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LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

Position in KDK — Kodiak AI, Inc.

CIK 1702122 MENLO PARK, CA

Position in KDK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$37,289,613
-$13,653,283 QoQ
Shares Held
7,340,475
0.0% QoQ
Ownership
3.66%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#5
of 91 holders
Holding Since
Sep 2025
4 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, 2026

LIGHTSPEED MANAGEMENT COMPANY, L.L.C. holds $37,289,613 across 1 Software - Infrastructure name. KDK ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KDK
Kodiak AI, Inc.
This page
7,340,475 $37,289,613

All Filings in KDK

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $37,289,613 7,340,475
2026-03-31 $50,942,896 7,340,475
2025-12-31 $80,157,987 7,340,475
2025-09-30 $50,208,849 7,340,475