Kodiak AI, Inc.
KDK- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001853138
No open-market purchases or sales by Kodiak AI, Inc. insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $429.6M in total; superinvestors Soros Fund Management and ARK Invest hold it.
Other share classesKDKRW
13F holders, Q3 2025
Institutional positions in Kodiak AI, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +25 vs. Q2 2025
- Shares held
- 26.8M
- +26.8M vs. Q2 2025
- Total value
- $169.2M
- +$169.2M vs. Q2 2025
- New holders
- 25
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KDK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 75 | $429.6M |
| Q1 2026 | 55 | $388.6M |
| Q4 2025 | 44 | $564.5M |
| Q3 2025 | 25 | $169.2M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 9,967,978 | $68.2M | 1.08% | +9,967,978 | New |
| Lightspeed Management Company, L.L.C. | 7,340,475 | $50.2M | 15.59% | +7,340,475 | New |
| StepStone Group LP | 1,412,928 | $9.66M | 4.54% | +1,412,928 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 919,593 | $6.29M | 0.04% | +919,593 | New |
| Aristeia Capital LLC | 914,678 | $6.26M | 0.19% | +914,678 | New |
| Lmdagg, L.L.C. | 819,224 | $5.60M | 7.50% | +819,224 | New |
| CNH Partners LLC | 702,094 | $4.80M | 0.12% | +702,094 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 618,130 | $4.23M | 0.00% | +618,130 | New |
| Nikko Asset Management Americas, Inc. | 618,130 | $4.23M | 0.04% | +618,130 | New |
| Meteora Capital, LLC | 573,619 | $3.92M | 0.42% | +573,619 | New |
| Boothbay Fund Management, LLC | 287,459 | $1.97M | 0.05% | +287,459 | New |
| UBS Group AG | 154,866 | $1.06M | 0.00% | +154,866 | New |
| Geode Capital Management, LLC | 147,051 | $1.01M | 0.00% | +147,051 | New |
| Barclays PLC | 121,281 | $829.6K | 0.00% | +121,281 | New |
| HRT Financial LP | 78,658 | $538.0K | 0.00% | +78,658 | New |
| Citadel Advisors LLC | 26,329 | $180.1K | 0.00% | +26,329 | New |
| Jane Street Group, LLC | 19,980 | $136.7K | 0.00% | +19,980 | New |
| JPMorgan Chase & Co | 5,274 | $36.1K | 0.00% | +5,274 | New |
| Tower Research Capital LLC (TRC) | 5,273 | $36.1K | 0.00% | +5,273 | New |
| Royal Bank of Canada | 4,970 | $34.0K | 0.00% | +4,970 | New |
| Rokos Capital Management (US) LP | 2,073,888 | $14.2K | 100.00% | +2,073,888 | New |
| Morgan Stanley | 2,000 | $13.7K | 0.00% | +2,000 | New |
| Toronto Dominion Bank | 1,475 | $10.1K | 0.00% | +1,475 | New |
| Caitong International Asset Management Co., Ltd | 114 | $780 | 0.00% | +114 | New |
| SBI Securities Co., Ltd. | 2 | $14 | 0.00% | +2 | New |