Lightspeed Makes a Big Bet on Self-Driving Trucks, Loading Up on 7 Million Shares of Kodiak AI (KDK) [Yahoo! Finance]
Kodiak AI, Inc. (KDK)
Company Research
Source: Yahoo! Finance
What happened According to a SEC filing dated February 17, 2026, Lightspeed Management Company initiated a new position in Kodiak AI (NASDAQ:KDK) by purchasing 7,340,475 shares during the fourth quarter. The estimated transaction value was $80.16 million. What else to know This new position represents 5.74% of the fund's 13F reportable AUM as of December 31, 2025. Top five holdings after the filing: NASDAQ:NAVN : $852.66 million (61.1% of AUM) NYSE:NOW : $273.22 million (19.6% of AUM) NASDAQ:KDK : $80.16 million (5.74% of AUM) NYSE:BLND : $70.31 million (5.0% of AUM) NASDAQ:PSNL : $64.96 million (4.7% of AUM) As of Feb. 27, 2026, shares of Kodiak AI were priced at $8.40, up 5.66% since the company went public in September 2025 and outperforming the S&P 500 by 1.51 percentage points in that time. Company Overview Metric Value Price (as of market close February 27, 2026) Market Capitalization $1.52 billion Revenue (TTM) $16.5 million Net Income (TT
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News
- Kodiak AI, Inc. (KDK): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Battery Takes $124 Million Bet on Kodiak AI. Here's What Investors Should Know [Yahoo! Finance]Yahoo! Finance
- Kodiak AI (NASDAQ:KDK) had its "buy" rating reaffirmed by analysts at Chardan Capital. They now have a $22.00 price target on the stock.MarketBeat
- Kodiak AI Appoints Chet Gryczan to Lead Its Defense VerticalGlobeNewswire
- U.S. Marine Corps Awards Kodiak AI Autonomous Ground Vehicle Development ContractGlobeNewswire
KDK
Sec Filings
- 1/5/26 - Form D
- 1/2/26 - Form 4
- 1/2/26 - Form 424B3
- KDK's page on the SEC website