As of November 6, 2026, 8 holders' latest Schedule 13D or 13G filings report owning 5% or more of Kodiak AI, Inc. The largest reported stake is Burnette Donald L.'s, at 15.1%. 21 filings are on record since August 8, 2025 (Schedule 13D, October 1, 2025).
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Key facts
- · Reporting person: LMR Partners LLP · Sole voting: 0 · Shared voting: 13,441,521 · Sole dispositive: 0 · Shared dispositive: 13,441,521 · SCHEDULE 13G, 2026-08-14
- · Reporting person: Soros Fund Management LLC · Sole voting: 0 · Shared voting: 9,767,037 · Sole dispositive: 0 · Shared dispositive: 9,767,037 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: W. R. Berkley Corporation · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-05
- · Holder: Polar Asset Management Partners Inc. · Percent: 1.3% · SCHEDULE 13G/A
- · Holder: Justin Turkat · Percent: 6.9% · SCHEDULE 13G/A
Kodiak AI, Inc. has 21 Schedule 13D or 13G filings on record since 2025-08-08. 8 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 15.1% | 27,300,969 | SCHEDULE 13D, 2025-10-01 | 2025-09-24 | |
| Ares Acquisition Holdings II LP | 13.7% | 26,800,000 | SCHEDULE 13G/A, 2025-11-12 | 2025-09-30 |
| Alyeska Investment Group, L.P. | 9.9% | 18,102,618 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
| Paz Eshel Living Trust | 9.4% | 17,075,095 | SCHEDULE 13G, 2025-10-01 | 2025-09-24 |
| Meteora Capital, LLC | 7.83% | 4,845,228 | SCHEDULE 13G, 2025-08-14 | 2025-06-30 |
| 6.9% | 12,543,199 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 | |
| LMR Partners LLP | 6.5% | 13,441,521 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Battery Ventures XII, L.P. | 6.3% | 11,140,899 | SCHEDULE 13D, 2025-10-01 | 2025-09-24 |
| Soros Fund Management LLC | 4.9% | 9,767,037 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| AQR Capital Management, LLC | 3.03% | 1,875,229 | SCHEDULE 13G/A, 2025-08-13 | 2025-06-30 |
| Polar Asset Management Partners Inc. | 1.3% | 2,358,587 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| ARK Investment Management LLC | 1.24% | 2,255,006 | SCHEDULE 13G/A, 2025-11-07 | 2025-10-31 |
| W. R. Berkley Corporation | 0% | 0 | SCHEDULE 13G/A, 2026-08-05 | 2026-06-30 |
| Westchester Capital Management, LLC | 0% | 0 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Fort Baker Capital Management LP | 0% | 0 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
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More on Kodiak AI, Inc. and the records around it.
Kodiak AI, Inc. elsewhere on the record
- Company profile and every filing Jan 2026
- Form D filing Jan 2026
- Who owns it
Companies that share a holder
- ARK Investment Management LLC also filed stake reports on 20 other companies: Tempus AI, Inc. (Nov 2026), 10x Genomics, Inc. (Oct 2026), Twist Bioscience Corp (Sep 2026)
- Fort Baker Capital Management LP also filed stake reports on 26 other companies: Agriculture & Natural Solutions Acquisition Corp (Aug 2026), Bleichroeder Acquisition Corp. II (Aug 2026), Cartesian Growth Corp III (Aug 2026)
- Westchester Capital Management, LLC also filed stake reports on 31 other companies: Lakeshore Acquisition III Corp. (Aug 2026), Sizzle Acquisition Corp. II (Aug 2026), Tavia Acquisition Corp. (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| LMR Partners LLP | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| LMR PARTNERS Ltd | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| LMR Partners LLC | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| LMR Partners AG | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| LMR PARTNERS (DIFC) Ltd | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| LMR Partners (Ireland) Limited | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| Ben Levine | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| Stefan Renold | 0 | 13,441,521 | 0 | 13,441,521 | SCHEDULE 13G, 2026-08-14 |
| Soros Fund Management LLC | 0 | 9,767,037 | 0 | 9,767,037 | SCHEDULE 13G/A, 2026-08-14 |
| George Soros | 0 | 9,767,037 | 0 | 9,767,037 | SCHEDULE 13G/A, 2026-08-14 |
| W. R. Berkley Corporation | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-05 |
| Berkley Insurance Company | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-05 |
The latest filing identifies Kodiak AI, Inc. by CUSIP 500081104 and gives its principal executive office as 1049 Terra Bella Avenue, Mountain View, CA 94043 (SCHEDULE 13G, 2026-08-14).
Purpose of Transaction (Item 4)
Burnette Donald L.
The information set forth in or incorporated by reference into Item 3 of this Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. At the Closing, pursuant to the terms of the Business Combination Agreement, the Reporting Person became the beneficial owner of (i) 25,915,204 shares of Common Stock held by the Reporting Person, (ii) 1,385,765 shares of Common Stock held by Citizens Trust Company of Delaware, Trustee of the Burnette Family Irrevocable Trust dated August 11, 2025 (the "Burnette Family Trust"), (iii) unvested options to purchase 1,017,084 shares of Common Stock held by the Reporting Person (the "Options"), and (iv) restricted stock units for 349,425 shares of Common Stock held by the Reporting Person (the "Earn Out RSUs"). 1/8th of the shares subject to the Options shall vest on December 30, 2025, and 1/48th of the shares subject to the Options shall vest each month thereafter, subject to the Reporting Person continuing as a service provider through each such date (the "Option Vesting Terms"). The Earn Out RSUs are subject to both (1) a performance-based vesting condition, which will be satisfied as to 1/3rd of the Earn Out RSUs if the Issuer's Common Stock achieves a price per share, for any period of 20 trading days out of 30 consecutive trading days occurring prior to the earlier of (i) September 24, 2029, or (ii) a change of control of the Issuer, that equals or exceeds the following thresholds, respectively: $18.00, $23.00 and …The first part of Item 4 of the SCHEDULE 13D filed 2025-10-01; the filing has the rest
Battery Ventures XII, L.P.
The Reporting Persons purchased the aforementioned securities for investment purposes with the aim of increasing the value of their investments and the Issuer. Subject to applicable legal requirements, one or more of the Reporting Persons may purchase additional securities of the Issuer from time to time in open market or private transactions, depending on its evaluation of the Issuer's business, prospects and financial condition, the market for the Issuer's securities, other developments concerning the Issuer, the reaction of the Issuer to the Reporting Persons' ownership of the Issuer's securities, other opportunities available to the Reporting Persons, and general economic, money market and stock market conditions. In addition, depending upon the factors referred to above, the Reporting Persons may dispose of all or a portion of their securities of the Issuer at any time. Each of the Reporting Persons reserve the right to increase or decrease its holdings on such terms and at such times as each may decide. Except as set forth in this Item 4 and Item 6 below, none of the Reporting Persons have a present plan or proposal that relates to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D of the Securities Exchange Act of 1934 (the "Act"). However, each of the Reporting Persons reserves the right to propose or participate in future transactions which may result in one or more of such actions, including but not limited to, an …The first part of Item 4 of the SCHEDULE 13D filed 2025-10-01; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-08 | W. R. Berkley Corporation | 5.7% | SCHEDULE 13G |
| 2025-08-13 | AQR Capital Management, LLC | 3.03% | SCHEDULE 13G/A |
| 2025-08-14 | Westchester Capital Management, LLC | 6.19% | SCHEDULE 13G/A |
| 2025-08-14 | Alyeska Investment Group, L.P. | 7.74% | SCHEDULE 13G |
| 2025-08-14 | Meteora Capital, LLC | 7.83% | SCHEDULE 13G |
| 2025-09-30 | Shigeki Saitoh | 7.2% | SCHEDULE 13G |
| 2025-10-01 | Soros Fund Management LLC | 5.7% | SCHEDULE 13G |
| 2025-10-01 | Burnette Donald L. | 15.1% | SCHEDULE 13D |
| 2025-10-01 | Battery Ventures XII, L.P. | 6.3% | SCHEDULE 13D |
| 2025-10-01 | Paz Eshel Living Trust | 9.4% | SCHEDULE 13G |
| 2025-11-04 | ARK Investment Management LLC | 5.11% | SCHEDULE 13G |
| 2025-11-07 | ARK Investment Management LLC | 1.24% | SCHEDULE 13G/A |
| 2025-11-12 | Ares Acquisition Holdings II LP | 13.7% | SCHEDULE 13G/A |
| 2025-11-14 | Fort Baker Capital Management LP | 0% | SCHEDULE 13G/A |
| 2025-11-14 | Westchester Capital Management, LLC | 0% | SCHEDULE 13G/A |
| 2025-11-14 | Alyeska Investment Group, L.P. | 9.9% | SCHEDULE 13G |
| 2026-05-15 | Polar Asset Management Partners Inc. | 1.3% | SCHEDULE 13G/A |
| 2026-05-15 | Justin Turkat | 6.9% | SCHEDULE 13G/A |
| 2026-08-05 | W. R. Berkley Corporation | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Soros Fund Management LLC | 4.9% | SCHEDULE 13G/A |
| 2026-08-14 | LMR Partners LLP | 6.5% | SCHEDULE 13G |
Questions about who owns Kodiak AI, Inc.
Who owns Kodiak AI, Inc.?
On this page, 8 holders' latest ownership filings report 5% or more of Kodiak AI, Inc.: Burnette Donald L. (15.1%, Schedule 13D, filed 2025-10-01), Ares Acquisition Holdings II LP (13.7%, Schedule 13G/A, filed 2025-11-12), Alyeska Investment Group, L.P. (9.9%, Schedule 13G, filed 2025-11-14), Paz Eshel Living Trust (9.4%, Schedule 13G, filed 2025-10-01) and Meteora Capital, LLC (7.83%, Schedule 13G, filed 2025-08-14); 3 more are listed above.
Who are the largest shareholders of Kodiak AI, Inc.?
By the share each holder's latest filing reports, the largest holders of Kodiak AI, Inc. on this page are Burnette Donald L. (15.1%), Ares Acquisition Holdings II LP (13.7%) and Alyeska Investment Group, L.P. (9.9%).
When did Burnette Donald L. buy into Kodiak AI, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Burnette Donald L. on this page is the Schedule 13D, filed 2025-10-01, reporting 15.1%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 21 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Kodiak AI, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| January 5, 2026 | Form D, private offering | $499K sold | Form D page | Source |
Kodiak AI, Inc.: every filing and event
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
