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KOD Kodiak Sciences Inc.

Health Care, filed as KODIAK SCIENCES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $1.4M
  • 1 reduce

In 2026 Q2 Polen Capital Management trimmed Kodiak Sciences.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Reduce 0.01%

Who owns KOD

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.01% Reduce −14.2% 35,469 $1.4M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by KOD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All KOD insider trades
  • $217M bought by 1 insider
  • None no sales outside a trading plan
  • $2.2M sold by 1 insider under 10b5-1 plans
  1. Baker Bros. Advisors LP Director, +5 joint filers
    Buy
    $63.4M 715,592 shares at $88.59 +3.7% to stake
    Traded Sep 28–29 Filed Sep 30
  2. Baker Bros. Advisors LP Director, +5 joint filers
    Buy
    $35M 418,323 shares at $83.58 +2.2% to stake
    Traded Sep 28 Filed Sep 30
  3. Baker Bros. Advisors LP Director, +5 joint filers
    Buy
    $58.6M 807,840 shares at $72.57 +4.4% to stake
    Traded Sep 28 Filed Sep 30
  4. John A. Borgeson CFO
    Planned sale
    $1M 30,000 shares at $34.10 12% of stake
    Traded Jun 4 Filed Jun 5
  5. John A. Borgeson CFO
    Planned sale
    $1.2M 30,000 shares at $39.92 14% of stake
    Traded Apr 2 Filed Apr 2
  6. Baker Bros. Advisors LP Director, +5 joint filers
    Buy
    $60M 2,608,696 shares at $23.00 +17% to stake
    Traded Dec 18, 2025 Filed Dec 19, 2025

Also filed in the last 12 months, not counted as buying or selling: 7 option exercises.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
SCHEDULE 13D/A —
8-K 8.01,9.01
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
8-K 5.07
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
DEF 14A
DEFA14A
SCHEDULE 13G —
8-K 2.02,9.01
10-K
8-K 8.01,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13D/A —
8-K 8.01,9.01
424B5
424B5

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income -$260.49M -$176.21M -$229.97M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $289.31M $171.94M $214.82M
Total non-current assets * $190.06M $163.64M $136.72M
Total assets $479.37M $335.58M $351.53M
Total current liabilities $41.73M $25.57M $45.53M
Total non-current liabilities * $171.86M $159.72M $148.62M
Total equity $265.78M $150.29M $157.38M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$154.18M -$117.32M -$136.01M
Cash from investing $249.23M -$0.755M -$0.506M
Cash from financing $0.031M $0.501M $178.3M
Net change in cash * $95.07M -$117.57M $41.79M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.