SCHEDULE: ARK Investment Management Discloses 1.24% Stake in Kodiak AI
Beneficial Ownership Report (Amendment)
ARK Investment Management LLC and Catherine D. Wood have filed an amended Schedule 13G, disclosing a beneficial ownership of 1.24% in Kodiak AI, Inc.'s common stock.
Summary
- ARK Investment Management LLC and Catherine D. Wood jointly reported beneficial ownership of 2,255,006 shares of Kodiak AI, Inc. Common Stock.
- This aggregate amount represents 1.24% of the class of Kodiak AI, Inc. Common Stock.
- ARK Investment Management LLC holds sole voting and sole dispositive power over all 2,255,006 shares.
- Catherine D. Wood holds shared voting and shared dispositive power over all 2,255,006 shares.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: The filing is a factual, routine disclosure of beneficial ownership and does not contain information that inherently suggests a positive or negative sentiment regarding the issuer's performance or prospects.
Future Outlook
NA
Management Comments
- Kellen Carter, Chief Compliance Officer of ARK Investment Management LLC, certified the information set forth in the statement.
- Catherine D. Wood, Chief Executive Officer and Chief Investment Officer, certified the information set forth in the statement.
Industry Context
This filing is a routine disclosure by an institutional investment manager, ARK Investment Management LLC, and its principal, Catherine D. Wood, regarding their passive ownership stake in Kodiak AI, Inc. It reflects a standard reporting requirement for investors holding more than 5% (or in this case, an amendment to a previous filing) but less than 20% of a company's shares, indicating a passive investment strategy rather than an intent to influence control.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's passive stake in the company.
- Investment Professionals: Offers insight into ARK Investment Management's portfolio holdings and investment decisions.
Key Dates
| Date | Description |
|---|---|
| 10/31/2025 | Date of event which requires filing of this statement |
| 11/07/2025 | Filing date of the Schedule 13G Amendment No. 1 |
Keywords
Kodiak AI, ARK Investment Management, Catherine D. Wood, Schedule 13G, Beneficial Ownership, Common Stock, Investment Management, Institutional Investor
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