Capstone Investment Advisors
KDK

Capstone Investment Advisors’s Kodiak AI KDK Stock Holding History

Capstone Investment Advisors’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300,000
Closed -$3.17M – 2574
2024
Q1 		$3.17M Hold
300,000
– – 0.01% 605
2023
Q4 		$3.13M Buy
+300,000
New +$3.1M 0.01% 670

Other funds holding KDK

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Capstone Investment Advisors's KDK Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Kodiak AI (KDK) in Q2 2024, closing a stake of 300,000 shares — an estimated $3.17M sold.

Capstone Investment Advisors first reported a position in KDK in Q4 2023 and held it in 2 quarters. The position peaked at $3.17M in Q1 2024. 58 funds tracked by Wall St. Rank hold KDK as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Kodiak AI position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 300,000 Kodiak AI shares in Q2 2024, an estimated $3.17M.
  • Capstone Investment Advisors first reported a position in Kodiak AI in Q4 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Kodiak AI position peaked at $3.17M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.