Kodiak Ai (KDK)Soros Fund Management opened a new position $68.2M

9.97M

Shares reported

1.3%

Disclosed portfolio weight

$68.2M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 15, 2025Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them (and 2 more items)
2. Sep 22, 2025Company filing · Form 8-K · Unregistered shares, Reg FDSold new shares without registering them, and shared information with investors (and 1 more item)
3. Sep 24, 2025Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and received a notice from its stock exchange (and 11 more items)“The information set forth in the sections entitled “ Directors and Executive Officers ” and “ Certain Relationships and Related Transactions ” in Item 2.01 of this Report is incorporated herein by reference.”
4. Oct 20, 2025Company filing · Form 8-K · Shareholder rightsChanged the rights of its shareholders
5. Nov 12, 2025Company filing · Form 8-K · ResultsReported its results

What came next

1. Dec 31, 2025Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
2. Mar 10, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Kodiak Ai

For Kodiak Ai, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its KDK page.

How this filing works

• SEC Form 13F

Other disclosures at Kodiak Ai

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 12, 2026
• SEC Form 13F-HRFeb 11, 2026
• SEC Form 13F-HRNov 12, 2025

Everything OQRO holds on this company is on its KDK page.