Company Analysis

Kodiak AI, Inc. (KDK)

Nasdaq: KDK · Services-Computer Integrated Systems Design · Mountain View, CA · filing with the SEC since 2021
Grade3.0
◀ Past 1.8● Present 2.7▶ Future 5.4
3 est.

Who owns Kodiak AI, Inc.

As filed with the SEC
Holders of 5% or more
10
Burnette Donald L. holds 15.1% of Common Stock, par value $0.0001 per share, as its SCHEDULE 13D filed Oct 1, 2025 says.
Directors and officers
13
report now, of 20 people on the record since 2023. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 10 named at left.
Holders of 5% or moreshare of the class, as filed
Burnette Donald L.
SCHEDULE 13D · filed Oct 1, 2025 · Common Stock, par value $0.0001 per share
15.1%
Ares Acquisition Holdings II LP
SCHEDULE 13G/A · filed Nov 12, 2025 · Common Stock, par value $0.0001 per share
13.7%
Alyeska Investment Group, L.P.
SCHEDULE 13G · filed Nov 14, 2025 · Class A Common Stock, $0.001 par value · 7.74% in Aug 14, 2025
9.9%
Paz Eshel Living Trust
SCHEDULE 13G · filed Oct 1, 2025 · Common Stock, par value $0.0001 per share
9.4%
Meteora Capital, LLC
SCHEDULE 13G · filed Aug 14, 2025 · Class A common stock
7.83%
Barclays PLC
SCHEDULE 13G/A · filed Mar 21, 2025 · COMMON-STOCK · 7.07% in Nov 13, 2024
7.07%
Justin Turkat
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock, par value $0.0001 per share · 7.2% in Sep 30, 2025
6.9%
LMR Partners LLP
SCHEDULE 13G · filed Aug 14, 2026 · Common stock, par value $0.0001 per share
6.5%
Battery Partners XII, LLC
SCHEDULE 13D · filed Oct 1, 2025 · Common Stock, par value $0.0001 per share
6.3%
Mizuho Financial Group, Inc.
6.3%
Soros Fund Management LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 5.7% in Oct 1, 2025
under 5%
First Trust Capital Management L.P.
SCHEDULE 13G/A · filed May 15, 2025 · Class A Ordinary Shares, par value $0.0001 per share · reported falling below 5%
under 5%
AQR Capital Management, LLC
SCHEDULE 13G/A · filed Aug 13, 2025 · Class A Ordinary Shares, par value $0.0001 per share · reported falling below 5%, from 5.74% in May 14, 2025
under 5%
Polar Asset Management Partners Inc.
SCHEDULE 13G/A · filed May 15, 2026 · Common stock, par value $0.0001 per share · reported falling below 5%
under 5%
ARK Investment Management LLC
SCHEDULE 13G/A · filed Nov 7, 2025 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 5.11% in Nov 4, 2025
under 5%
W.R. Berkley Corporation
SCHEDULE 13G/A · filed Aug 5, 2026 · Class A ordinary share, par value $0.0001 per share · reported falling below 5%, from 5.7% in Aug 8, 2025
under 5%
Westchester Capital Management, LLC
SCHEDULE 13G/A · filed Nov 14, 2025 · Common stock, $0.0001 par value per share · reported falling below 5%, from 6.19% in Aug 14, 2025
under 5%
Fort Baker Capital Management LP
SCHEDULE 13G/A · filed Nov 14, 2025 · Common stock, par value $0.0001 per share · reported falling below 5%, from 9.5% in May 15, 2025
under 5%
Wealthspring Capital LLC
SCHEDULE 13G/A · filed Jun 4, 2025 · Class A Ordinary Shares, par value $0.00001 per share · reported falling below 5%
under 5%
What KDK reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Aact
An entity · legal entity · owns, named in the 10-K filed Mar 11, 2026
Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 5, 2025 to Nov 5, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
No open-market trade is on the record for these years.
Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton KDK · research, not advice