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

Fort Baker Capital Management Larkspur, California $1.13B AUM 25.46% 1-Year Est. Return

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

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

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

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

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