WCMNY
KDK

Westchester Capital Management (New York)’s Kodiak AI KDK Stock Holding History

Westchester Capital Management (New York)’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
Q3 		– Sell
-3,827,254
Closed -$43.4M – 304
2025
Q2 		$43.4M Sell
3,827,254
-124,166
-3% -$1.4M 2.27% 10
2025
Q1 		$44.1M Buy
3,951,420
+852,733
+28% +$9.43M 2.27% 11
2024
Q4 		$34M Hold
3,098,687
– – 1.85% 13
2024
Q3 		$33.6M Buy
3,098,687
+1,541,332
+99% +$16.6M 1.43% 17
2024
Q2 		$16.6M Hold
1,557,355
– – 0.62% 30
2024
Q1 		$16.5M Sell
1,557,355
-400,364
-20% -$4.21M 0.6% 27
2023
Q4 		$20.4M Hold
1,957,719
– – 0.72% 28
2023
Q3 		$20.1M Buy
+1,957,719
New +$20M 0.59% 30

Other funds holding KDK

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
RCMU
Rokos Capital Management (US) New York $14.2M AUM
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
LL
LMDAGG LLC San Francisco, California $74.7M AUM 111.16% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Westchester Capital Management (New York)'s KDK Position: Q3 2025 in Review

Westchester Capital Management (New York) sold out of Kodiak AI (KDK) in Q3 2025, closing a stake of 3,827,254 shares — an estimated $43.4M sold.

Westchester Capital Management (New York) first reported a position in KDK in Q3 2023 and held it in 8 quarters. The position peaked at $44.1M in Q1 2025. 25 funds tracked by Wall St. Rank hold KDK as of Q3 2025.

  • Westchester Capital Management (New York) reported no remaining Kodiak AI position as of Q3 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 3,827,254 Kodiak AI shares in Q3 2025, an estimated $43.4M.
  • Westchester Capital Management (New York) first reported a position in Kodiak AI in Q3 2023 and held it in 8 quarters.
  • Westchester Capital Management (New York)'s Kodiak AI position peaked at $44.1M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Kodiak AI as of Q3 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.