Position in KDK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$711,200
-$260,400 QoQ
Shares Held
140,000
0.0% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#34
of 92 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $42,356,868 across 7 Software - Infrastructure names. KDK ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CORZ |
Core Scientific, Inc./tx
|
476,176 | $12,185,343 | |
| 2 | EEFT |
Euronet Worldwide, Inc.
|
147,500 | $10,795,525 | |
| 3 | XYZ |
Block, Inc.
|
110,000 | $8,360,000 | |
| 4 | RELY |
Remitly Global, Inc.
|
250,000 | $5,602,500 | |
| 5 | SNPS |
Synopsys Inc
|
10,000 | $4,460,700 | |
| 6 | KDK |
Kodiak AI, Inc.
This page
|
140,000 | $711,200 | |
| 7 | PAY |
Paymentus Holdings, Inc.
|
10,000 | $241,600 |
All Filings in KDK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,200 | 140,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $971,600 | 140,000 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||