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, Q2 2025
Institutional positions in Kodiak AI, Inc. as of Jun 30, 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
- 34
- −1 vs. Q1 2025
- Shares held
- 14.2M
- −946.8K (−6.3%) vs. Q1 2025
- Total value
- $16.3M
- +$11.8M (+266.4%) vs. Q1 2025
- New holders
- 8
- 6 more added
- Sold out
- 9
- 7 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 28 | $25.2M |
| Q1 2026 | 29 | $16.3M |
| Q4 2025 | 32 | $23.2M |
| Q3 2025 | 33 | $13.9M |
| Q2 2025 | 34 | $16.3M |
| Q1 2025 | 36 | $4.63M |
| Q4 2024 | 39 | $2.34M |
| Q3 2024 | 40 | $2.96M |
| Q2 2024 | 39 | $2.28M |
| Q1 2024 | 39 | $3.29M |
| Q4 2023 | 42 | $2.85M |
| Q3 2023 | 42 | $4.05M |
| Q2 2023 | 26 | $2.72M |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LMR Partners LLP | 2,718,117 | $2.99M | 0.05% | +970,736+55.6% | Added |
| Linden Advisors LP | 1,755,761 | $1.97M | 0.01% | +583,562+49.8% | Added |
| Polar Asset Management Partners Inc. | 1,150,000 | $1.26M | 0.03% | −100,000−8.0% | Reduced |
| CNH Partners LLC | 1,099,999 | $1.21M | 0.03% | 00.0% | Unchanged |
| Aristeia Capital LLC | 928,907 | $1.04M | 0.03% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 850,000 | $935.0K | 0.01% | 00.0% | Unchanged |
| Sculptor Capital LP | 750,000 | $840.0K | 0.01% | −1,054,844−58.4% | Reduced |
| Wealthspring Capital LLC | 737,511 | $811.3K | 0.21% | +547,891+288.9% | Added |
| Highbridge Capital Management LLC | – | $632.5K | 0.03% | – | – |
| Meteora Capital, LLC | 503,881 | $554.3K | 0.10% | +403,881+403.9% | Added |
| Gritstone Asset Management LLC | 487,740 | $536.5K | 0.53% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $412.5K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 367,930 | $404.7K | 0.02% | 00.0% | Unchanged |
| Shaolin Capital Management LLC | 350,000 | $385.0K | 0.02% | −412,500−54.1% | Reduced |
| K2 Principal Fund, L.P. | 308,753 | $339.6K | 0.06% | +49,800+19.2% | Added |
| Moore Capital Management, LP | 250,000 | $275.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 225,000 | $248.0K | 0.00% | −125,000−35.7% | Reduced |
| CSS LLC | 213,466 | $234.8K | 0.01% | +2,422+1.1% | Added |
| Boussard & Gavaudan Investment Management LLP | 150,000 | $166.5K | 0.02% | 00.0% | Unchanged |
| Periscope Capital Inc. | 150,000 | $165.0K | 0.06% | −500,000−76.9% | Reduced |
| Fort Baker Capital Management LP | 138,799 | $152.7K | 0.03% | +138,799 | New |
| Decagon Asset Management LLP | 124,710 | $137.2K | 0.11% | −253,565−67.0% | Reduced |
| Hudson Bay Capital Management LP | 104,500 | $115.0K | 0.00% | +104,500 | New |
| Cantor Fitzgerald, L. P. | 92,566 | $101.8K | 0.00% | +92,566 | New |
| DuPont Capital Management Corp | 62,500 | $68.8K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 60,149 | $66.2K | 0.05% | +60,149 | New |
| Tenor Capital Management Co., L.P. | 50,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 39,914 | $43.9K | 0.00% | +39,914 | New |
| BCK Capital Management LP | 27,850 | $30.6K | 0.03% | 00.0% | Unchanged |
| Skaana Management L.P. | 26,100 | $28.7K | 0.01% | +26,100 | New |
| Clear Street LLC | 24,971 | $27.5K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,000 | $16.5K | 0.00% | −17,315−53.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 12,500 | $13.8K | 0.00% | +12,500 | New |
| Toronto Dominion Bank | 689 | $758 | 0.00% | +689 | New |
| Harraden Circle Investments, LLC | 0 | $0 | 0.00% | −1,094,546−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | – | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −82,711−100.0% | Sold out |
| Radcliffe Capital Management, L.P. | 0 | $0 | 0.00% | −52,042−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −10,085−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |