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Kodiak Sciences Inc.

KOD Healthcare
$23.19 $-0.6 (-2.52%)
Market Cap: $1.23 B
Gurus Holding
5
Popularity Rank
#1737
% of Shares Held
4.46%
Net Activity (Q4 2025)
-$23.94 M

Guru Ownership Trend

Guru Analysis for Kodiak Sciences Inc. (KOD)

Kodiak Sciences Inc. (KOD), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $64.06 M.

Top institutional holders include Steven Cohen and Renaissance Technologies.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.94 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Robert Bruce reduced exposure by 40.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$829,126.12
Total Buy Value
New Buys 1
Additions 1
-$24.77 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Kodiak Sciences Inc. (KOD)

Major holders include Steven Cohen ($60.59 M), Renaissance Technologies ($10.06 M), Robert Bruce ($4.61 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.76 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $23.94 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited KOD. The total reported sell value was $24.77 M.

Yes, 1 managers opened new positions in KOD, and 1 increased their existing holdings. The total reported buy value was $829,126.12.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Reduce -23.6% 2,166,929 $60.59 M Q4 2025
0.02% Reduce -22.0% 359,800 $10.06 M Q4 2025
1.43% Reduce -40.9% 165,000 $4.61 M Q4 2025
0.00% Add 40.1% 57,693 $1.61 M Q4 2025
0.00% New Buy 13,134 $367,227 Q4 2025
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