KDK · NASDAQ · Software - Infrastructure

Kodiak AI (KDK)

Develops an AI-powered virtual driver for commercial trucks and defense applications.

$3.23
After hours+0.03 (+1.09%)
At close$3.20(−2.29%)

13F · 13D/G · Form 4

Institutions46.38%85.27M shares
94 holders · as of Jun 30, 2026
Insiders1.25%2.30M shares
10 holders · as of Jul 2, 2026
Strategic holders16.95%31.16M shares
2 holders · as of May 11, 2026
Other35.42%65.12M shares
remainder

183.85M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Ares Acquisition Holdings II LP1Strategic10 percent owner
14.58%26.80Mfiled Nov 12, 2025
Battery Management Corp.Institution
6.18%11.36Mas of Jun 30, 2026
Ares Management LLCInstitution
5.77%10.61Mas of Jun 30, 2026
Soros Fund Management LLCInstitution
5.31%9.77Mas of Jun 30, 2026
Sip Global Opportunity Manager LLCInstitution
5.20%9.55Mas of Jun 30, 2026
Lightspeed Management Company, L.L.C.Institution
3.99%7.34Mas of Jun 30, 2026
Ark Investment Management LLCInstitution
2.80%5.15Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.64%4.85Mas of Jun 30, 2026
AAC II Holdings II LPStrategic10 percent owner
2.37%4.36Mfiled May 11, 2026
Alyeska Investment Group, L.P.Institution
2.09%3.85Mas of Jun 30, 2026
Nikko Asset Management Americas, Inc.Institution
1.28%2.36Mas of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
1.28%2.36Mas of Jun 30, 2026
LMR Partners LLPInstitution
1.05%1.92Mas of Jun 30, 2026
BlackRock, Inc.Institution
0.97%1.79Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.79%1.45Mas of Jun 30, 2026
Stepstone Group LPInstitution
0.77%1.41Mas of Jun 30, 2026
Polar Asset Management Partners Inc.Institution
0.75%1.38Mas of Jun 30, 2026
State Street CorpInstitution
0.70%1.29Mas of Jun 30, 2026
Surajit DattaInsiderofficer: Chief Financial Officer
0.53%980,425filed Jul 2, 2026
Meteora Capital, LLCInstitution
0.42%778,963as of Jun 30, 2026
Millennium Management LLCInstitution
0.40%731,548as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.37%672,896as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.36%663,647as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.36%663,647as of Jun 30, 2026
Michael WiesingerInsiderofficer: Chief Operating Officer
0.32%596,102filed Jul 2, 2026
  1. Ares Acquisition Holdings II LP's transaction reports restate only vehicles that traded; the 2025 ownership statement (26.80M) is used instead.

13F, as of Jun 30, 2026

94 holders · 85.27M shares · 33 new positions · 59 increased · 12 reduced · 11 closed

HolderShares% outstandingChg q/qFiled
Battery Management Corp.11.36M6.18%0Aug 14, 2026
Ares Management LLC10.61M5.77%+10.61MnewAug 14, 2026
Soros Fund Management LLC9.77M5.31%0Aug 14, 2026
Sip Global Opportunity Manager LLC9.55M5.20%0Aug 14, 2026
Lightspeed Management Company, L.L.C.7.34M3.99%0Aug 14, 2026
Ark Investment Management LLC5.15M2.80%+1.34MAug 14, 2026
Vanguard Capital Management LLC4.85M2.64%+3.68MAug 13, 2026
Alyeska Investment Group, L.P.3.85M2.09%+3.85MnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Ares Acquisition Holdings II LP13.70%26.80M13GNov 12, 2025
Alyeska Investment Group, L.P.9.90%18.10M13GNov 14, 2025
AQR Capital Management, LLC5.74%2.87M13GMay 14, 2025
Soros Fund Management LLC5.70%9.97M13GOct 1, 2025

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.