KOD US Equity

Kodiak Sciences Inc.

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Health Care · Biological Products, (No Diagnostic Substances) · CIK 1468748 · FYE 1231

$40.01

-0.28 (-0.69%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding KOD · 2026-Q1 methodology → sources →

188 holders

% of shares outstanding held

92.6%

Shares held (13F)

57,975,523

Reporting holders

188

Top holders

largest 100 of 188 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BAKER BROS. ADVISORS LP	19,919,18619.9M	$759M	31.83%	—
2	BlackRock, Inc.	3,935,3023.9M	$150M	6.29%	—
3	STATE STREET CORP	2,250,9202.3M	$86M	3.60%	ADD 30%
4	PRICE T ROWE ASSOCIATES INC /MD/	2,039,3502.0M	$78M	3.26%	ADD 74%
5	BRAIDWELL LP	1,818,6651.8M	$69M	2.91%	TRIM -12%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,717,0761.7M	$65M	2.74%	NEW†
7	GOLDMAN SACHS GROUP INC	1,689,0031.7M	$64M	2.70%	ADD 30%
8	RTW INVESTMENTS, LP	1,487,9341.5M	$57M	2.38%	—
9	TCG Crossover Management, LLC	1,445,5381.4M	$55M	2.31%	—
10	Boxer Capital Management, LLC	1,361,0001.4M	$52M	2.17%	ADD 20%
11	JANUS HENDERSON GROUP PLC	1,325,4571.3M	$51M	2.12%	ADD 33%
12	ICONIQ Capital, LLC	1,266,5631.3M	$48M	2.02%	—
13	Ikarian Capital, LLC	1,265,7951.3M	$48M	2.02%	ADD 76%
14	GEODE CAPITAL MANAGEMENT, LLC	1,000,4111.0M	$38M	1.60%	ADD 11%
15	SILVERARC CAPITAL MANAGEMENT, LLC	991,930991,930	$38M	1.59%	TRIM -3%
16	CITADEL ADVISORS LLC	870,788870,788	$33M	1.39%	ADD 200%
17	T. Rowe Price Investment Management, Inc.	836,944836,944	$32M	1.34%	ADD 98%
18	Balyasny Asset Management L.P.	726,547726,547	$28M	1.16%	ADD 176%
19	Board of Trustees of The Leland Stanford Junior University	691,767691,767	$26M	1.11%	—
20	Artisan Partners Limited Partnership	690,322690,322	$26M	1.10%	TRIM -17%
21	ADAGE CAPITAL PARTNERS GP, L.L.C.	575,000575,000	$22M	0.92%	TRIM -27%
22	MORGAN STANLEY	515,864515,864	$20M	0.82%	TRIM -26%
23	Point72 Asset Management, L.P.	459,723459,723	$18M	0.73%	TRIM -79%
24	WELLINGTON MANAGEMENT GROUP LLP	436,329436,329	$17M	0.70%	TRIM -8%
25	NORTHERN TRUST CORP	391,349391,349	$15M	0.63%	ADD 17%
26	Squadron Capital Management LLC	380,000380,000	$14M	0.61%	ADD 30%
27	VANGUARD PORTFOLIO MANAGEMENT LLC	365,051365,051	$14M	0.58%	NEW
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	349,803349,803	$13M	0.56%	ADD 3%
29	BOOTHBAY FUND MANAGEMENT, LLC	328,670328,670	$13M	0.53%	ADD 90%
30	DIMENSIONAL FUND ADVISORS LP	315,400315,400	$12M	0.50%	TRIM -4%
31	Invesco Ltd.	305,074305,074	$12M	0.49%	TRIM -45%
32	BANK OF AMERICA CORP /DE/	300,356300,356	$11M	0.48%	ADD 53%
33	RENAISSANCE TECHNOLOGIES LLC	294,300294,300	$11M	0.47%	TRIM -18%
34	BOONE CAPITAL MANAGEMENT LLC	281,332281,332	$11M	0.45%	TRIM -44%
35	VANGUARD FIDUCIARY TRUST CO	258,128258,128	$10M	0.41%	NEW
36	D. E. Shaw & Co., Inc.	229,955229,955	$9M	0.37%	TRIM -28%
37	FEDERATED HERMES, INC.	210,210210,210	$8M	0.34%	TRIM -14%
38	DIADEMA PARTNERS LP	192,962192,962	$7M	0.31%	NEW
39	Atom Investors LP	190,773190,773	$7M	0.30%	TRIM -8%
40	FMR LLC	183,919183,919	$7M	0.29%	TRIM -8%
41	TD Asset Management Inc	162,298162,298	$6M	0.26%	ADD 21%
42	UBS Group AG	153,166153,166	$6M	0.24%	TRIM -9%
43	ALGERT GLOBAL LLC	147,930147,930	$6M	0.24%	ADD 1475%
44	Bruce & Co., Inc.	145,000145,000	$6M	0.23%	TRIM -12%
45	Trexquant Investment LP	123,402123,402	$5M	0.20%	TRIM -35%
46	MANUFACTURERS LIFE INSURANCE COMPANY, THE	120,629120,629	$5M	0.19%	ADD 32%
47	SPHERA FUNDS MANAGEMENT LTD.	114,796114,796	$4M	0.18%	TRIM -35%
48	PFM Health Sciences, LP	114,719114,719	$4M	0.18%	NEW
49	Bank of New York Mellon Corp	111,341111,341	$4M	0.18%	ADD 8%
50	Resolute Capital Asset Partners LLC	100,000100,000	$4M	0.16%	NEW
51	TWO SIGMA INVESTMENTS, LP	99,46899,468	$4M	0.16%	ADD 93%
52	Nuveen, LLC	95,29295,292	$4M	0.15%	ADD 30%
53	Informed Momentum Co LLC	88,36988,369	$3M	0.14%	NEW
54	AQR CAPITAL MANAGEMENT LLC	85,81885,818	$3M	0.14%	ADD 49%
55	RIA Advisory Group LLC	84,67284,672	$3M	0.14%	TRIM -25%
56	PRUDENTIAL FINANCIAL INC	80,21580,215	$3M	0.13%	ADD 2%
57	WELLS FARGO & COMPANY/MN	77,13777,137	$3M	0.12%	TRIM -16%
58	Rafferty Asset Management, LLC	71,50471,504	$3M	0.11%	ADD 20%
59	Harvest Investment Services, LLC	71,34971,349	$3M	0.11%	ADD 15%
60	Squarepoint Ops LLC	71,05671,056	$3M	0.11%	NEW
61	JPMORGAN CHASE & CO	79,70879,708	$3M	0.13%	ADD 345%
62	NEW YORK STATE COMMON RETIREMENT FUND	69,86069,860	$3M	0.11%	ADD 4%
63	National Philanthropic Trust	66,39866,398	$3M	0.11%	—
64	Jefferies Financial Group Inc.	66,26966,269	$3M	0.11%	ADD 405%
65	AMERIPRISE FINANCIAL INC	65,49265,492	$2M	0.10%	ADD 229%
66	Maven Securities LTD	58,95358,953	$2M	0.09%	NEW
67	Swiss National Bank	57,40057,400	$2M	0.09%	NEW
68	Jain Global LLC	52,56952,569	$2M	0.08%	TRIM -82%
69	Persistent Asset Partners Ltd	51,33651,336	$2M	0.08%	NEW
70	STATE OF WISCONSIN INVESTMENT BOARD	49,25949,259	$2M	0.08%	ADD 34%
71	FRED ALGER MANAGEMENT, LLC	48,37948,379	$2M	0.08%	NEW
72	RHUMBLINE ADVISERS	47,95847,958	$2M	0.08%	ADD 11%
73	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,75143,751	$2M	0.07%	ADD 22569%
74	HighVista Strategies LLC	43,56943,569	$2M	0.07%	NEW
75	POLEN CAPITAL MANAGEMENT LLCtracked	41,35441,354	$2M	0.07%	—
76	DEUTSCHE BANK AG\	41,26441,264	$2M	0.07%	ADD 17%
77	JACOBS LEVY EQUITY MANAGEMENT, INC	40,93940,939	$2M	0.07%	TRIM -68%
78	VICTORY CAPITAL MANAGEMENT INC	37,63837,638	$1M	0.06%	TRIM -15%
79	SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,22734,227	$1M	0.05%	TRIM -7%
80	PROFUND ADVISORS LLC	31,84431,844	$1M	0.05%	ADD 44%
81	Vanguard Global Advisers, LLC	30,59730,597	$1M	0.05%	NEW
82	PANAGORA ASSET MANAGEMENT INC	29,71729,717	$1M	0.05%	TRIM -84%
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	29,39629,396	$1M	0.05%	ADD 1359%
84	FRANKLIN RESOURCES INC	29,34829,348	$1M	0.05%	ADD 50%
85	BNP PARIBAS FINANCIAL MARKETS	29,12629,126	$1M	0.05%	ADD 246%
86	ALLIANCEBERNSTEIN L.P.	38,48038,480	$1M	0.06%	ADD 9%
87	Aries Wealth Management	25,00025,000	$953,000	0.04%	—
88	Walleye Capital LLC	23,57223,572	$898,565	0.04%	NEW
89	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	22,83322,833	$847,795	0.04%	ADD 22%
90	Schonfeld Strategic Advisors LLC	22,15222,152	$844,433	0.04%	NEW
91	Headlands Technologies LLC	20,59320,593	$785,005	0.03%	ADD 27%
92	MetLife Investment Management, LLC	20,36320,363	$776,238	0.03%	ADD 5%
93	Legal & General Group Plc	20,17320,173	$768,996	0.03%	ADD 591%
94	SIMPLEX TRADING, LLC	19,75519,755	$753,060	0.03%	ADD 222%
95	VANGUARD ASSET MANAGEMENT, Ltd	19,17419,174	$730,913	0.03%	NEW
96	Russell Investments Group, Ltd.	18,62918,629	$710,166	0.03%	TRIM -41%
97	BRIDGEWAY CAPITAL MANAGEMENT, LLC	18,20018,200	$693,784	0.03%	TRIM -58%
98	XTX Topco Ltd	17,97717,977	$685,283	0.03%	NEW
99	Optimize Financial Inc	17,82817,828	$679,603	0.03%	NEW
100	SG Americas Securities, LLC	17,12417,124	$653,000	0.03%	TRIM -29%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BAKER BROS. ADVISORS LP

17.3M

19.9M

$759M

BlackRock, Inc.

3.7M

3.6M

3.0M

4.0M

3.9M

$150M

STATE STREET CORP

831K

849K

837K

832K

1.7M

2.3M

$86M

PRICE T ROWE ASSOCIATES INC /MD/

1.3M

36K

39K

502K

1.2M

2.0M

$78M

BRAIDWELL LP

—

2.1M

1.8M

$69M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.7M

$65M

GOLDMAN SACHS GROUP INC

272K

250K

199K

327K

1.3M

1.7M

$64M

RTW INVESTMENTS, LP

—

1.5M

$57M

TCG Crossover Management, LLC

1.1M

1.4M

$55M

Boxer Capital Management, LLC

1.0M

750K

1.1M

1.4M

$52M

JANUS HENDERSON GROUP PLC

—

1.0M

1.3M

$51M

ICONIQ Capital, LLC

1.0M

1.3M

$48M

Ikarian Capital, LLC

576K

650K

600K

414K

720K

1.3M

$48M

GEODE CAPITAL MANAGEMENT, LLC

769K

794K

790K

801K

898K

1.0M

$38M

SILVERARC CAPITAL MANAGEMENT, LLC

1.0M

442K

402K

1.0M

992K

$38M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	188	57,975,523	92.6%	$2.2B
2025-Q4	158	57,585,995	92.0%	$1.6B
2025-Q3	121	44,517,515	71.1%	$728M
2025-Q2	101	41,865,230	66.9%	$156M
2025-Q1	107	42,901,494	68.6%	$120M
2024-Q4	108	42,091,658	67.3%	$419M
2024-Q3	98	39,469,443	63.1%	$103M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · KOD

Activists — 13D, active intent

BAKER BROS. ADVISORS LP32.8%NEWSCHEDULE 13D/A · Amd 11 · event 2025-12-18SEC →

20,067,542 shares · 4 reporting persons

“Item 4 of Amendment No. 11 is supplemented and amended, as the case may be, as follows: The disclosure in Item 3 and in Item 6 below is incorporated herein by reference. On December 16, 2025, the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with J.P. Morgan Securities LLC, Jefferies LLC, Evercore Group L.L.C. and UBS Securities LLC (the "Underwriters"), related to the public offering (the "Offering") of 6,956,522 shares of common stock of the Issuer ("Common Stock”

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
PERLROTH VICTOR	9.9%	Exempt	2025-12-31	SEC →
Sirenia Capital Management LP	5.7%	QII	2026-03-31	SEC →

Institutional ownership· 13F filers holding KOD · 2026-Q1 methodology → sources →

188 holders

% of shares outstanding held

92.6%

Shares held (13F)

57,975,523

Reporting holders

188

Top holders

largest 100 of 188 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BAKER BROS. ADVISORS LP	19,919,18619.9M	$759M	31.83%	—
2	BlackRock, Inc.	3,935,3023.9M	$150M	6.29%	—
3	STATE STREET CORP	2,250,9202.3M	$86M	3.60%	ADD 30%
4	PRICE T ROWE ASSOCIATES INC /MD/	2,039,3502.0M	$78M	3.26%	ADD 74%
5	BRAIDWELL LP	1,818,6651.8M	$69M	2.91%	TRIM -12%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,717,0761.7M	$65M	2.74%	NEW†
7	GOLDMAN SACHS GROUP INC	1,689,0031.7M	$64M	2.70%	ADD 30%
8	RTW INVESTMENTS, LP	1,487,9341.5M	$57M	2.38%	—
9	TCG Crossover Management, LLC	1,445,5381.4M	$55M	2.31%	—
10	Boxer Capital Management, LLC	1,361,0001.4M	$52M	2.17%	ADD 20%
11	JANUS HENDERSON GROUP PLC	1,325,4571.3M	$51M	2.12%	ADD 33%
12	ICONIQ Capital, LLC	1,266,5631.3M	$48M	2.02%	—
13	Ikarian Capital, LLC	1,265,7951.3M	$48M	2.02%	ADD 76%
14	GEODE CAPITAL MANAGEMENT, LLC	1,000,4111.0M	$38M	1.60%	ADD 11%
15	SILVERARC CAPITAL MANAGEMENT, LLC	991,930991,930	$38M	1.59%	TRIM -3%
16	CITADEL ADVISORS LLC	870,788870,788	$33M	1.39%	ADD 200%
17	T. Rowe Price Investment Management, Inc.	836,944836,944	$32M	1.34%	ADD 98%
18	Balyasny Asset Management L.P.	726,547726,547	$28M	1.16%	ADD 176%
19	Board of Trustees of The Leland Stanford Junior University	691,767691,767	$26M	1.11%	—
20	Artisan Partners Limited Partnership	690,322690,322	$26M	1.10%	TRIM -17%
21	ADAGE CAPITAL PARTNERS GP, L.L.C.	575,000575,000	$22M	0.92%	TRIM -27%
22	MORGAN STANLEY	515,864515,864	$20M	0.82%	TRIM -26%
23	Point72 Asset Management, L.P.	459,723459,723	$18M	0.73%	TRIM -79%
24	WELLINGTON MANAGEMENT GROUP LLP	436,329436,329	$17M	0.70%	TRIM -8%
25	NORTHERN TRUST CORP	391,349391,349	$15M	0.63%	ADD 17%
26	Squadron Capital Management LLC	380,000380,000	$14M	0.61%	ADD 30%
27	VANGUARD PORTFOLIO MANAGEMENT LLC	365,051365,051	$14M	0.58%	NEW
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	349,803349,803	$13M	0.56%	ADD 3%
29	BOOTHBAY FUND MANAGEMENT, LLC	328,670328,670	$13M	0.53%	ADD 90%
30	DIMENSIONAL FUND ADVISORS LP	315,400315,400	$12M	0.50%	TRIM -4%
31	Invesco Ltd.	305,074305,074	$12M	0.49%	TRIM -45%
32	BANK OF AMERICA CORP /DE/	300,356300,356	$11M	0.48%	ADD 53%
33	RENAISSANCE TECHNOLOGIES LLC	294,300294,300	$11M	0.47%	TRIM -18%
34	BOONE CAPITAL MANAGEMENT LLC	281,332281,332	$11M	0.45%	TRIM -44%
35	VANGUARD FIDUCIARY TRUST CO	258,128258,128	$10M	0.41%	NEW
36	D. E. Shaw & Co., Inc.	229,955229,955	$9M	0.37%	TRIM -28%
37	FEDERATED HERMES, INC.	210,210210,210	$8M	0.34%	TRIM -14%
38	DIADEMA PARTNERS LP	192,962192,962	$7M	0.31%	NEW
39	Atom Investors LP	190,773190,773	$7M	0.30%	TRIM -8%
40	FMR LLC	183,919183,919	$7M	0.29%	TRIM -8%
41	TD Asset Management Inc	162,298162,298	$6M	0.26%	ADD 21%
42	UBS Group AG	153,166153,166	$6M	0.24%	TRIM -9%
43	ALGERT GLOBAL LLC	147,930147,930	$6M	0.24%	ADD 1475%
44	Bruce & Co., Inc.	145,000145,000	$6M	0.23%	TRIM -12%
45	Trexquant Investment LP	123,402123,402	$5M	0.20%	TRIM -35%
46	MANUFACTURERS LIFE INSURANCE COMPANY, THE	120,629120,629	$5M	0.19%	ADD 32%
47	SPHERA FUNDS MANAGEMENT LTD.	114,796114,796	$4M	0.18%	TRIM -35%
48	PFM Health Sciences, LP	114,719114,719	$4M	0.18%	NEW
49	Bank of New York Mellon Corp	111,341111,341	$4M	0.18%	ADD 8%
50	Resolute Capital Asset Partners LLC	100,000100,000	$4M	0.16%	NEW
51	TWO SIGMA INVESTMENTS, LP	99,46899,468	$4M	0.16%	ADD 93%
52	Nuveen, LLC	95,29295,292	$4M	0.15%	ADD 30%
53	Informed Momentum Co LLC	88,36988,369	$3M	0.14%	NEW
54	AQR CAPITAL MANAGEMENT LLC	85,81885,818	$3M	0.14%	ADD 49%
55	RIA Advisory Group LLC	84,67284,672	$3M	0.14%	TRIM -25%
56	PRUDENTIAL FINANCIAL INC	80,21580,215	$3M	0.13%	ADD 2%
57	WELLS FARGO & COMPANY/MN	77,13777,137	$3M	0.12%	TRIM -16%
58	Rafferty Asset Management, LLC	71,50471,504	$3M	0.11%	ADD 20%
59	Harvest Investment Services, LLC	71,34971,349	$3M	0.11%	ADD 15%
60	Squarepoint Ops LLC	71,05671,056	$3M	0.11%	NEW
61	JPMORGAN CHASE & CO	79,70879,708	$3M	0.13%	ADD 345%
62	NEW YORK STATE COMMON RETIREMENT FUND	69,86069,860	$3M	0.11%	ADD 4%
63	National Philanthropic Trust	66,39866,398	$3M	0.11%	—
64	Jefferies Financial Group Inc.	66,26966,269	$3M	0.11%	ADD 405%
65	AMERIPRISE FINANCIAL INC	65,49265,492	$2M	0.10%	ADD 229%
66	Maven Securities LTD	58,95358,953	$2M	0.09%	NEW
67	Swiss National Bank	57,40057,400	$2M	0.09%	NEW
68	Jain Global LLC	52,56952,569	$2M	0.08%	TRIM -82%
69	Persistent Asset Partners Ltd	51,33651,336	$2M	0.08%	NEW
70	STATE OF WISCONSIN INVESTMENT BOARD	49,25949,259	$2M	0.08%	ADD 34%
71	FRED ALGER MANAGEMENT, LLC	48,37948,379	$2M	0.08%	NEW
72	RHUMBLINE ADVISERS	47,95847,958	$2M	0.08%	ADD 11%
73	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,75143,751	$2M	0.07%	ADD 22569%
74	HighVista Strategies LLC	43,56943,569	$2M	0.07%	NEW
75	POLEN CAPITAL MANAGEMENT LLCtracked	41,35441,354	$2M	0.07%	—
76	DEUTSCHE BANK AG\	41,26441,264	$2M	0.07%	ADD 17%
77	JACOBS LEVY EQUITY MANAGEMENT, INC	40,93940,939	$2M	0.07%	TRIM -68%
78	VICTORY CAPITAL MANAGEMENT INC	37,63837,638	$1M	0.06%	TRIM -15%
79	SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,22734,227	$1M	0.05%	TRIM -7%
80	PROFUND ADVISORS LLC	31,84431,844	$1M	0.05%	ADD 44%
81	Vanguard Global Advisers, LLC	30,59730,597	$1M	0.05%	NEW
82	PANAGORA ASSET MANAGEMENT INC	29,71729,717	$1M	0.05%	TRIM -84%
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	29,39629,396	$1M	0.05%	ADD 1359%
84	FRANKLIN RESOURCES INC	29,34829,348	$1M	0.05%	ADD 50%
85	BNP PARIBAS FINANCIAL MARKETS	29,12629,126	$1M	0.05%	ADD 246%
86	ALLIANCEBERNSTEIN L.P.	38,48038,480	$1M	0.06%	ADD 9%
87	Aries Wealth Management	25,00025,000	$953,000	0.04%	—
88	Walleye Capital LLC	23,57223,572	$898,565	0.04%	NEW
89	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	22,83322,833	$847,795	0.04%	ADD 22%
90	Schonfeld Strategic Advisors LLC	22,15222,152	$844,433	0.04%	NEW
91	Headlands Technologies LLC	20,59320,593	$785,005	0.03%	ADD 27%
92	MetLife Investment Management, LLC	20,36320,363	$776,238	0.03%	ADD 5%
93	Legal & General Group Plc	20,17320,173	$768,996	0.03%	ADD 591%
94	SIMPLEX TRADING, LLC	19,75519,755	$753,060	0.03%	ADD 222%
95	VANGUARD ASSET MANAGEMENT, Ltd	19,17419,174	$730,913	0.03%	NEW
96	Russell Investments Group, Ltd.	18,62918,629	$710,166	0.03%	TRIM -41%
97	BRIDGEWAY CAPITAL MANAGEMENT, LLC	18,20018,200	$693,784	0.03%	TRIM -58%
98	XTX Topco Ltd	17,97717,977	$685,283	0.03%	NEW
99	Optimize Financial Inc	17,82817,828	$679,603	0.03%	NEW
100	SG Americas Securities, LLC	17,12417,124	$653,000	0.03%	TRIM -29%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BAKER BROS. ADVISORS LP

17.3M

19.9M

$759M

BlackRock, Inc.

3.7M

3.6M

3.0M

4.0M

3.9M

$150M

STATE STREET CORP

831K

849K

837K

832K

1.7M

2.3M

$86M

PRICE T ROWE ASSOCIATES INC /MD/

1.3M

36K

39K

502K

1.2M

2.0M

$78M

BRAIDWELL LP

—

2.1M

1.8M

$69M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.7M

$65M

GOLDMAN SACHS GROUP INC

272K

250K

199K

327K

1.3M

1.7M

$64M

RTW INVESTMENTS, LP

—

1.5M

$57M

TCG Crossover Management, LLC

1.1M

1.4M

$55M

Boxer Capital Management, LLC

1.0M

750K

1.1M

1.4M

$52M

JANUS HENDERSON GROUP PLC

—

1.0M

1.3M

$51M

ICONIQ Capital, LLC

1.0M

1.3M

$48M

Ikarian Capital, LLC

576K

650K

600K

414K

720K

1.3M

$48M

GEODE CAPITAL MANAGEMENT, LLC

769K

794K

790K

801K

898K

1.0M

$38M

SILVERARC CAPITAL MANAGEMENT, LLC

1.0M

442K

402K

1.0M

992K

$38M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	188	57,975,523	92.6%	$2.2B
2025-Q4	158	57,585,995	92.0%	$1.6B
2025-Q3	121	44,517,515	71.1%	$728M
2025-Q2	101	41,865,230	66.9%	$156M
2025-Q1	107	42,901,494	68.6%	$120M
2024-Q4	108	42,091,658	67.3%	$419M
2024-Q3	98	39,469,443	63.1%	$103M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · KOD

Activists — 13D, active intent

BAKER BROS. ADVISORS LP32.8%NEWSCHEDULE 13D/A · Amd 11 · event 2025-12-18SEC →

20,067,542 shares · 4 reporting persons

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
PERLROTH VICTOR	9.9%	Exempt	2025-12-31	SEC →
Sirenia Capital Management LP	5.7%	QII	2026-03-31	SEC →

KOD US Equity☆

Institutional ownership· 13F filers holding KOD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · KOD

Institutional ownership· 13F filers holding KOD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · KOD

KOD US Equity