• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SCHEDULE 13G filed by Ares Acquisition Corporation II

    10/1/25 4:10:26 PM ET
    $AACT
    Blank Checks
    Finance
    Get the next $AACT alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    Kodiak AI, Inc.

    (Name of Issuer)


    Common Stock, par value $0.0001 per share

    (Title of Class of Securities)


    500081104

    (CUSIP Number)


    09/24/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox not checked   Rule 13d-1(b)
    Checkbox checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    500081104


    1Names of Reporting Persons

    SOROS FUND MANAGEMENT LLC
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    9,967,978.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    9,967,978.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    9,967,978.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    5.7 %
    12Type of Reporting Person (See Instructions)

    OO


    SCHEDULE 13G

    CUSIP No.
    500081104


    1Names of Reporting Persons

    GEORGE SOROS
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    UNITED STATES
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    9,967,978.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    9,967,978.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    9,967,978.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    5.7 %
    12Type of Reporting Person (See Instructions)

    IN


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    Kodiak AI, Inc.
    (b)Address of issuer's principal executive offices:

    1049 Terra Bella Avenue, Mountain View, California 94043
    Item 2. 
    (a)Name of person filing:

    This statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): (i) Soros Fund Management LLC ("SFM LLC"); and (ii) George Soros. This statement relates to shares of common stock, par value $0.0001 per share ("Common Stock"), of Kodiak AI, Inc., a Delaware corporation (the "Company"), held for the accounts of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"), and certain other funds/accounts (the "Other Funds/Accounts" and, together with Quantum Partners, the "Accounts"). SFM LLC serves as investment manager to the Accounts. As such, SFM LLC has been granted investment discretion over portfolio investments, including the shares of Common Stock, held for the Accounts. George Soros serves as Chairman of SFM LLC and has sole discretion to replace FPR Manager LLC, the Manager of SFM LLC.
    (b)Address or principal business office or, if none, residence:

    The address of the business office of each of the Reporting Persons is 250 West 55th Street, 29th Floor, New York, NY 10019.
    (c)Citizenship:

    (i) SFM LLC is a Delaware limited liability company; and (ii) George Soros is a citizen of the United States.
    (d)Title of class of securities:

    Common Stock, par value $0.0001 per share
    (e)CUSIP No.:

    500081104
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox not checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox not checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The percentages set forth herein are calculated based upon 174,957,392 shares of Common Stock outstanding which is based on 181,207,392 shares of Common Stock outstanding minus 6,250,000 sponsor earnout shares which are subject to vesting, each as reported by the Company in the Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025.
    (b)Percent of class:

    5.7%
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.

     (ii) Shared power to vote or to direct the vote:

    The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.

     (iii) Sole power to dispose or to direct the disposition of:

    The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.

     (iv) Shared power to dispose or to direct the disposition of:

    The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.


    See Item 2(a). The Accounts have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock reported herein. Quantum Partners has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5% of the shares of Common Stock.
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    Not Applicable
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    SOROS FUND MANAGEMENT LLC
     
    Signature:/s/ John DeSisto
    Name/Title:John DeSisto, Assistant General Counsel
    Date:10/01/2025
     
    GEORGE SOROS
     
    Signature:/s/ John DeSisto
    Name/Title:John DeSisto, Attorney-in-Fact
    Date:10/01/2025
    Exhibit Information

    Exhibit 99.1: Joint Filing Agreement Exhibit 99.2: Power of Attorney

    Get the next $AACT alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $AACT

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $AACT
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Kodiak Completes Business Combination with Ares Acquisition Corporation II to Accelerate Journey as a Leading AI-Powered Autonomous Vehicle Technology Company

    Kodiak AI, Inc. is expected to commence trading on Nasdaq under ticker symbols "KDK" and "KDKRW" on September 25, 2025Kodiak's ~$2.5 billion valuation is among the largest operating company de-SPAC transactions of 2025 to date This milestone, together with Kodiak's track record in deploying revenue generating autonomous technology, underscores its leadership in the autonomous vehicle sectorKodiak and Ares Acquisition Corporation II have raised over $275 million before expenses to help Kodiak accelerate its go-to-market strategy MOUNTAIN VIEW, Calif. and NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak" or the "Company"), a leading provider of AI-powered autonomous veh

    9/24/25 4:05:00 PM ET
    $AACT
    $AESI
    Blank Checks
    Finance
    Mining & Quarrying of Nonmetallic Minerals (No Fuels)
    Industrials

    Kodiak and Ares Acquisition Corporation II Have Raised Over $275 Million to Support Proposed Business Combination Following Redemptions

    Institutional Investors Have Funded or Committed Over $212 Million in Financing in Total Over $62 million to Remain in Trust Account Following Redemptions Extraordinary General Meeting of Shareholders Postponed to 2:00 p.m. September 23, 2025 Kodiak Robotics, Inc. ("Kodiak" or the "Company"), a leading provider of AI-powered autonomous vehicle technology, and Ares Acquisition Corporation II (NYSE:AACT) ("AACT"), a publicly traded special purpose acquisition company, today announced that, following redemptions, they have raised over $275 million to support the proposed business combination (the "proposed business combination") between AACT and Kodiak. This includes approximately $212.5 m

    9/23/25 6:30:00 AM ET
    $AACT
    Blank Checks
    Finance

    Kodiak and Ares Acquisition Corporation II Announce $145 Million Investment to Support Proposed Business Combination

    Institutional Investors Have Funded or Committed Over $220 Million in Financing in Total Extraordinary General Meeting of Shareholders Remains Scheduled for September 23, 2025 Kodiak Robotics, Inc. ("Kodiak" or the "Company"), a leading provider of AI-powered autonomous vehicle technology, and Ares Acquisition Corporation II (NYSE:AACT) ("AACT"), a publicly traded special purpose acquisition company, today announced a $145 million PIPE commitment of convertible preferred stock and common stock warrants to AACT from institutional accredited investors to support the previously announced proposed business combination (the "proposed business combination") between AACT and Kodiak. One such i

    9/15/25 8:30:00 AM ET
    $AACT
    Blank Checks
    Finance

    $AACT
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Amendment: SEC Form 4 filed by Chief Operating Officer Wiesinger Michael

    4/A - Kodiak AI, Inc. (0001853138) (Issuer)

    9/29/25 4:10:36 PM ET
    $AACT
    Blank Checks
    Finance

    Amendment: SEC Form 4 filed by Chief People Officer Major Zsuzsanna

    4/A - Kodiak AI, Inc. (0001853138) (Issuer)

    9/29/25 4:09:32 PM ET
    $AACT
    Blank Checks
    Finance

    Amendment: SEC Form 4 filed by Chief Technology Officer Wendel Andreas

    4/A - Kodiak AI, Inc. (0001853138) (Issuer)

    9/26/25 9:58:18 PM ET
    $AACT
    Blank Checks
    Finance

    $AACT
    SEC Filings

    View All

    SEC Form SCHEDULE 13D filed by Ares Acquisition Corporation II

    SCHEDULE 13D - Kodiak AI, Inc. (0001853138) (Subject)

    10/1/25 5:56:08 PM ET
    $AACT
    Blank Checks
    Finance

    SEC Form SCHEDULE 13G filed by Ares Acquisition Corporation II

    SCHEDULE 13G - Kodiak AI, Inc. (0001853138) (Subject)

    10/1/25 4:10:26 PM ET
    $AACT
    Blank Checks
    Finance

    Ares Acquisition Corporation II filed SEC Form 8-K: Completion of Acquisition or Disposition of Assets, Leadership Update, Entry into a Material Definitive Agreement, Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant, Material Modification to Rights of Security Holders, Regulation FD Disclosure

    8-K - Kodiak AI, Inc. (0001853138) (Filer)

    9/30/25 5:30:30 PM ET
    $AACT
    Blank Checks
    Finance

    $AACT
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Ares Acquisition Corporation II

    SC 13G - Ares Acquisition Corp II (0001853138) (Subject)

    11/14/24 9:12:57 PM ET
    $AACT
    Blank Checks
    Finance

    SEC Form SC 13G filed by Ares Acquisition Corporation II

    SC 13G - Ares Acquisition Corp II (0001853138) (Subject)

    11/14/24 10:25:34 AM ET
    $AACT
    Blank Checks
    Finance

    SEC Form SC 13G filed by Ares Acquisition Corporation II

    SC 13G - Ares Acquisition Corp II (0001853138) (Subject)

    11/14/24 6:04:30 AM ET
    $AACT
    Blank Checks
    Finance

    $AACT
    Financials

    Live finance-specific insights

    View All

    Horizon Technology Finance Announces First Quarter 2025 Financial Results

    - First Quarter 2025 Net Investment Income per Share of $0.27; NAV per Share of $7.57 - - Debt Portfolio Yield of 15.0% - - HRZN Ends Quarter with Committed Backlog of $236 Million - - Declares Regular Monthly Distributions Totaling $0.33 per Share through September 2025 - Horizon Technology Finance Corporation (NASDAQ:HRZN) ("Horizon" or the "Company"), an affiliate of Monroe Capital, and a leading specialty finance company that provides capital in the form of secured loans to venture capital-backed companies in the technology, life science, healthcare information and services, and sustainability industries, today announced its financial results for the first quarter ended March 31, 20

    4/29/25 4:15:00 PM ET
    $AACT
    $ARES
    $HRZN
    Blank Checks
    Finance
    Investment Managers
    Finance: Consumer Services