Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
76
Shares (Excl. Options)
84,602,171
Price
$5.08
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- Security type / class
- Equity / Common stock, par value $0.0001 per share
- Symbol
- KDK on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 84,602,171
- Total 13F value
- $429,644,833
- Portfolio coverage rank
- 0%
- Share change
- +28,581,598
- Value change
- +$144,121,579
- Number of holders
- 76
- Shares outstanding
- 206,792,631
- SEC-reported price per share
- $4.22
- Insider filing price
- $4.22
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
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.
- 76 institutions reported positions in Q2 2026.
- 10 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 55 to 76 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $388,593,925 to $429,644,833.
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
Open SEC evidence
Latest holder context comes from 76 institutions filings for Q2 2026.
Security key
500081104
Latest holder period
Q2 2026
13F holders
76
13D/G owners
10
CIK / CUSIP context first
Open Q2 2026 holders
KDK full holder history
Kodiak AI, Inc. SEC filings
Kodiak AI, Inc. company facts
Kodiak AI, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 500081104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
10
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 | ||||
| LMR Partners LLP | 6.5% | $62,637,488 | 13,441,521 | LMR Partners LLP | 30 Jun 2026 | |||
| 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 | 4.9% | -13% | $45,514,392 | -$936,385 | 9,767,037 | -2% | SOROS FUND MANAGEMENT LLC | 30 Jun 2026 |
| 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 30 Jun 2026, 76 institutional investors reported holding 84,602,171 shares of Kodiak AI, Inc. - Common stock, par value $0.0001 per share (KDK). This represents 41% of the company’s total 206,792,631 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BATTERY MANAGEMENT CORP. | 5.5% | 11,356,669 | 0% | 16% | $57,691,879 |
| ARES MANAGEMENT LLC | 5.1% | 10,610,857 | 2.4% | $53,903,154 | |
| SOROS FUND MANAGEMENT LLC | 4.7% | 9,767,037 | 0% | 0.65% | $49,616,548 |
| SIP GLOBAL OPPORTUNITY MANAGER LLC | 4.6% | 9,552,270 | 0% | 100% | $48,525,532 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 3.5% | 7,340,475 | 0% | 1.6% | $37,289,613 |
| ARK Investment Management LLC | 2.5% | 5,150,227 | +35% | 0.17% | $26,163,153 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3% | 4,850,953 | +313% | 0% | $24,642,841 |
| Alyeska Investment Group, L.P. | 1.9% | 3,846,153 | 0.05% | $19,538,457 | |
| Sumitomo Mitsui Trust Group, Inc. | 1.1% | 2,361,678 | +41% | 0.01% | $11,997,324 |
| Amova Asset Management Americas, Inc. | 1.1% | 2,361,678 | +41% | 0.16% | $12,020,941 |
| LMR Partners LLP | 0.93% | 1,923,076 | 0.07% | $9,769,226 | |
| BlackRock, Inc. | 0.86% | 1,786,046 | -1.1% | 0% | $9,073,114 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 1,447,726 | +7.9% | 0% | $7,358,327 |
| StepStone Group LP | 0.68% | 1,412,928 | +0.02% | 0.33% | $7,177,674 |
| Polar Asset Management Partners Inc. | 0.67% | 1,381,353 | 0.13% | $7,017,273 | |
| STATE STREET CORP | 0.62% | 1,286,467 | +65% | 0% | $6,535,252 |
| Meteora Capital, LLC | 0.38% | 778,963 | 0.33% | $3,957,132 | |
| MILLENNIUM MANAGEMENT LLC | 0.35% | 731,548 | 0% | $3,716,264 | |
| VANGUARD FIDUCIARY TRUST CO | 0.33% | 672,896 | +20% | 0% | $3,418,312 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.32% | 663,647 | +5.3% | 0% | $3,371,327 |
| UBS Group AG | 0.28% | 580,155 | +19% | 0% | $2,947,188 |
| Ghisallo Capital Management LLC | 0.28% | 571,119 | 0.06% | $2,901,285 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.22% | 459,697 | 0.04% | $2,335,261 | |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.22% | 459,330 | +21% | 0.15% | $2,333,396 |
| Linden Advisors LP | 0.19% | 384,615 | 0.01% | $1,758,460 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 84,602,171 | $429,644,833 | +$144,121,579 | $5.08 | 76 |
| 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 |