Optimize Financial’s Kodiak Sciences KOD Stock Holding History

Optimize Financial’s Portfolio KOD Stock Details KOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$692K	Sell	17,767 -61	-0.3%	-$2.37K	0.25%	64
2026 Q1	$680K	Buy	+17,828	New	+$461K	0.33%	37

Other funds holding KOD

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Jupiter Topco New York $245B AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Optimize Financial's KOD Position: Q2 2026 in Review

Optimize Financial reduced its Kodiak Sciences (KOD) stake by 0.34% in Q2 2026, selling an estimated $2.37K and leaving 17,767 shares worth $692K. The position accounts for 0.25% of the portfolio, ranked #64.

Optimize Financial first reported a position in KOD in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

Optimize Financial held 17,767 shares of Kodiak Sciences worth $692K as of Q2 2026.
Optimize Financial sold 61 Kodiak Sciences shares in Q2 2026, an estimated $2.37K.
Kodiak Sciences made up 0.25% of Optimize Financial's portfolio in Q2 2026, its #64 holding.
Optimize Financial first reported a position in Kodiak Sciences in Q1 2026 and has held it in 2 quarters since.
201 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.