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Kodiak AI (KDKRW) supplement attaches 8-K, reports director votes and auditor ratification

(Neutral)
(Neutral)
Form Type
424B3

Rhea-AI Filing Summary

Kodiak AI, Inc. files a prospectus supplement dated June 15, 2026 that incorporates by reference and attaches a Form 8-K reporting its 2026 Annual Meeting results. The supplement updates the Prospectus and states market quotes for common stock and public warrants as of June 12, 2026.

The Annual Meeting re-elected two Class I directors and ratified Deloitte & Touche LLP as independent auditors; final vote counts for each matter are included in the filing.

Positive

  • None.

Negative

  • None.

Insights

Annual meeting outcomes confirm board continuity and auditor ratification.

The filing lists Director election tallies and shows both Class I nominees were elected to terms expiring in 2029. The results include specific vote counts and broker non-votes, which indicate shares held by brokers that did not vote on the director elections.

Shareholder ratification of the independent auditor was approved by a large majority, and future filings will reflect auditor engagement details and any related fees.

The prospectus supplement incorporates an 8-K and supplies factual meeting results for disclosure completeness.

The supplement attaches the Form 8-K and updates the Prospectus; it reiterates that the supplement should be read with the Prospectus. The document preserves standard qualifiers for use of the Prospectus materials.

Filing mechanics and the auditor ratification are routine disclosure matters; investors can reference the vote counts in the supplement for governance transparency.

Common stock price $6.14 Last reported sale on Nasdaq as of June 12, 2026
Public warrant price $0.95 Last reported sale on Nasdaq as of June 12, 2026
Don Burnette votes for 132,630,705 votes Director election at 2026 Annual Meeting
Don Burnette withheld 89,913 votes Director election at 2026 Annual Meeting
Kristin Sverchek votes for 130,387,753 votes Director election at 2026 Annual Meeting
Kristin Sverchek withheld 2,332,865 votes Director election at 2026 Annual Meeting
Broker non-votes (directors) 2,294,131 votes Broker non-votes recorded in director elections
Auditor ratification votes for 134,941,047 votes Ratification of Deloitte & Touche LLP for fiscal 2026
prospectus supplement regulatory
"This prospectus supplement is being filed to update and supplement the information"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
broker non-votes financial
"Broker Non-Votes 2,294,131"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
redeemable warrants financial
"Redeemable warrants, each exercisable for one share of common stock"
A redeemable warrant is a tradable right that lets its holder buy a company’s shares at a fixed price before a set date, but the issuer has the contract power to cancel (redeem) the warrant early under agreed terms. For investors this matters because early redemption can force decision-making, change the timing of when new shares might be created, and affect potential gains or dilution—much like a store coupon that the issuer can cancel by paying you off instead of letting you use it.
emerging growth company regulatory
"We are an “emerging growth company,” as defined under the federal securities laws"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
Offering Type other

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

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FAQ

What did Kodiak AI (KDKRW) disclose in the June 15, 2026 prospectus supplement?

The supplement attaches a Form 8-K and updates the Prospectus with the 2026 Annual Meeting voting results and market quotes. It states common stock and public warrant prices as of June 12, 2026 and confirms auditor ratification.

Who was ratified as Kodiak AI's independent auditor for fiscal 2026?

Deloitte & Touche LLP was ratified by stockholders to serve as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with the ratification vote recorded in the attached Form 8-K.

What were the reported Nasdaq prices for Kodiak AI shares and warrants?

The filing reports last reported Nasdaq sales prices on June 12, 2026 of $6.14 for common stock and $0.95 for public warrants, as stated in the prospectus supplement attached to the Form 8-K.

What were the vote results for the director elections at Kodiak AI's 2026 Annual Meeting?

Director Don Burnette received 132,630,705 votes for and 89,913 withheld; Kristin Sverchek received 130,387,753 votes for and 2,332,865 withheld. The filing also reports 2,294,131 broker non-votes in each director vote.

PROSPECTUS SUPPLEMENT NO. 3
(to Prospectus dated March 16, 2026)
Filed Pursuant to Rule 424(b)(3)
Registration No. 333-290832
Kodiak AI, Inc.
kodiaklogo1a.jpg
This prospectus supplement is being filed to update and supplement the information contained in the prospectus dated March 16, 2026 (as supplemented from time to time, the “Prospectus”) filed by Kodiak AI, Inc. (the “Company”) with the information contained in the Company’s Current Report on Form 8-K, filed with the SEC on June 15, 2026 (the “Form 8-K”). Accordingly, we have attached the Form 8-K to this prospectus supplement.
This prospectus supplement updates and supplements the information in the Prospectus and is not complete without, and may not be delivered or utilized except in combination with, the Prospectus, including any amendments or supplements thereto. This prospectus supplement should be read in conjunction with the Prospectus and if there is any inconsistency between the information in the Prospectus and this prospectus supplement, you should rely on the information in this prospectus supplement.
Our common stock and public warrants are listed on The Nasdaq Stock Market LLC (the “Nasdaq”) under the symbols “KDK” and “KDKRW,” respectively. On June 12, 2026, the last reported sales prices for our common stock and public warrants on the Nasdaq were $6.14 and $0.95, respectively.
We are an “emerging growth company,” as defined under the federal securities laws, and, as such, may elect to comply with certain reduced public company reporting requirements.
Investing in our securities involves a high degree of risk. Before buying any securities, you should carefully read the discussion of the risks of investing in our securities in “Risk Factors” beginning on page 12 of the Prospectus.
Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or determined if this prospectus is truthful or complete. Any representation to the contrary is a criminal offense.
The date of this prospectus supplement is June 15, 2026

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of report (Date of earliest event reported): June 11, 2026
Kodiak AI, Inc.
(Exact Name of Registrant as Specified in its Charter)
Delaware

001-41691

98-1592112
(State or other jurisdiction of
incorporation or organization)

(Commission File Number)

(I.R.S. Employer
Identification Number)

1049 Terra Bella Avenue, Mountain View, California

94043
(Address of principal executive offices)

(Zip Code)
(650) 209-8005
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class

Trading
Symbol(s)

Name of each
exchange on which registered
Common stock, par value $0.0001 per share

KDK

The Nasdaq Stock Market LLC
Redeemable warrants, each exercisable for one share of common stock at an exercise price of $9.28

KDKRW

The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2).
Emerging growth company ý
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o



Item 5.07. Submission of Matters to a Vote of Security Holders.
Kodiak AI, Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (“Annual Meeting”) on June 11, 2026. The matters submitted to a vote at the Annual Meeting and the final voting results of such matters were as follows:
Proposal 1 - Election of Directors. 
The Company’s stockholders approved the election of two Class I directors to hold office until the Company’s 2029 annual meeting of stockholders and until their respective successors are elected and qualified or until their earlier death, resignation or removal. The final voting results were as follows:
Director NomineeVotes ForWithheldBroker Non-Votes
Don Burnette132,630,70589,9132,294,131
Kristin Sverchek130,387,7532,332,8652,294,131
Proposal 2 - Ratification of Independent Registered Public Accounting Firm. 
The Company’s stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the Company’s fiscal year ending December 31, 2026. The final voting results were as follows:
Votes ForVotes AgainstAbstentionsBroker Non-Votes
134,941,04723,12050,582
Item 9.01. Financial Statements and Exhibits.
(d)Exhibits.
EXHIBIT INDEX
Exhibit No.

Description
104

Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document.



SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
KODIAK AI, INC.
By:
/s/ Surajit Datta
Name:
Surajit Datta
Title:
Chief Financial Officer
Date: June 15, 2026