Kodiak AI, Inc. (KDK) Institutional Ownership

Ownership Summary

Kodiak AI, Inc. (NASDAQ:KDK) has 44 institutional investors with active 13F positions as of December 2025.

• These investors collectively held 74.5% of Kodiak AI's outstanding shares in December 2025, up from 38.6% in September 2025.
• They increased total shares held in KDK by 142.47% quarter over quarter, and investors in Kodiak AI stayed flat from a year ago.
• Of these 44 funds, 39 grew their exposure to Kodiak AI, 2 cut back, and 3 maintained positions.
• The aggregate institutional position in Kodiak AI amounted to 51.69Mn shares as of December 2025, up by 30.37Mn shares quarter on quarter, and with no net change year over year.
• As of December 31, 2025, the biggest holder of Kodiak AI is Battery Management Corp. at 11.36Mn shares, representing 16.36% of shares outstanding.
• The biggest buyers of Kodiak AI for the quarter ending December 2025 included VANGUARD CAPITAL MANAGEMENT LLC (1.18Mn), ARK Investment Management LLC (1.14Mn), Sumitomo Mitsui Trust Group, Inc. (888.48K), Amova Asset Management Americas, Inc. (888.48K), VANGUARD FIDUCIARY TRUST CO (562.28K).
• Top sellers of KDK stock for the quarter ending December 2025 included Goldman Sachs Group Inc (351.65K), UBS Group AG (213.96K), SOROS FUND MANAGEMENT LLC (200.94K), Mitsubishi UFJ Asset Management Co., Ltd. (11.28K), Barclays Plc (6.31K).
• According to Business Quant data, leading holders of KDK for December 2025 are Battery Management Corp. (11.36Mn), SOROS FUND MANAGEMENT LLC (9.77Mn), SIP Global Opportunity Manager LLC (9.55Mn), Lightspeed Management Company, L.L.C. (7.34Mn), ARK Investment Management LLC (3.81Mn), BlackRock, Inc. (1.81Mn), Sumitomo Mitsui Trust Group, Inc. (1.68Mn), Amova Asset Management Americas, Inc. (1.68Mn), StepStone Group LP (1.41Mn), GEODE CAPITAL MANAGEMENT, LLC (1.34Mn).