SCHEDULE: LMR Partners Discloses Stake in Kodiak AI

LMR Partners LLP and affiliated entities have reported beneficial ownership of approximately 6.5% of Kodiak AI, Inc.'s common stock as of June 30, 2026.

Summary

• LMR Partners LLP and its associated investment entities (collectively, the "LMR Investment Managers") have filed a Schedule 13G, indicating their beneficial ownership of Kodiak AI, Inc. common stock.
• As of June 30, 2026, the Reporting Persons collectively beneficially own 13,441,521 shares of common stock, representing approximately 6.5% of the outstanding shares.
• This ownership includes directly held shares, shares issuable upon exercise of warrants, and shares issuable upon conversion of Series A Preferred Stock.
• The filing is made by LMR Partners LLP, LMR Partners Limited, LMR Partners LLC, LMR Partners AG, LMR Partners (DIFC) Limited, LMR Partners (Ireland) Limited, Ben Levine, and Stefan Renold.
• Ben Levine and Stefan Renold are identified as being ultimately in control of the investment and voting decisions of the LMR Investment Managers.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports on beneficial ownership changes and does not contain operational or financial performance updates.

Positives

• Significant institutional ownership by LMR Partners, suggesting confidence in Kodiak AI's long-term prospects.
• Clear disclosure of beneficial ownership, promoting transparency in the market.

Negatives

• The filing does not provide any financial performance data or operational updates for Kodiak AI, Inc.

Risks

• Potential for increased market activity or influence from LMR Partners due to their substantial stake.
• The concentration of ownership could lead to shifts in stock price based on LMR Partners' trading decisions.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding Kodiak AI, Inc.'s future performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in public companies. The presence of LMR Partners, a known investment manager, suggests a strategic interest in Kodiak AI, potentially related to its technology or market position in the AI sector.

Stakeholder Impact

• Shareholders: Increased institutional ownership may influence stock liquidity and price volatility. The filing provides transparency on a significant stakeholder.
• Management: May face increased scrutiny or engagement from LMR Partners regarding company strategy and performance.

Next Steps

• LMR Partners will continue to file amendments to this Schedule 13G as required by regulations.
• Kodiak AI, Inc. may see increased attention from LMR Partners regarding corporate strategy or governance.

Key Dates

Keywords

Kodiak AI, Schedule 13G, LMR Partners, Beneficial Ownership, Institutional Investor, Common Stock, Warrants, Preferred Stock