KODIAK AI, INC. Schedule 13G/A reports that several SIP Global entities and associated individuals together disclose beneficial interests in the company's common stock as of March 31, 2026. The filing lists aggregate holdings by each reporting person and ties the percentages to 182,555,384 shares outstanding as of March 3, 2026.
The filing attributes 2,990,929, 1,454,910, 1,117,486, and 6,979,874 shares to SIP GTF I, SIP GTO, SIP GTO 3, and SIP GTO 4 respectively, and shows shared voting and dispositive power for certain reporting persons. The Reporting Persons disclaim status as a "group."
Positive
None.
Negative
None.
Insights
Disclosure details shared voting and dispositive power across SIP Global entities and named individuals.
The filing itemizes the beneficial ownership positions of multiple SIP Global entities and individuals as of March 31, 2026, referencing 182,555,384 shares outstanding as of March 3, 2026. It explains manager/GP relationships and notes shared voting and dispositive power rather than sole control in the listed cover-page rows.
The report is a standard beneficial-ownership update: it clarifies who may be deemed to share authority over specified share blocks and includes a joint filing agreement reference. Subsequent filings would show any transactions that change these positions.
Key Figures
Shares outstanding:182,555,384 sharesSIP GTF I holdings:2,990,929 sharesSIP GTO holdings:1,454,910 shares+3 more
6 metrics
Shares outstanding182,555,384 sharesas of March 3, 2026
SIP GTF I holdings2,990,929 sharesbeneficially owned as of March 31, 2026
SIP GTO holdings1,454,910 sharesbeneficially owned as of March 31, 2026
SIP GTO 3 holdings1,117,486 sharesbeneficially owned as of March 31, 2026
SIP GTO 4 holdings6,979,874 sharesbeneficially owned as of March 31, 2026
Example individual shared power9,552,270 sharesshared voting/dispositive power reported for SIP GO Mgr / Matthew Salloway as of March 31, 2026
Key Terms
beneficially owned, shared dispositive power, Schedule 13G/A, general partner
4 terms
beneficially ownedregulatory
"Row 9 of each Reporting Person's cover page to this sets forth the aggregate number"
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 dispositive powerregulatory
"Row 8 of each Reporting Person's cover page to this sets forth the shared power to dispose"
Schedule 13G/Aregulatory
"Item 1. (a) Name of issuer: KODIAK AI, INC. Item 2. (a) Name of person filing:"
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.
general partnerfinancial
"SIP GTF I GP is the general partner of SIP GTF I"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.
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)
03/31/2026
(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
SIP Global Tech Fund I, 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
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,990,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,990,929.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,990,929.00
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)
1.6 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
SIP Global Tech Fund I, Inc.
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
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,990,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,990,929.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,990,929.00
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)
1.6 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
SIP Global Tech Opportunity 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
1,454,910.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,454,910.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,454,910.00
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)
0.8 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
SIP Global Tech Opportunity 3 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
1,117,486.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,117,486.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,117,486.00
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)
0.6 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
SIP Global Tech Opportunity 4 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
6,979,874.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,979,874.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,979,874.00
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)
3.8 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
SIP Global Opportunity Manager 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
9,552,270.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,552,270.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,552,270.00
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)
5.2 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
Shigeki Saitoh
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
JAPAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,990,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,990,929.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,990,929.00
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)
1.6 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
Matthew Salloway
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
9,552,270.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,552,270.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,552,270.00
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)
5.2 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
Jeffrey Smith
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
2,990,929.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,990,929.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,990,929.00
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)
1.6 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
CUSIP Number(s):
500081104
1
Names of Reporting Persons
Justin Turkat
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
12,543,199.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
12,543,199.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
12,543,199.00
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)
6.9 %
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, CA, 94043.
Item 2.
(a)
Name of person filing:
The names of the persons filing this report (collectively, the "Reporting Persons") are:
SIP Global Tech Fund I, L.P. ("SIP GTF I")
SIP Global Tech Fund I, Inc. ("SIP GTF I GP")
SIP Global Tech Opportunity LLC ("SIP GTO")
SIP Global Tech Opportunity 3 LLC ("SIP GTO 3")
SIP Global Tech Opportunity 4 LLC ("SIP GTO 4")
SIP Global Opportunity Manager LLC ("SIP GO Mgr")
Shigeki Saitoh ("Saitoh")
Matthew Salloway ("Salloway")
Jeffrey Smith ("Smith")
Justin Turkat ("Turkat")
The Reporting Persons expressly disclaim status as a "group" for purposes of this Schedule 13G.
(b)
Address or principal business office or, if none, residence:
SIP GTF I and SIP GTF I GP
C/O Conyers Trust Company (Cayman) Limited
Cricket Square, Hutchins Dr., P.O. Box 2681
George Town, Grand Cayman KY1-1111 Cayman Islands
SIP GTO, SIP GTO 3, SIP GTO 4, SIP GO Mgr, Saitoh, Salloway, Smith and Turkat
16192 Coastal Hwy
Lewes, DE 19958
(c)
Citizenship:
SIP GTF I Cayman Islands
SIP GTF I GP Cayman Islands
SIP GTO Delaware
SIP GTO 3 Delaware
SIP GTO 4 Delaware
SIP GO Mgr Delaware
Saitoh Japan
Salloway United States
Smith United States
Turkat 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:
Row 9 of each Reporting Person's cover page to this Schedule 13G sets forth the aggregate number of securities of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference.
The Reporting Persons' ownership of the Issuer's securities consists of (i) 2,990,929 shares of the Issuer's common stock directly held by SIP GTF I; (ii) 1,454,910 shares of the Issuer's common stock directly held by SIP GTO; (iii) 1,117,486 shares of the Issuer's common stock directly held by SIP GTO 3; and (iv) 6,979,874 shares of the Issuer's common stock directly held by SIP GTO 4.
SIP GTF I GP is the general partner of SIP GTF I and Smith, Turkat, and Saitoh are directors of SIP GTF I GP. Each of SIP GTF I GP, Smith, Turkat and Saitoh may be deemed to share voting and dispositive power with respect to the shares held by SIP GTF I.
SIP GO Mgr is the manager of each of SIP GTO, SIP GTO 3 and SIP GTO 4. Salloway and Turkat are managing members of SIP GO Mgr. Each of SIP GO Mgr, Salloway and Turkat may be deemed to share voting and dispositive power with respect to the shares held by each of SIP GTO, SIP GTO 3 and SIP GTO 4.
(b)
Percent of class:
Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentages of the common stock of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference. The percentage set forth in each row 11 is based upon 182,555,384 shares of common stock outstanding as of March 3, 2026, as reported in the Issuer's Annual Report on Form 10-K filed with the Securities and Exchange Commission (the "SEC") on March 11, 2026.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Row 5 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference.
(ii) Shared power to vote or to direct the vote:
Row 6 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference.
(iii) Sole power to dispose or to direct the disposition of:
Row 7 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference.
(iv) Shared power to dispose or to direct the disposition of:
Row 8 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person as of March 31, 2026 and is incorporated by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
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.
SIP Global Tech Fund I, L.P.
Signature:
/s/ Jeffrey Smith
Name/Title:
By SIP Global Tech Fund I, Inc., its General Partner, By Jeffrey Smith, Director
Date:
05/15/2026
SIP Global Tech Fund I, Inc.
Signature:
/s/ Jeffrey Smith
Name/Title:
By Jeffrey Smith, Director
Date:
05/15/2026
SIP Global Tech Opportunity LLC
Signature:
/s/ Matthew Salloway
Name/Title:
By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member
Date:
05/15/2026
SIP Global Tech Opportunity 3 LLC
Signature:
/s/ Matthew Salloway
Name/Title:
By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member
Date:
05/15/2026
SIP Global Tech Opportunity 4 LLC
Signature:
/s/ Matthew Salloway
Name/Title:
By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member
Date:
05/15/2026
SIP Global Opportunity Manager LLC.
Signature:
/s/ Matthew Salloway
Name/Title:
By Matthew Salloway, Managing Member
Date:
05/15/2026
Shigeki Saitoh
Signature:
/s/ Shigeki Saitoh
Name/Title:
Shigeki Saitoh
Date:
05/15/2026
Matthew Salloway
Signature:
/s/ Matthew Salloway
Name/Title:
Matthew Salloway
Date:
05/15/2026
Jeffrey Smith
Signature:
/s/ Jeffrey Smith
Name/Title:
Jeffrey Smith
Date:
05/15/2026
Justin Turkat
Signature:
/s/ Justin Turkat
Name/Title:
Justin Turkat
Date:
05/15/2026
Exhibit Information
Exhibit 99.1 Joint Filing Agreement (incorporated by reference to Exhibit 99.1 to the Reporting Persons' Schedule 13G filed with the SEC on September 30, 2025).
