SIA
KDK

Schechter Investment Advisors’s Kodiak AI KDK Stock Holding History

Schechter 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
2025
Q1 		$31.6M Sell
2,832,247
-196,534
-6% -$2.17M 2.6% 3
2024
Q4 		$33.3M Sell
3,028,781
-378,779
-11% -$4.13M 2.55% 4
2024
Q3 		$36.9M Sell
3,407,560
-254,307
-7% -$2.73M 2.72% 2
2024
Q2 		$39.1M Sell
3,661,867
-448,476
-11% -$4.77M 2.94% 3
2024
Q1 		$43.4M Buy
4,110,343
+1,137,822
+38% +$12M 3.25% 1
2023
Q4 		$31M Buy
2,972,521
+1,270,678
+75% +$13.1M 2.69% 4
2023
Q3 		$17.5M Buy
1,701,843
+125,650
+8% +$1.28M 1.69% 9
2023
Q2 		$16M Buy
+1,576,193
New +$16M 1.44% 12

Other funds holding KDK

FBCM
Fort Baker Capital Management Larkspur, California $1.37B AUM 26.91% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Schechter Investment Advisors's KDK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kodiak AI (KDK) stake by 6.5% in Q1 2025, selling an estimated $2.17M and leaving 2,832,247 shares worth $31.6M. The position accounts for 2.6% of the portfolio, ranked #3.

Schechter Investment Advisors first reported a position in KDK in Q2 2023 and has held it in 8 quarters since. The position peaked at $43.4M in Q1 2024. 57 funds tracked by Wall St. Rank hold KDK as of Q1 2025.

  • Schechter Investment Advisors held 2,832,247 shares of Kodiak AI worth $31.6M as of Q1 2025.
  • Schechter Investment Advisors sold 196,534 Kodiak AI shares in Q1 2025, an estimated $2.17M.
  • Kodiak AI made up 2.6% of Schechter Investment Advisors's portfolio in Q1 2025, its #3 holding.
  • Schechter Investment Advisors first reported a position in Kodiak AI in Q2 2023 and has held it in 8 quarters since.
  • Schechter Investment Advisors's Kodiak AI position peaked at $43.4M in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Kodiak AI as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.