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, Q3 2025
Institutional positions in Kodiak AI, Inc. as of Sep 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
- 33
- 0 vs. Q2 2025
- Shares held
- 12.5M
- −1.67M (−11.9%) vs. Q2 2025
- Total value
- $13.9M
- −$2.32M (−14.3%) vs. Q2 2025
- New holders
- 6
- 4 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LMR Partners LLP | 2,718,117 | $2.89M | 0.04% | 00.0% | Unchanged |
| Linden Advisors LP | 1,755,761 | $1.87M | 0.01% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,149,900 | $1.22M | 0.02% | −1000.0% | Reduced |
| Aristeia Capital LLC | 908,147 | $967.2K | 0.03% | −20,760−2.2% | Reduced |
| Alberta Investment Management Corp | 850,000 | $905.3K | 0.01% | 00.0% | Unchanged |
| CNH Partners LLC | 772,258 | $822.5K | 0.02% | −327,741−29.8% | Reduced |
| Wealthspring Capital LLC | 683,758 | $728.2K | 0.17% | −53,753−7.3% | Reduced |
| Highbridge Capital Management LLC | – | $660.9K | 0.03% | – | – |
| Meteora Capital, LLC | 594,868 | $633.5K | 0.07% | +90,987+18.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $399.4K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 367,930 | $391.8K | 0.02% | 00.0% | Unchanged |
| Sculptor Capital LP | 343,695 | $366.0K | 0.01% | −406,305−54.2% | Reduced |
| Shaolin Capital Management LLC | 300,000 | $319.5K | 0.02% | −50,000−14.3% | Reduced |
| CSS LLC | 284,810 | $303.3K | 0.02% | +71,344+33.4% | Added |
| K2 Principal Fund, L.P. | 252,130 | $269.8K | 0.03% | −56,623−18.3% | Reduced |
| Hudson Bay Capital Management LP | 226,800 | $241.5K | 0.00% | +122,300+117.0% | Added |
| Moore Capital Management, LP | 200,000 | $213.0K | 0.00% | −50,000−20.0% | Reduced |
| Fort Baker Capital Management LP | 138,799 | $147.8K | 0.02% | 00.0% | Unchanged |
| Boussard & Gavaudan Investment Management LLP | 120,000 | $124.8K | 0.02% | −30,000−20.0% | Reduced |
| Picton Mahoney Asset Management | 73,880 | $78.0K | 0.00% | −151,120−67.2% | Reduced |
| DuPont Capital Management Corp | 62,500 | $66.6K | 0.01% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 50,000 | $53.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 39,914 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 38,888 | $41.4K | 0.02% | −21,261−35.3% | Reduced |
| Clear Street Group Inc. | 30,663 | $32.7K | 0.00% | +30,663 | New |
| Skaana Management L.P. | 30,100 | $32.1K | 0.01% | +4,000+15.3% | Added |
| Wolverine Asset Management LLC | 30,033 | $32.0K | 0.00% | +30,033 | New |
| Periscope Capital Inc. | 20,000 | $21.3K | 0.01% | −130,000−86.7% | Reduced |
| HRT Financial LP | 13,559 | $14.0K | 0.00% | +13,559 | New |
| TrueMark Investments, LLC | 10,085 | $10.7K | 0.00% | +10,085 | New |
| FNY Investment Advisers, LLC | 10,000 | $10.0K | 0.00% | +10,000 | New |
| Toronto Dominion Bank | 689 | $734 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 86 | $92 | 0.00% | +86 | New |
| Gritstone Asset Management LLC | 0 | $0 | 0.00% | −487,740−100.0% | Sold out |
| Decagon Asset Management LLP | 0 | $0 | 0.00% | −124,710−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −92,566−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −27,850−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Clear Street LLC | – | – | – | – | Not filed |