Security Snapshot

Kodiak AI, Inc. - Common Stock, par value $0.0001 per share (KDK) Institutional Ownership

CUSIP: 500081104

13F Institutional Holders and Ownership History from Q3 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

55

Shares (Excl. Options)

56,015,452

Price

$6.94

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+4,003,092
Value change
+$27,071,635
Number of holders
55
Issuer context Who this page is about. 3 identity fields
Shares outstanding
181,785,493
SEC-reported price per share
$7.99
Insider filing price
$7.99
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • KDK - Kodiak AI, Inc. - Common Stock, par value $0.0001 per share is tracked under CUSIP 500081104.
  • 55 institutions reported positions in Q1 2026.
  • 9 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 44 to 55 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $564,456,767 to $388,593,925.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 55 institutions filings for Q1 2026.

Open SEC evidence

Security key

500081104

Latest holder period

Q1 2026

13F holders

55

13D/G owners

9

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
9
Security
KDK
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Burnette Donald L. 15% 27,300,969 Burnette Donald L. 24 Sep 2025
Ares Acquisition Holdings II LP 14% $183,312,000 26,800,000 Ares Acquisition Holdings II LP 30 Sep 2025
Alyeska Investment Group, L.P. 9.9% $123,821,907 18,102,618 Alyeska Investment Group, L.P. 30 Sep 2025
Paz Eshel Living Trust 9.4% 17,075,095 Paz Eshel Living Trust 24 Sep 2025
SIP Global Tech Fund I, L.P. 6.9% -4.3% $92,819,673 12,543,199 0% Justin Turkat 31 Mar 2026
Battery Ventures XII, L.P. 6.3% 11,356,669 Battery Partners XII, LLC 24 Sep 2025
SOROS FUND MANAGEMENT LLC 5.7% 9,967,978 SOROS FUND MANAGEMENT LLC 24 Sep 2025
Polar Asset Management Partners Inc. 1.3% $17,453,544 2,358,587 Polar Asset Management Partners Inc. 31 Mar 2026
ARK Investment Management LLC 1.2% -77% $15,424,241 +$9,134,225 2,255,006 +145% ARK Investment Management LLC 31 Oct 2025

As of 31 Mar 2026, 55 institutional investors reported holding 56,015,452 shares of Kodiak AI, Inc. - Common Stock, par value $0.0001 per share (KDK). This represents 31% of the company’s total 181,785,493 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
31%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BATTERY MANAGEMENT CORP. 6.2% 11,356,669 0% 19% $78,815,283
SOROS FUND MANAGEMENT LLC 5.4% 9,767,037 -2% 0.93% $67,783,237
SIP GLOBAL OPPORTUNITY MANAGER LLC 5.3% 9,552,270 0% 100% $66,292,754
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 4% 7,340,475 0% 5.2% $50,942,897
ARK Investment Management LLC 2.1% 3,805,228 +43% 0.21% $26,408,282
BlackRock, Inc. 0.99% 1,806,073 +1.9% 0% $12,534,147
Amova Asset Management Americas, Inc. 0.92% 1,677,951 +113% 0.16% $11,628,200
Sumitomo Mitsui Trust Group, Inc. 0.92% 1,677,951 +113% 0.01% $11,644,980
StepStone Group LP 0.78% 1,412,702 -0.02% 4.7% $9,804,152
GEODE CAPITAL MANAGEMENT, LLC 0.74% 1,341,563 +11% 0% $9,315,402
VANGUARD CAPITAL MANAGEMENT LLC 0.65% 1,175,171 0% 0% $8,155,687
STATE STREET CORP 0.43% 778,965 +45% 0% $5,406,017
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% 630,258 +0.75% 0% $4,373,991
VANGUARD FIDUCIARY TRUST CO 0.31% 562,276 0% 0% $3,902,195
UBS Group AG 0.27% 488,099 -30% 0% $3,387,407
GOLDMAN SACHS GROUP INC 0.26% 473,494 +15% 0% $3,286,048
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.21% 378,437 +384% 0.2% $2,626,353
JPMORGAN CHASE & CO 0.17% 305,171 +717% 0% $1,974,456
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% 234,775 -4.6% 0% $1,629,339
NORTHERN TRUST CORP 0.13% 231,443 -0.63% 0% $1,606,214
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.08% 140,000 0.18% $971,600
MORGAN STANLEY 0.06% 103,928 +35% 0% $721,260
DNB Asset Management AS 0.05% 92,627 0% $642,831
Diametric Capital, LP 0.05% 88,648 0.16% $615,217
AlphaCentric Advisors LLC 0.04% 75,000 0% 0.52% $520,500

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 56,015,452 $388,593,925 +$27,071,635 $6.94 55
2025 Q4 51,690,155 $564,456,767 +$208,494,464 $10.92 44
2025 Q3 26,815,469 $183,417,398 +$169,232,398 $6.84 25
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