KODIAK AI INC. (KDK) is held by 37 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is SOROS FUND MANAGEMENT LLC as of Q1 2026.

Are institutions buying or selling KDK?

In Q1 2026, 29 institutions opened or increased positions in KODIAK AI INC. while 13 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on KDK?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for KODIAK AI INC..

How many hedge funds hold KDK?

37 institutional investors report holding KODIAK AI INC. (KDK) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into KDK?

As of Q1 2026, tracked institutions in KODIAK AI INC. show 29 buyers versus 13 sellers — net inflows.

KODIAK AI INC.

KDK·500081104·US·Common Stock·Technology - Software - Infrastructure-Activist

Holders

Avg rating(6 Elite)

$176.8M

Total Value

69% (44)

Fund Consensus

29 buying - 13 selling

Smart Money Verdict

View all

Held by 37 funds

6 elite

Who's Trading

ActivistJTJustin Turkat6.9%May 15, 2026

ActivistPAPolar Asset Management Partners Inc.1.3%May 15, 2026

InsiderALAAC II Holdings II LPVest 769K shMay 8, 2026

ActivistAIAlyeska Investment Group, L.P.9.9%Nov 14, 2025

ActivistWEWestchester Capital Management, LLC0.0%Nov 14, 2025

ActivistFBFort Baker Capital Management LP0.0%Nov 14, 2025

ActivistAAAres Acquisition Holdings II LP13.7%Nov 12, 2025

Activist

ARK Investment Management LLC1.2%Nov 7, 2025

ActivistBDBurnette Donald L.15.1%Oct 1, 2025

ActivistBVBattery Ventures XII, L.P.6.1%Oct 1, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SOSOROS FUND MANAGEMENT LLC	Decreased	9.8M(-2.0%)	$67.8M	0.7%	-33.88%	0
ARK Investment Management LLC	Increased	3.8M(+42.5%)	$26.4M	0.2%	-46.95%	46
BlackRock, Inc.	Increased	1.8M(+1.9%)	$12.5M	0.0%	-54.87%	28
Sumitomo Mitsui Trust Group, Inc.	Increased	1.7M(+112.5%)	$11.6M	0.0%	-39.89%	45
Amova Asset Management Americas, Inc.	Increased	1.7M(+112.5%)	$11.6M	0.2%	-39.89%	54
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.3M(+10.6%)	$9.3M	0.0%	-52.24%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.2M	$8.2M	0.0%	-39.78%	38
STATE STREET CORP	Increased	778,965(+44.5%)	$5.4M	0.0%	-51.27%	37
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	630,258(+0.8%)	$4.4M	0.0%	-55.00%	27
VFVANGUARD FIDUCIARY TRUST CO	New	562,276	$3.9M	0.0%	-39.78%	37
UBS Group AG	Decreased	488,099(-30.5%)	$3.4M	0.0%	-51.66%	0
GOLDMAN SACHS GROUP INC	Increased	473,494(+14.8%)	$3.3M	0.0%	-53.56%	30
JPMORGAN CHASE & CO	Increased	305,171(+716.9%)	$2M	0.0%	-41.77%	42
Mitsubishi UFJ Asset Management Co., Ltd.	Decreased	234,775(-4.6%)	$1.6M	0.0%	-55.08%	0
NORTHERN TRUST CORP	Decreased	231,443(-0.6%)	$1.6M	0.0%	-55.08%	0
MORGAN STANLEY	Increased	103,928(+34.9%)	$721,260	0.0%	-51.61%	22
DnB Asset Management AS	New	92,627	$642,831	0.0%	-39.78%	34
VGVanguard Global Advisers, LLC	New	42,279	$293,416	0.0%	-39.78%	32
SOSquarepoint Ops LLC	Increased	40,431(+56.7%)	$280,591	0.0%	-50.54%	33
CITIGROUP INC	New	40,112	$278,377	0.0%	-39.78%	32