Kodiak AI Inc (KDK) SEC Filings 2026: 10-K, 10-Q, 8-K, Insider Trading

KDK at a glance

Kodiak AI Inc (KDK, SEC CIK 1853138) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as July 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

For the fiscal year ended December 31, 2025 (FY2025), Kodiak AI Inc (KDK) reported revenue of $3.8 million (down 74.6% from FY2024) and a net loss of $585.5 million. Diluted EPS was -$6.42.
As of June 30, 2026, 16 institutional investment managers tracked by SignalX reported holding Kodiak AI Inc (KDK) shares worth $123.5 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025: $3.8M; −74.6% vs prior year
Insiders · 90 days: 0 buys · 0 sells; No open-market trades
13F holders: 16 funds; $123.5M · +4 vs prior quarter
Latest 10-Q: Aug 7, 2026; Quarterly report

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

Insider	Type	Date	Shares	Price
Major Zsuzsanna	A	Jul 1, 2026	200,333	-
Coleman Jordan S.	A	Jul 1, 2026	292,153	-
Wendel Andreas	A	Jul 1, 2026	434,056	-
Wiesinger Michael	A	Jul 1, 2026	417,362	-
Datta Surajit	A	Jul 1, 2026	563,063	-
Datta Surajit	A	Jul 1, 2026	417,362	-
Datta Surajit	D	Jul 1, 2026	2,035,915	-
Burnette Donald L.	A	Jul 1, 2026	1,168,614	-

Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
Metric	FY2023	FY2024	FY2025
Profitability
Revenue	$16.9M	$14.9M	$3.8M
Operating Income	-$1.1M	-$1.8M	-$112.6M
Net Income	-	$26.0M	-$585.5M
Op. Margin	-6.6%	-11.9%	-2966.2%
Net Margin	-	174.0%	-15420.7%
Balance Sheet
Total Assets	-	$551.9M	$159.4M
Equity	-	-$22.0M	-$283.1M
ROE	-	-117.9%	206.9%
Per Share
EPS	-	$-1.19	$-6.42
Cash Flow
Operating CF	-$1.4M	-$930K	-$94.4M
CapEx	$3.3M	$3.2M	$22.0M

Source: XBRL data in Kodiak AI Inc (KDK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate KDK share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table

KDK shares held by 13F filers tracked by SignalX, by quarter
Quarter	Funds	Total value
Q2 2026	16	$123.5M
Q1 2026	12	$128.3M
Q4 2025	13	$198.7M
Q3 2025	5	$75.4M

Position changes: Q1 2026 → Q2 2026

Top Buyers

Vanguard Capital Management LLC+3.68M (+313%)
ARK Investment Management+1.34M (+35%)
State Street Corp+507.5K (+65%)
Northern Trust+8.7K (+4%)
Citigroup+6.5K (+16%)

Top Sellers

Goldman Sachs Group−447.6K (-95%)
JPMorgan Chase & Co−278.2K (-91%)
Morgan Stanley−51.7K (-50%)
BlackRock−20.0K (-1%)
BNY Mellon−187 (-1%)

New Positions

Closed Positions

Wells Fargo & Co−1.0K

Source: 13F-HR filings on SEC EDGAR (aggregated from 46 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

KDK filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

8-K current reports

8-K Mar 10, 2026

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

Form	Filing date	Period	Analysis	SEC
10-Q	Aug 7, 2026	Jun 30, 2026	-
8-K	Aug 6, 2026	-	-	-
4	Jul 2, 2026	-	-	-
4	Jul 2, 2026	-	-	-
4	Jul 2, 2026	-	-	-
4	Jul 2, 2026	-	-	-
4	Jul 2, 2026	-	-	-
8-K	Jul 2, 2026	-	-	-
4	Jul 2, 2026	-	-	-
4	Jun 16, 2026	-	-	-
4	Jun 16, 2026	-	-	-
4	Jun 16, 2026	-	-	-
4	Jun 16, 2026	-	-	-
4	Jun 16, 2026	-	-	-
8-K	Jun 15, 2026	-	-	-
4	May 11, 2026	-	-
10-Q	May 8, 2026	Mar 31, 2026	-
8-K	May 7, 2026	-	-
10-K	Mar 11, 2026	Dec 31, 2025	-
8-K	Mar 10, 2026	-	Analysis	-
4	Jan 2, 2026	-	-
8-K	Dec 31, 2025	-	-
10-Q	Nov 13, 2025	Sep 30, 2025	-
10-Q	Aug 12, 2025	Jun 30, 2025	-
10-Q	May 15, 2025	Mar 31, 2025	-

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KDK SEC filings: frequently asked questions

Which institutions hold KDK stock?

As of June 30, 2026, the largest Kodiak AI Inc (KDK) holders among the 13F filers tracked by SignalX were Soros Fund Management ($49.6 million), ARK Investment Management ($26.2 million), Vanguard Capital Management LLC ($24.6 million), BlackRock ($9.1 million), State Street Corp ($6.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was KDK's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Kodiak AI Inc (KDK) reported revenue of $3.8 million (down 74.6% from FY2024) and a net loss of $585.5 million. Diluted EPS was -$6.42. The figures come from the XBRL data in the 10-K.

What are the latest KDK SEC filings?

Kodiak AI Inc (KDK) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on July 2, 2026.

What is KDK's SEC CIK number?

Kodiak AI Inc (KDK)'s SEC Central Index Key (CIK) is 1853138. EDGAR lists every KDK filing under that number.

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