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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.
LMR Partners-affiliated investment managers and principals reported beneficial ownership of Kodiak AI, Inc. common stock on a Schedule 13G. As of June 30, 2026, they collectively beneficially owned 13,441,521 shares of common stock, representing approximately 6.5% of Kodiak AI’s outstanding common shares.
The position consists of 1,923,076 shares of common stock directly held by LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd, 7,324,037 shares issuable upon exercise of warrants, and 4,194,408 shares issuable upon conversion of Series A Preferred Stock. The reporting persons share voting and dispositive power over these securities.
Kodiak AI, Inc. reported revenue of 3,499 thousand for the quarter ended June 30, 2026, up from 503 thousand a year earlier, driven by its Driver-as-a-Service, freight, and defense ground-autonomy contracts. Operating expenses rose to 47,176 thousand, producing a loss from operations of 43,677 thousand.
Non-cash fair-value gains on warrant liabilities generated GAAP net income of 12,477 thousand for the quarter and 38,967 thousand year-to-date, but after 54,433 thousand of preferred dividends and related adjustments, common shareholders still recorded a net loss of 15,466 thousand for the first half. Cash, cash equivalents, and marketable securities totaled $151.1 million at June 30, 2026, while net cash used in operating activities was 63,619 thousand for the six months. With an accumulated deficit of 814,702 thousand and expectations of continued heavy investment in R&D and scaling its autonomous trucking platform, the company states that these factors raise substantial doubt about its ability to continue as a going concern for at least one year and anticipates needing additional debt or equity financing.
W. R. Berkley Corporation filed an amended Schedule 13G indicating that it and its subsidiary Berkley Insurance Company no longer beneficially own any Class A ordinary shares of Ares Acquisition Corp (par value $0.0001 per share, CUSIP G33033104). The filing reports 0 shares beneficially owned, representing 0.0% of the class, with no sole or shared voting or dispositive power over any shares.
Major Zsuzsanna reported acquisition or exercise transactions in this Form 4 filing.
Kodiak AI, Inc. reported that Chief People Officer Zsuzsanna Major received an equity award of 200,333 restricted stock units (RSUs), each representing one share of common stock. After this grant, she holds 210,333 shares of common stock directly.
According to the vesting terms, one-eighth of the RSUs will vest on the first Quarterly Vesting Date that falls on or after six months from the vesting commencement date. The remaining RSUs will then vest in one-sixteenth increments on the next fourteen Quarterly Vesting Dates, provided she continues as a service provider.
Coleman Jordan S. reported acquisition or exercise transactions in this Form 4 filing.
Kodiak AI, Inc. reported that Chief Legal and Policy Officer Jordan S. Coleman received an equity grant of 292,153 shares of Common Stock in the form of restricted stock units at no cash cost. Following this award, his directly held stake increased to 296,624 shares. The RSUs vest over time: one-eighth of the grant is scheduled to vest on the first quarterly vesting date about six months after the vesting start date, with the remaining units vesting in equal installments across the next fourteen quarterly dates, assuming he continues as a service provider.
Wiesinger Michael reported acquisition or exercise transactions in this Form 4 filing.
Kodiak AI, Inc. Chief Operating Officer Michael Wiesinger reported an equity compensation grant in the form of 417,362 restricted stock units (RSUs), each representing the right to receive one share of Common Stock at no purchase price. The RSUs vest over time: one-eighth of the total vests on the first Quarterly Vesting Date occurring on or after six months from the vesting commencement date, then one-sixteenth vests on each of the next fourteen Quarterly Vesting Dates (March 10, May 15, August 15, and November 15), as long as he continues as a service provider. Following this grant, he directly owns 596,102 shares of Kodiak AI Common Stock.
Kodiak AI, Inc. reported that Chief Financial Officer Surajit Datta received two large equity awards and exchanged stock options for new restricted stock units. He was granted 417,362 RSUs and a separate award of 563,063 RSUs, each representing the right to receive one share of common stock when vested.
The 563,063‑unit award was issued in exchange for the cancellation of a stock option covering 2,035,915 shares at an exercise price of $8.8769 per share, which reduced that option position to zero. The RSUs vest over multi‑year quarterly schedules, conditioned on Datta continuing as a service provider.
Wendel Andreas reported acquisition or exercise transactions in this Form 4 filing.
Kodiak AI, Inc. reported that Chief Technology Officer Andreas Wendel received an equity award of 434,056 shares of Common Stock, recorded as a grant or award at a price of $0.00 per share. Footnotes explain these securities are restricted stock units (RSUs), each representing the right to receive one share of Common Stock.
The vesting schedule provides that one-eighth of the RSUs vests on the first Quarterly Vesting Date on or after six months from the vesting commencement date, then one-sixteenth vests on each of the next fourteen Quarterly Vesting Dates (March 10, May 15, August 15, and November 15), subject to continued service. Following this award, Wendel’s reported direct holdings total 4,739,629 shares.
Kodiak AI, Inc. director and Chief Executive Officer Donald L. Burnette reported an equity compensation award and updated holdings. He received a grant of 1,168,614 restricted stock units (RSUs) of Common Stock at $0.00 per share as a grant, award, or other acquisition. These RSUs vest in stages, with an initial vesting after six months and additional vesting on specified quarterly dates, subject to continued service. Following the grant, Burnette directly holds 27,083,818 shares of Common Stock and has 1,385,765 shares held indirectly through the Burnette Family Irrevocable Trust, for which Citizens Trust Company of Delaware acts as trustee.