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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, Q1 2025

Institutional positions in Kodiak AI, Inc. as of Mar 31, 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
36
−2 vs. Q4 2024
Shares held
15.7M
+1.23M (+8.5%) vs. Q4 2024
Total value
$4.63M
+$2.31M (+99.7%) vs. Q4 2024
New holders
4
5 more added
Sold out
6
10 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 36 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 heldQ1 2025: $4.63M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q4 2024.

Institutions holding KDKRW in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sculptor Capital LP1,804,844$514.4K0.01%00.0%Unchanged
LMR Partners LLP1,747,381$506.7K0.01%+1,747,381New
Polar Asset Management Partners Inc.1,250,000$362.5K0.01%00.0%Unchanged
Linden Advisors LP1,172,199$345.8K0.00%+172,199+17.2%Added
CNH Partners LLC1,099,999$319.0K0.01%00.0%Unchanged
Harraden Circle Investments, LLC1,094,546$317.4K0.14%+1,094,546New
Aristeia Capital LLC928,907$264.7K0.01%−26,000−2.7%Reduced
Alberta Investment Management Corp850,000$246.5K0.00%00.0%Unchanged
Shaolin Capital Management LLC762,500$221.1K0.01%−87,500−10.3%Reduced
Periscope Capital Inc.650,000$188.5K0.10%−271,786−29.5%Reduced
Schechter Investment Advisors, LLC639,335$185.4K0.02%−35,570−5.3%Reduced
Gritstone Asset Management LLC487,740$141.4K0.15%−1,349−0.3%Reduced
Decagon Asset Management LLP378,275$109.7K0.10%+5,880+1.6%Added
Healthcare of Ontario Pension Plan Trust Fund375,000$108.8K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC367,930$106.7K0.01%00.0%Unchanged
Picton Mahoney Asset Management350,000$101.0K0.00%−50,000−12.5%Reduced
K2 Principal Fund, L.P.258,953$75.1K0.01%−314,562−54.8%Reduced
Moore Capital Management, LP250,000$72.5K0.00%00.0%Unchanged
CSS LLC211,044$61.2K0.00%+91,000+75.8%Added
Wealthspring Capital LLC189,620$55.0K0.08%−2,350−1.2%Reduced
Highbridge Capital Management LLC–$43.5K0.00%––
Boussard & Gavaudan Investment Management LLP150,000$42.0K0.01%00.0%Unchanged
Taconic Capital Advisors LP125,000$36.3K0.00%00.0%Unchanged
Verition Fund Management LLC100,000$29.0K0.00%+15,000+17.6%Added
Meteora Capital, LLC100,000$29.0K0.01%+100,000New
JPMorgan Chase & Co–$28.7K0.00%––
UBS Oconnor LLC82,711$23.6K0.00%00.0%Unchanged
DuPont Capital Management Corp62,500$18.1K0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.52,042$14.8K0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.50,000$14.5K0.00%00.0%Unchanged
Angelo Gordon & Co., L.P.50,000$14.5K0.00%+50,000New
Schonfeld Strategic Advisors LLC32,315$9.37K0.00%−17,685−35.4%Reduced
BCK Capital Management LP27,850$8.08K0.01%00.0%Unchanged
Clear Street LLC24,971$7.24K0.00%−4,900−16.4%Reduced
TrueMark Investments, LLC10,085$2.92K0.00%00.0%Unchanged
UBS Group AG2,675$7760.00%+67+2.6%Added
Exos Asset Management LLC0$00.00%−405,700−100.0%Sold out
Fort Baker Capital Management LP0$00.00%−322,934−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−250,000−100.0%Sold out
Glazer Capital, LLC0$00.00%−172,199−100.0%Sold out
StoneX Group Inc.0$00.00%−62,500−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−20,162−100.0%Sold out
Spartan Fund Management Inc.––––Not filed