Kodiak AI, Inc.
Kodiak AI, Inc. (Nasdaq: KDK) is a leading provider of physical artificial intelligence technology focused on autonomous vehicle solutions for commercial trucking and defense applications. The company operates through its flagship product, the Kodiak Driver, a unified virtual driver system that combines advanced… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Kodiak AI, Inc. does
In the company’s own words
Kodiak AI, Inc. (Nasdaq: KDK) is a leading provider of physical artificial intelligence technology focused on autonomous vehicle solutions for commercial trucking and defense applications. The company operates through its flagship product, the Kodiak Driver, a unified virtual driver system that combines advanced AI-powered software with modular, vehicle-agnostic hardware designed to enable driverless operations across multiple vehicle types and driving environments.
The company's website is located at www.kodiak.ai. Kodiak AI was formed through the September 2025 merger of Legacy Kodiak Robotics, Inc. and Ares Acquisition Corporation II, with the combined entity trading on Nasdaq under the symbol KDK. Founded in 2018 by autonomy industry pioneer Don Burnette, the company has assembled a team of 342 employees as of December 31, 2025, bringing collective expertise in artificial intelligence, robotics, autonomous vehicle technology, operations, trucking, and defense.
The Kodiak Driver operates without reliance on high-definition maps, instead utilizing real-time perception and advanced neural networks to navigate complex environments including highways, dirt roads, and off-road terrain. The system incorporates redundant safety architecture, modular hardware components called SensorPods designed for rapid maintenance, and an assisted autonomy capability enabling remote operation when needed. As of December 31, 2025, Kodiak Driver-powered vehicles have logged over 10,700 cumulative hours of paid driverless operations and delivered more than 12,600 revenue-generating loads.
Kodiak AI serves customers in long-haul trucking, industrial trucking, and defense sectors. The company launched its Driver-as-a-Service business model in December 2024 with Atlas Energy Solutions, an oil and gas logistics provider, which committed to deploying the Kodiak Driver on 100 Atlas-owned trucks. The company also works with major fleet operators including J.B. Hunt, Werner Enterprises, C.R. England, and Martin Brower. In the defense sector, Kodiak has recognized approximately thirty million dollars in revenue from U.S. military contracts and was awarded a contract by the U.S. Marine Corps in early 2026 to integrate the Kodiak Driver into the Marine Corps' ROGUE-Fires carrier ground vehicle.
Company details
- Sector
- Technology
- Industry
- Business Services & Software
- Headquarters
- MOUNTAIN VIEW, CA
- Fiscal year end
- December
- CIK
- 1853138
- SIC
- 7373
Financial performance, year by year
Fiscal 2023–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Kodiak AI, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Kodiak AI, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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