited Partnership | 64,363 | 0.57% | $628.83K | −35,197 | 0.00% |
| BlackRock, Inc. | 62,824 | 0.56% | $613.79K | +5,392 | 0.00% |
| Geode Capital Management, LLC | 60,331 | 0.53% | $589.61K | −2,711 | 0.00% |
| Victory Capital Management Inc | 50,422 | 0.45% | $492.62K | New | 0.00% |
| RBF Capital, LLC | 50,000 | 0.44% | $488.50K | – | 0.02% |
| North Star Investment Management Corp. | 50,000 | 0.44% | $488.50K | – | 0.03% |
| Sei Investments Co | 49,201 | 0.44% | $480.69K | −98,285 | 0.00% |
| Two Sigma Investments, LP | 41,415 | 0.37% | $404.63K | +16,816 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | 3M | 25.3% | 11 / 23 | 13 / 14 | 1M | 1M |
| Q1 2026 | 66 | 3M | 24.1% | 32 / 15 | 10 / 9 | 2M | 0M |
| Q4 2025 | 45 | 2M | 16.6% | 12 / 14 | 8 / 3 | 1M | 0M |
| Q3 2025 | 36 | 1M | 13.0% | 5 / 9 | 13 / 6 | 0M | 0M |
| Q2 2025 | 37 | 1M | 13.1% | 8 / 14 | 3 / 4 | 0M | 0M |
| Q1 2025 | 33 | 2M | 13.9% | 5 / 5 | 12 / 1 | 0M | 0M |
| Q4 2024 | 30 | 2M | 14.6% | 4 / 10 | 11 / 2 | 0M | 0M |
| Q3 2024 | 29 | 2M | 18.3% | 4 / 7 | 7 / 2 | 0M | 0M |
| Q2 2024 | 28 | 2M | 18.7% | 2 / 8 | 8 / 1 | 0M | 0M |
| Q1 2024 | 27 | 2M | 19.2% | 1 / 8 | 12 / 2 | 0M | 0M |
| Q4 2023 | 28 | 2M | 19.9% | 6 / 7 | 7 / 3 | 0M | 0M |
| Q3 2023 | 25 | 2M | 20.2% | 2 / 8 | 6 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CODA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 165,864 | 1.47% | $1.62M | 0.00% | Jun 30, 2026 |
| 1290 Essex Small Cap Growth Fund | 77,797 | 0.69% | $788.86K | 0.68% | Jul 31, 2026 |
| North Star Micro Cap Fund | 50,000 | 0.44% | $627.00K | 0.34% | May 31, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 49,828 | 0.44% | $486.82K | 0.08% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 46,960 | 0.42% | $458.80K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 27,907 | 0.25% | $282.98K | 0.00% | Jul 31, 2026 |
| Grandeur Peak Global Reach Fund | 27,036 | 0.24% | $274.15K | 0.34% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 22,446 | 0.20% | $227.60K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 22,350 | 0.20% | $280.27K | 0.00% | May 31, 2026 |
| Acuitas US Microcap Fund | 18,774 | 0.17% | $183.42K | 0.16% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 18,290 | 0.16% | $178.69K | 0.01% | Jun 30, 2026 |
| Grandeur Peak Global Microcap Fund | 16,351 | 0.14% | $165.80K | 0.37% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 13,223 | 0.12% | $165.82K | 0.00% | May 31, 2026 |
| U.S. Core Equity 1 Portfolio | 10,231 | 0.09% | $103.74K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 9,381 | 0.08% | $117.64K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark (NMN) Kelly | Chief Financial Officer | 0 | – | Aug 4, 2026 |
| Gayle Michelle Jardine | Interim CFO | 2,500 | 0.02% | Apr 10, 2026 |
| Tal Goldhamer | Director | 0 | – | Sep 17, 2026 |
| Stephen Nathaniel Hemedes | Director | 0 | – | Sep 15, 2026 |
| Michael J. Hamilton | Director | 6,635 | 0.06% | Jun 24, 2026 |
| John Steven Emerson | 10% owner | 1,550,258 | 13.74% | Apr 20, 2026 |
| Niels Sondergaard | 10% owner | 2,045,211 | 18.13% | Oct 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael J. Hamilton Director | May 28, 2026 | Award | +1,102 | – | – | 6,635 |
| Gayle Michelle Jardine Interim CFO | Mar 19, 2026 | Sale | −2,256 | $12.59 | $28.40K | 2,500 |
| John Steven Emerson 10% owner | Mar 11, 2026 | Sale | −3,000 | $14.45 | $43.35K | 5,286 |
| John Steven Emerson 10% owner | Mar 11, 2026 | Gift | −100,000 | – | – | 113,250 |
| John Steven Emerson 10% owner | Mar 11, 2026 | Sale | −3,000 | $14.45 | $43.35K | 5,286 |
| John Steven Emerson 10% owner | Mar 11, 2026 | Sale | −1,000 | $14.45 | $14.45K | 309,928 |
| John Steven Emerson 10% owner | Mar 11, 2026 | Sale | −79,254 | $14.99 | $1.19M | 33,996 |
| Niels Sondergaard 10% owner | Oct 2, 2025 | Sale | −150,000 | $8.15 | $1.22M | 2,045,211 |
| Niels Sondergaard 10% owner | Sep 23, 2025 | Sale | −7,013 | $8.13 | $57.02K | 2,195,211 |
| Niels Sondergaard 10% owner | Sep 22, 2025 | Sale | −16,995 | $8.20 | $139.36K | 2,202,224 |
| Niels Sondergaard 10% owner | Sep 19, 2025 | Sale | −32,362 | $8.23 | $266.34K | 2,219,219 |
| Michael J. Hamilton Director | Mar 16, 2025 | Award | +2,266 | – | – | 7,799 |
| Niels Sondergaard 10% owner | Jan 24, 2025 | Buy | +10,000 | – | – | 2,251,581 |
| Michael J. Hamilton Director | Aug 8, 2024 | Award | +2,508 | – | – | 5,533 |
| Annmarie Gayle Chairman, CEO, Director, 10% owner | Oct 6, 2023 | Buy | +16,500 | $5.99 | $98.84K | 95,038 |
| Niels Sondergaard 10% owner | Oct 6, 2023 | Buy | +16,500 | $5.99 | $98.84K | 33,080 |
| Niels Sondergaard 10% owner | Sep 28, 2023 | Buy | +16,580 | $6.03 | $99.98K | 16,580 |
| G. Tyler Runnels Director, 10% owner | Sep 28, 2023 | Sale | −105,006 | $6.03 | $633.19K | 609,331 |
| Annmarie Gayle Chairman, CEO, Director, 10% owner | Sep 28, 2023 | Buy | +16,580 | $6.03 | $99.98K | 78,538 |
| John Steven Emerson 10% owner | Sep 27, 2023 | Gift | −17,000 | – | – | 213,250 |
| G. Tyler Runnels Director, 10% owner | Sep 27, 2023 | Sale | −144,994 | $6.03 | $874.31K | 714,337 |
| John Steven Emerson 10% owner | Sep 27, 2023 | Buy | +50,000 | $6.03 | $301.50K | 217,081 |
| John Steven Emerson 10% owner | Sep 27, 2023 | Buy | +50,000 | $6.03 | $301.50K | 230,250 |
| John Steven Emerson 10% owner | Sep 27, 2023 | Buy | +50,000 | $6.03 | $301.50K | 350,000 |
| Blair Graeme Cunningham President of Technology | Jun 1, 2023 | Option exercise | +13,910 | – | – | 38,208 |
| Annmarie Gayle Chairman, CEO, Director, 10% owner | May 11, 2023 | Option exercise | +32,291 | – | – | – |
| Blair Graeme Cunningham President of Technology | Apr 21, 2023 | Sale | −10,679 | $8.01 | $85.54K | 24,298 |
| Blair Graeme Cunningham President of Technology | Apr 11, 2023 | Sale | −3,000 | $7.99 | $23.97K | 24,298 |
| John Steven Emerson 10% owner | Dec 20, 2021 | Gift | −100,000 | – | – | 180,250 |
| Niels Sondergaard 10% owner | Jun 24, 2021 | Sale | −21,523 | $9.04 | $194.57K | 2,241,581 |
| Niels Sondergaard 10% owner | Jun 23, 2021 | Sale | −54,382 | $9.05 | $492.16K | 2,263,104 |
| Blair Graeme Cunningham President of Technology | Jun 21, 2021 | Sale | −7,492 | $9.49 | $71.10K | 27,298 |
| Michael Midgley CFO | Jun 18, 2021 | Sale | −16,107 | $9.50 | $153.02K | 3,000 |
| Blair Graeme Cunningham President of Technology | Apr 21, 2021 | Sale | −3,252 | $8.70 | $28.29K | 31,790 |
| Blair Graeme Cunningham President of Technology | Apr 20, 2021 | Sale | −711 | $8.70 | $6.19K | 35,042 |
| Annmarie Gayle Chairman, CEO, Director, 10% owner | Apr 7, 2021 | Option exercise | +16,630 | – | – | 29,671 |
| Blair Graeme Cunningham President of Technology | Mar 31, 2021 | Option exercise | +11,456 | – | – | 35,753 |
| Michael Midgley CFO | Mar 23, 2021 | Option exercise | +16,107 | – | – | 16,107 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −6 | $5.90 | $35 | 0 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −2,000 | $5.90 | $11.80K | 6 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −2,000 | $5.90 | $11.80K | 2,006 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −499 | $5.90 | $2.94K | 4,006 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −1,000 | $5.90 | $5.90K | 4,505 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 25, 2020 | Sale | −1,600 | $5.90 | $9.44K | 5,505 |
| Michael Midgley CHIEF FINANCIAL OFFICER | Nov 23, 2020 | Sale | −38 | $5.90 | $224 | 7,105 |
| Michael J. Hamilton Director | Nov 18, 2020 | Sale | −2,010 | $5.55 | $11.16K | 1,143 |
| Michael J. Hamilton Director | Nov 16, 2020 | Sale | −3,990 | $5.36 | $21.39K | 3,153 |
| Bryan Ezralow – | Jul 20, 2020 | Sale | −12,000 | $6.21 | $74.52K | 896,079 |
| Annmarie Gayle 10% owner | Apr 23, 2020 | Other | +2,317,486 | – | – | 2,317,486 |
| Mary Losty Director | Apr 9, 2020 | Sale | −10,000 | $5.90 | $59.00K | 57,143 |
| Mary Losty Director | Apr 8, 2020 | Sale | −10,000 | $5.88 | $58.80K | 67,143 |
| Bryan Ezralow 10% owner | Mar 31, 2020 | Sale | −2,290 | $5.70 | $13.05K | 908,079 |
| Bryan Ezralow 10% owner | Mar 26, 2020 | Sale | −1,000 | $5.70 | $5.70K | 910,369 |
| Bryan Ezralow 10% owner | Mar 25, 2020 | Sale | −1,200 | $5.70 | $6.84K | 911,369 |
| Mary Losty Director | Mar 23, 2020 | Sale | −5,000 | $4.63 | $23.15K | 77,143 |
| G. Tyler Runnels Director, 10% owner | Mar 3, 2020 | Sale | −60,000 | $6.15 | $369.00K | 859,331 |
| G. Tyler Runnels Director, 10% owner | Feb 25, 2020 | Sale | −100,000 | $6.32 | $632.00K | 919,331 |
| G. Tyler Runnels Director, 10% owner | Jul 25, 2019 | Sale | −4,864 | $13.05 | $63.48K | 1,019,331 |
| G. Tyler Runnels Director, 10% owner | Jun 27, 2019 | Sale | −15,000 | $12.75 | $191.25K | 1,024,195 |
| Vlissingen FH Fentener Drs. van – | Jun 17, 2019 | Sale | −57,000 | $14.45 | $823.65K | 1,023,012 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cunningham Blair Officer | Apr 21, 2023 | 10,679 | $85.00K | Apr 21, 2023 | Compensation |
| Cunningham Blair Officer | Apr 11, 2023 | 3,000 | $23.37K | Apr 11, 2023 | Compensation |