KODIAK AI INC. KDK
COM · Common Stock · CUSIP 500081104
- SectorTechnology
- IndustryServices-Computer Integrated Systems Design
- HeadquartersMountain View, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.08. Options: 12 managers hold calls ($32.6m notional), 11 hold puts ($5.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 25 |
| Q4 2025 | 44 |
| Q1 2026 | 55 |
| Q2 2026 | 76 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 37 | 12 |
| Q1 2026 | 37 | 17 |
| Q2 2026 | 56 | 22 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $7.3m | $747.6k | 0.10 |
| Q4 2025 | $66.0m | $5.3m | 0.08 |
| Q1 2026 | $35.0m | $1.1m | 0.03 |
| Q2 2026 | $32.6m | $5.3m | 0.16 |
Biggest buyers
| ARES MANAGEMENT LLC | New | +10.6m |
| Alyeska Investment Group, L.P. | New | +3.8m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +3.7m |
| LMR Partners LLP | New | +1.9m |
| Polar Asset Management Partners Inc. | New | +1.4m |
| ARK Investment Management LLC | Added | +1.3m |
| Meteora Capital, LLC | New | +779.0k |
| MILLENNIUM MANAGEMENT LLC | New | +731.5k |
| Amova Asset Management Americas, Inc. | Added | +683.7k |
| Sumitomo Mitsui Trust Group, Inc. | Added | +683.7k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -447.6k |
| JPMORGAN CHASE & CO | Reduced | -278.2k |
| DNB Asset Management AS | Sold out | -92.6k |
| Diametric Capital, LP | Sold out | -88.6k |
| MORGAN STANLEY | Reduced | -51.7k |
| Brevan Howard Capital Management LP | Sold out | -36.1k |
| Daiwa Securities Group Inc. | Sold out | -33.9k |
| CSS LLC/IL | Reduced | -25.1k |
| ROYAL BANK OF CANADA | Reduced | -24.4k |
| BlackRock, Inc. | Reduced | -20.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.2m1.6m shares |
| CITADEL ADVISORS LLC | Added | $7.8m1.5m shares |
| Polar Asset Management Partners Inc. | New | $6.1m1.2m shares |
| GROUP ONE TRADING LLC | Reduced | $3.3m641.2k shares |
| JANE STREET GROUP, LLC | Added | $1.8m363.3k shares |
| PEAK6 LLC | Added | $1.3m264.8k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m253.8k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $972.8k1.9k shares |
| IMC-Chicago, LLC | Added | $885.4k174.3k shares |
| Caption Management, LLC | New | $635.0k125.0k shares |
Biggest puts
| BOOTHBAY FUND MANAGEMENT, LLC | New | $2.2m433.9k shares |
| CITADEL ADVISORS LLC | Added | $810.8k159.6k shares |
| Greenland Capital Management LP | New | $508.0k100.0k shares |
| JANE STREET GROUP, LLC | Added | $461.8k90.9k shares |
| GROUP ONE TRADING LLC | Added | $453.1k89.2k shares |
| SIMPLEX TRADING, LLC | Added | $286.0k56.3k shares |
| CSS LLC/IL | Added | $254.0k50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $141.7k27.9k shares |
| IMC-Chicago, LLC | Reduced | $84.8k16.7k shares |
| Walleye Trading LLC | Added | $64.5k12.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Burnette Donald L.
13D · may seek influence
new · filed 2025-10-01
Stated purposeThe information set forth in or incorporated by reference into Item 3 of this Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. At the Closing, pursuant to the terms of the Business Combination Agreement, the Reporting Person became the beneficial owner of (i) 25,915,204 shares of Common Stock held by the Reporting Person, (ii) 1,385,765 shares of Common Stock held by Citizens Trust Company of Delaware, Trustee of the Burnette Family Irrevocable Trust dated August 11, 2025 (the "Burnette Family Trust"), (iii) unvested options to purchase 1,017,084 shares of Common Stock held by the Reporting Person (the "Options"), and (iv) restricted stock units for 349,425 shares of Common Stock held by the Reporting Person (the "Earn Out RSUs"). 1/8th of the shares subj… Full filing |
15.1% |
| Ares Acquisition Holdings II LP 13G · exempt (held before listing) filed 2025-11-12 | 13.7% |
| Alyeska Investment Group, L.P. 13G · institution new · filed 2025-11-14 | 9.9% |
| Paz Eshel Living Trust 13G · passive investor new · filed 2025-10-01 | 9.4% |
| SIP Global Tech Fund I, L.P. 13G · passive investor -0.3 pts · filed 2026-05-15 | 6.9% |
| LMR Partners LLP 13G · institution new · filed 2026-08-14 | 6.5% |
Battery Ventures XII, L.P.
13D · may seek influence
new · filed 2025-10-01
Stated purposeThe Reporting Persons purchased the aforementioned securities for investment purposes with the aim of increasing the value of their investments and the Issuer. Subject to applicable legal requirements, one or more of the Reporting Persons may purchase additional securities of the Issuer from time to time in open market or private transactions, depending on its evaluation of the Issuer's business, prospects and financial condition, the market for the Issuer's securities, other developments concerning the Issuer, the reaction of the Issuer to the Reporting Persons' ownership of the Issuer's securities, other opportunities available to the Reporting Persons, and general economic, money market and stock market conditions. In addition, depending upon the factors referred to above, the Reporting… Full filing |
6.3% |
Fell to 5% or below in the last year: SOROS FUND MANAGEMENT LLC (4.9%, 2026-08-14), Polar Asset Management Partners Inc. (1.3%, 2026-05-15), Westchester Capital Management, LLC (0.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BATTERY MANAGEMENT CORP. 15.66% of their portfolio | 11.4m $57.7m | Unchanged |
| ARES MANAGEMENT LLC 2.35% of their portfolio | 10.6m $53.9m | New |
| SOROS FUND MANAGEMENT LLC 0.65% of their portfolio | 9.8m $49.6m | Unchanged |
| SIP GLOBAL OPPORTUNITY MANAGER LLC 100.00% of their portfolio | 9.6m $48.5m | Unchanged |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 1.55% of their portfolio | 7.3m $37.3m | Unchanged |
| ARK Investment Management LLC 0.17% of their portfolio | 5.2m $26.2m | Added +1.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.9m $24.6m | Added +3.7m |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 3.8m $19.5m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 2.4m $12.0m | Added +683.7k |
| Amova Asset Management Americas, Inc. 0.16% of their portfolio | 2.4m $12.0m | Added +683.7k |
| LMR Partners LLP 0.07% of their portfolio | 1.9m $9.8m | New |
| BlackRock, Inc. 0.00% of their portfolio | 1.8m $9.1m | Reduced -20.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $7.4m | Added +106.2k |
| StepStone Group LP 0.33% of their portfolio | 1.4m $7.2m | Added +226 |
| Polar Asset Management Partners Inc. 0.13% of their portfolio | 1.4m $7.0m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $6.5m | Added +507.5k |
| Meteora Capital, LLC 0.33% of their portfolio | 779.0k $4.0m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 731.5k $3.7m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 672.9k $3.4m | Added +110.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 663.6k $3.4m | Added +33.4k |
| UBS Group AG 0.00% of their portfolio | 580.2k $2.9m | Added +92.1k |
| Ghisallo Capital Management LLC 0.06% of their portfolio | 571.1k $2.9m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 459.7k $2.3m | New |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% of their portfolio | 459.3k $2.3m | Added +80.9k |
| Linden Advisors LP 0.01% of their portfolio | 384.6k $1.8m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 251.3k $1.3m | Added +16.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 240.2k $1.2m | Added +8.7k |
| ArrowMark Colorado Holdings LLC 0.05% of their portfolio | 225.0k $1.1m | New |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 194.2k $986.7k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 190.9k $969.7k | New |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 153.3k $778.8k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 140.0k $711.2k | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 140.0k $711.2k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 118.9k $603.8k | Added +104.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 115.3k $585.6k | New |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 109.9k $558.3k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 107.1k $543.9k | New |
| AlphaCentric Advisors LLC 0.43% of their portfolio | 100.0k $508.0k | Added +25.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 84.8k $430.8k | Added +44.4k |
| Curated Wealth Partners LLC 0.03% of their portfolio | 59.4k $301.9k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 55.7k $282.9k | New |
| MORGAN STANLEY 0.00% of their portfolio | 52.3k $265.5k | Reduced -51.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 47.9k $247.9k | New |
| CITIGROUP INC 0.00% of their portfolio | 46.6k $236.6k | Added +6.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 42.3k $214.8k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 37.7k $191.5k | New |
| IMC-Chicago, LLC 0.00% of their portfolio | 37.6k $190.8k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 27.0k $165.6k | Reduced -278.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 25.9k $131.4k | Reduced -447.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 25.6k $130.0k | Reduced -187 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 24.3k $123.4k | Added +5.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 23.9k $121.4k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.9k $111.4k | Reduced -2.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.2k $102.6k | Added +2.1k |
| BARCLAYS PLC 0.00% of their portfolio | 19.5k $99.1k | Reduced -3.8k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 15.0k $76.2k | New |
| GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio | 14.6k $74.2k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.1k $71.5k | Added +3.2k |
| Hopwood Nicholas Hunter 0.02% of their portfolio | 14.0k $71.1k | New |
| Walleye Trading LLC 0.00% of their portfolio | 12.7k $64.7k | Added +9.2k |
| Vident Advisory, LLC 0.00% of their portfolio | 10.2k $51.6k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 8.7k $44.0k | Reduced -179 |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 7.0k $35.8k | Added +5.2k |
| CSS LLC/IL 0.00% of their portfolio | 7.0k $35.6k | Reduced -25.1k |
| Walleye Capital LLC 0.00% of their portfolio | 4.7k $23.9k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 4.4k $22.4k | Added +3.9k |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 4.3k $22.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.6k $13.5k | New |
| FMR LLC 0.00% of their portfolio | 1.6k $8.1k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1.3k $6.5k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.3k $6.5k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.2k $6.1k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 608 $3.1k | Added +488 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 500 $2.5k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 286 $1.5k | Reduced -123 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 245 $2.0k | Reduced -24.4k |