Here are the S-1 registration statements from Kodiak AI, Inc. Warrants (KDKRW) in our archive over the last 12 months, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An S-1 covers the registration statement a company files to sell shares publicly, so if you follow KDKRW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KDKRW filings page.
Kodiak AI, Inc. is registering 30,769,218 shares of Common Stock for resale by existing securityholders in a secondary offering. This includes 15,384,609 already-held shares and 15,384,609 shares issuable upon exercise of 2026 PIPE Warrants at $6.00 per share. Kodiak will not sell shares in this offering and will receive no proceeds from resales, but could receive up to about $92.3 million if all 2026 PIPE Warrants are exercised for cash. Its stock trades on Nasdaq under “KDK,” and as of May 28, 2026, the Common Stock closed at $7.11 per share and Public Warrants at $1.19. The prospectus also describes Kodiak’s autonomous trucking and defense business, its SPAC business combination, complex capital structure with multiple warrant classes and earn-out shares, and extensive operating and regulatory risks.
Kodiak AI, Inc. filed Amendment No. 1 to Form S-1 to register 184,793,176 shares of Common Stock for resale and 14,300,000 warrants. The filing also covers primary issuances of shares upon conversion of Series A Preferred Stock, exercise of various warrants, and potential earn-out issuances, and the resale of 58,259,206 shares and 14,300,000 Private Placement Warrants by selling securityholders.
The company will not receive proceeds from resales. It would receive cash only if warrants are exercised. Public and Private Placement Warrants are exercisable at $9.28 per share; PIPE and Non-Redemption Agreement Warrants at $12.00 initially, each with potential exercise-price resets tied to volume-weighted averages on specified 2026 dates. Kodiak’s Common Stock closed at $7.37 on November 6, 2025. As context, shares outstanding were 181,207,392 as of November 6, 2025; selling securityholders may sell up to about 58.5% of issued and outstanding shares, with 84,618,152 of those subject to lock-up restrictions.