SCHEDULE: Coda Octopus Group: Ezralow Increases Stake to 6.05%

Bryan Ezralow and associated trusts have updated their beneficial ownership filing for Coda Octopus Group, Inc., now holding a combined 6.05% of the company's common stock.

Summary

• Bryan Ezralow and the Bryan Ezralow 1994 Trust have filed an amendment to their Schedule 13G, reporting their beneficial ownership of Coda Octopus Group, Inc. common stock.
• As of December 31, 2025, Bryan Ezralow beneficially owns 682,641 shares, representing 6.05% of the outstanding common stock.
• This total includes 653,708 shares held by the Bryan Ezralow 1994 Trust, where Mr. Ezralow is the sole trustee.
• Additionally, 28,933 shares are held by the Ezralow Marital Trust, over which Mr. Ezralow shares voting and dispositive power.
• The filing references the company's Quarterly Report on Form 10-Q for the period ended April 30, 2026, which reported 11,280,754 shares outstanding as of June 15, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily an update on beneficial ownership rather than a financial or operational announcement.

Positives

• Increased beneficial ownership by a significant stakeholder, potentially indicating confidence in the company's future.
• The filing is an amendment to a Schedule 13G, which is a standard disclosure for significant beneficial owners.

Negatives

• The filing does not contain any new financial performance data or operational updates, limiting insights into the company's current health.

Risks

• Concentration of ownership among a few entities could lead to potential influence over corporate decisions.
• The filing does not provide details on the strategy behind the increased ownership, leaving the intent open to interpretation.

Future Outlook

This filing does not contain forward-looking statements or guidance. It is a disclosure of beneficial ownership.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant individual shareholders. An increase in beneficial ownership by a known entity like Bryan Ezralow can sometimes signal increased conviction, but without further context from the company, it's difficult to ascertain the strategic implications.

Stakeholder Impact

• Shareholders: May interpret the increased stake as a positive signal of confidence from a significant investor, potentially influencing market sentiment.
• Management: May need to consider the increased influence of a substantial shareholder in future strategic decisions.

Next Steps

• Monitor future filings for any further changes in beneficial ownership.
• Review Coda Octopus Group's subsequent financial reports for operational and strategic updates.

Key Dates

Keywords

Coda Octopus Group, Schedule 13G, Beneficial Ownership, Common Stock, Investment Update, Shareholder Filing, Ezralow