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Kodiak AI, Inc. filed its Q3 2025 10‑Q reporting a significantly larger loss driven by financing and fair‑value items tied to its public listing. Revenue was $770 thousand, while operating expenses were $30.7 million, leading to a loss from operations of $29.97 million. After recognizing non‑operating charges — including losses on issuance of Series A preferred, common stock and warrants, and fair‑value changes on second‑lien loans and prior SAFEs — net loss reached $269.9 million for the quarter.
Cash and cash equivalents increased to $146.2 million as of September 30, 2025, supported by $145.0 million of Series A cumulative redeemable convertible preferred stock and proceeds from the reverse recapitalization with Ares Acquisition Corporation II. The company reported common stock warrants of $123.3 million as a liability and disclosed large Level 3 warrant and loan fair‑value measurements. Management states that recurring losses and expected cash needs raise substantial doubt about the company’s ability to continue as a going concern.
Kodiak AI, Inc. filed an 8‑K stating it furnished a press release announcing financial results for the period ended September 30, 2025. The release, dated November 12, 2025, is included as Exhibit 99.1 and incorporated by reference.
The company notes the information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act. Kodiak AI’s securities listed on Nasdaq include Class A common stock (symbol KDK) and redeemable warrants (symbol KDKRW) exercisable for one share at an exercise price of $9.28.
Kodiak AI, Inc. (KDK) received an amended Schedule 13G reporting changes in beneficial ownership by affiliates of Ares. Ares Acquisition Holdings II LP reports beneficial ownership of 26,800,000 securities, reflecting 12,500,000 shares of Common Stock and 14,300,000 private placement warrants exercisable at $11.50 per share that became exercisable on October 24, 2025, representing 13.7% of the class. The percentage is based on 181,207,392 shares outstanding as of September 24, 2025, as increased by the warrant shares.
AAC II Holdings II LP reports 3,591,627 shares, or 1.8% of the class. In aggregate, the Reporting Persons disclose 16,091,627 shares and 14,300,000 warrants, representing 15.5% of Kodiak AI’s Common Stock. The event date is September 30, 2025. Voting and dispositive power for each holder aligns with the reported share and warrant amounts.
Kodiak AI, Inc. (KDK) received an amended Schedule 13G filing from ARK Investment Management LLC and Catherine D. Wood reporting beneficial ownership of 2,255,006 shares of common stock, representing 1.24% of the class.
ARK reports sole voting and dispositive power over 2,255,006 shares. Catherine D. Wood reports shared voting and dispositive power over 2,255,006 shares and no sole power. The filing is Amendment No. 1 with a date of event of 10/31/2025. The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control of the issuer.
ARK Investment Management LLC and Catherine D. Wood disclosed a passive stake in Kodiak AI, Inc. (KDK) on a Schedule 13G. They report beneficial ownership of 919,593 shares of common stock, representing 5.11% of the class as of 09/30/2025.
ARK has sole voting and dispositive power over 919,593 shares. Catherine D. Wood is reported with shared voting and dispositive power over 919,593 shares and no sole power. The filing certifies the shares were acquired and are held in the ordinary course, not for the purpose of changing or influencing control. ARK notes no client has an interest over 5% in these securities except the ARK Autonomous Technology & Robotics ETF.
Kodiak AI, Inc. announced Warrant Adjustments to its outstanding warrants, effective after the close of trading on October 20, 2025. The Company notified holders on October 21, 2025, covering 24,999,990 publicly traded warrants and 14,300,000 private placement warrants, each exercisable for shares of common stock.
The adjustments were made under Section 4.3.2 of the Warrant Agreement following the business combination with Kodiak Robotics, Inc. and AAC II Merger Sub, Inc. The triggers included issuing equity at a Newly Issued Price of less than $9.20 per share, aggregate gross proceeds from such issuances representing more than 60% of total equity proceeds (net of redemptions), and a Market Value over a 20‑day period below $9.20 per share. The Market Value was determined to be $8.07 per share.
A Warrant Adjustment Notice dated October 21, 2025 was filed as Exhibit 99.1.
Ares Acquisition Corp II (now Kodiak AI, Inc.) filed an amendment to a Current Report to supply updated unaudited pro forma condensed combined financial information. The amendment incorporates revised preliminary valuations for the Preferred Stock, the PIPE Warrants, and the Non-Redemption Warrants and otherwise leaves the original report unchanged. The pro forma figures cover the six months ended
AACT filed an S-1 describing the completion of its business combination with Legacy Kodiak and the equity and warrant structure that supports the combined company. The filing discloses issuance of
AAC II Holdings II LP filed an initial Form 3 reporting beneficial ownership of 3,591,627 shares of Kodiak AI, Inc. (KDK) common stock. The filing, dated an event on 09/24/2025 and signed 10/03/2025, lists the reporting person as a Director and a 10% owner of the issuer. The form states that AAC II Holdings II LP is managed by affiliates of Ares Management Corporation, names the related Ares entities and their governing relationships, and includes a customary disclaimer that certain Ares entities and individuals disclaim beneficial ownership except for any pecuniary interest. The filing contains no derivative securities and reports only the stated direct holding.
Donald L. Burnette reported beneficial ownership of 27,300,969 shares of Kodiak AI, Inc. common stock, representing 15.1% of the outstanding shares immediately after the business combination on September 24, 2025. His holdings include 25,915,204 shares held directly, 1,385,765 shares held by the Burnette Family Trust, unvested options for 1,017,084 shares and restricted stock units for 349,425 shares, plus potential earn-out securities of up to 8,903,370 shares (and 476,088 for the Trust) contingent on stock-price milestones of $18, $23 and $28 within specified measurement periods.
The shares were received as merger consideration under the Business Combination Agreement that closed on September 24, 2025. Options and RSUs vest on a service schedule beginning December 30, 2025, and certain transfer restrictions generally remain in place until September 24, 2026, or earlier if the stock meets a $12 threshold for 20 of 30 consecutive trading days. The reporting person also has customary registration rights under an Amended and Restated Registration Rights Agreement.
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