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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

13F holders, Q3 2026

Institutional positions in Kodiak AI, Inc. as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
+2 vs. Q2 2026
Shares held
14.8K
+14.8K vs. Q2 2026
Total value
$25.5K
+$25.5K vs. Q2 2026
New holders
2
0 more added
Sold out
0
0 more reduced

75 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 25 institutionsQ4 2025: 44 institutionsQ1 2026: 55 institutionsQ2 2026: 75 institutions
Value held
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $169.2MQ4 2025: $564.5MQ1 2026: $388.6MQ2 2026: $429.6M
Institutions holding KDK and their total value by quarter
QuarterHoldersValue
Q2 202675$429.6M
Q1 202655$388.6M
Q4 202544$564.5M
Q3 202525$169.2M
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q2 2026.

Institutions holding KDK in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ballew Advisors, Inc10,500$17.2K0.01%+10,500New
Eastern Bank4,287$8.23K0.00%+4,287New
Battery Management Corp.––––Not filed
Ares Management LLC––––Not filed
Soros Fund Management LLCSuperinvestorSoros Fund Management––––Not filed
Sip Global Opportunity Manager LLC––––Not filed
Lightspeed Management Company, L.L.C.––––Not filed
ARK Investment Management LLCSuperinvestorARK Invest––––Not filed
Vanguard Capital Management LLC––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Nikko Asset Management Americas, Inc.––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
LMR Partners LLP––––Not filed
BlackRock, Inc.––––Not filed
Geode Capital Management, LLC––––Not filed
StepStone Group LP––––Not filed
Polar Asset Management Partners Inc.––––Not filed
State Street Corp––––Not filed
Meteora Capital, LLC––––Not filed
Millennium Management LLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Charles Schwab Investment Management Inc––––Not filed
UBS Group AG––––Not filed
Ghisallo Capital Management LLC––––Not filed
Boothbay Fund Management, LLC––––Not filed
Davy Global Fund Management Ltd––––Not filed
Linden Advisors LP––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Northern Trust Corp––––Not filed
ArrowMark Colorado Holdings LLC––––Not filed
Highbridge Capital Management LLC––––Not filed
Citadel Advisors LLC––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Hudson Bay Capital Management LP––––Not filed
Intrinsic Edge Capital Management LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Bank of America Corp––––Not filed
Group One Trading, L.P.––––Not filed
Marshall Wace, LLP––––Not filed
AlphaCentric Advisors LLC––––Not filed
Squarepoint Ops LLC––––Not filed
Curated Wealth Partners LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
Morgan Stanley––––Not filed
HSBC Holdings PLC––––Not filed
Citigroup Inc––––Not filed
Vanguard Global Advisers, LLC––––Not filed
GWM Advisors LLC––––Not filed
IMC-Chicago, LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Goldman Sachs Group Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
HighTower Advisors, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Barclays PLC––––Not filed
Truist Financial Corp––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Victory Capital Management Inc––––Not filed
Hopwood Nicholas Hunter––––Not filed
Walleye Trading LLC––––Not filed
Vident Advisory, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
CSS LLC––––Not filed
Walleye Capital LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Clear Street Markets LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
FMR LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Clearstead Advisors, LLC––––Not filed
Royal Bank of Canada––––Not filed
Jones Financial Companies LLLP––––Not filed