Lightspeed Management Company, L.L.C. — KODIAK AI INC. KDK: Quarterly 13F Position History
Lightspeed Management Company, L.L.C. has reported KODIAK AI INC. (KDK) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 7,340,475 shares ($50.9M market value, 5.16% of the equity book).
- 7,340,475Shares Held (Latest Filing)
- $50.9MReported Market Value (Latest Filing)
- 5.16%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$29.2MQuarter-over-Quarter Value Change
- 7,340,475Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,340,475 | 0 | — | $50.9M | 5.16% | $6.94 |
| Q4 2025 | 7,340,475 | 0 | — | $80.2M | 5.74% | $10.92 |
| Q3 2025 | 7,340,475 | — | — | $50.2M | 15.59% | $6.84 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lightspeed Management Company, L.L.C. first disclose a KDK position in 13F-HR filings?
Lightspeed Management Company, L.L.C. first reported KODIAK AI INC. (KDK) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Lightspeed Management Company, L.L.C.'s most recent quarter-over-quarter share-count change in KDK?
Lightspeed Management Company, L.L.C. held the same 7,340,475 shares of KDK between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Lightspeed Management Company, L.L.C.'s cost basis in KDK?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.