Kodiak AI, Inc. filed its quarterly report on Form 10-Q with the U.S. Securities and Exchange Commission on November 6, 2026, covering the fiscal quarter ended September 30, 2026.

Key Highlights

  • Shares outstanding: As of October 30, 2026, Kodiak AI reported 204,083,603 shares of common stock outstanding.
  • Filer status: The company is classified as an accelerated filer and an emerging growth company under SEC definitions.
  • Listed securities: Common stock (ticker KDK) and redeemable warrants (ticker KDKRW) are both listed on The Nasdaq Stock Market LLC; each warrant is exercisable for one share of common stock at an exercise price of $9.28.
  • Common stock par value: $0.0001 per share, as stated on the cover page.
  • Going concern disclosure: The filing lists among its forward-looking topics "our expectations regarding our cash runway and ability to continue as a going concern."
  • Shell company status: The registrant indicated it is not a shell company.

Kodiak AI's September 2026 Quarterly Disclosure: Key Details

Kodiak AI, Inc. (NASDAQ:KDK), headquartered at 1049 Terra Bella Avenue, Mountain View, California, submitted its Form 10-Q for the quarterly period ended September 30, 2026, according to the filing. The company holds Commission file number 001-41691 and is incorporated in Delaware with an IRS Employer Identification Number of 98-1592112. The filing confirmed that the registrant has met all required SEC report submissions during the preceding 12 months and has submitted all required Interactive Data Files electronically.

The filing covers standard quarterly disclosures including unaudited condensed consolidated financial statements, management's discussion and analysis, and market risk disclosures. According to the filing, the company's forward-looking statements address topics including its "Driver-as-a-Service or DaaS business model," production and deployment of the Kodiak Driver, capital requirements, and its dependence on a limited number of customers, "including Atlas and defense customers, for a significant portion of our revenue." The company noted it has a "limited operating history, including our net losses and undemonstrated ability to achieve profitability."

The filing also identifies risks including those related to rapidly evolving autonomous vehicle technology, third-party supplier dependencies, changes in tariff and trade policies, and the ability to maintain listing on The Nasdaq Stock Market LLC. The company has elected not to opt out of the extended transition period for complying with new or revised financial accounting standards as an emerging growth company, according to the cover page.

What Was Disclosed

Kodiak AI filed its Form 10-Q for the quarter ended September 30, 2026, reporting 204,083,603 shares outstanding as of October 30, 2026, and listing both common stock and redeemable warrants on Nasdaq. The filing identifies going concern and profitability as forward-looking topics.