Which hedge funds own KOD? KODIAK SCIENCES INC, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in KOD (KODIAK SCIENCES INC) in their Q2 2026 13F filings, worth $1.2bn in total. The largest holder by portfolio weight is Ikarian Capital, LLC at 6.8% of its book. 9 opened a new position this quarter: Stempoint Capital LP, Ghisallo Capital Management LLC, Bayforest Capital Ltd, Gsa Capital Partners LLP. 5 exited: Verdad Advisers, LP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC.
- 46
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $19.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $2.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.2bn
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Verdad Advisers, LP | 0.4% | $347k |
| Schonfeld Strategic Advisors LLC | 0.01% | $844k |
| Walleye Capital LLC | 0.01% | $899k |
| Tudor Investment Corp ET AL | 0.0% | $368k |
| Quantbot Technologies LP | 0.0% | $4.7k |
Ownership over time
Who discovered KOD first? Beta
The run: Q1 2025 → Q3 2026, ×34
| Boxer Capital Management, LLC high conviction | Q2 2025 | 0.9% | +9.9 pts |
| Ikarian Capital, LLC high conviction | Q4 2024 | 0.6% | +4.7 pts |
| Silverarc Capital Management, LLC | Q1 2024 | 0.3% | +3.9 pts |
| Baker Bros. Advisors LP high conviction | Q1 2024 | 0.5% | +3.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.