ARK and Cathie Wood disclose 1.24% Kodiak AI ownership in 13G/A

Rhea-AI Filing Summary

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.

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)

10/31/2025

(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)

SCHEDULE 13G

CUSIP No. 500081104

1

Names of Reporting Persons

ARK Investment 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 2,255,006.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,255,006.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,255,006.00

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)

1.24 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 500081104

1

Names of Reporting Persons

Catherine D. Wood

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 2,255,006.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,255,006.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,255,006.00

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)

1.24 %

12

Type of Reporting Person (See Instructions)

HC, 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: (i) ARK Investment Management LLC ("ARK") (ii) Catherine D. Wood
(b)	Address or principal business office or, if none, residence: ARK and Catherine D. Wood: 200 Central Avenue, St. Petersburg, FL 33701
(c)	Citizenship: (i) ARK: Delaware (ii) Catherine D. Wood: 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: ARK and Catherine D. Wood: 2,255,006
(b)	Percent of class: ARK and Catherine D. Wood: 1.24
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: (i) ARK: 2,255,006 (ii) Catherine D. Wood: 0
	(ii) Shared power to vote or to direct the vote: (i) ARK: 0 (ii) Catherine D. Wood: 2,255,006
	(iii) Sole power to dispose or to direct the disposition of: (i) ARK: 2,255,006 (ii) Catherine D. Wood: 0
	(iv) Shared power to dispose or to direct the disposition of: (i) ARK: 0 (ii) Catherine D. Wood: 2,255,006
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 acquired and are held in the ordinary course of business and 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.

ARK Investment Management LLC

Signature:	/s/ Kellen Carter
Name/Title:	Kellen Carter, Chief Compliance Officer
Date:	11/07/2025

Catherine D. Wood

Signature:	/s/ Catherine D. Wood
Name/Title:	Catherine D. Wood, Chief Executive Officer, Chief Investment Officer
Date:	11/07/2025

FAQ

What stake did ARK report in Kodiak AI (KDK)?

ARK reported beneficial ownership of 2,255,006 shares, equal to 1.24% of Kodiak AI’s common stock.

Who are the reporting persons in this 13G/A for KDK?

The reporting persons are ARK Investment Management LLC and Catherine D. Wood.

What voting and dispositive powers were disclosed?

ARK has sole voting and dispositive power over 2,255,006 shares. Catherine D. Wood has shared voting and dispositive power over 2,255,006 shares.

What is the date of the event requiring the filing?

The date of event is 10/31/2025.

Is this filing intended to influence control of Kodiak AI?

The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control.

What type of form was filed for KDK?

A Schedule 13G/A (Amendment No. 1) was filed reporting beneficial ownership of Kodiak AI common stock.