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Kodiak AI, Inc.

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Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Kodiak AI, Inc.

CIK 0001853138KDKKDKRW· quarter ending 2026-06-30
Shares outstanding
200,618,170
as of 2026-07-31 · 10-Q cover page, filed 2026-08-07
Held by 13F filers
84,601,071
42.2% of shares outstanding
Holders
75
+20 vs 2026-03-31 · 31 new, 11 exited
Value
$429.6M
shares +51.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockKDK · NASDAQ200,618,17084,601,07142.2%75500081104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
500081104COM7584,601,071200,618,17042.2%$429.6M9 call / 8 put13DGholders →
500081112W EXP 09/25/203not common2832,680,715
$1.7M principal
——$29.5M1 call / 0 putNPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (75 of 75 · 500081104)

change vs 2026-03-31
#FilerShares% of classValueChange
1BATTERY MANAGEMENT CORP.11,356,6695.66%$57.7M—
2ARES MANAGEMENT LLC10,610,8575.29%$53.9MNEW
3SOROS FUND MANAGEMENT LLC9,767,0374.87%$49.6M—
4SIP GLOBAL OPPORTUNITY MANAGER LLC9,552,2704.76%$48.5M—
5LIGHTSPEED MANAGEMENT COMPANY, L.L.C.7,340,4753.66%$37.3M—
6ARK Investment Management LLC5,150,2272.57%$26.2M+1,344,999 (+35.3%)
7VANGUARD CAPITAL MANAGEMENT LLC4,850,9532.42%$24.6M+3,675,782 (+312.8%)
8Alyeska Investment Group, L.P.3,846,1531.92%$19.5MNEW
9Amova Asset Management Americas, Inc.2,361,6781.18%$12.0M+683,727 (+40.7%)
10Sumitomo Mitsui Trust Group, Inc.2,361,6781.18%$12.0M+683,727 (+40.7%)
11LMR Partners LLP1,923,0760.96%$9.8MNEW
12BlackRock, Inc.1,786,0460.89%$9.1M-20,027 (-1.1%)
13GEODE CAPITAL MANAGEMENT, LLC1,447,7260.72%$7.4M+106,163 (+7.9%)
14StepStone Group LP1,412,9280.70%$7.2M+226 (+0.0%)
15Polar Asset Management Partners Inc.1,381,3530.69%$7.0MNEW
16STATE STREET CORP1,286,4670.64%$6.5M+507,502 (+65.2%)
17Meteora Capital, LLC778,9630.39%$4.0MNEW
18MILLENNIUM MANAGEMENT LLC731,5480.36%$3.7MNEW
19VANGUARD FIDUCIARY TRUST CO672,8960.34%$3.4M+110,620 (+19.7%)
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC663,6470.33%$3.4M+33,389 (+5.3%)
21UBS Group AG580,1550.29%$2.9M+92,056 (+18.9%)
22Ghisallo Capital Management LLC571,1190.28%$2.9MNEW
23BOOTHBAY FUND MANAGEMENT, LLC459,6970.23%$2.3MNEW
24IQ EQ FUND MANAGEMENT (IRELAND) Ltd459,3300.23%$2.3M+80,893 (+21.4%)
25Linden Advisors LP384,6150.19%$1.8MNEW
26Mitsubishi UFJ Asset Management Co., Ltd.251,2540.13%$1.3M+16,479 (+7.0%)
27NORTHERN TRUST CORP240,1920.12%$1.2M+8,749 (+3.8%)
28ArrowMark Colorado Holdings LLC225,0000.11%$1.1MNEW
29HIGHBRIDGE CAPITAL MANAGEMENT LLC194,2300.10%$987KNEW
30CITADEL ADVISORS LLC190,8840.10%$970KNEW
31ExodusPoint Capital Management, LP153,3110.08%$779KNEW
32Hudson Bay Capital Management LP140,0000.07%$711KNEW
33INTRINSIC EDGE CAPITAL MANAGEMENT LLC140,0000.07%$711K—
34SUSQUEHANNA INTERNATIONAL GROUP, LLP118,8610.06%$604K+104,241 (+713.0%)
35BANK OF AMERICA CORP /DE/115,2710.06%$586KNEW
36GROUP ONE TRADING LLC109,9100.05%$558KNEW
37MARSHALL WACE, LLP107,0740.05%$544KNEW
38AlphaCentric Advisors LLC100,0000.05%$508K+25,000 (+33.3%)
39Squarepoint Ops LLC84,8040.04%$431K+44,373 (+109.7%)
40Curated Wealth Partners LLC59,4320.03%$302K—
41Balyasny Asset Management L.P.55,6920.03%$283KNEW
42MORGAN STANLEY52,2670.03%$266K-51,661 (-49.7%)
43HSBC HOLDINGS PLC47,8520.02%$248KNEW
44CITIGROUP INC46,5710.02%$237K+6,459 (+16.1%)
45Vanguard Global Advisers, LLC42,2790.02%$215K—
46NewEdge Advisors, LLC37,7010.02%$192KNEW
47IMC-Chicago, LLC37,5510.02%$191KNEW
48JPMORGAN CHASE & CO26,9570.01%$166K-278,214 (-91.2%)
49GOLDMAN SACHS GROUP INC25,8580.01%$131K-447,636 (-94.5%)
50Bank of New York Mellon Corp25,5920.01%$130K-187 (-0.7%)
51BNP PARIBAS FINANCIAL MARKETS24,3000.01%$123K+5,121 (+26.7%)
52HighTower Advisors, LLC23,9050.01%$121KNEW
53ENVESTNET ASSET MANAGEMENT INC21,9200.01%$111K-2,079 (-8.7%)
54MANUFACTURERS LIFE INSURANCE COMPANY, THE20,1880.01%$103K+2,128 (+11.8%)
55BARCLAYS PLC19,5130.01%$99K-3,778 (-16.2%)
56TRUIST FINANCIAL CORP15,0000.01%$76KNEW
57GREAT VALLEY ADVISOR GROUP, INC.14,6000.01%$74K—
58VICTORY CAPITAL MANAGEMENT INC14,0790.01%$72K+3,172 (+29.1%)
59Hopwood Nicholas Hunter14,0000.01%$71KNEW
60Walleye Trading LLC12,7410.01%$65K+9,246 (+264.5%)
61Vident Advisory, LLC10,1550.01%$52KNEW
62Farther Finance Advisors, LLC8,6540.00%$44K-179 (-2.0%)
63EXCHANGE TRADED CONCEPTS, LLC7,0460.00%$36K+5,226 (+287.1%)
64CSS LLC/IL7,0000.00%$36K-25,132 (-78.2%)
65Walleye Capital LLC4,7050.00%$24KNEW
66SBI Securities Co., Ltd.4,4010.00%$22K+3,897 (+773.2%)
67SUMMIT SECURITIES GROUP LLC4,3260.00%$22KNEW
68OSAIC HOLDINGS, INC.2,6480.00%$13KNEW
69FMR LLC1,5900.00%$8KNEW
70Caitong International Asset Management Co., Ltd1,2800.00%$7KNEW
71EverSource Wealth Advisors, LLC1,2750.00%$6KNEW
72Rockefeller Capital Management L.P.6080.00%$3K+488 (+406.7%)
73Clearstead Advisors, LLC5000.00%$3K—
74JONES FINANCIAL COMPANIES LLLP2860.00%$1K-123 (-30.1%)
75ROYAL BANK OF CANADA2450.00%$2K-24,444 (-99.0%)
Exited since 2026-03-31 (11 filers; largest 11 shown)
DNB Asset Management AS−92,627
Diametric Capital, LP−88,648
Brevan Howard Capital Management LP−36,134
Daiwa Securities Group Inc.−33,900
Cannon Global Investment Management, LLC−17,200
PRELUDE CAPITAL MANAGEMENT, LLC−17,059
Tower Research Capital LLC (TRC)−4,294
TORONTO DOMINION BANK−3,817
WELLS FARGO & COMPANY/MN−1,000
Ancora Advisors LLC−550
MAI Capital Management−96

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Stefan RenoldSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR PARTNERS LtdSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners (Ireland) LimitedSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR PARTNERS (DIFC) LtdSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners AGSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
Ben LevineSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
SOROS FUND MANAGEMENT LLCSCHEDULE 13G/A2026-08-142026-06-309,767,0374.9%
George SorosSCHEDULE 13G/A2026-08-142026-06-309,767,0374.9%
LMR Partners LLCSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners LLPSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
W. R. Berkley CorporationSCHEDULE 13G/A2026-08-052026-06-3000%
Berkley Insurance CompanySCHEDULE 13G/A2026-08-052026-06-3000%
Jeffrey SmithSCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Tech Opportunity LLCSCHEDULE 13G/A2026-05-152026-03-311,454,9100.8%
Justin TurkatSCHEDULE 13G/A2026-05-152026-03-3112,543,1996.9%
SIP Global Tech Opportunity 4 LLCSCHEDULE 13G/A2026-05-152026-03-316,979,8743.8%
Matthew SallowaySCHEDULE 13G/A2026-05-152026-03-319,552,2705.2%
SIP Global Tech Opportunity 3 LLCSCHEDULE 13G/A2026-05-152026-03-311,117,4860.6%
SIP Global Tech Fund I, L.P.SCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Tech Fund I, Inc.SCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Opportunity Manager LLC.SCHEDULE 13G/A2026-05-152026-03-319,552,2705.2%
Shigeki SaitohSCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
Polar Asset Management Partners Inc.SCHEDULE 13G/A2026-05-152026-03-312,358,5871.3%
Fort Baker Capital Management LPSCHEDULE 13G/A2025-11-142025-09-3000%
Fort Baker Capital, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Steven Patrick PigottSCHEDULE 13G/A2025-11-142025-09-3000%
The Merger FundSCHEDULE 13G/A2025-11-142025-09-3000%
Virtus Investment Advisers, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Westchester Capital Management, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Anand ParekhSCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
Alyeska Investment Group, L.P.SCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
Alyeska Fund GP, LLCSCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
AAC II Holdings II LPSCHEDULE 13G/A2025-11-122025-09-303,591,6271.8%
Ares Acquisition Holdings II LPSCHEDULE 13G/A2025-11-122025-09-3026,800,00013.7%
Catherine D. WoodSCHEDULE 13G/A2025-11-072025-10-312,255,0061.24%
ARK Investment Management LLCSCHEDULE 13G/A2025-11-072025-10-312,255,0061.24%
Battery Investment Partners XII, LLCSCHEDULE 13D2025-10-012025-09-24215,7700.1%
Battery Partners XII, LLCSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Jesse FeldmanSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Michael M. BrownSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Battery Ventures XII, L.P.SCHEDULE 13D2025-10-012025-09-2411,140,8996.1%
Morad ElhafedSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Neeraj AgrawalSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Paz Eshel Living TrustSCHEDULE 13G2025-10-012025-09-2417,075,0959.4%
Burnette Donald L.SCHEDULE 13D2025-10-012025-09-2427,300,96915.1%
Roger H. LeeSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Russell L. FleischerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Eshel Paz MichaelSCHEDULE 13G2025-10-012025-09-2417,075,0959.4%
Chelsea R. StonerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Dharmesh ThakkerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Scott R. TobinSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Meteora Capital, LLCSCHEDULE 13G2025-08-142025-06-304,845,2287.83%
AQR Capital Management, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
AQR Capital Management Holdings, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
AQR Arbitrage, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
Wealthspring Capital LLCSCHEDULE 13G/A2025-06-042025-05-3100%
Matthew SimpsonSCHEDULE 13G/A2025-06-042025-05-3100%
First Trust Merger Arbitrage FundSCHEDULE 13G/A2025-05-152025-03-311,830,8913.66%
First Trust Capital Solutions L.P.SCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
FTCS Sub GP LLCSCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
First Trust Capital Management L.P.SCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
Mizuho Financial Group, Inc.SCHEDULE 13G2025-05-132025-03-313,133,2496.3%
Barclays PLCSCHEDULE 13G/A2025-03-212024-09-303,538,5777.07%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.