Envestnet Asset Management
KDK

Envestnet Asset Management’s Kodiak AI KDK Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$111K Sell
21,920
-2,079
-9% -$15.6K ﹤0.01% 4742
2026
Q1 		$167K Buy
23,999
+11,878
+98% +$104K ﹤0.01% 4548
2025
Q4 		$132K Buy
+12,121
New +$97.1K ﹤0.01% 4333

Other funds holding KDK

BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
SGOM
SIP Global Opportunity Manager Portsmouth, New Hampshire $48.5M AUM
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management's KDK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Kodiak AI (KDK) stake by 8.7% in Q2 2026, selling an estimated $15.6K and leaving 21,920 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #4742.

Envestnet Asset Management first reported a position in KDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $167K in Q1 2026. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Envestnet Asset Management held 21,920 shares of Kodiak AI worth $111K as of Q2 2026.
  • Envestnet Asset Management sold 2,079 Kodiak AI shares in Q2 2026, an estimated $15.6K.
  • Kodiak AI made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4742 holding.
  • Envestnet Asset Management first reported a position in Kodiak AI in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Kodiak AI position peaked at $167K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.