KDK Kodiak AI, Inc. · NASDAQ · Services-Computer Integrated Systems Design
What each lens says: funds — ARK Invest opened or grew
no price series yet
What the readers say — 0 reads of posts over 50 upvotes, last 30 days
no reads yet — the model key is not set on the server
posts per day (height) and word-score mood (color), gated
Connected to KDK — asked of the layer, served live
funds.holdings
- references ×1 13f:0000902664-26-002529:500081104
- references ×1 13f:0000902664-26-003507:500081104
- references ×2 13f:0001104659-26-059240:500081104
- references ×1 13f:0001104659-26-096910:500081104
funds.securities
- references ×1 KODIAK AI INC
news.articles
- references ×1 Kodiak AI raises $100M at a steep discount, sending its stock tumbling 37%
- references ×5 35 trucks operated without humans in the cab. Kodiak expects driverless long-haul service
- references ×1 Cantor Fitzgerald cuts Kodiak AI stock price target on valuation
- references ×5 Kodiak AI is first to deploy AMD EPYC processors for driverless trucks
- references ×1 Kodiak AI (KDK) Earns Strong Buy Consensus as Analysts See Up to 140% Upside
- references ×7 Northland Securities Maintains a Buy on Kodiak AI (KDK), Despite the Stock at All-Time Low
- references ×3 Seven new driverless trucks bring Kodiak fleet to 35 in Q2
- references ×4 Kodiak AI Inc. Warrants (KDKRW) Jump 9.28% to $0.71 as Speculative Interest Builds - Posit
- references ×1 Driverless trucks get a new roadside check-in system. It starts in Texas and Louisiana.
- references ×6 KDK
- references ×7 Cathie Wood Just Made a Huge Bet on Kodiak AI Stock. The Rest of Wall Street Sees Triple-D
- references ×1 What Is West Fraser Timber Co Ltd (WFG) Doing with Kodiak AI?
research.hypotheses
- discusses ×1 hyp:lead_lag:17932cd658de:20260921
- discusses ×1 hyp:lead_lag:1efe1d10d346:20260921
- discusses ×1 hyp:lead_lag:827ca76a8421:20260923
- discusses ×1 hyp:lead_lag:89a84fb64b2f:20260922
research.verdicts
- discusses ×1 verdict:hyp:lead_lag:cb62766bdf38:20260918
History of KDK — the layer's log: every relationship that appeared, strengthened or faded
- 2026-10-03 00:23 appeared discusses verdict:hyp:lead_lag:cb62766bdf38:20260918 research.verdicts · crossed the bar · ×1
- 2026-09-28 02:03 strengthened references 13f:0001104659-26-059240:500081104 funds.holdings · ×2
- 2026-09-24 07:47 strengthened references news:a37eade666d518f2 news.articles · ×2
- 2026-09-24 07:47 strengthened references news:e715458200f333bd news.articles · ×4
- 2026-09-24 07:47 strengthened references news:1e6471c3bccc4bb9 news.articles · ×4
- 2026-09-24 07:46 appeared references news:2105785ba17e31a4 news.articles · crossed the bar · ×1
- 2026-09-24 07:46 appeared references news:8f7e62bc1d2d4d09 news.articles · crossed the bar · ×1
- 2026-09-23 10:02 strengthened references reddit:t3_1whwf4i social.posts · ×64
- 2026-09-23 08:03 appeared discusses hyp:lead_lag:827ca76a8421:20260923 research.hypotheses · crossed the bar · ×1
- 2026-09-23 02:53 appeared references hyp:lead_lag:667d2291b470:20260923 research.hypotheses · crossed the bar · ×1
The reads — each post's actual stance, by a language model
no reads yet for this ticker
Reddit posts — over 50 upvotes
| post | ⬆ | flair | word score |
|---|---|---|---|
| r/wallstreetbets AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and KDK targets highway driver out in December... ($KDK DD) | 97 | DD | neutral |
The comments — loudest in 30 days, over 10 upvotes
“I’m bullish on Aurora, but I don’t view autonomous trucking as winner-take-all at all, and neither does Aurora’s CEO. The TAM is enormous, and there’s room for multiple companies to operate thousands of trucks across different fleets, lanes, OEMs, and geographies.
Aurora has some meaningful advanta…”
13 ⬆ · u/thetimmyturnip · r/wallstreetbets · on AUR is worth $13B. KDK is worth $750M. Both run driverless semis, and
News
Who holds it — the big funds' 13F reports, each manager's newest quarter
| manager | position | shares | move vs prior quarter | as of |
|---|---|---|---|---|
| Soros Fund | $49M | 9,767,037 | held | 2026-06-30 |
| ARK Invest | $26M | 5,150,227 | increased | 2026-06-30 |
Insider trades — Form 4 open-market buys and sales
| traded | filed | who | side | shares | price | value |
|---|---|---|---|---|---|---|
| no insider trades on record for this ticker | ||||||
Congressional trades — House periodic transaction reports
| traded | filed | member | type | owner | amount |
|---|---|---|---|---|---|
| no filings naming this ticker in the window | |||||