Welcome to our dedicated page for Kodiak AI SEC filings (Ticker: KDK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Kodiak AI, Inc. (Nasdaq: KDK) regulatory filings with the U.S. Securities and Exchange Commission, including current reports, registration statements, and other disclosures related to its AI-powered autonomous trucking business. Kodiak develops the Kodiak Driver, a virtual driver that combines AI-powered software with modular, vehicle-agnostic hardware, and serves customers in long-haul trucking, industrial trucking, defense, and the public sector.
In its Form 8-K current reports, Kodiak has disclosed material events such as the completion of its business combination with Ares Acquisition Corporation II, the commencement of trading on Nasdaq under the ticker symbols KDK and KDKRW, adjustments to the terms of its publicly traded and private placement warrants, quarterly financial results, and the entry into a senior secured term loan facility with Horizon Technology Finance Corporation. These filings outline key aspects of Kodiak’s capital structure, including common stock and warrants, and describe its status as an emerging growth company and non-accelerated filer.
Kodiak has also filed a registration statement on Form S-1/A, which contains additional information about the company, its securities, and its financial statements. Together with pro forma financial information filed as an exhibit to an amended Form 8-K, these documents provide historical and pro forma financial data, risk factor discussions, and details on the business combination that created Kodiak AI, Inc. as a publicly listed entity.
Through this filings page, users can review Kodiak’s SEC documents to understand topics such as warrant terms and adjustments, debt financing arrangements, pro forma combined financial information, and the company’s reporting framework under U.S. securities laws. Stock Titan’s tools can surface and summarize new filings in near real time, and AI-powered summaries can help explain the significance of complex documents like Form 8-K, Form S-1/A, and other reports, making it easier to track how regulatory events relate to Kodiak’s autonomous trucking strategy and capital structure.
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.