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Kodiak AI, Inc.

KDKRW
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; 28 institutions reported holding it in 13F filings for Q2 2026, worth $25.2M in total; no superinvestor holds it.

Other share classesKDK

13F holders, Q4 2023

Institutional positions in Kodiak AI, Inc. as of Dec 31, 2023. 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
42
+1 vs. Q3 2023
Shares held
17.9M
+1.37M (+8.2%) vs. Q3 2023
Total value
$2.85M
−$1.09M (−27.7%) vs. Q3 2023
New holders
8
8 more added
Sold out
7
6 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KDKRW 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 holdersQ4 2023: 42 institutions
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: 26 institutionsQ3 2023: 42 institutionsQ4 2023: 42 institutionsQ1 2024: 39 institutionsQ2 2024: 39 institutionsQ3 2024: 40 institutionsQ4 2024: 39 institutionsQ1 2025: 36 institutionsQ2 2025: 34 institutionsQ3 2025: 33 institutionsQ4 2025: 32 institutionsQ1 2026: 29 institutionsQ2 2026: 28 institutions
Value heldQ4 2023: $2.85M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $2.72MQ3 2023: $4.05MQ4 2023: $2.85MQ1 2024: $3.29MQ2 2024: $2.28MQ3 2024: $2.96MQ4 2024: $2.34MQ1 2025: $4.63MQ2 2025: $16.3MQ3 2025: $13.9MQ4 2025: $23.2MQ1 2026: $16.3MQ2 2026: $25.2M
Institutions holding KDKRW and their total value by quarter
QuarterHoldersValue
Q2 202628$25.2M
Q1 202629$16.3M
Q4 202532$23.2M
Q3 202533$13.9M
Q2 202534$16.3M
Q1 202536$4.63M
Q4 202439$2.34M
Q3 202440$2.96M
Q2 202439$2.28M
Q1 202439$3.29M
Q4 202342$2.85M
Q3 202342$4.05M
Q2 202326$2.72M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q3 2023.

Institutions holding KDKRW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.1,488,644$226.4K0.04%+223,344+17.7%Added
Polar Asset Management Partners Inc.1,250,000$190.1K0.01%00.0%Unchanged
Sculptor Capital LP1,175,092$188.0K0.00%+815,000+226.3%Added
Linden Advisors LP1,100,000$176.0K0.00%00.0%Unchanged
CNH Partners LLC1,099,999$167.3K0.01%00.0%Unchanged
Cowen and Company, LLC1,045,882$159.1K0.01%+348,877+50.1%Added
Aristeia Capital LLC955,170$152.8K0.01%00.0%Unchanged
Alberta Investment Management Corp850,000$129.3K0.00%00.0%Unchanged
Exos TFP Holdings LLC825,744$125.6K0.08%00.0%Unchanged
Schechter Investment Advisors, LLC761,470$115.8K0.01%00.0%Unchanged
HGC Investment Management Inc.677,252$103.0K0.03%+677,252New
Picton Mahoney Asset Management600,000$92.0K0.00%00.0%Unchanged
Highbridge Capital Management LLC–$90.0K0.00%–New
Shaolin Capital Management LLC525,400$79.9K0.00%+127,026+31.9%Added
Dryden Capital, LLC510,000$77.6K0.11%00.0%Unchanged
Glazer Capital, LLC416,857$63.0K0.01%−50,000−10.7%Reduced
Westchester Capital Management, LLC399,998$60.8K0.00%00.0%Unchanged
Apollo Management Holdings, L.P.375,000$57.0K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC369,481$55.4K0.00%00.0%Unchanged
Kim, LLC350,000$53.2K0.01%00.0%Unchanged
Walleye Capital LLC345,157$52.5K0.00%+640+0.2%Added
Radcliffe Capital Management, L.P.287,213$45.9K0.01%−112,786−28.2%Reduced
Taconic Capital Advisors LP300,000$45.6K0.00%00.0%Unchanged
P Schoenfeld Asset Management LP293,283$44.6K0.01%−447,727−60.4%Reduced
K2 Principal Fund, L.P.263,883$39.6K0.01%+263,883New
Moore Capital Management, LP250,000$38.0K0.00%00.0%Unchanged
Flow State Investments, L.P.220,000$33.5K0.01%+115,001+109.5%Added
Wealthspring Capital LLC210,090$32.0K0.04%−6,360−2.9%Reduced
Walleye Trading LLC194,151$29.5K0.00%+360+0.2%Added
Boussard & Gavaudan Investment Management LLP150,000$24.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC150,000$22.8K0.00%+150,000New
UBS Oconnor LLC85,383$13.7K0.00%+85,383New
Spartan Fund Management Inc.89,543$13.6K0.02%+28,893+47.6%Added
Hudson Bay Capital Management LP87,710$13.3K0.00%−66,900−43.3%Reduced
Verition Fund Management LLC85,000$12.9K0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.50,000$7.61K0.00%00.0%Unchanged
BCK Capital Management LP27,850$4.24K0.00%00.0%Unchanged
Levin Capital Strategies, L.P.16,695$2.54K0.00%−45,805−73.3%Reduced
StoneX Group Inc.15,000$2.28K0.00%+15,000New
Evercore Wealth Management, LLC13,425$2.04K0.00%00.0%Unchanged
TrueMark Investments, LLC11,636$1.77K0.00%+11,636New
Clear Street LLC4,683$7120.00%+4,683New
Castle Creek Arbitrage, LLC0$00.00%−437,499−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−100,590−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−100,500−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−92,201−100.0%Sold out
Citadel Advisors LLC0$00.00%−26,228−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−10,970−100.0%Sold out
UBS Group AG0$00.00%−3,233−100.0%Sold out
Gritstone Asset Management LLC––––Not filed