[SCHEDULE 13G] Kodiak AI, Inc. SEC Filing

Rhea-AI Filing Summary

Kodiak AI received a Schedule 13G from Alyeska Investment Group, L.P., Alyeska Fund GP, LLC and Anand Parekh reporting a large beneficial position in the company’s Class A common stock. They report beneficial ownership of 18,102,618 shares, representing 9.9% of the class, with shared voting and dispositive power over all of these shares.

The position comes from securities that can convert into common stock: 15,318,625 shares issuable from PIPE Warrants, 5,155,518 shares from Public Warrants, and 12,254,900 shares from Convertible Preferred. These instruments contain a 9.99% beneficial ownership limitation, so as of September 30, 2025 the reporting persons may exercise only up to 18,102,618 shares and therefore report ownership at that level. The percentage is based on 181,207,392 shares of common stock outstanding, as disclosed in Kodiak AI’s Form 10-Q.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Kodiak AI

(Name of Issuer)

Class A Common Stock, $0.001 par value

(Title of Class of Securities)

500081104

(CUSIP Number)

09/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 500081104

1

Names of Reporting Persons

Alyeska Investment Group, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 18,102,618.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 18,102,618.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

18,102,618.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 500081104

1

Names of Reporting Persons

Alyeska Fund GP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 18,102,618.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 18,102,618.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

18,102,618.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.9 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 500081104

1

Names of Reporting Persons

Anand Parekh

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 18,102,618.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 18,102,618.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

18,102,618.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.9 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kodiak AI
(b)	Address of issuer's principal executive offices: 1049 TERRA BELLA AVENUE, MOUNTAIN VIEW, CA, 94043
Item 2.
(a)	Name of person filing: (i) Alyeska Investment Group, L.P. (ii) Alyeska Fund GP, LLC (iii) Anand Parekh
(b)	Address or principal business office or, if none, residence: (i) 77 West Wacker Drive, 7th Floor, Chicago, IL 60601 (ii) 77 West Wacker Drive, 7th Floor, Chicago, IL 60601 (iii) 77 West Wacker Drive, 7th Floor, Chicago, IL 60601
(c)	Citizenship: (i) Alyeska Investment Group, L.P. - Delaware (ii) Alyeska Fund GP, LLC - Delaware (iii) Anand Parekh - United States of America
(d)	Title of class of securities: Class A Common Stock, $0.001 par value
(e)	CUSIP No.: 500081104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 18,102,618
(b)	Percent of class: 9.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 18,102,618
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 18,102,618
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Alyeska Investment Group, L.P.

Signature:	Jason Bragg
Name/Title:	Jason Bragg | Chief Financial Officer
Date:	11/14/2025

Alyeska Fund GP, LLC

Signature:	Jason Bragg
Name/Title:	Jason Bragg | Chief Financial Officer
Date:	11/14/2025

Anand Parekh

Signature:	Anand Parekh
Name/Title:	Anand Parekh | Self
Date:	11/14/2025

Exhibit Information

The reporting persons are the beneficial owners of 15,318,625 shares of Common Stock issuable upon the exercise of 15,318,625 PIPE Warrants (the "PIPE Warrants"), (ii) 5,155,518 shares of Common Stock issuable upon exercise of 5,155,518 Public Warrants (the "Public Warrants") and (iii) 122,549 shares of Preferred Stock (the "Convertible Preferred"), convertible into 12,254,900 shares of Common Stock. However, per their terms, the PIPE Warrants, the Public Warrants and Convertible Preferred can only be exercised or converted into such number of shares that would constitute 9.99% of the total number of Common Stock of the Issuer outstanding immediately after giving effect to the issuance of Common Stock upon exercise. Accordingly, as of September 30, 2025 the reporting persons may only exercise up to 18,102,618 Ordinary Shares under the PIPE Warrant, Public Warrant and Convertible Preferred Agreements, and as such, is reporting beneficial ownership of only such number of shares. The percentage calculation assumes that there are currently 181,207,392 outstanding shares of Ordinary Shares of the Issuer, based on the Issuer's 10-Q filed with the Securities and Exchange Commission on November 7, 2025. JOINT FILING STATEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on SCHEDULE 13G, is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on SCHEDULE 13G, shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate.