Every 424B that Kodiak AI, Inc. (KDK) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 424B covers the supplement that carries the terms of a priced offering, so if you follow KDK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KDK filings page.
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. files a prospectus supplement dated July 2, 2026 that updates the Prospectus with information from a Form 8-K filed July 2, 2026. The supplement discloses executive compensation changes effective July 1, 2026, including base salary increases and substantial time-based restricted stock unit grants to three named executives.
The Compensation Committee raised Mr. Burnette’s base salary to $525,000 and his annual incentive opportunity to 100% of base salary, and increased Mr. Datta’s and Mr. Wiesinger’s base salaries to $450,000. The committee approved intended RSU grant values of $7,000,000, $2,500,000, and $2,500,000 for Messrs. Burnette, Datta and Wiesinger, respectively, vesting quarterly over four years with a six-month cliff. The filing also documents cancellation of Mr. Datta’s prior option to purchase 2,035,915 shares at $8.88 per share and replacement with 563,063 RSUs vesting over four years with a one-year cliff.
Kodiak AI updated its prospectus supplement to attach a Form 8-K reporting executive compensation changes effective July 1, 2026. The Compensation Committee raised Don Burnette's base salary to $525,000 and increased his annual incentive opportunity to up to 100% of base salary. Base salaries for Surajit Datta and Michael Wiesinger were increased to $450,000 each. The company approved time-based restricted stock unit grants with intended values at grant of $7,000,000 for Burnette and $2,500,000 each for Datta and Wiesinger, to vest quarterly over four years with a six-month cliff. The company cancelled a previously granted option for Mr. Datta (2,035,915 shares at $8.88) and granted 563,063 RSUs to him, vesting quarterly over four years with a one-year cliff, effective July 1, 2026. The RSUs are granted under the 2025 Equity Incentive Plan.
Kodiak AI registers up to 30,769,218 shares for resale by selling securityholders. The registration covers up to 15,384,609 shares held and up to 15,384,609 shares issuable upon exercise of 2026 PIPE Warrants exercisable at $6.00 per share. The Company will not receive proceeds from resale by the selling securityholders but would receive cash proceeds if the 2026 PIPE Warrants are exercised for cash; full cash exercise at the current price would yield up to approximately $92.3 million. The 2026 PIPE Warrants expire on May 8, 2031. Shares outstanding were 199,400,662 as of May 15, 2026.
Kodiak AI, Inc. files a prospectus supplement incorporating its Form 10-Q for the quarter ended March 31, 2026 and provides updated financial results and disclosures.
For Q1 2026 Kodiak reported net income $26.49M and revenue $1.83M; the quarter’s positive net income principally reflects a $64.7M non-cash uplift from a change in fair value of common stock warrants. As of March 31, 2026, cash and marketable securities totaled $90.2M and shares outstanding were 183,850,415 as of May 1, 2026. The Company closed a private placement (PIPE) on May 8, 2026 for aggregate gross proceeds of approximately $100.0M, which adjusted certain conversion and warrant exercise prices to $6.00 per share. Management states that, inclusive of the PIPE net proceeds, the Company expects to fund operations into Q2 2027 but anticipates additional funding needs beyond that horizon.
Kodiak AI filed a prospectus supplement attaching a Form 8-K that discloses a private placement of common stock and accompanying warrants. The Private Placement covers 15,384,609 shares at $6.50 per share and warrants exercisable for 15,384,609 underlying shares, expected to generate approximately $100.0 million gross proceeds, subject to customary closing conditions and a planned closing on May 8, 2026. The warrants are immediately exercisable, initially exercisable at $6.00 per share, and expire five years from issuance. An affiliate of Ares agreed to buy 769,230 shares and a warrant for approximately $5.0 million. The Company agreed to file a resale registration statement for the Securities within 30 days and to keep it effective until specified termination conditions in the agreements.