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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

Holders of 5% or more of KDK

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Kodiak AI, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of KDK
HolderLatest formStakeChangeFirst filedLatest filingFiling
Burnette Donald L.13D15.10%27.3M sharesNewOct 1, 20251 filingOct 1, 2025SEC
Ares Acquisition Holdings II LP13G/A13.70%26.8M shares–Feb 9, 20242 filingsNov 12, 2025SEC
Alyeska Investment Group, L.P.13G9.90%18.1M sharesNewNov 14, 20251 filingNov 14, 2025SEC
Paz Eshel Living Trust13G9.40%17.1M sharesNewOct 1, 20251 filingOct 1, 2025SEC
Meteora Capital, LLC13G7.83%4.85M sharesNewAug 14, 20251 filingAug 14, 2025SEC
Alyeska Investment Group, L.P.13G7.74%4.79M sharesNewAug 14, 20251 filingAug 14, 2025SEC
Barclays PLC13G/A7.07%3.54M shares0.00 ppfrom 7.07%Nov 13, 20242 filingsMar 21, 2025SEC
SIP Global Tech Fund I, L.P.13G/A6.90%12.5M shares−0.30 ppfrom 7.20%Sep 30, 20252 filingsMay 15, 2026SEC
LMR Partners LLP13G6.50%13.4M sharesNewAug 14, 20261 filingAug 14, 2026SEC
Battery Ventures XII, L.P.13D6.30%11.4M sharesNewOct 1, 20251 filingOct 1, 2025SEC
Mizuho Financial Group Inc13G6.30%3.13M sharesNewMay 13, 20251 filingMay 13, 2025SEC
Westchester Capital Management, LLC13G/A6.19%3.83M shares−1.71 ppfrom 7.90%May 14, 20252 filingsAug 14, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

32 Schedule 13D and 13G filings on Kodiak AI, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on KDK
Filed (ET)FilerFormStakeChangeEvent dateFiling
Aug 14, 20264:15 PM ETSoros Fund Management LLCand 1 otherSuperinvestorSoros Fund Management13G/A4.90%9.77M shares−0.80 ppfrom 5.70%Below 5%Jun 30, 2026SEC
Aug 14, 20269:29 AM ETLMR Partners LLPand 7 others13G6.50%13.4M sharesNewJun 30, 2026SEC
Aug 5, 20265:02 PM ETBerkley W R Corpand 1 other13G/A0.00%0 shares−5.70 ppfrom 5.70%Below 5%Jun 30, 2026SEC
May 15, 20264:37 PM ETSIP Global Tech Fund I, L.P.and 9 others13G/A6.90%12.5M shares−0.30 ppfrom 7.20%Mar 31, 2026SEC
May 15, 202611:54 AM ETPolar Asset Management Partners Inc.13G/A1.30%2.36M shares–Below 5%Mar 31, 2026SEC
Nov 14, 20258:03 PM ETAlyeska Investment Group, L.P.and 2 others13G9.90%18.1M sharesNewSep 30, 2025SEC
Nov 14, 20254:18 PM ETFort Baker Capital Management LPand 2 others13G/A0.00%0 shares−9.50 ppfrom 9.50%Below 5%Sep 30, 2025SEC
Nov 14, 20256:03 AM ETWestchester Capital Management, LLCand 2 others13G/A0.00%0 shares–Below 5%Sep 30, 2025SEC
Nov 12, 20256:15 AM ETAres Acquisition Holdings II LPand 1 other13G/A13.70%26.8M shares–Sep 30, 2025SEC
Nov 7, 202510:50 AM ETARK Investment Management LLCand 1 otherSuperinvestorARK Invest13G/A1.24%2.26M shares−3.87 ppfrom 5.11%Below 5%Oct 31, 2025SEC
Nov 4, 20254:55 PM ETARK Investment Management LLCand 1 otherSuperinvestorARK Invest13G5.11%919.6K sharesNewSep 30, 2025SEC
Oct 1, 20255:56 PM ETBattery Ventures XII, L.P.and 11 others13D6.30%11.4M sharesNewSep 24, 2025SEC
Oct 1, 20255:34 PM ETBurnette Donald L.13D15.10%27.3M sharesNewSep 24, 2025SEC
Oct 1, 20254:29 PM ETPaz Eshel Living Trustand 1 other13G9.40%17.1M sharesNewSep 24, 2025SEC
Oct 1, 20254:10 PM ETSoros Fund Management LLCand 1 otherSuperinvestorSoros Fund Management13G5.70%9.97M sharesNewSep 24, 2025SEC
Sep 30, 20254:32 PM ETSIP Global Tech Fund I, L.P.and 9 others13G7.20%12.5M sharesNewSep 24, 2025SEC
Aug 14, 20255:30 PM ETAlyeska Investment Group, L.P.and 2 others13G7.74%4.79M sharesNewJun 30, 2025SEC
Aug 14, 20259:50 AM ETMeteora Capital, LLC13G7.83%4.85M sharesNewJun 30, 2025SEC
Aug 14, 20256:03 AM ETWestchester Capital Management, LLCand 2 others13G/A6.19%3.83M shares−1.71 ppfrom 7.90%Jun 30, 2025SEC
Aug 13, 202510:44 AM ETAQR Capital Management LLCand 2 others13G/A3.03%1.88M shares−2.71 ppfrom 5.74%Below 5%Jun 30, 2025SEC
Aug 8, 20254:46 PM ETBerkley W R Corpand 1 other13G5.70%3.51M sharesNewJun 30, 2025SEC
Jun 4, 20259:24 AM ETWealthspring Capital LLCand 1 other13G/A0.00%0 shares–Below 5%May 31, 2025SEC
May 15, 20257:14 PM ETVivaldi Asset Management, LLCand 3 others13G/A3.96%1.98M shares–Below 5%Mar 31, 2025SEC
May 15, 202511:50 AM ETFort Baker Capital Management LPand 2 others13G9.50%4.77M sharesNewMar 31, 2025SEC
May 14, 20254:07 PM ETWestchester Capital Management, LLCand 2 others13G/A7.90%3.95M shares–Mar 31, 2025SEC
May 14, 202510:42 AM ETAQR Capital Management LLCand 2 others13G/A5.74%2.87M shares–Mar 31, 2025SEC
May 13, 20257:19 AM ETMizuho Financial Group Inc13G6.30%3.13M sharesNewMar 31, 2025SEC
Mar 21, 20255:55 PM ETBarclays PLC13G/A7.07%3.54M shares0.00 ppfrom 7.07%Sep 30, 2024SEC
Nov 13, 202410:08 AM ETBarclays PLC13G7.07%3.54M sharesNewSep 30, 2024SEC
Feb 14, 2024HGC Investment Management Inc.13GOld format–New–SEC
Feb 9, 2024Ares Acquisition Holdings II LP13GOld format–New–SEC
Feb 8, 2024Wealthspring Capital LLC13GOld format–New–SEC

Form 144: proposed insider sales

1 notice from officers, directors and other affiliates planning to sell Kodiak AI, Inc. shares, newest first.

Form 144 notices for KDK
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Sep 25, 20264:21 PM ETAndreas WendelAffiliate3.25M$9.04MSep 25, 2026J.P. Morgan Securities LLCSEC