KDK Kodiak AI, Inc.

NASDAQ
$3.95

Kodiak AI, Inc. (KDK) Institutional Ownership

What the institutions did with KDK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
103
filed a 13F this quarter
Managers holding
92
+37 on the quarter
Buyers
73
48 opened new
Sellers
21
11 sold out entirely
Buyer share
77.7%
of managers who traded it
Breadth
+55.3
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
ARES MANAGEMENT LLC 24.9M 21.2%
BATTERY MANAGEMENT CORP. 11.4M 9.7%
SOROS FUND MANAGEMENT LLC 9.8M 8.3%
SIP GLOBAL OPPORTUNITY MANAGER LLC 9.6M 8.1%
Polar Asset Management Partners Inc. 7.6M 6.5%
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 7.3M 6.3%
LMR Partners LLP 5.5M 4.7%
ARK Investment Management LLC 5.2M 4.4%
VANGUARD CAPITAL MANAGEMENT LLC 4.9M 4.1%
Alyeska Investment Group, L.P. 3.8M 3.3%
Sumitomo Mitsui Trust Group, Inc. 2.4M 2.0%
Amova Asset Management Americas, Inc. 2.4M 2.0%
Linden Advisors LP 2.1M 1.8%
BlackRock, Inc. 1.8M 1.5%
GEODE CAPITAL MANAGEMENT, LLC 1.4M 1.2%
StepStone Group LP 1.4M 1.2%
BOOTHBAY FUND MANAGEMENT, LLC 1.3M 1.1%
STATE STREET CORP 1.3M 1.1%
ARISTEIA CAPITAL, L.L.C. 1.1M 0.9%
METEORA CAPITAL, LLC 1.0M 0.9%
Hudson Bay Capital Management LP 901.5K 0.8%
Alberta Investment Management Corp 850.0K 0.7%
MILLENNIUM MANAGEMENT LLC 731.5K 0.6%
VANGUARD FIDUCIARY TRUST CO 672.9K 0.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 663.6K 0.6%

Largest changes

Manager Action Previous Current Change
ARES MANAGEMENT LLC New 0 24.9M +24.9M
Polar Asset Management Partners Inc. New 0 7.6M +7.6M
LMR Partners LLP New 0 5.5M +5.5M
Alyeska Investment Group, L.P. New 0 3.8M +3.8M
VANGUARD CAPITAL MANAGEMENT LLC Increased 1.2M 4.9M +3.7M
Linden Advisors LP New 0 2.1M +2.1M
ARK Investment Management LLC Increased 3.8M 5.2M +1.3M
BOOTHBAY FUND MANAGEMENT, LLC New 0 1.3M +1.3M
ARISTEIA CAPITAL, L.L.C. New 0 1.1M +1.1M
METEORA CAPITAL, LLC New 0 1.0M +1.0M
Hudson Bay Capital Management LP New 0 901.5K +901.5K
Alberta Investment Management Corp New 0 850.0K +850.0K
MILLENNIUM MANAGEMENT LLC New 0 731.5K +731.5K
Sumitomo Mitsui Trust Group, Inc. Increased 1.7M 2.4M +683.7K
Amova Asset Management Americas, Inc. Increased 1.7M 2.4M +683.7K
Ghisallo Capital Management LLC New 0 571.1K +571.1K
Sculptor Capital LP New 0 557.6K +557.6K
Greenland Capital Management LP New 0 550.0K +550.0K
STATE STREET CORP Increased 779.0K 1.3M +507.5K
GOLDMAN SACHS GROUP INC Reduced 473.5K 25.9K -447.6K
WOLVERINE ASSET MANAGEMENT LLC New 0 408.7K +408.7K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New 0 375.0K +375.0K
JPMORGAN CHASE & CO Reduced 305.2K 27.0K -278.2K
Caption Management, LLC New 0 263.0K +263.0K
ArrowMark Colorado Holdings LLC New 0 225.0K +225.0K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.