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5%+ stakes · Schedule 13D and 13G

Kodiak AI, Inc.: 5%+ holders

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Who has reported owning 5% or more of Kodiak AI, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

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).

ARK Investment Management LLC also filed stake reports on 20 other companies ↓

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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
At 5% or more8
Filings21
Latest filing2026-08-14

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

HolderPercentSharesLatestEvent date
15.1%27,300,969SCHEDULE 13D, 2025-10-012025-09-24
Ares Acquisition Holdings II LP13.7%26,800,000SCHEDULE 13G/A, 2025-11-122025-09-30
Alyeska Investment Group, L.P.9.9%18,102,618SCHEDULE 13G, 2025-11-142025-09-30
Paz Eshel Living Trust9.4%17,075,095SCHEDULE 13G, 2025-10-012025-09-24
Meteora Capital, LLC7.83%4,845,228SCHEDULE 13G, 2025-08-142025-06-30
6.9%12,543,199SCHEDULE 13G/A, 2026-05-152026-03-31
LMR Partners LLP6.5%13,441,521SCHEDULE 13G, 2026-08-142026-06-30
Battery Ventures XII, L.P.6.3%11,140,899SCHEDULE 13D, 2025-10-012025-09-24
Soros Fund Management LLC4.9%9,767,037SCHEDULE 13G/A, 2026-08-142026-06-30
AQR Capital Management, LLC3.03%1,875,229SCHEDULE 13G/A, 2025-08-132025-06-30
Polar Asset Management Partners Inc.1.3%2,358,587SCHEDULE 13G/A, 2026-05-152026-03-31
ARK Investment Management LLC1.24%2,255,006SCHEDULE 13G/A, 2025-11-072025-10-31
W. R. Berkley Corporation0%0SCHEDULE 13G/A, 2026-08-052026-06-30
Westchester Capital Management, LLC0%0SCHEDULE 13G/A, 2025-11-142025-09-30
Fort Baker Capital Management LP0%0SCHEDULE 13G/A, 2025-11-142025-09-30

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More on Kodiak AI, Inc. and the records around it.

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
LMR Partners LLP013,441,521013,441,521SCHEDULE 13G, 2026-08-14
LMR PARTNERS Ltd013,441,521013,441,521SCHEDULE 13G, 2026-08-14
LMR Partners LLC013,441,521013,441,521SCHEDULE 13G, 2026-08-14
LMR Partners AG013,441,521013,441,521SCHEDULE 13G, 2026-08-14
LMR PARTNERS (DIFC) Ltd013,441,521013,441,521SCHEDULE 13G, 2026-08-14
LMR Partners (Ireland) Limited013,441,521013,441,521SCHEDULE 13G, 2026-08-14
Ben Levine013,441,521013,441,521SCHEDULE 13G, 2026-08-14
Stefan Renold013,441,521013,441,521SCHEDULE 13G, 2026-08-14
Soros Fund Management LLC09,767,03709,767,037SCHEDULE 13G/A, 2026-08-14
George Soros09,767,03709,767,037SCHEDULE 13G/A, 2026-08-14
W. R. Berkley Corporation0000SCHEDULE 13G/A, 2026-08-05
Berkley Insurance Company0000SCHEDULE 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

FiledHolderPercentFiling
2025-08-08W. R. Berkley Corporation5.7%SCHEDULE 13G
2025-08-13AQR Capital Management, LLC3.03%SCHEDULE 13G/A
2025-08-14Westchester Capital Management, LLC6.19%SCHEDULE 13G/A
2025-08-14Alyeska Investment Group, L.P.7.74%SCHEDULE 13G
2025-08-14Meteora Capital, LLC7.83%SCHEDULE 13G
2025-09-30Shigeki Saitoh7.2%SCHEDULE 13G
2025-10-01Soros Fund Management LLC5.7%SCHEDULE 13G
2025-10-01Burnette Donald L.15.1%SCHEDULE 13D
2025-10-01Battery Ventures XII, L.P.6.3%SCHEDULE 13D
2025-10-01Paz Eshel Living Trust9.4%SCHEDULE 13G
2025-11-04ARK Investment Management LLC5.11%SCHEDULE 13G
2025-11-07ARK Investment Management LLC1.24%SCHEDULE 13G/A
2025-11-12Ares Acquisition Holdings II LP13.7%SCHEDULE 13G/A
2025-11-14Fort Baker Capital Management LP0%SCHEDULE 13G/A
2025-11-14Westchester Capital Management, LLC0%SCHEDULE 13G/A
2025-11-14Alyeska Investment Group, L.P.9.9%SCHEDULE 13G
2026-05-15Polar Asset Management Partners Inc.1.3%SCHEDULE 13G/A
2026-05-15Justin Turkat6.9%SCHEDULE 13G/A
2026-08-05W. R. Berkley Corporation0%SCHEDULE 13G/A
2026-08-14Soros Fund Management LLC4.9%SCHEDULE 13G/A
2026-08-14LMR Partners LLP6.5%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.

DateRecordFigureOur pageSource
January 5, 2026Form D, private offering$499K soldForm D pageSource

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/kodiak-ai
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Kodiak AI, Inc.? 8 holders at 5% or more, largest Burnette Donald L. 15.1%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/kodiak-ai