SCHEDULE 13G/A 0001140361-24-046639 0001512805 XXXXXXXX LIVE 3 Common stock, $0.0001 par value per share 09/30/2025 0001853138 Kodiak AI, Inc. 500081104 1049 Terra Bella Avenue Mountain View CA 94043 Rule 13d-1(b) Westchester Capital Management, LLC b DE 0 0 0 0 0 N 0 IA * Based on 181,207,392 Shares outstanding as of September 24, 2025, as reported in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025. Virtus Investment Advisers, LLC DE 0 0 0 0 0 N 0 IA * Based on 181,207,392 Shares outstanding as of September 24, 2025, as reported in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025. The amounts reported on this page are also included in the amounts reported by Westchester Capital Management, LLC on this Schedule 13G. The Merger Fund MA 0 0 0 0 0 N 0 IV * Based on 181,207,392 Shares outstanding as of September 24, 2025, as reported in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025. The amounts reported on this page are also included in the amounts reported by Virtus Investment Advisers, LLC on this Schedule 13G. Kodiak AI, Inc. 1049 Terra Bella Avenue, Mountain View, California, 94043 This statement is being filed jointly by the following (each, a "Reporting Person," and collectively, the "Reporting Persons"): Westchester Capital Management, LLC ("Westchester"), a Delaware limited liability company, Virtus Investment Advisers, LLC ("Virtus"), a Delaware limited liability company, and The Merger Fund ("MF"), a Massachusetts business trust. Virtus, a registered investment adviser, serves as the investment adviser to MF and Virtus Westchester Credit Event Fund ("CEF"). Westchester, a registered investment adviser, serves as sub-advisor to each of MF, CEF and JNL Multi-Manager Alternative Fund ("JARB" together with MF and CEF, the "Funds"). The Funds directly hold Ordinary Shares of the Company for the benefit of the investors in those Funds. Mr. Roy Behren and Mr. Michael T. Shannon each serve as Co-Presidents of Westchester. Westchester Capital Management, LLC 100 Summit Lake Drive, Valhalla, NY 10595 Virtus Investment Advisers, LLC One Financial Plaza, Hartford, CT 06103 The Merger Fund 101 Munson Street, Greenfield, MA 01301-9683 Each of Westchester and Virtus are organized under the laws of the State of Delaware. MF is organized under the laws of the State of Massachusetts. N IA IV Westchester Capital Management, LLC: 0 Virtus Investment Advisers, LLC: 0 The Merger Fund: 0 Westchester Capital Management, LLC: 0.0% Virtus Investment Advisers, LLC: 0.0% The Merger Fund: 0.0% Westchester Capital Management, LLC: 0 Virtus Investment Advisers, LLC: 0 The Merger Fund: 0 Westchester Capital Management, LLC: 0 Virtus Investment Advisers, LLC: 0 The Merger Fund: 0 Westchester Capital Management, LLC: 0 Virtus Investment Advisers, LLC: 0 The Merger Fund: 0 Westchester Capital Management, LLC: 0 Virtus Investment Advisers, LLC: 0 The Merger Fund: 0 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 acquired and are held in the ordinary course of business and 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. Westchester Capital Management, LLC /s/ CaSaundra Wu 11/14/2025 Virtus Investment Advisers, LLC /s/ Chetram Persaud 11/14/2025 The Merger Fund /s/ Daphne Chisolm 11/14/2025