Kodiak AI, Inc.
Kodiak AI, Inc. (Nasdaq: KDK) develops autonomous vehicle technology for long-haul trucking, industrial trucking and defense customers. Its Kodiak Driver combines AI-powered software with modular hardware to automate vehicles, while Kodiak OnTime provides fleet integration, tracking, inspection and support tools. The… From the company’s description.
In fiscal 2025, Kodiak AI, Inc. reported revenue of $3.80M, down 74.6% from fiscal 2024, and a net loss of $585.52M. Operations used $94.44M in cash. Over the twelve months to Sep 30, 2026, revenue was $9.35M.
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) develops autonomous vehicle technology for long-haul trucking, industrial trucking and defense customers. Its Kodiak Driver combines AI-powered software with modular hardware to automate vehicles, while Kodiak OnTime provides fleet integration, tracking, inspection and support tools. The company sells access to the system through per-vehicle or per-mile licensing on customer-owned vehicles; it also uses Kodiak-owned autonomous trucks to haul freight for customers. Its deployments include Atlas Energy Solutions’ oil and gas logistics operations in the Permian Basin, commercial freight services for major U.S. fleets and U.S. military contracts to adapt the technology for military vehicles. Kodiak has one operating business focused on autonomous driving technology and related services. In 2025, it had revenue-generating operations in trucking and defense and employed 342 people. Founded in 2018, the company merged with Ares Acquisition Corporation II in September 2025 and became Kodiak AI, Inc. Its website is www.kodiak.ai.
Company details
- Sector
- Information Technology
- Industry (SIC)
- 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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