Kodiak Gas Services, Inc.
KGS- Exchange
- NYSE
- Industry
- Natural Gas Transmission
- SEC CIK
- 0001767042
In the last 90 days, Kodiak Gas Services, Inc. insiders filed 0 open-market purchases and 8 sales; 410 institutions reported holding it in 13F filings for Q2 2026, worth $7.88B in total; Lone Pine Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 10, 2026
- $4.28B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.49M in total
- 8
- 13F holdersQ2 2026, +84 vs. previous quarter
- 410
- 13F valueReported value at the end of Q2 2026
- $7.88B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.31B
- +12.8% year over year
- Net income, FY2025
- $80.5M
- +61.4% year over year
- Free cash flow, FY2025
- $284.3M
- No comparable prior period
- Revenue, Q3 FY2026
- $401.8M
- +24.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 6.62M
- Shares sold short
- Change
- −1.20M
- −15.4% vs. previous
- Days to cover
- 3.75
- At average daily volume
Superinvestors holding KGS, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Kodiak Gas Services, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Lone Pine Capital
Stephen Mandel
0.4%
Kodiak Gas Services, Inc.'s share of the portfolio
- Shares
- 845,070
- Value
- $63.5M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Kodiak Gas Services, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 4, 2026 (view filing)5:18 PM ET | Nov 3 | 1 day | McKee Robert MichaelPresident & CEO | SSale | −2.67K | $45.55 | −$121.4K | −0.9%287.3K after | 10b5-1 |
| Oct 13, 2026 (view filing)4:29 PM ET | Oct 12 | 1 day | Lenamon William ChadExecutive Vice President & COO | SSale | −1.00K | $53.25 | −$53.3K | −1.2%84.3K after | 10b5-1 |
| Oct 6, 2026 (view filing)4:43 PM ET | Oct 5 | 1 day | McKee Robert MichaelPresident & CEO | SSale | −2.67K | $53.95 | −$143.8K | −0.9%289.9K after | 10b5-1 |
| Sep 17, 2026 (view filing)4:12 PM ET | Sep 16 | 1 day | Buhigas Pedro R.Chief Information Officer | SSale | −3.66K | $58.14 | −$213.0K | −10.2%32.4K after | 10b5-1 |
| Sep 15, 2026 (view filing)4:15 PM ET | Sep 14 | 1 day | Hamilton Ewan WilliamEVP & Chief Accounting Officer | SSale | −2.73K | $61.85 | −$168.8K | −9.3%26.7K after | 10b5-1 |
| Sep 11, 2026 (view filing)5:40 PM ET | Sep 11 | Same day | Lenamon William ChadExecutive Vice President & COO | SSale | −1.00K | $63.21 | −$63.2K | −1.2%85.3K after | 10b5-1 |
| Sep 2, 2026 (view filing)4:19 PM ET | Sep 1 | 1 day | McKee Robert MichaelPresident & CEO | SSale | −6.00K | $59.31 | −$355.8K | −2.0%292.6K after | 10b5-1 |
| Aug 20, 2026 (view filing)4:11 PM ET | Aug 19 | 1 day | McKee Robert MichaelPresident & CEO | SSale | −6.01K | $62.39 | −$374.8K | −2.0%298.6K after | 10b5-1 |
| Aug 12, 2026 (view filing)4:07 PM ET | Aug 11 | 1 day | Lenamon William ChadExecutive Vice President & COO | SSale | −1.00K | $61.93 | −$61.9K | −1.1%86.3K after | 10b5-1 |
| Jul 13, 2026 (view filing)6:47 PM ET | Jul 13 | Same day | Lenamon William ChadExecutive Vice President & COO | SSale | −1.00K | $67.79 | −$67.8K | −1.1%87.3K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 410 holdersThe largest institutional positions in Kodiak Gas Services, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,202,166 | $1.14B | 0.02% | +2,893,153+23.5% | Added |
| Invesco Ltd. | 8,058,162 | $605.4M | 0.05% | −126,819−1.5% | Reduced |
| Vanguard Capital Management LLC | 4,382,477 | $329.3M | 0.01% | +660,023+17.7% | Added |
| Vanguard Portfolio Management LLC | 4,128,008 | $310.1M | 0.01% | +2,195,272+113.6% | Added |
| State Street Corp | 4,126,523 | $310.0M | 0.01% | +693,686+20.2% | Added |
| FMR LLC | 4,072,866 | $306.0M | 0.01% | −490,835−10.8% | Reduced |
| Price T Rowe Associates Inc | 3,035,578 | $228.1M | 0.02% | +985,403+48.1% | Added |
| American Century Companies Inc | 2,949,348 | $221.6M | 0.10% | +502,308+20.5% | Added |
| Zimmer Partners, LP | 2,530,838 | $190.1M | 4.50% | +148,922+6.3% | Added |
| Dimensional Fund Advisors LP | 2,524,261 | $189.6M | 0.03% | −581,294−18.7% | Reduced |
Holders of 5% or more of KGS
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Kodiak Gas Services, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 14.00%12.0M shares | +3.10 ppfrom 10.90% | Oct 2, 20252 filings | Jan 21, 2026 | SEC |
| Invesco Ltd. | 13G/A | 8.00%8.06M shares | −2.10 ppfrom 10.10% | Aug 7, 20255 filings | Aug 13, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.94%6.01M shares | New | Oct 30, 20261 filing | Oct 30, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.05%4.34M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |