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KDK SCHEDULE 13G/A: SEC filing

SIP Global Tech Fund I, L.P. and affiliated reporting persons

Filed with the SEC on · accession 0002088497-26-000005

KDK filed a SCHEDULE 13G/A (schedule 13g/a) with the SEC on Nov 13, 2026. SIP Global Tech Fund I, L.P. and affiliated reporting persons filed an amended Schedule 13G reporting beneficial ownership of Kodiak AI, Inc. common stock as of September 30, 2026. The stock moved -8.3% by the first close after the filing.

Summary of the filing

SIP Global Tech Fund I, L.P. and affiliated reporting persons filed an amended Schedule 13G reporting beneficial ownership of Kodiak AI, Inc. common stock as of September 30, 2026. The decrease in beneficial ownership resulted solely from pro rata in-kind distributions of shares by certain affiliated funds to their members, not from open-market sales.

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Key details

Shares of common stock directly held by SIP Global Tech Fund I, L.P.$3.0M
Shares of common stock directly held by SIP Global Tech Opportunity LLC$1.0M
Shares of common stock directly held by SIP Global Tech Opportunity 3 LLC$233K
Shares of common stock directly held by SIP Global Tech Opportunity 4 LLC$10K
Aggregate shares beneficially owned by SIP Global Opportunity Manager LLC$1.2M
Aggregate shares beneficially owned by Justin Turkat$4.2M
Total shares of common stock outstanding as of September 30, 2026$202.6M
IssuerKodiak AI, Inc.
Reporting person / beneficial ownerSIP Global Tech Fund I, L.P.
General partner of sip global tech fund i, l.p.SIP Global Tech Fund I, Inc.
Reporting person / beneficial ownerSIP Global Tech Opportunity LLC
Reporting person / beneficial ownerSIP Global Tech Opportunity 3 LLC
Reporting person / beneficial ownerSIP Global Tech Opportunity 4 LLC
Manager of sip global tech opportunity llc, sip global tech opportunity 3 llc, and sip global tech opportunity 4 llcSIP Global Opportunity Manager LLC
Director of sip global tech fund i, inc.Shigeki Saitoh
Managing member of sip global opportunity manager llcMatthew Salloway
Director of sip global tech fund i, inc.Jeffrey Smith
Director of sip global tech fund i, inc.; managing member of sip global opportunity manager llcJustin Turkat

How KDK stock reacted

Close before

$1.21

Nov 12, 2026

First close after

-8.26%

$1.11

5 trading days

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Since filing

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Frequently asked questions

What did KDK file with the SEC on Nov 13, 2026?

KDK filed a SCHEDULE 13G/A (SEC filing). SIP Global Tech Fund I, L.P. and affiliated reporting persons filed an amended Schedule 13G reporting beneficial ownership of Kodiak AI, Inc. common stock as of September 30, 2026. The decrease in beneficial ownership resulted solely from pro rata in-kind distributions of shares by certain affiliated funds to their members, not from open-market sales.

How do I read a SCHEDULE 13G/A?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13G/A (schedule 13g/a): A report the company filed with the SEC (the US market regulator).

How did KDK stock react to this filing?

KDK closed at $1.21 before the filing and $1.11 on Nov 13, 2026 (-8.26%).

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