X0202 SCHEDULE 13G/A 0000902664-25-004257 0001029160 XXXXXXXX LIVE 1 Common Stock, par value $0.0001 per share 06/30/2026 0001853138 Kodiak AI, Inc. 500081104 1049 TERRA BELLA AVENUE MOUNTAIN VIEW CA 94043 Rule 13d-1(c) SOROS FUND MANAGEMENT LLC b DE 0.00 9767037.00 0.00 9767037.00 9767037.00 N 4.9 OO George Soros b X1 0.00 9767037.00 0.00 9767037.00 9767037.00 N 4.9 IN Kodiak AI, Inc. 1049 Terra Bella Avenue, Mountain View, California 94043 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. The address of the principal business office of each of the Reporting Persons is 250 West 55th Street, 29th Floor, New York, NY 10019. (i) SFM LLC is a Delaware limited liability company; and (ii) George Soros is a citizen of the United States. Y 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 percentage set forth herein is calculated based upon an aggregate of 199,400,662 shares of Class A Common Stock outstanding as of May 15, 2026, as reported by the Issuer in the prospectus filed with the Securities and Exchange Commission on June 9, 2026 pursuant to Rule 424(b)(3) under the Securities Act of 1933, as amended. 4.9% 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. 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. 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. 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. N Y Y Y Y Y N 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. Exhibit 99.1: Power of Attorney SOROS FUND MANAGEMENT LLC /s/ John DeSisto 08/14/2026 George Soros /s/ John DeSisto 08/14/2026