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DEFA14A ·Filed Apr 24, 2026

KDKRW

Kodiak AI, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed6mo ago SEC0001628280-26-027199
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for the full proxy statement to be released, which will contain details on the vote, including the vote type, management's position, and any dissident demands. The current filing is purely administrative.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
KDKRW ▼ -44.04% at T+60d
NEUTRAL call -44.04% · α vs SPY -48.82% · entry $1.51 → $0.8450
Entry = T+0 close
Apr 24, 2026
via day close
T+1d
+1.32%
call +1.32% · α +1.81%
$1.53
settled 6mo ago
T+5d
+3.31%
call +3.31% · α +2.91%
$1.56
settled 6mo ago
T+20d
-19.87%
call -19.87% · α -24.82%
$1.21
settled 5mo ago
T+60d
-44.04%
call -44.04% · α -48.82%
$0.8450
settled 3mo ago

Price Chart

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Executive Summary

The DEFA14A filing is a definitive proxy statement for Kodiak AI, Inc., indicating a shareholder vote is upcoming. The filing itself contains no material financial or strategic information beyond the standard proxy notice, and the company name change from Ares Acquisition Corp II to Kodiak AI, Inc. was completed in March 2021.

Key Facts

  • Filing is a DEFA14A, a definitive proxy statement for a shareholder vote.
  • No specific vote details (e.g., director election, merger) are provided in the available documents.
  • The company changed its name from Ares Acquisition Corp II to Kodiak AI, Inc. on September 24, 2025.
  • The filing contains only administrative information and headers; the full proxy statement is not included.

Financial Impact

No financial impact from the filing itself.

Risk Factors

  • The lack of information in this filing means the nature and importance of the upcoming vote are unknown.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Integrated Systems Design

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001628280-26-027199
Document: 0001628280-26-027199-index-headers.html0001628280-26-027199
Document: 0001628280-26-027199-index.html0001628280-26-027199
Document: 0001628280-26-027199.txt0001628280-26-027199
2 reports for KDKRW
Performance horizon
Filters
Rows
Reports for KDKRW — sortable, filterable
TypeNow
Jun 10, 2026
19w ago
EFFECT
NEUTRAL ★ 5/10
$0.9501 $0.7500▼ −21.06%▼ −24.68%$0.2200 (−76.84%)
Apr 24, 2026
26w ago
DEFA14A
NEUTRAL ★ 3/10
$1.51 $1.21▼ −19.87%▼ −24.82%$0.2200 (−85.43%)
Showing 2 of 2

US Market Status

Market Closed — Opens Tue (17h 28m)

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Report published Apr 24, 2026