UBS Group’s Kodiak AI KDK Stock Holding History

UBS Group’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	$2.95M	Buy	580,155 +92,056	+19%	+$689K	﹤0.01%	4714
2026 Q1	$3.39M	Sell	488,099 -213,959	-30%	-$1.87M	﹤0.01%	4465
2025 Q4	$7.67M	Buy	702,058 +547,192	+353%	+$4.38M	﹤0.01%	3578
2025 Q3	$1.06M	Buy	154,866 +13,367	+9%	+$148K	﹤0.01%	5530
2025 Q2	$1.6M	Buy	141,499 +134,447	+1,907%	+$1.52M	﹤0.01%	5031
2025 Q1	$78.6K	Buy	7,052 +1,032	+17%	+$11.4K	﹤0.01%	7234
2024 Q4	$66.1K	Buy	6,020 +5,996	+24,983%	+$65.3K	﹤0.01%	7127
2024 Q3	$260	Sell	24 -471	-95%	-$5.06K	﹤0.01%	9032
2024 Q2	$5.28K	Buy	+495	New	+$5.26K	﹤0.01%	8012
2023 Q4	–	Sell	-142	Closed	-$1.46K	–	10649
2023 Q3	$1.46K	Buy	+142	New	+$1.45K	﹤0.01%	7930

Other funds holding KDK

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

UBS Group's KDK Position: Q2 2026 in Review

UBS Group increased its Kodiak AI (KDK) stake by 19% in Q2 2026, buying an estimated $689K and bringing the position to 580,155 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #4714.

UBS Group first reported a position in KDK in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.67M in Q4 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

UBS Group held 580,155 shares of Kodiak AI worth $2.95M as of Q2 2026.
UBS Group bought 92,056 Kodiak AI shares in Q2 2026, an estimated $689K.
Kodiak AI made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4714 holding.
UBS Group first reported a position in Kodiak AI in Q3 2023 and has held it in 10 quarters since.
UBS Group's Kodiak AI position peaked at $7.67M in Q4 2025.
76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.