KDK
Kodiak AI, Inc. Common Stock · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Soros Fund Management ✦ | 9.97M | New | $68.18M | 1.6% | New | 1 | SEC ↗ |
| 2 | ARK Investment Management ✦ | 919.59K | New | $6.29M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 147.05K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 26.33K | New | $180,090 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 10.55K | n/a | $72,148 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 2.00K | n/a | $13,680 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $68.18M | 1.6% |
| ARK Investment Management | $6.29M | 0.0% |
| Geode Capital Management | $1.01M | 0.0% |
| Citadel Advisors | $180,090 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 55.71M shares, $386.62M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.