Kodiak Sciences Inc. Schedule 13G filed by Point72-related filers reports collective beneficial ownership of 2,908,836 shares of Kodiak Sciences common stock, representing 5.5% of the class as of the close of business on August 18, 2025.
Kodiak Sciences Inc. Schedule 13G filed by Point72-related filers reports collective beneficial ownership of 2,908,836 shares of Kodiak Sciences common stock, representing 5.5% of the class as of the close of business on August 18, 2025. The filing attributes shared voting and shared dispositive power of all reported shares to Point72 Asset Management, Point72 Capital Advisors, Inc., and Steven A. Cohen, with no sole voting or dispositive power reported. Point72 Associates holds the shares and Point72 Asset Management acts as investment manager; Point72 Capital Advisors is the general partner and Mr. Cohen controls the entities. The filers state the shares were not acquired to change or influence control of the issuer. A Joint Filing Agreement is filed as Exhibit 99.1.
Positive
Transparent reporting of ownership percentage and exact share count (2,908,836 shares, 5.5%)
Joint Filing Agreement filed as Exhibit 99.1 clarifying coordination among filers
Explicit statement that the position is not held to change or influence control
Negative
None.
Insights
TL;DR: Point72 group reports a 5.5% shared stake in KOD with shared voting and dispositive power as of 8/18/2025.
The Schedule 13G discloses a passive-ownership filing by Point72 entities and Steven A. Cohen for 2,908,836 shares (5.5%) of Kodiak Sciences common stock. Ownership is reported as shared voting and shared dispositive power, indicating control is exercised through the investment fund structure rather than individually. The filers expressly state the position is not intended to influence control. For investors, this documents a notable institutional stake without an active control intent; the filing is consistent with passive reporting under applicable rules.
TL;DR: Joint filing clarifies organizational relationships and control lines among Point72 entities and Mr. Cohen.
The filing clarifies that Point72 Associates holds the shares, Point72 Asset Management has investment and voting power as manager, Point72 Capital Advisors is the general partner, and Steven A. Cohen controls the reporting entities. The Joint Filing Agreement (Exhibit 99.1) formalizes the consolidated disclosure. The absence of sole voting or dispositive power and the certification regarding non-control intent are material governance disclosures that signal a passive ownership posture while documenting potential shared decision pathways.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many Kodiak Sciences (KOD) shares does Point72 report owning?
Point72 Asset Management, Point72 Capital Advisors, and Steven A. Cohen report beneficial ownership of 2,908,836 shares, representing 5.5% of the class as of August 18, 2025.
Does Point72 have sole voting or dispositive power over the KOD shares?
No. The filing reports 0 sole voting power and 0 sole dispositive power; all reported power is shared.
What entities are involved in the Schedule 13G filing for KOD?
The filing is made by Point72 Asset Management, L.P., Point72 Capital Advisors, Inc., and Steven A. Cohen, with shares held by Point72 Associates.
As of what date is the ownership reported?
The ownership figures are reported as of the close of business on August 18, 2025.
Did the filers state an intent to influence control of Kodiak Sciences?
Yes. The filers certify that the securities were not acquired and are not held 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
Kodiak Sciences Inc.
(Name of Issuer)
Common Stock, par value $0.0001 per share
(Title of Class of Securities)
50015M109
(CUSIP Number)
08/15/2025
(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.
50015M109
1
Names of Reporting Persons
Point72 Asset Management, 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
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,908,836.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,908,836.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,908,836.00
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)
5.5 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP No.
50015M109
1
Names of Reporting Persons
Point72 Capital Advisors, 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
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,908,836.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,908,836.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,908,836.00
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)
5.5 %
12
Type of Reporting Person (See Instructions)
CO
SCHEDULE 13G
CUSIP No.
50015M109
1
Names of Reporting Persons
Steven A. Cohen
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
2,908,836.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,908,836.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,908,836.00
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)
5.5 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Kodiak Sciences Inc.
(b)
Address of issuer's principal executive offices:
1200 Page Mill Road, Palo Alto, CA 94304
Item 2.
(a)
Name of person filing:
This statement is filed by: (i) Point72 Asset Management, L.P. ("Point72 Asset Management") with respect to the shares of common stock, par value $0.0001 per share ("Shares"), of Kodiak Sciences Inc. held by Point72 Associates, LLC, an investment fund it manages ("Point72 Associates"); (ii) Point72 Capital Advisors, Inc. ("Point72 Capital Advisors Inc.") with respect to the Shares held by Point72 Associates; and (iii) Steven A. Cohen ("Mr. Cohen") with respect to the Shares beneficially owned by Point72 Asset Management and Point72 Capital Advisors Inc.
Each of Cubist Systematic Strategies, LLC and Point72 (DIFC) Limited are advisors under common control with Point72 Asset Management, and each acts as a sub-advisor with respect to a portion of the Shares reported herein.
Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen have entered into a Joint Filing Agreement, a copy of which is filed with this Schedule 13G as Exhibit 99.1, pursuant to which they have agreed to file this Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934 (the "Act").
(b)
Address or principal business office or, if none, residence:
The address of the principal business office of Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen is 72 Cummings Point Road, Stamford, CT 06902.
(c)
Citizenship:
Point72 Asset Management is a Delaware limited partnership. Point72 Capital Advisors Inc. is a Delaware corporation. Mr. Cohen is a United States citizen.
(d)
Title of class of securities:
Common Stock, par value $0.0001 per share
(e)
CUSIP No.:
50015M109
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:
The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on August 18, 2025.
Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen own directly no Shares. Pursuant to an investment management agreement, Point72 Asset Management maintains investment and voting power with respect to the securities held by Point72 Associates. Point72 Capital Advisors Inc. is the general partner of Point72 Asset Management. Mr. Cohen controls each of Point72 Asset Management and Point72 Capital Advisors Inc. The filing of this statement should not be construed as an admission that any of the foregoing persons or any Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner of the Shares reported herein.
(b)
Percent of class:
5.5%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on August 18, 2025.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on August 18, 2025.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on August 18, 2025.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on August 18, 2025.
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
See Item 2(a). Point72 Associates has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5 percent of the outstanding Shares.
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.
