UOC
KDK

UBS O'Connor’s Kodiak AI KDK Stock Holding History

UBS O'Connor’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
Q2 		– Sell
-125,000
Closed -$1.39M – 480
2025
Q1 		$1.39M Sell
125,000
-40,422
-24% -$447K 0.03% 156
2024
Q4 		$1.82M Hold
165,422
– – 0.05% 166
2024
Q3 		$1.79M Sell
165,422
-5,345
-3% -$57.5K 0.04% 191
2024
Q2 		$1.82M Hold
170,767
– – 0.05% 204
2024
Q1 		$1.81M Hold
170,767
– – 0.05% 188
2023
Q4 		$1.78M Sell
170,767
-76,755
-31% -$794K 0.06% 185
2023
Q3 		$2.54M Hold
247,522
– – 0.05% 196
2023
Q2 		$2.51M Buy
+247,522
New +$2.51M 0.05% 226

Other funds holding KDK

MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
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
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

UBS O'Connor's KDK Position: Q2 2025 in Review

UBS O'Connor sold out of Kodiak AI (KDK) in Q2 2025, closing a stake of 125,000 shares — an estimated $1.39M sold.

UBS O'Connor first reported a position in KDK in Q2 2023 and held it in 8 quarters. The position peaked at $2.54M in Q3 2023. 60 funds tracked by Wall St. Rank hold KDK as of Q2 2025.

  • UBS O'Connor reported no remaining Kodiak AI position as of Q2 2025 after selling out during the quarter.
  • UBS O'Connor sold 125,000 Kodiak AI shares in Q2 2025, an estimated $1.39M.
  • UBS O'Connor first reported a position in Kodiak AI in Q2 2023 and held it in 8 quarters.
  • UBS O'Connor's Kodiak AI position peaked at $2.54M in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.