SCHEDULE: FMR LLC, Abigail Johnson Disclose 11.1% Stake in Kodiak Gas

FMR LLC and its Chairman and CEO, Abigail P. Johnson, have disclosed an 11.1% beneficial ownership stake in Kodiak Gas Services Inc. as of December 31, 2025.

Summary

• FMR LLC and Abigail P. Johnson reported beneficial ownership of 9,629,945.90 shares of Kodiak Gas Services Inc. common stock.
• This represents 11.1% of the total outstanding common stock of Kodiak Gas Services Inc.
• The filing was made under Schedule 13G, indicating the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• FMR LLC holds sole voting power over 9,186,464.00 shares and sole dispositive power over 9,629,945.90 shares.
• Abigail P. Johnson, as an individual, holds sole dispositive power over 9,629,945.90 shares, with no sole or shared voting power directly attributed to her in this filing.
• Abigail P. Johnson is the Director, Chairman, and Chief Executive Officer of FMR LLC, and members of the Johnson family are predominant owners of FMR LLC.
• Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, are identified as entities beneficially owning shares, with Fidelity Management & Research Company LLC owning 5% or greater.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a neutral to slightly positive development, as it signifies a substantial, passive investment by a major institutional player, FMR LLC, and its leadership, in Kodiak Gas Services Inc.

Positives

• Significant institutional ownership by FMR LLC, a major investment management firm, signals confidence in Kodiak Gas Services Inc.
• The filing indicates the shares are held for investment purposes in the ordinary course of business, not for control-related activism.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors or passive shareholders who acquire more than 5% of a company's stock, indicating a long-term investment intent rather than an attempt to influence control. The disclosure of a significant stake by a prominent asset manager like FMR LLC can often be viewed positively by the market, suggesting a vote of confidence in the issuer's prospects.

Related Party Transactions

• Abigail P. Johnson, a reporting person, is the Director, Chairman, and Chief Executive Officer of FMR LLC, the other reporting person.
• Members of the Johnson family, including Abigail P. Johnson, are the predominant owners of Series B voting common shares of FMR LLC, representing 49% of the voting power.
• The Johnson family group and other Series B shareholders have a voting agreement, which may deem them to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.

Stakeholder Impact

• Shareholders: Increased institutional ownership by a reputable firm like FMR LLC may enhance investor confidence and potentially contribute to stock stability or positive sentiment.
• Company Management: A significant passive stake from a major institution can be seen as validation of the company's strategy and operations.

Key Dates

Recommendation

While the disclosure of a significant institutional stake by FMR LLC is generally a positive signal, a Schedule 13G filing primarily indicates passive investment intent and does not provide new operational or financial performance data. Therefore, a seasoned investor would likely maintain a 'hold' position, awaiting further fundamental company updates before adjusting their investment thesis.

Keywords

Kodiak Gas Services, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Management