Soros Fund Management (KDK) discloses 4.9% Kodiak AI holding in Schedule 13G/A

Rhea-AI Filing Summary

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.

Key Figures

Beneficially owned shares: 9,767,037 shares Ownership percentage: 4.9 % Shares outstanding: 199,400,662 shares +2 more

5 metrics

Beneficially owned shares 9,767,037 shares Kodiak AI common stock reported by Soros Fund Management LLC and George Soros

Ownership percentage 4.9 % Portion of Kodiak AI Class A common stock beneficially owned

Shares outstanding 199,400,662 shares Class A common stock outstanding as of May 15, 2026, per issuer disclosure

Shared voting power 9,767,037 shares Shares over which reporting persons hold shared voting power

Shared dispositive power 9,767,037 shares Shares over which reporting persons hold shared dispositive power

Key Terms

beneficially owned, shared voting power, shared dispositive power, Schedule 13G/A, +1 more

5 terms

beneficially owned financial

"The information required by Item 4(a) is set forth in Row 9...Amount beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"6 | Shared Voting Power 9,767,037.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"8 | Shared Dispositive Power 9,767,037.00"

Schedule 13G/A regulatory

"This statement is filed on behalf of each of the following persons"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

investment discretion financial

"SFM LLC has been granted investment discretion over portfolio investments"

FAQ

What ownership stake in Kodiak AI, Inc. (KDK) do Soros Fund Management LLC and George Soros report?

Soros Fund Management LLC and George Soros report beneficial ownership of 9,767,037 Kodiak AI, Inc. shares, representing 4.9% of the outstanding Class A common stock, based on 199,400,662 shares outstanding as of May 15, 2026.

How many Kodiak AI, Inc. (KDK) shares are beneficially owned under this Schedule 13G/A?

The reporting persons beneficially own 9,767,037 shares of Kodiak AI, Inc. common stock. This position reflects shared voting and shared dispositive power over the shares held for Quantum Partners LP and certain other funds/accounts.

What percentage of Kodiak AI, Inc. (KDK) does Soros Fund Management LLC report owning?

They report beneficial ownership of 4.9% of Kodiak AI, Inc.’s Class A common stock. The percentage is calculated using 199,400,662 Class A shares outstanding as of May 15, 2026, as disclosed by the issuer.

Who actually holds the Kodiak AI, Inc. (KDK) shares reported by Soros Fund Management LLC?

The 9,767,037 shares are held for the accounts of Quantum Partners LP and certain other funds/accounts. Soros Fund Management LLC serves as investment manager and has investment discretion, with shared voting and dispositive power over these shares.

Does Soros Fund Management LLC have sole or shared voting power over Kodiak AI, Inc. (KDK) shares?

Soros Fund Management LLC and George Soros report 0 shares with sole voting or dispositive power and 9,767,037 shares with shared voting and shared dispositive power, reflecting their investment-manager role over the relevant accounts.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 04:22 PM Accepted by SEC EDGAR 08/14/2026 - 04:15 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Kodiak AI, Inc.

(Name of Issuer)

Common Stock, par value $0.0001 per share

(Title of Class of Securities)

500081104

(CUSIP Number)

06/30/2026

(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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 500081104

1

Names of Reporting Persons

SOROS FUND MANAGEMENT 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 9,767,037.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,767,037.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,767,037.00

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)

4.9 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP Number(s): 500081104

1

Names of Reporting Persons

George Soros

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 9,767,037.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 9,767,037.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,767,037.00

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)

4.9 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kodiak AI, Inc.
(b)	Address of issuer's principal executive offices: 1049 Terra Bella Avenue, Mountain View, California 94043
Item 2.
(a)	Name of person filing: This statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): (i) Soros Fund Management LLC ("SFM LLC"); and (ii) George Soros. This statement relates to shares of common stock, par value $0.0001 per share ("Common Stock"), of Kodiak AI, Inc., a Delaware corporation (the "Company"), held for the accounts of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"), and certain other funds/accounts (the "Other Funds/Accounts" and, together with Quantum Partners, the "Accounts"). SFM LLC serves as investment manager to the Accounts. As such, SFM LLC has been granted investment discretion over portfolio investments, including the shares of Common Stock, held for the Accounts. George Soros serves as Chairman of SFM LLC and has sole discretion to replace FPR Manager LLC, the Manager of SFM LLC.
(b)	Address or principal business office or, if none, residence: The address of the principal business office of each of the Reporting Persons is 250 West 55th Street, 29th Floor, New York, NY 10019.
(c)	Citizenship: (i) SFM LLC is a Delaware limited liability company; and (ii) George Soros is a citizen of the United States.
(d)	Title of class of securities: Common Stock, par value $0.0001 per share
(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: The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The percentage set forth herein is calculated based upon an aggregate of 199,400,662 shares of Class A Common Stock outstanding as of May 15, 2026, as reported by the Issuer in the prospectus filed with the Securities and Exchange Commission on June 9, 2026 pursuant to Rule 424(b)(3) under the Securities Act of 1933, as amended.
(b)	Percent of class: 4.9%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(ii) Shared power to vote or to direct the vote: The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(iii) Sole power to dispose or to direct the disposition of: The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
	(iv) Shared power to dispose or to direct the disposition of: The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.	Ownership of 5 Percent or Less of a Class.
	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 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.

SOROS FUND MANAGEMENT LLC

Signature:	/s/ John DeSisto
Name/Title:	John DeSisto, Assistant General Counsel
Date:	08/14/2026

George Soros

Signature:	/s/ John DeSisto
Name/Title:	John DeSisto, Attorney-in-Fact
Date:	08/14/2026

Exhibit Information

Exhibit 99.1: Power of Attorney