Kodiak AI, Inc. filings document the reporting profile of an autonomous vehicle technology company with common stock and redeemable warrants listed on Nasdaq. Its SEC records include 8-K disclosures for operating and financial results, material agreements, financing arrangements, warrant adjustments, shareholder voting matters, governance updates, and capital-structure changes.
Registration statements and proxy materials describe Kodiak's public-company securities, emerging growth company status, board elections, annual meeting matters, risk disclosures, and the economics of its Kodiak Driver business. Material-event filings also record debt facilities, private placements, preferred stock and warrant terms, and other formal updates affecting the company's financing and security structure.
Kodiak AI, Inc. (KDK) reported a proposed sale by former officer Andreas Wendel of 760 common shares, with an aggregate market value of $1,634.00 and an approximate sale date of September 30, 2026, on NASDAQ. The 760 shares were acquired from the issuer through a stock option exercise on September 30, 2026, with cash payment. During the prior three months, Wendel reported sales of 3,250,000 shares for $9,035,000.00 on September 25, 2026, and 164,707 shares for $350,366.51 on September 29, 2026.
Kodiak AI, Inc. (KDK) reports a notice by former officer Andreas Wendel for a proposed sale of 164,707 common shares, with an aggregate market value of $350,365.88 and an approximate sale date of September 29, 2026. The notice also lists an acquisition of 164,707 shares from the issuer through a stock option exercise on September 29, 2026, with cash payment. It reports that Andreas Wendel sold 3,250,000 common shares on September 25, 2026, for gross proceeds of $9,035,000 during the prior three months.
Kodiak AI, Inc. affiliate Andreas Wendel reported a proposed sale of 3,250,000 common shares through J.P. Morgan Securities LLC, with an aggregate market value of $9,035,000 and an approximate sale date of September 25, 2026. The notice lists 200,618,170 shares outstanding. The shares are identified as Founder's Shares acquired from the issuer on September 24, 2025, for services rendered.
Soros Fund Management LLC and George Soros report beneficial ownership of Kodiak AI, Inc. common stock on an amended Schedule 13G. They report beneficial ownership of 9,767,037 shares of common stock, representing 4.9% of the class, based on 199,400,662 Class A shares outstanding as of May 15, 2026.
The shares are held for the accounts of Quantum Partners LP and certain other funds/accounts for which Soros Fund Management LLC serves as investment manager, with shared voting and dispositive power over these shares.
LMR Partners-affiliated investment managers and principals reported beneficial ownership of Kodiak AI, Inc. common stock on a Schedule 13G. As of June 30, 2026, they collectively beneficially owned 13,441,521 shares of common stock, representing approximately 6.5% of Kodiak AI’s outstanding common shares.
The position consists of 1,923,076 shares of common stock directly held by LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd, 7,324,037 shares issuable upon exercise of warrants, and 4,194,408 shares issuable upon conversion of Series A Preferred Stock. The reporting persons share voting and dispositive power over these securities.
Kodiak AI, Inc. filed a prospectus supplement that incorporates its Quarterly Report for the period ended June 30, 2026 into an existing prospectus for previously registered securities. The company develops AI-powered autonomous trucking technology and operates a Driver-as-a-Service model for commercial and defense customers.
For the quarter, Kodiak reported revenue of $3.5 million, up from $0.5 million a year earlier, driven by DaaS and ground autonomy solutions. Despite this, operating activities consumed $63.6 million of cash in the first six months. Net income of $12.5 million for the quarter and $39.0 million year-to-date was primarily due to non-cash gains from a $58.3 million decrease in the fair value of common stock warrant liabilities and related remeasurements.
As of June 30, 2026, Kodiak held $151.1 million in cash, cash equivalents, and marketable securities and had an accumulated deficit of $814.7 million. Management states that recurring losses, negative operating cash flows, and reliance on future financings raise substantial doubt about the company’s ability to continue as a going concern for at least one year, and current plans do not alleviate this doubt.
Kodiak AI, Inc. reports Q2 2026 revenue of $3.5 million, up from $0.5 million a year earlier, driven by Driver-as-a-Service, freight and defense contracts. Operating loss widened to $43.7 million in the quarter and $81.5 million for the first half.
Non‑cash fair value gains on warrant liabilities and second lien loans produced net income of $12.5 million for Q2 and $39.0 million year‑to‑date. Cash, cash equivalents and marketable securities totaled $151.1 million at June 30, 2026, against short‑term debt obligations of about $12.7 million, including $10.0 million of second lien loans due October 1, 2026.
The company has an accumulated deficit of $814.7 million and used $63.6 million of cash in operating activities in the first half. Management disclosed that these factors raise substantial doubt about its ability to continue as a going concern over the next year and plans to seek additional debt or equity financing. Contracted DaaS obligations total $26.2 million of future revenue through June 2030, and a subsequent $28.5 million cloud‑services commitment extends to 2029.
Kodiak AI, Inc. reported revenue of 3,499 thousand for the quarter ended June 30, 2026, up from 503 thousand a year earlier, driven by its Driver-as-a-Service, freight, and defense ground-autonomy contracts. Operating expenses rose to 47,176 thousand, producing a loss from operations of 43,677 thousand.
Non-cash fair-value gains on warrant liabilities generated GAAP net income of 12,477 thousand for the quarter and 38,967 thousand year-to-date, but after 54,433 thousand of preferred dividends and related adjustments, common shareholders still recorded a net loss of 15,466 thousand for the first half. Cash, cash equivalents, and marketable securities totaled $151.1 million at June 30, 2026, while net cash used in operating activities was 63,619 thousand for the six months. With an accumulated deficit of 814,702 thousand and expectations of continued heavy investment in R&D and scaling its autonomous trucking platform, the company states that these factors raise substantial doubt about its ability to continue as a going concern for at least one year and anticipates needing additional debt or equity financing.
Kodiak AI, Inc. reported Q2 2026 revenue of $3.5 million, representing 91% quarter-over-quarter growth, driven by expanded driverless deployments and its Driver-as-a-Service model. GAAP loss from operations was $43.7 million, while non-GAAP loss from operations was $37.3 million after excluding stock-based compensation.
GAAP net income was $12.5 million, largely reflecting a $58.3 million gain from the change in fair value of common stock warrants, but net loss attributable to common stockholders was $37.7 million due to cumulative and deemed dividends on Series A preferred stock. Net cash used in operating activities was $34.1 million, and free cash flow was negative $38.1 million. Kodiak ended Q2 with $151.1 million in cash, cash equivalents and marketable securities and a stockholders’ deficit of $188.9 million.
Operationally, Kodiak deployed seven additional driverless trucks, bringing customer-owned driverless vehicles to 35, surpassed 40,000 Cumulative Hours of Paid Driverless Operations (up 71% from Q1), and exceeded 20,000 cumulative loads delivered (about 32% sequential growth). The new Gen7 Kodiak Driver platform offers nearly 50% more compute power and about 50% longer SensorPod lifetimes, while its BreakPoint AI system can run over one million simulations per hour. Kodiak reports an Autonomy Readiness Measure of 91% as of July as it targets a long-haul driverless launch by year-end.
W. R. Berkley Corporation filed an amended Schedule 13G indicating that it and its subsidiary Berkley Insurance Company no longer beneficially own any Class A ordinary shares of Ares Acquisition Corp (par value $0.0001 per share, CUSIP G33033104). The filing reports 0 shares beneficially owned, representing 0.0% of the class, with no sole or shared voting or dispositive power over any shares.