Who owns Kodiak Sciences Inc. (KOD)
Which tracked institutional funds hold KOD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on KOD is one-sided between 2025-Q4 and 2026-Q1: 85 added or opened and 22 trimmed or exited — on balance accumulating.
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
KOD’s largest tracked holder by dollar value, BAKER BROS. ADVISORS LP, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KOD 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 188 tracked filers holding KOD, 117 increased or opened the position and 75 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 KOD 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 20
- VANGUARD CAPITAL MANAGEMENT LLC$65M
- VANGUARD PORTFOLIO MANAGEMENT LLC$14M
- VANGUARD FIDUCIARY TRUST CO$10M
- DIADEMA PARTNERS LP$7M
- PFM Health Sciences, LP$4M
- Resolute Capital Asset Partners LLC$4M
Full exits 7
- VANGUARD GROUP INC$57M
- PERCEPTIVE ADVISORS LLC$24M
- ACADIAN ASSET MANAGEMENT LLC$20M
- TWO SIGMA ADVISERS, LP$3M
- Soleus Capital Management, L.P.$2M
- NORGES BANK$1M
Largest adds
- BAKER BROS. ADVISORS LP$202M
- PRICE T ROWE ASSOCIATES INC /MD/$45M
- BlackRock, Inc.$39M
- STATE STREET CORP$37M
- T. Rowe Price Investment Management, Inc.$32M
- Ikarian Capital, LLC$28M
Largest trims
- Point72 Asset Management, L.P.$43M
- Jain Global LLC$6M
- Invesco Ltd.$5M
- PANAGORA ASSET MANAGEMENT INC$4M
- BOONE CAPITAL MANAGEMENT LLC$3M
- BARCLAYS PLC$3M
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 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 19,919,186 | $759M | 33.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,935,302 | $150M | 6.5% | 2026-Q1 |
| STATE STREET CORP added | 2,250,920 | $86M | 3.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,039,350 | $78M | 3.4% | 2026-Q1 |
| BRAIDWELL LP trimmed | 1,818,665 | $69M | 3.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,717,076 | $65M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,689,003 | $64M | 2.8% | 2026-Q1 |
| RTW INVESTMENTS, LP added | 1,487,934 | $57M | 2.5% | 2026-Q1 |
| TCG Crossover Management, LLC | 1,445,538 | $55M | 2.4% | 2026-Q1 |
| Boxer Capital Management, LLC added | 1,361,000 | $52M | 2.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,325,457 | $51M | 2.2% | 2026-Q1 |
| ICONIQ Capital, LLC | 1,266,563 | $48M | 2.1% | 2026-Q1 |
| Ikarian Capital, LLC added | 1,265,795 | $48M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,000,411 | $38M | 1.7% | 2026-Q1 |
| SILVERARC CAPITAL MANAGEMENT, LLC trimmed | 991,930 | $38M | 1.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 870,788 | $33M | 1.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 836,944 | $32M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 726,547 | $28M | 1.2% | 2026-Q1 |
| Board of Trustees of The Leland Stanford Junior University | 691,767 | $26M | 1.1% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 690,322 | $26M | 1.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 575,000 | $22M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 515,864 | $20M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 459,723 | $18M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 391,349 | $15M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 390,677 | $15M | 0.6% | 2026-Q1 |
| Squadron Capital Management LLC added | 380,000 | $14M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 365,051 | $14M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 349,803 | $13M | 0.6% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 328,670 | $13M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 315,400 | $12M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 300,356 | $11M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 294,300 | $11M | 0.5% | 2026-Q1 |
| BOONE CAPITAL MANAGEMENT LLC trimmed | 281,332 | $11M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 276,953 | $11M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 258,128 | $10M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 229,955 | $9M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 210,210 | $8M | 0.3% | 2026-Q1 |
| DIADEMA PARTNERS LP new | 192,962 | $7M | 0.3% | 2026-Q1 |
| Atom Investors LP trimmed | 190,773 | $7M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 183,919 | $7M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 162,298 | $6M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 153,166 | $6M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 147,930 | $6M | 0.2% | 2026-Q1 |
| Bruce & Co., Inc. trimmed | 145,000 | $6M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 123,402 | $5M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 120,629 | $5M | 0.2% | 2026-Q1 |
| SPHERA FUNDS MANAGEMENT LTD. trimmed | 114,796 | $4M | 0.2% | 2026-Q1 |
| PFM Health Sciences, LP new | 114,719 | $4M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 111,341 | $4M | 0.2% | 2026-Q1 |
| Resolute Capital Asset Partners LLC new | 100,000 | $4M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 99,468 | $4M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 95,292 | $4M | 0.2% | 2026-Q1 |
| Informed Momentum Co LLC added | 88,369 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 85,160 | $3M | 0.1% | 2026-Q1 |
| RIA Advisory Group LLC trimmed | 84,672 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 80,215 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 77,137 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 71,504 | $3M | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC added | 71,349 | $3M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 71,056 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 79,708 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 69,860 | $3M | 0.1% | 2026-Q1 |
| National Philanthropic Trust | 66,398 | $3M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 66,269 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 65,492 | $2M | 0.1% | 2026-Q1 |
| Maven Securities LTD added | 58,953 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank trimmed | 57,400 | $2M | 0.1% | 2026-Q1 |
| Jain Global LLC trimmed | 52,569 | $2M | 0.1% | 2026-Q1 |
| Persistent Asset Partners Ltd new | 51,336 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 49,259 | $2M | 0.1% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 48,379 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 47,958 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 43,751 | $2M | 0.1% | 2026-Q1 |
| HighVista Strategies LLC added | 43,569 | $2M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 41,354 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 41,264 | $2M | 0.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 40,939 | $2M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 37,638 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,227 | $1M | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 31,844 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 30,597 | $1M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 29,717 | $1M | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 29,396 | $1M | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 29,348 | $1M | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 29,126 | $1M | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 38,480 | $1M | 0.0% | 2026-Q1 |
| Aries Wealth Management | 25,000 | $953K | 0.0% | 2026-Q1 |
| Walleye Capital LLC added | 23,572 | $899K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 22,833 | $848K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,036,273 | $57M | 2.5% | 2025-Q4 stale |
| PERCEPTIVE ADVISORS LLC added | 848,900 | $24M | 1.0% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 709,818 | $20M | 0.9% | 2025-Q4 stale |
| Nantahala Capital Management, LLC trimmed | 290,884 | $5M | 0.2% | 2025-Q3 stale |
| Vestal Point Capital, LP new | 250,000 | $4M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 103,100 | $3M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 126,613 | $2M | 0.1% | 2025-Q3 stale |
| Soleus Capital Management, L.P. added | 60,000 | $2M | 0.1% | 2025-Q4 stale |
| TANG CAPITAL MANAGEMENT LLC | 100,000 | $2M | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 87,697 | $1M | 0.1% | 2025-Q3 stale |
| NORGES BANK added | 50,000 | $1M | 0.1% | 2025-Q4 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.