CODA β€” Coda Octopus Group Inc.

Ownership history in TOCQUEVILLE ASSET MANAGEMENT L.P.  Β·  30 quarters on record

AI Ownership Summary

TOCQUEVILLE ASSET MANAGEMENT L.P. reported Coda Octopus Group Inc. (CODA) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows CODA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CODA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOCQUEVILLE ASSET MANAGEMENT L.P.'s position in Coda Octopus Group Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CODA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CODA stock page TOCQUEVILLE ASSET MANAGEMENT L.P. fund profile TOCQUEVILLE ASSET MANAGEMENT L.P. full holdings
How TOCQUEVILLE ASSET MANAGEMENT L.P. held CODA β€” position size vs. price
% of Fund (quarterly)    CODA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47,064 -20,000 -29.8% 0.01% $438K 2026-02-14 (Est.) $13.40
2025 Q3 REDUCED 67,064 -45,000 -40.2% 0.01% $538K 2025-11-13 $8.15
2025 Q2 REDUCED 112,064 -210,900 -65.3% 0.01% $917K 2025-08-12 $7.56
2025 Q1 REDUCED 322,964 -75,082 -18.9% 0.03% $2.0M 2025-05-13 $6.89
2024 Q4 REDUCED 398,046 -44,918 -10.1% 0.05% $3.1M 2025-02-10 $7.85
2024 Q3 REDUCED 442,964 -50,831 -10.3% 0.05% $3.2M 2024-11-08 $9.08
2024 Q2 REDUCED 493,795 -70,102 -12.4% 0.05% $3.0M 2024-08-12 $7.12
2024 Q1 REDUCED 563,897 -25,000 -4.2% 0.05% $3.3M 2024-05-09 $6.89
2023 Q4 UNCHANGED 588,897 β€” 0% 0.06% $3.5M 2024-02-12 $5.59
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CODA

As of 2026 Q1 β€” sorted by position size

CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% ST GERMAIN D J CO INC 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About TOCQUEVILLE ASSET MANAGEMENT L.P. and CODA

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOCQUEVILLE ASSET MANAGEMENT L.P. reported owning CODA?

TOCQUEVILLE ASSET MANAGEMENT L.P. reported CODA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CODA position in TOCQUEVILLE ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for CODA was 0.06% in 2023 Q4.

What is the latest reported CODA position on this page?

The most recent filing on this page is 2025 Q4, when TOCQUEVILLE ASSET MANAGEMENT L.P. reported 47,064 shares, equal to 0.01% of portfolio, with an estimated market value of $438K.

What does the chart on this CODA ownership page compare?

The chart compares TOCQUEVILLE ASSET MANAGEMENT L.P.'s quarterly CODA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to TOCQUEVILLE ASSET MANAGEMENT L.P. Holdings