KDK Kodiak AI, Inc.

NASDAQ
$2.43

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 compared
102
filed both this quarter and last
Managers holding
91
+36 on the quarter
Buyers
72
47 opened new
Sellers
21
11 sold out entirely
Buyer share
77.4%
of managers who traded it
Breadth
+54.8
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

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
MOORE CAPITAL MANAGEMENT, LP New 0 200.0K +200.0K
HIGHBRIDGE CAPITAL MANAGEMENT LLC New 0 194.2K +194.2K
CITADEL ADVISORS LLC New 0 190.9K +190.9K
ExodusPoint Capital Management, LP New 0 153.3K +153.3K
BANK OF AMERICA CORP /DE/ New 0 115.3K +115.3K
VANGUARD FIDUCIARY TRUST CO Increased 562.3K 672.9K +110.6K
GROUP ONE TRADING LLC New 0 109.9K +109.9K
MARSHALL WACE, LLP New 0 107.1K +107.1K
GEODE CAPITAL MANAGEMENT, LLC Increased 1.3M 1.4M +106.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 14.6K 118.9K +104.2K
CSS LLC/IL Increased 32.1K 126.3K +94.2K
DNB Asset Management AS Sold Out 92.6K 0 -92.6K
UBS Group AG Increased 488.1K 580.2K +92.1K
Shaolin Capital Management LLC New 0 91.7K +91.7K
BLUEFIN CAPITAL MANAGEMENT, LLC New 0 89.8K +89.8K
Diametric Capital, LP Sold Out 88.6K 0 -88.6K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd Increased 378.4K 459.3K +80.9K
DRW Securities, LLC New 0 64.5K +64.5K
DUPONT CAPITAL MANAGEMENT CORP New 0 62.5K +62.5K
Balyasny Asset Management L.P. New 0 55.7K +55.7K
MORGAN STANLEY Reduced 103.9K 52.3K -51.7K
Clear Street Group Inc. New 0 50.7K +50.7K
TPG GP A, LLC New 0 50.0K +50.0K
TENOR CAPITAL MANAGEMENT Co., L.P. New 0 50.0K +50.0K
HSBC HOLDINGS PLC New 0 47.9K +47.9K
Squarepoint Ops LLC Increased 40.4K 84.8K +44.4K
NewEdge Advisors, LLC New 0 37.7K +37.7K
IMC-Chicago, LLC New 0 37.6K +37.6K
Brevan Howard Capital Management LP Sold Out 36.1K 0 -36.1K
Daiwa Securities Group Inc. Sold Out 33.9K 0 -33.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Increased 630.3K 663.6K +33.4K
AlphaCentric Advisors LLC Increased 75.0K 100.0K +25.0K
ROYAL BANK OF CANADA Reduced 24.7K 245 -24.4K
HighTower Advisors, LLC New 0 23.9K +23.9K
BlackRock, Inc. Reduced 1.8M 1.8M -20.0K

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.