IEQ Capital’s Kodiak AI KDK Stock Holding History

IEQ Capital’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 Q1	–	Sell	-17,052	Closed	-$186K	–	2120
2025 Q4	$186K	Buy	+17,052	New	+$137K	﹤0.01%	1706

Other funds holding KDK

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's KDK Position: Q1 2026 in Review

IEQ Capital sold out of Kodiak AI (KDK) in Q1 2026, closing a stake of 17,052 shares — an estimated $186K sold.

IEQ Capital first reported a position in KDK in Q4 2025 and held it in 1 quarter. The position peaked at $186K in Q4 2025. 55 funds tracked by Wall St. Rank hold KDK as of Q1 2026.

IEQ Capital reported no remaining Kodiak AI position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 17,052 Kodiak AI shares in Q1 2026, an estimated $186K.
IEQ Capital first reported a position in Kodiak AI in Q4 2025 and held it in 1 quarter.
IEQ Capital's Kodiak AI position peaked at $186K in Q4 2025.
55 funds tracked by Wall St. Rank held Kodiak AI as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.