KOD SCHEDULE 13D/A: Activist campaign

Baker Brothers Life Sciences, L.P. and affiliated holder 667, L.P.

Filed with the SEC on · accession 0001104659-26-112371

KOD filed a SCHEDULE 13D/A (schedule 13d/a) with the SEC on Sep 30, 2026. A report the company filed with the SEC (the US market regulator). The stock moved +4.0% by the first close after the filing.

Summary of the filing

Baker Brothers Life Sciences, L.P. and affiliated holder 667, L.P. filed an amended Schedule 13D reporting combined beneficial ownership of 21,860,941 shares, or 34.8% of Kodiak Sciences' outstanding common stock.

Key details

Shares beneficially owned by 667, L.P.$1.7M
Shares beneficially owned by Baker Brothers Life Sciences, L.P.$20.2M
Total shares beneficially owned$21.9M
Beneficial owner / filerBaker Brothers Life Sciences, L.P.
Beneficial owner / filer affiliate667, L.P.
IssuerKodiak Sciences Inc.

How KOD stock reacted

Close before

$91.12

Sep 29, 2026

First close after

+4.04%

$94.80

5 trading days

+1.34%

$92.34

Since filing

+8.53%

$98.89

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Frequently asked questions

What did KOD file with the SEC on Sep 30, 2026?

KOD filed a SCHEDULE 13D/A (Activist campaign). Baker Brothers Life Sciences, L.P. and affiliated holder 667, L.P. filed an amended Schedule 13D reporting combined beneficial ownership of 21,860,941 shares, or 34.8% of Kodiak Sciences' outstanding common stock.

What does a activist campaign mean for KOD stock?

A settlement removes uncertainty; the stock often reacts to whether the amount is bigger or smaller than investors expected.

How do I read a SCHEDULE 13D/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 13D/A (schedule 13d/a): A report the company filed with the SEC (the US market regulator).

How did KOD stock react to this filing?

KOD closed at $91.12 before the filing and $94.80 on Sep 30, 2026 (+4.04%). Five trading days later: $92.34 (+1.34%).

Other KOD SEC filings

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