SCHEDULE: Soros Fund Management Discloses 5.7% Stake in Kodiak AI
Beneficial Ownership Disclosure (Schedule 13G)
Soros Fund Management LLC and George Soros have disclosed a passive 5.7% beneficial ownership stake in Kodiak AI, Inc., holding 9,967,978 shares.
Summary
- Soros Fund Management LLC and George Soros are the reporting persons, collectively holding a significant stake in Kodiak AI, Inc.
- The beneficial ownership amounts to 9,967,978 shares of Common Stock.
- This represents 5.7% of Kodiak AI, Inc.'s outstanding Common Stock.
- The percentage is calculated based on 174,957,392 shares outstanding, which excludes 6,250,000 sponsor earnout shares subject to vesting.
- The shares are held for the accounts of Quantum Partners LP and certain other funds/accounts, with Quantum Partners LP having the right to receive or direct proceeds from more than 5% of the shares.
- Soros Fund Management LLC serves as the investment manager, with George Soros as Chairman, holding sole discretion to replace the manager of SFM LLC.
- The reporting persons certify that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of Kodiak AI, Inc.
Sentiment
Score: 7
Explanation: The disclosure of a significant passive stake by a prominent institutional investor like Soros Fund Management is generally viewed as a positive signal, indicating confidence in the company's value or potential.
Positives
- A significant passive investment by a prominent institutional investor like Soros Fund Management LLC may signal confidence in Kodiak AI, Inc.'s long-term prospects.
- The disclosure of a 5.7% stake by a well-known fund could attract further investor attention to Kodiak AI, Inc.
Future Outlook
The filing does not contain any forward-looking statements or guidance regarding Kodiak AI, Inc.'s future performance or strategic direction from the reporting persons.
Industry Context
The disclosure reflects continued institutional investor interest in companies operating in the artificial intelligence sector, with major funds like Soros Fund Management allocating capital to firms like Kodiak AI, Inc. This trend underscores the perceived growth potential and strategic importance of AI technologies in the broader market.
Stakeholder Impact
- Shareholders: May perceive the investment by Soros Fund Management as a vote of confidence, potentially leading to increased investor interest and positive sentiment for Kodiak AI, Inc.'s stock.
Key Dates
| Date | Description |
|---|---|
| 2022-02-01 | Previous Power of Attorney revoked by the current one. |
| 2023-03-21 | Execution date of the current Power of Attorney by George Soros. |
| 2025-09-24 | Date of event which requires the filing of this Schedule 13G statement. |
| 2025-09-30 | Date Kodiak AI, Inc. filed a Current Report on Form 8-K, reporting 181,207,392 shares of Common Stock outstanding (used for calculation). |
| 2025-10-01 | Filing date of the Schedule 13G statement and Joint Filing Agreement. |
Keywords
Kodiak AI, Soros Fund Management, George Soros, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investment, AI Technology
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