Who owns KDK (KDK)
Which tracked institutional funds hold KDK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KDK company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened KDK while 27 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KDK’s largest tracked holder by dollar value, BATTERY MANAGEMENT CORP., sizes it at 18.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KDK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 81 tracked filers holding KDK, 51 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KDK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$8M
- VANGUARD FIDUCIARY TRUST CO$4M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$972K
- DNB Asset Management AS$643K
- Diametric Capital, LP$615K
Full exits 3
- VANGUARD GROUP INC$16M
- AQR Arbitrage LLC$572K
- RIVERNORTH CAPITAL MANAGEMENT, LLC$563K
Largest adds
- Sumitomo Mitsui Trust Group, Inc.$3M
- Amova Asset Management Americas, Inc.$3M
- IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2M
- JPMORGAN CHASE & CO$2M
- Polar Asset Management Partners Inc.$805K
Largest trims
- BATTERY MANAGEMENT CORP.$45M
- SOROS FUND MANAGEMENT LLC$41M
- SIP GLOBAL OPPORTUNITY MANAGER LLC$38M
- LIGHTSPEED MANAGEMENT COMPANY, L.L.C.$29M
- BlackRock, Inc.$7M
- StepStone Group LP$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BATTERY MANAGEMENT CORP. | 11,356,669 | $79M | 10.6% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 9,767,037 | $68M | 9.1% | 2026-Q1 |
| SIP GLOBAL OPPORTUNITY MANAGER LLC | 9,552,270 | $66M | 8.9% | 2026-Q1 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 7,340,475 | $51M | 6.8% | 2026-Q1 |
| ARK Investment Management LLC added | 3,805,228 | $26M | 3.5% | 2026-Q1 |
| BlackRock, Inc. added | 1,806,073 | $13M | 1.7% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,677,951 | $12M | 1.6% | 2026-Q1 |
| Amova Asset Management Americas, Inc. added | 1,677,951 | $12M | 1.6% | 2026-Q1 |
| StepStone Group LP trimmed | 1,412,702 | $10M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,341,563 | $9M | 1.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,175,171 | $8M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,049,800 | $7M | 1.0% | 2026-Q1 |
| STATE STREET CORP added | 778,965 | $5M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 630,258 | $4M | 0.6% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 585,429 | $4M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 562,276 | $4M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 473,494 | $3M | 0.4% | 2026-Q1 |
| LMR Partners LLP added | 2,988,962 | $3M | 0.4% | 2026-Q1 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd added | 378,437 | $3M | 0.4% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 2,358,587 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 305,171 | $2M | 0.3% | 2026-Q1 |
| Linden Advisors LP | 1,755,761 | $2M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 234,775 | $2M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 231,443 | $2M | 0.2% | 2026-Q1 |
| METEORA CAPITAL, LLC trimmed | 1,367,771 | $1M | 0.2% | 2026-Q1 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 140,000 | $972K | 0.1% | 2026-Q1 |
| Alberta Investment Management Corp | 850,000 | $918K | 0.1% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. added | 837,612 | $909K | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 756,494 | $817K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 103,928 | $721K | 0.1% | 2026-Q1 |
| DNB Asset Management AS new | 92,627 | $643K | 0.1% | 2026-Q1 |
| Diametric Capital, LP new | 88,648 | $615K | 0.1% | 2026-Q1 |
| AlphaCentric Advisors LLC | 75,000 | $520K | 0.1% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 423,565 | $457K | 0.1% | 2026-Q1 |
| Curated Wealth Partners LLC | 59,432 | $412K | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 375,000 | $405K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 42,279 | $293K | 0.0% | 2026-Q1 |
| Squarepoint Ops LLC added | 40,431 | $281K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 40,112 | $278K | 0.0% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 36,134 | $251K | 0.0% | 2026-Q1 |
| Daiwa Securities Group Inc. new | 33,900 | $235K | 0.0% | 2026-Q1 |
| Caption Management, LLC new | 206,270 | $223K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 200,000 | $216K | 0.0% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP | 200,000 | $216K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 25,779 | $179K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 24,689 | $171K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,999 | $167K | 0.0% | 2026-Q1 |
| CSS LLC/IL trimmed | 150,760 | $163K | 0.0% | 2026-Q1 |
| Shaolin Capital Management LLC trimmed | 125,000 | $135K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 19,179 | $133K | 0.0% | 2026-Q1 |
| Westchester Capital Management, LLC trimmed | 3,827,254 | $43M | 5.8% | 2025-Q2 stale |
| BERKLEY W R CORP added | 3,513,649 | $40M | 5.3% | 2025-Q2 stale |
| MIZUHO SECURITIES USA LLC added | 3,133,249 | $35M | 4.7% | 2025-Q1 stale |
| Schechter Investment Advisors, LLC trimmed | 2,832,247 | $32M | 4.2% | 2025-Q1 stale |
| First Trust Capital Management L.P. added | 2,604,010 | $30M | 4.0% | 2025-Q2 stale |
| MIZUHO SECURITIES USA LLC new | 1,765,354 | $20M | 2.7% | 2025-Q2 stale |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP new | 1,500,000 | $17M | 2.2% | 2025-Q1 stale |
| VANGUARD GROUP INC new | 1,455,300 | $16M | 2.1% | 2025-Q4 stale |
| Harraden Circle Investments, LLC new | 1,150,000 | $13M | 1.7% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP | 1,125,000 | $13M | 1.7% | 2025-Q1 stale |
| Decagon Asset Management LLP added | 894,668 | $10M | 1.4% | 2025-Q2 stale |
| GLAZER CAPITAL, LLC trimmed | 655,864 | $7M | 1.0% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 500,000 | $6M | 0.8% | 2025-Q2 stale |
| Ghisallo Capital Management LLC | 497,596 | $6M | 0.8% | 2025-Q2 stale |
| LMDAGG, L.L.C. new | 819,224 | $6M | 0.8% | 2025-Q3 stale |
| Bulldog Investors, LLP trimmed | 479,272 | $5M | 0.7% | 2025-Q2 stale |
| Governors Lane LP new | 400,000 | $5M | 0.6% | 2025-Q2 stale |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 401,000 | $4M | 0.6% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 353,929 | $4M | 0.5% | 2025-Q2 stale |
| Logan Stone Capital, LLC new | 315,275 | $4M | 0.5% | 2025-Q2 stale |
| Radcliffe Capital Management, L.P. | 200,000 | $2M | 0.3% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 195,830 | $2M | 0.3% | 2025-Q1 stale |
| Quarry LP trimmed | 176,908 | $2M | 0.3% | 2025-Q2 stale |
| Virtu Financial LLC added | 163,906 | $2M | 0.2% | 2025-Q2 stale |
| DELTEC ASSET MANAGEMENT LLC added | 150,000 | $2M | 0.2% | 2025-Q2 stale |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 141,800 | $2M | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd new | 112,470 | $1M | 0.2% | 2025-Q2 stale |
| ANGELO GORDON & CO., L.P. | 100,000 | $1M | 0.1% | 2025-Q1 stale |
| BCK Capital Management LP added | 92,834 | $1M | 0.1% | 2025-Q2 stale |
| ADAR1 Capital Management, LLC trimmed | 90,466 | $1M | 0.1% | 2025-Q1 stale |
| Wealthspring Capital LLC added | 683,758 | $728K | 0.1% | 2025-Q3 stale |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 51,503 | $574K | 0.1% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 373,784 | $572K | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. added | 50,000 | $566K | 0.1% | 2025-Q2 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 367,930 | $563K | 0.1% | 2025-Q4 stale |
| Militia Capital Partners, LP new | 41,100 | $466K | 0.1% | 2025-Q2 stale |
| Connective Capital Management, LLC new | 39,841 | $435K | 0.1% | 2025-Q4 stale |
| Kepos Capital LP | 35,000 | $390K | 0.1% | 2025-Q1 stale |
| Evercore Wealth Management, LLC added | 30,543 | $341K | 0.0% | 2025-Q1 stale |
| IMC-Chicago, LLC new | 30,941 | $338K | 0.0% | 2025-Q4 stale |
| CONDOR CAPITAL MANAGEMENT trimmed | 27,100 | $302K | 0.0% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC trimmed | 22,779 | $249K | 0.0% | 2025-Q4 stale |
| FIFTH LANE CAPITAL, LP new | 20,001 | $227K | 0.0% | 2025-Q2 stale |
| XTX Topco Ltd new | 17,189 | $188K | 0.0% | 2025-Q4 stale |
| IEQ CAPITAL, LLC new | 17,052 | $186K | 0.0% | 2025-Q4 stale |
| SAGE ADVISORS, LLC new | 15,643 | $177K | 0.0% | 2025-Q2 stale |
| Fort Baker Capital Management LP trimmed | 138,799 | $148K | 0.0% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 19,980 | $137K | 0.0% | 2025-Q3 stale |
| Rangeley Capital, LLC new | 11,920 | $135K | 0.0% | 2025-Q2 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 12,000 | $134K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.