$KOD

$89.34 -$0.26 (0.29%) After hours

$KOD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 62.8M shares outstanding

Who owns KOD?

By type of holder

Institutions 96.2% Insiders 3.8% Everyone else 0.0%

Concentration Top 10 holders own 165.0%

Baker Bros. Advisors (GP) LLC 35.1% · Julian C. Baker 35.1%

Institutional ownership

96.2%

+4.0 pts vs last qtr

Institutional holders

200

+12 vs last qtr

Net shares bought

+2.5M

by institutions in Q2 2026

New / sold out

38 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +1.5M
Price T Rowe Associates Inc /MD/ +1.2M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.3M
Citadel Advisors LLC −713.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.09M

3 notices from 1 person

Shares covered

90.0K

0.14% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

John Borgeson Officer 10b5-1 $5.09M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+16.3%

+3.07% a year

Each share's claim on the business

−14.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $406M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years4% 1–3 years15% Under 1 year19%

Quarterly turnover

11.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting KOD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BB Baker Bros. Advisors LP 13D · 35.0%	19.9M	31.69%	Unchanged	≤2021	3.9%
Shares held by quarter Peak holding19.9M (Q4'25) Change over 8 quarters+2.6M Share of the company31.690% Disclosed stake13D · 35.0% Baker Bros. Advisors LP's full portfolio →
B BlackRock, Inc.	4.1M	6.58%	+200.1K (+5.1%)	≤2021	0.0%
Shares held by quarter Peak holding4.1M (Q2'26) Change over 8 quarters+197.4K Share of the company6.580% BlackRock, Inc.'s full portfolio →

Baker Bros. Advisors LP

13D · 35.0%

19.9M

% of company

31.69%

Change vs last qtr

Unchanged

Held since

≤2021

BlackRock, Inc.

4.1M

% of company

6.58%

Change vs last qtr

+200.1K (+5.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Kodiak Sciences Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting KOD on Form N-PORT; together they hold 22.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$58.3M	1.5M	2.38%	0.54%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$50.2M	1.3M	2.05%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$58.3M

% of company

2.38%

% of the fund

0.54%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$50.2M

% of company

2.05%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Kodiak Sciences Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BB Baker Bros. Advisors (GP) LLC 5%+ holder 13D · 35.0%	22.0M	35.08%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company35.080% Disclosed stake13D · 35.0% View the 13D/G filing →
JC Julian C. Baker 5%+ holder 13D · 35.0%	22.0M	35.08%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company35.080% Disclosed stake13D · 35.0% View the 13D/G filing →

Baker Bros. Advisors (GP) LLC

5%+ holder13D · 35.0%

22.0M

% of company

35.08%

Change vs last qtr

—

Held since

—

Julian C. Baker

5%+ holder13D · 35.0%

22.0M

% of company

35.08%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Kodiak Sciences Inc..

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