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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

Q2 2026 vs. Q1 2026

How the institutions holding Kodiak AI, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of KDK: Q1 2026 compared with Q2 2026
MeasureQ1 2026Q2 2026Change
Holders5575+20
Shares56.0M84.6M+28.6M (+51.0%)
Value$388.6M$429.6M+$41.0M (+10.6%)

New holders (31)

Institutions that held Kodiak AI, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to KDK in Q2 2026
InstitutionSharesValue% of portfolio
Ares Management LLC10,610,857$53.9M2.35%
Alyeska Investment Group, L.P.3,846,153$19.5M0.05%
LMR Partners LLP1,923,076$9.77M0.07%
Polar Asset Management Partners Inc.1,381,353$7.02M0.13%
Meteora Capital, LLC778,963$3.96M0.33%
Millennium Management LLC731,548$3.72M0.00%
Ghisallo Capital Management LLC571,119$2.90M0.06%
Boothbay Fund Management, LLC459,697$2.34M0.04%
Linden Advisors LP384,615$1.76M0.01%
ArrowMark Colorado Holdings LLC225,000$1.14M0.05%
Highbridge Capital Management LLC194,230$986.7K0.03%
Citadel Advisors LLC190,884$969.7K0.00%
ExodusPoint Capital Management, LP153,311$778.8K0.01%
Hudson Bay Capital Management LP140,000$711.2K0.00%
Bank of America Corp115,271$585.6K0.00%
Group One Trading, L.P.109,910$558.3K0.02%
Marshall Wace, LLP107,074$543.9K0.00%
Balyasny Asset Management LLC55,692$282.9K0.00%
HSBC Holdings PLC47,852$247.9K0.00%
GWM Advisors LLC37,701$191.5K0.00%
IMC-Chicago, LLC37,551$190.8K0.00%
HighTower Advisors, LLC23,905$121.4K0.00%
Truist Financial Corp15,000$76.2K0.00%
Hopwood Nicholas Hunter14,000$71.1K0.02%
Vident Advisory, LLC10,155$51.6K0.00%
Walleye Capital LLC4,705$23.9K0.00%
Clear Street Markets LLC4,326$22.0K0.00%
Advisor Group Holdings, Inc.2,648$13.5K0.00%
FMR LLC1,590$8.08K0.00%
Caitong International Asset Management Co., Ltd1,280$6.50K0.00%
EverSource Wealth Advisors, LLC1,275$6.48K0.00%

Sold out (11)

Institutions that held Kodiak AI, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of KDK in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
DnB Asset Management AS92,627$642.8K
Diametric Capital, LP88,648$615.2K
Brevan Howard Capital Management LP36,134$250.8K
Daiwa Securities Group Inc.33,900$235.3K
Cannon Global Investment Management, LLC17,200$119.4K
Prelude Capital Management, LLC17,059$118.4K
Tower Research Capital LLC (TRC)4,294$29.8K
Toronto Dominion Bank3,817$26.5K
Wells Fargo & Company1,000$6.94K
Ancora Advisors, LLC550$3.82K
MAI Capital Management96$667