Coda Octopus Group, Inc.

NasdaqCM:CODA Stock Report

Market Cap: US$92.1m

Coda Octopus Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CODA?
Owner TypeNumber of SharesOwnership Percentage
Institutions2,877,55725.7%
General Public3,347,25629.9%
Individual Insiders4,970,67444.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.72% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20%
Niels Sondergaard
2,241,581US$18.4m0%no data
9.59%
Bryan Ezralow
1,073,120US$8.8m0%no data
7.56%
J Emerson
846,231US$7.0m-1.97%no data
5.44%
G. Runnels
609,331US$5.0m0%no data
3.96%
Tocqueville Asset Management LP
442,964US$3.6m-10.3%0.05%
3.9%
Touchstone Capital, Inc.
436,942US$3.6m-15%4.96%
2.78%
Emerson Partners
310,928US$2.6m0%100.0%
2.75%
Rice Hall James & Associates, LLC
307,388US$2.5m25.7%0.13%
2.68%
The Vanguard Group, Inc.
299,795US$2.5m0%no data
2.03%
T.R. Winston & Company, LLC, Asset Management Arm
227,700US$1.9m0%100.0%
1.29%
Emerson Family Foundation, Endowment Arm
144,073US$1.2m0%100.0%
1.13%
Annmarie Gayle
126,371US$1.0m0%no data
0.73%
Perritt Capital Management, Inc.
81,900US$674.0k0%0.34%
0.56%
Susquehanna International Group, LLP, Asset Management Arm
62,675US$515.8k0.42%no data
0.54%
RBF Capital LLC
60,000US$493.8k0%0.02%
0.52%
Dimensional Fund Advisors LP
57,819US$475.9k0.01%no data
0.51%
Geode Capital Management, LLC
57,370US$472.2k-0.11%no data
0.49%
BlackRock, Inc.
54,610US$449.4k1.05%no data
0.44%
Federated Hermes, Inc.
49,221US$405.1k0%no data
0.42%
Bertolet Capital LLC
47,036US$387.1k4.24%1.65%
0.37%
Clearwater Management Co., Inc.
41,496US$341.5k0%0.07%
0.34%
Blair Cunningham
38,211US$314.5k0%no data
0.24%
Citadel Advisors LLC
26,720US$219.9k20.2%no data
0.23%
Northern Trust Global Investments
25,391US$209.0k-2.14%no data
0.23%
Advisor Group Holdings, Inc., Asset Management Arm
25,200US$207.4k71.4%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 10:16
End of Day Share Price 2024/12/20 00:00
Earnings2024/07/31
Annual Earnings2023/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Coda Octopus Group, Inc. is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brian KinstlingerAlliance Global Partners