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 2026
Institutional positions in Kodiak AI, Inc. as of Jun 30, 2026. 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
- 28
- 0 vs. Q1 2026
- Shares held
- 32.7M
- +18.9M (+137.3%) vs. Q1 2026
- Total value
- $25.2M
- +$9.07M (+56.1%) vs. Q1 2026
- New holders
- 4
- 8 more added
- Sold out
- 4
- 5 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Kodiak AI, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Management LLC | 14,300,000 | $10.6M | 0.46% | +14,300,000 | New |
| Polar Asset Management Partners Inc. | 6,264,168 | $4.82M | 0.09% | +3,905,581+165.6% | Added |
| LMR Partners LLP | 3,543,630 | $2.62M | 0.02% | +554,668+18.6% | Added |
| Linden Advisors LP | 1,754,950 | $1.38M | 0.01% | −8110.0% | Reduced |
| Highbridge Capital Management LLC | – | $1.36M | 0.05% | – | – |
| Aristeia Capital LLC | 1,090,279 | $839.6K | 0.01% | +252,667+30.2% | Added |
| Alberta Investment Management Corp | 850,000 | $629.1K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 761,494 | $571.1K | 0.00% | +5,000+0.7% | Added |
| Sculptor Capital LP | 557,644 | $412.7K | 0.00% | +488,744+709.4% | Added |
| Greenland Capital Management LP | 550,000 | $412.5K | 0.08% | +550,000 | New |
| Wolverine Asset Management LLC | 408,662 | $302.5K | 0.00% | −14,903−3.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 375,000 | $281.3K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 263,013 | $194.7K | 0.01% | +56,743+27.5% | Added |
| Meteora Capital, LLC | 223,523 | $165.4K | 0.01% | −1,144,248−83.7% | Reduced |
| Moore Capital Management, LP | 200,000 | $148.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 119,286 | $88.3K | 0.00% | −31,474−20.9% | Reduced |
| Boussard & Gavaudan Gestion SAS | 100,000 | $75.0K | 0.00% | +100,000 | New |
| Shaolin Capital Management LLC | 91,735 | $67.9K | 0.00% | −33,265−26.6% | Reduced |
| Bluefin Capital Management, LLC | 89,799 | $67.3K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 64,518 | $47.7K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 62,500 | $46.9K | 2.15% | 00.0% | Unchanged |
| Clear Street Group Inc. | 50,719 | $37.5K | 0.00% | +20,056+65.4% | Added |
| Tenor Capital Management Co., L.P. | 50,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| TPG GP A, LLC | 50,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,000 | $7.40K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 9,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 86 | $64 | 0.00% | +86 | New |
| Boothbay Fund Management, LLC | 840,709 | – | – | +255,280+43.6% | Added |
| Barclays PLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −111,015−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −41,764−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −3,858−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | – | – | – | – | Not filed |