Crossingbridge Advisors’s Kodiak AI KDK Stock Holding History

Crossingbridge 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 Q3	–	Sell	-250,000	Closed	-$2.67M	–	79
2024 Q2	$2.67M	Sell	250,000 -56,200	-18%	-$597K	1.58%	19
2024 Q1	$3.24M	Buy	+306,200	New	+$3.22M	2.45%	12

Other funds holding KDK

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $9.6B AUM 50.48% 1-Year Est. Return

Cowen and Company New York $2.9B AUM 105.26% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return