UBS Group
KDK

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
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 $426M AUM 21.5% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
SGOM
SIP Global Opportunity Manager Portsmouth, New Hampshire $66.3M AUM
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return