KODIAK AI INC. (KDK)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
83
Reporting holders
$471.8M
Reported value
42.5%
Of shares outstanding
8.0%
Held as options
+20
Holder change
Institutions report 85,293,979 shares against 200,618,170 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BATTERY MANAGEMENT CORP. | $57.7M | 11,356,669 | 15.66% | 3q | HELD |
| ARES MANAGEMENT LLC | $53.9M | 10,610,857 | 2.35% | new | NEW |
| SOROS FUND MANAGEMENT LLC | $49.6M | 9,767,037 | 0.61% | 4q | HELD |
| SIP GLOBAL OPPORTUNITY MANAGER LLC | $48.5M | 9,552,270 | 100.00% | 3q | HELD |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | $37.3M | 7,340,475 | 1.55% | 4q | HELD |
| ARK Investment Management LLC | $26.2M | 5,150,227 | 0.17% | 4q | +35.3%+$6.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.6M | 4,850,953 | 0.00% | 2q | +312.8%+$18.7M |
| Alyeska Investment Group, L.P. | $19.5M | 3,846,153 | 0.05% | new | NEW |
| Polar Asset Management Partners Inc. | $13.1M | 1,381,353 | 0.22% | new | NEW |
| Amova Asset Management Americas, Inc. | $12.0M | 2,361,678 | 0.16% | 4q | +40.7%+$3.5M |
| Sumitomo Mitsui Trust Group, Inc. | $12.0M | 2,361,678 | 0.01% | 4q | +40.7%+$3.5M |
| LMR Partners LLP | $9.8M | 1,923,076 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $9.6M | 190,884 | 0.00% | 4q | HELD |
| BlackRock, Inc. | $9.1M | 1,786,046 | 0.00% | 3q | -1.1%-$101.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.0M | 118,861 | 0.00% | 4q | +713.0%+$7.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.4M | 1,447,726 | 0.00% | 4q | +7.9%+$539.6K |
| StepStone Group LP | $7.2M | 1,412,928 | 0.33% | 4q | HELD |
| STATE STREET CORP | $6.5M | 1,286,467 | 0.00% | 3q | +65.2%+$2.6M |
| BOOTHBAY FUND MANAGEMENT, LLC | $4.5M | 459,697 | 0.06% | new | NEW |
| GROUP ONE TRADING LLC | $4.3M | 109,910 | 0.01% | 4q | HELD |
| Meteora Capital, LLC | $4.0M | 778,963 | 0.33% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $3.7M | 731,548 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $3.4M | 672,896 | 0.00% | 2q | +19.7%+$561.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.4M | 663,647 | 0.00% | 3q | +5.3%+$169.6K |
| Sixth Street Partners Management Company, L.P. | $3.4M | 663,647 | 0.00% | new | NEW |
| UBS Group AG | $2.9M | 580,155 | 0.00% | 4q | +18.9%+$467.6K |
| Ghisallo Capital Management LLC | $2.9M | 571,119 | 0.06% | new | NEW |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $2.3M | 459,330 | 0.15% | 3q | +21.4%+$410.9K |
| JANE STREET GROUP, LLC | $2.3M | options only | 0.00% | 4q | OPTIONS |
| Linden Advisors LP | $1.8M | 384,615 | 0.01% | new | NEW |
| SIMPLEX TRADING, LLC | $1.6M | options only | 0.00% | 4q | OPTIONS |
| PEAK6 LLC | $1.3M | options only | 0.00% | 2q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.3M | 251,254 | 0.00% | 3q | +7.0%+$83.7K |
| NORTHERN TRUST CORP | $1.2M | 240,192 | 0.00% | 3q | +3.8%+$44.4K |
| Curated Wealth Partners LLC | $1.2M | 80,447 | 0.07% | 3q | +35.4%+$305.3K |
| IMC-Chicago, LLC | $1.2M | 37,551 | 0.00% | 3q | HELD |
| ArrowMark Colorado Holdings LLC | $1.1M | 225,000 | 0.05% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 24,300 | 0.00% | 3q | +26.7%+$231.0K |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $986.7K | 194,230 | 0.02% | new | NEW |
| ExodusPoint Capital Management, LP | $778.8K | 153,311 | 0.01% | new | NEW |
| Hudson Bay Capital Management LP | $711.2K | 140,000 | 0.00% | new | NEW |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $711.2K | 140,000 | 0.07% | 2q | HELD |
| Caption Management, LLC | $635.0K | options only | 0.00% | new | OPTIONS |
| BANK OF AMERICA CORP /DE/ | $585.6K | 115,271 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $543.9K | 107,074 | 0.00% | new | NEW |
| Greenland Capital Management LP | $508.0K | options only | 0.06% | new | OPTIONS |
| AlphaCentric Advisors LLC | $508.0K | 100,000 | 0.43% | 3q | +33.3%+$127.0K |
| Squarepoint Ops LLC | $430.8K | 84,804 | 0.00% | 3q | +109.7%+$225.4K |
| CSS LLC/IL | $289.6K | 7,000 | 0.01% | 3q | -78.2%-$1.0M |
| Balyasny Asset Management L.P. | $282.9K | 55,692 | 0.00% | new | NEW |
| MORGAN STANLEY | $265.5K | 52,267 | 0.00% | 4q | -49.7%-$262.4K |
| HSBC HOLDINGS PLC | $247.9K | 47,852 | 0.00% | new | NEW |
| CITIGROUP INC | $236.6K | 46,571 | 0.00% | 2q | +16.1%+$32.8K |
| Walleye Trading LLC | $235.4K | 12,741 | 0.00% | 2q | +264.5%+$170.8K |
| Vanguard Global Advisers, LLC | $214.8K | 42,279 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $191.5K | 37,701 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $165.6K | 26,957 | 0.00% | 4q | -91.2%-$1.7M |
| GOLDMAN SACHS GROUP INC | $131.4K | 25,858 | 0.00% | 3q | -94.5%-$2.3M |
| Bank of New York Mellon Corp | $130.0K | 25,592 | 0.00% | 3q | -0.7% |
| HighTower Advisors, LLC | $121.4K | 23,905 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $111.4K | 21,920 | 0.00% | 3q | -8.7%-$10.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $102.6K | 20,188 | 0.00% | 2q | +11.8%+$10.8K |
| SIG BROKERAGE, LP | $101.6K | options only | 0.00% | 2q | OPTIONS |
| BARCLAYS PLC | $99.1K | 19,513 | 0.00% | 4q | -16.2%-$19.2K |
| Walleye Capital LLC | $85.9K | 4,705 | 0.00% | 2q | HELD |
| TRUIST FINANCIAL CORP | $76.2K | 15,000 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $74.2K | 14,600 | 0.00% | 3q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $71.6K | 14,092 | 0.00% | 2q | +674.3%+$62.3K |
| VICTORY CAPITAL MANAGEMENT INC | $71.5K | 14,079 | 0.00% | 3q | +29.1%+$16.1K |
| Hopwood Nicholas Hunter | $71.1K | 14,000 | 0.02% | new | NEW |
| Vident Advisory, LLC | $51.6K | 10,155 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $44.0K | 8,654 | 0.00% | 3q | -2.0% |
| SBI Securities Co., Ltd. | $22.4K | 4,401 | 0.00% | 4q | +773.2%+$19.8K |
| SUMMIT SECURITIES GROUP LLC | $22.0K | 4,326 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $13.5K | 2,648 | 0.00% | new | NEW |
| FMR LLC | $8.1K | 1,590 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $6.5K | 1,280 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $6.5K | 1,275 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $6.1K | 1,200 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $3.1K | 608 | 0.00% | 3q | +406.7%+$2.5K |
| Clearstead Advisors, LLC | $2.5K | 500 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $2.0K | 245 | 0.00% | 4q | -99.0%-$199.5K |
| JONES FINANCIAL COMPANIES LLLP | $1.5K | 286 | 0.00% | 3q | -30.1% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | SOROS FUND MANAGEMENT LLCwith 1 co-filers | 4.9% |
| 2026-08-14 | 13G | LMR Partners LLPwith 7 co-filers | 6.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $471.8M | 85,293,979 | 33 | 24 | 11 | 8.0% |
| Q1 2026 | 63 | $424.7M | 56,016,452 | 19 | 19 | 7 | 8.5% |
| Q4 2025 | 54 | $635.7M | 51,690,155 | 35 | 8 | 6 | 11.2% |
| Q3 2025 | 29 | $176.3M | 24,668,197 | 30 | 0 | 0 | 4.3% |