# Kodiak AI, Inc.: overview KDK · Nasdaq · CIK 1853138 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/kdk.md) · [Financials](/companies/kdk/financials.md) · [Filings](/companies/kdk/filings.md) · [Insiders](/companies/kdk/insiders.md) Latest reported revenue: [$3.5m](/filings/0001628280-26-054835.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054835). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [0.4](/filings/0001853138-25-000018.md) | [13.7 d](/filings/0001628280-26-016910.md) | [1.5](/filings/0001628280-26-032862.md) | [0.5](/filings/0001628280-26-054835.md) | [0.8](/filings/0001853138-25-000018.md) | [1.1 d](/filings/0001628280-26-016910.md) | [1.8](/filings/0001628280-26-032862.md) | [3.5](/filings/0001628280-26-054835.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | [(4552.0%)](/filings/0001853138-25-000018.md) | [(69.0%) d](/filings/0001628280-26-016910.md) | [(1264.4%)](/filings/0001628280-26-032862.md) | [(5039.2%)](/filings/0001628280-26-054835.md) | [(3892.1%)](/filings/0001853138-25-000018.md) | [(3676.2%) d](/filings/0001628280-26-016910.md) | [(2068.4%)](/filings/0001628280-26-032862.md) | [(1248.3%)](/filings/0001628280-26-054835.md) | | Net margin | % | [(4786.0%)](/filings/0001853138-25-000018.md) | [(104.7%) d](/filings/0001628280-26-016910.md) | [(8714.1%)](/filings/0001628280-26-054835.md) | [(22609.5%)](/filings/0001628280-26-054835.md) | [(35056.5%)](/filings/0001853138-25-000018.md) | [(6997.1%) d](/filings/0001628280-26-016910.md) | [1447.5%](/filings/0001628280-26-054835.md) | [356.6%](/filings/0001628280-26-054835.md) | | Diluted EPS | $ per share | [(0.33)](/filings/0001853138-25-000018.md) | not reported | [(2.16)](/filings/0001628280-26-032862.md) | [(1.89)](/filings/0001628280-26-054835.md) | [(3.89)](/filings/0001853138-25-000018.md) | not reported | [0.10](/filings/0001628280-26-032862.md) | [(0.50)](/filings/0001628280-26-054835.md) | | Free cash flow | $m | not reported | [(17.2) d](/filings/0001628280-26-016910.md) | [(18.8)](/filings/0001628280-26-032862.md) | [(23.3) d](/filings/0001628280-26-054835.md) | [(40.0) d](/filings/0001853138-25-000018.md) | [(34.4) d](/filings/0001628280-26-016910.md) | [(35.0)](/filings/0001628280-26-032862.md) | [(38.1) d](/filings/0001628280-26-054835.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | | Revenue | $m | not reported | [16.9](/filings/0001628280-26-016910.md) | [14.9](/filings/0001628280-26-016910.md) | [3.8](/filings/0001628280-26-016910.md) | | Gross margin | % | not reported | not reported | not reported | not reported | | Operating margin | % | not reported | [(317.8%)](/filings/0001628280-26-016910.md) | [(413.3%)](/filings/0001628280-26-016910.md) | [(2966.2%)](/filings/0001628280-26-016910.md) | | Net margin | % | not reported | [(336.0%)](/filings/0001628280-26-016910.md) | [(465.1%)](/filings/0001628280-26-016910.md) | [(15420.7%)](/filings/0001628280-26-016910.md) | | Diluted EPS | $ per share | not reported | [(0.98)](/filings/0001628280-26-016910.md) | [(1.19)](/filings/0001628280-26-016910.md) | [(6.42)](/filings/0001628280-26-016910.md) | | Free cash flow | $m | not reported | [(47.1)](/filings/0001628280-26-016910.md) | [(54.2)](/filings/0001628280-26-016910.md) | [(116)](/filings/0001628280-26-016910.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/kdk/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [BATTERY MANAGEMENT CORP.](/funds/1548594.md) | 2026-06-30 | $57.7m | 11,356,669 | | Unchanged | | [ARES MANAGEMENT LLC](/funds/1259313.md) | 2026-06-30 | $53.9m | 10,610,857 | | New +10,610,857 | | [SOROS FUND MANAGEMENT LLC](/funds/1029160.md) | 2026-06-30 | $49.6m | 9,767,037 | | Unchanged | | [SIP GLOBAL OPPORTUNITY MANAGER LLC](/funds/2112504.md) | 2026-06-30 | $48.5m | 9,552,270 | | Unchanged | | [LIGHTSPEED MANAGEMENT COMPANY, L.L.C.](/funds/1702122.md) | 2026-06-30 | $37.3m | 7,340,475 | | Unchanged | | [ARK Investment Management LLC](/funds/1697748.md) | 2026-06-30 | $26.2m | 5,150,227 | | Added +1,344,999 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $24.6m | 4,850,953 | | Added +3,675,782 | | [Alyeska Investment Group, L.P.](/funds/1453072.md) | 2026-06-30 | $19.5m | 3,846,153 | | New +3,846,153 | | [Amova Asset Management Americas, Inc.](/funds/1480751.md) | 2026-06-30 | $12.0m | 2,361,678 | | Added +683,727 | | [Sumitomo Mitsui Trust Group, Inc.](/funds/1475365.md) | 2026-06-30 | $12.0m | 2,361,678 | | Added +683,727 | ## Recent filings [All 255 filings](/companies/kdk/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-08-07 | 16:08 ET | [10-Q](/filings/0001628280-26-054835.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054835 | | 2026-08-06 | 16:14 ET | [8-K](/filings/0001628280-26-054331.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-054331 | | 2026-07-02 | 16:01 ET | [8-K](/filings/0001628280-26-046850.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001628280-26-046850 | | 2026-06-15 | 16:05 ET | [8-K](/filings/0001628280-26-043159.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001628280-26-043159 | | 2026-05-29 | 16:21 ET | [S-1](/filings/0001628280-26-039200.md) | Registration statement | 0001628280-26-039200 | | 2026-05-08 | 16:09 ET | [10-Q](/filings/0001628280-26-032862.md) | Quarterly report, period 2026-03-31 | 0001628280-26-032862 | | 2026-05-07 | 16:09 ET | [8-K](/filings/0001628280-26-032092.md) | 1.01 Entry into a material agreement; 2.02 Results of operations; 3.02 Unregistered sale of equity; 9.01 Financial statements and exhibits | 0001628280-26-032092 | | 2026-04-24 | 16:05 ET | [DEF 14A](/filings/0001628280-26-027197.md) | Proxy statement, period 2025-12-31 | 0001628280-26-027197 | | 2026-03-11 | 17:19 ET | [10-K](/filings/0001628280-26-016910.md) | Annual report, period 2025-12-31 | 0001628280-26-016910 | | 2026-03-10 | 16:20 ET | [8-K](/filings/0001628280-26-016456.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-016456 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-016910.md), filed Mar 11, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/6f631f3e-4650-48fb-8b20-93230fd6d429) ## About the filer - CIK: 1853138 - Tickers: KDK, KDKRW - Exchange: Nasdaq - SIC code: 7373 Services-Computer Integrated Systems Design - State of incorporation: DE - Filer category: Accelerated filer
Emerging growth company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:49 ET. No prices; not investment advice.