Kodiak AI, Inc. (KDK) company profile
Close on Nov 13, 2026Market cap $222.69MP/E –Yield –
About Kodiak AI
Services-Computer Integrated Systems Design, SIC 7373
Kodiak AI, Inc. develops autonomous vehicle technology and artificial intelligence solutions designed for commercial ground transport. The company's core product is the Kodiak Driver, a unified physical AI platform that integrates software with modular hardware to operate vehicles without human intervention. It provides a Driver-as-a-Service model along with support software like Kodiak OnTime and assisted autonomy tools. The company serves commercial fleets in long-haul freight and industrial logistics, as well as defense organizations such as the U.S. military.
The company employs 342 people and operates an autonomous freight network spanning approximately 24,000 miles across the southern United States. Its active operational footprint covers Texas and New Mexico, including routes connecting Dallas with Houston, Oklahoma City, Atlanta, and El Paso. Kodiak's commercial operations have also included freight deliveries between California and Florida. The text does not state the location of the company's headquarters.
Summary of the business section of Kodiak AI's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Kodiak AI, Inc.
- Founded
- 2018
- Headquarters
- Mountain View, CA
- Address
- 1049 Terra Bella Avenue 94043
- Phone
- (650) 209-8005
- Website
- kodiak.ai
- Employees
- 341, Dec 31, 2025
- Industry
- Services-Computer Integrated Systems Design
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Ernst & Young LLP, San Jose, CA
Stock & identifiers
- Ticker
- KDK
- Other tickers
- KDKRW
- Former tickers
- AACT until Sep 30, 2025
- Exchange
- Nasdaq
- IPO date
- Apr 24, 2023
- Shares outstanding
- 201M, Jul 31, 2026
- Public float
- $559.00M, Jun 30, 2025
- Filer category
- Accelerated filer<br>Emerging growth company
- SEC CIK
- 1853138
- CUSIP
- 500081104
- ISIN
- US5000811043
- FIGI
- BBG01GWQM2H3
- Share class FIGI
- BBG01GWQM3D5
- LEI
- 529900DVZ27BDFLMDZ22
- EIN
- 00-0000000
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Donald L. Burnette | Chief Executive Officer, Director | 28,469,583 |
| Lorie Ann Boyd | Chief People Officer | 747,863 |
| Jordan S. Coleman | Chief Legal and Policy Officer | 296,624 |
| Surajit Datta | Chief Financial Officer | 980,425 |
| Zsuzsanna Major | Chief People Officer | 210,333 |
| Andreas Wendel | Chief Technology Officer | 4,739,629 |
| Michael Wiesinger | Chief Operating Officer | 596,102 |
| Mohamed Elshenawy | Director | 31,758 |
| Scott R. Tobin | Director | 11,388,427 |
| Kristin Sverchek | Director | 31,758 |
| James D. Reed | Director | 31,758 |
| Kenneth A. Goldman | Director | 31,758 |
| Allyson Satin | Director | 59,242 |
Executive compensation, fiscal 2025
Summary compensation table from the latest proxy statement
| Executive | Salary | Option awards | Incentive pay | Total | vs. prior year |
|---|---|---|---|---|---|
| Don Burnette Chief Executive Officer | $375.00K | $7.03M | $300.00K | $7.70M | +1876% |
| Surajit Datta Chief Financial Officer | $141.67K | $13.42M | $92.08K | $13.66M | – |
| Michael Wiesinger Chief Operating Officer | $354.50K | $2.96M | $230.43K | $3.55M | +315% |
Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.
IPO
From the final prospectus (Form 424B4) and the first day of trading
SPAC offering
- Type
- SPAC (blank check) IPO of units
- Final prospectus filed
- Apr 24, 2023
- Offer price
- $10.00
- Securities offered
- 45,000,000
- Gross proceeds
- $450.00M
- Exchange
- NYSE
- First trading day
- Jun 12, 2023
- First-day close
- $10.12+1.2%
- Lock-up ends (est.)
- Dec 9, 2023
“Each unit has an offering price of $10.00 and consists of one Class A ordinary share and one-half of one redeemable warrant.”
Lock-up end is estimated as 180 days after the first trading day; the prospectus sets the actual terms.
Employees
Headcount reported in annual reports
“As of December 31, 2025, we had 341 full time employees and one part-time employee.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Sep 30, 2025 | Listing notice | Notice of delisting or failure to satisfy a listing rule (8-K Item 3.01) |
| Sep 30, 2025 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Sep 30, 2025 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Sep 24, 2025 | Name change | Name changed from Ares Acquisition Corp II to Kodiak Al, Inc. |
| Sep 24, 2025 | Delisting | Notice of delisting from exchange (Form 25) |
| Sep 24, 2025 | Listing | Registration of securities on an exchange (Form 8-A) |
| May 14, 2025 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Apr 24, 2023 | IPO | Initial public offering priced (424B4 prospectus) |
| Apr 20, 2023 | Listing | Registration of securities on an exchange (Form 8-A) |
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