# EDGAR Filing Document

**Accession Number:** 0002088497
**File Stem:** 0002088497-25-000003
**Filing Date:** 2025-9
**Character Count:** 28373
**Document Hash:** 529497aa90bb873b437c849967113abb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002088497-25-000003.hdr.sgml**: 20250930

**ACCESSION NUMBER**: 0002088497-25-000003

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250930

**DATE AS OF CHANGE**: 20250930

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kodiak AI, Inc.
- **CENTRAL INDEX KEY:** 0001853138
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN [7373]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-94351
- **FILM NUMBER:** 251360966

**BUSINESS ADDRESS:**
- **STREET 1:** 1049 TERRA BELLA AVENUE
- **CITY:** MOUNTAIN VIEW
- **STATE:** CA
- **ZIP:** 94043
- **BUSINESS PHONE:** 650-209-8005

**MAIL ADDRESS:**
- **STREET 1:** 1049 TERRA BELLA AVENUE
- **CITY:** MOUNTAIN VIEW
- **STATE:** CA
- **ZIP:** 94043

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Kodiak Al, Inc.
- **DATE OF NAME CHANGE:** 20250924

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ares Acquisition Corp II
- **DATE OF NAME CHANGE:** 20210324
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SIP Global Tech Fund I, L.P.
- **CENTRAL INDEX KEY:** 0002088497

**ORGANIZATION NAME:**
- **EIN:** 932671854
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**BUSINESS ADDRESS:**
- **STREET 1:** 155 FLEET ST.
- **CITY:** PORTSMOUTH
- **STATE:** NH
- **ZIP:** 03801
- **BUSINESS PHONE:** (603) 825-3150

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** CONYERS TRUST COMPANY (CAYMAN) LIMITED
- **STREET 2:** CRICKET SQUARE, HUTCHINS DR., BOX 2681
- **CITY:** GEORGE TOWN
- **NON US STATE TERRITORY:** GRAND CAYMAN
- **PROVINCE COUNTRY:** E9
- **ZIP:** KY1-1111

## Exhibit 99.1

EXHIBIT 99.1

JOINT FILING AGREEMENT

We, the undersigned, hereby express our agreement that the Schedule 13G (or any amendments thereto) relating to the common stock of Kodiak AI, Inc. is filed on behalf of each of us.

Dated: September 30, 2025

---

| | |
|:---|:---|
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**SIP Global Tech Fund I, L.P.**<br>By: <br> SIP Global Tech Fund I, Inc.<br> Its: <br> General Partner <br>By:<br> <u>/s/ Jeffrey Smith</u><br> Name: Jeffrey Smith<br> Title: Director<br>**SIP Global Tech Fund I, Inc.**<br>By:<br> <u>/s/ Jeffrey Smith</u><br> Name: Jeffrey Smith<br> Title: Director<br>**Shigeki Saitoh**<br><u>/s/ Shigeki Saitoh</u><br>**Matthew Salloway**<br><u>/s/ Matthew Salloway</u><br>**Jeffrey Smith** <br><u>/s/ Jeffrey Smith</u><br>**Justin Turkat**<br><u>/s/ Justin Turkat</u><br>| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**SIP Global Tech Opportunity LLC**<br>By: <br> SIP Global Opportunity Manager LLC<br> Its: <br> Manager <br>By:<br> <u>/s/ Matthew Salloway</u><br> Name: Matthew Salloway<br> Title: Managing Member<br>**SIP Global Tech Opportunity 3 LLC**<br>By: <br> SIP Global Opportunity Manager LLC<br> Its: <br> Manager <br>By:<br> <u>/s/ Matthew Salloway</u><br> Name: Matthew Salloway<br> Title: Managing Member<br>**SIP Global Tech Opportunity 4 LLC**<br>By: <br> SIP Global Opportunity Manager LLC<br> Its: <br> Manager <br>By:<br> <u>/s/ Matthew Salloway</u><br> Name: Matthew Salloway<br> Title: Managing Member<br>**SIP Global Opportunity Manager LLC**<br>By:<br> <u>/s/ Matthew Salloway</u><br> Name: Matthew Salloway<br> Title: Managing Member |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** KODIAK AI, INC.

**Title of Class of Securities:** Common Stock, par value $0.0001 per share

**CUSIP Number:** 500081104

**Date of Event Which Requires Filing of this Statement:** 09/24/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [x] Rule 13d-1(c)

- [ ] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>SIP Global Tech Fund I, L.P. | Names of Reporting Persons<br>SIP Global Tech Fund I, L.P. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>E9 | Citizenship or Place of Organization<br>E9 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>2990929.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>2990929.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>1.7% | Percent of Class Represented by Amount in Row (9)<br>1.7% |
| 12. | Type of Reporting Person (See Instructions)<br>PN | Type of Reporting Person (See Instructions)<br>PN |

---

| 1. | Names of Reporting Persons<br>SIP Global Tech Fund I, Inc. | Names of Reporting Persons<br>SIP Global Tech Fund I, Inc. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>E9 | Citizenship or Place of Organization<br>E9 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>2990929.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>2990929.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>1.7% | Percent of Class Represented by Amount in Row (9)<br>1.7% |
| 12. | Type of Reporting Person (See Instructions)<br>CO | Type of Reporting Person (See Instructions)<br>CO |

---

| 1. | Names of Reporting Persons<br>SIP Global Tech Opportunity LLC | Names of Reporting Persons<br>SIP Global Tech Opportunity LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1454910.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1454910.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1454910.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1454910.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.8% | Percent of Class Represented by Amount in Row (9)<br>0.8% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

| 1. | Names of Reporting Persons<br>SIP Global Tech Opportunity 3 LLC | Names of Reporting Persons<br>SIP Global Tech Opportunity 3 LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>1117486.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>1117486.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1117486.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1117486.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.6% | Percent of Class Represented by Amount in Row (9)<br>0.6% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

| 1. | Names of Reporting Persons<br>SIP Global Tech Opportunity 4 LLC | Names of Reporting Persons<br>SIP Global Tech Opportunity 4 LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>6979874.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>6979874.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>6979874.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>6979874.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>4.0% | Percent of Class Represented by Amount in Row (9)<br>4.0% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

| 1. | Names of Reporting Persons<br>SIP Global Opportunity Manager LLC. | Names of Reporting Persons<br>SIP Global Opportunity Manager LLC. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>9552270.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>9552270.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>9552270.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>9552270.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>5.5% | Percent of Class Represented by Amount in Row (9)<br>5.5% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

| 1. | Names of Reporting Persons<br>Shigeki Saitoh | Names of Reporting Persons<br>Shigeki Saitoh |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>M0 | Citizenship or Place of Organization<br>M0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>12543199.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>12543199.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>12543199.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>12543199.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.2% | Percent of Class Represented by Amount in Row (9)<br>7.2% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

| 1. | Names of Reporting Persons<br>Matthew Salloway | Names of Reporting Persons<br>Matthew Salloway |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>9552270.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>9552270.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>9552270.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>9552270.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>5.5% | Percent of Class Represented by Amount in Row (9)<br>5.5% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

| 1. | Names of Reporting Persons<br>Jeffrey Smith | Names of Reporting Persons<br>Jeffrey Smith |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>2990929.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>2990929.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>2990929.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>1.7% | Percent of Class Represented by Amount in Row (9)<br>1.7% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

| 1. | Names of Reporting Persons<br>Justin Turkat | Names of Reporting Persons<br>Justin Turkat |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>12543199.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>12543199.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>12543199.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>12543199.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.2% | Percent of Class Represented by Amount in Row (9)<br>7.2% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

---

**Item 1(a). Name of Issuer:**
KODIAK AI, INC.

**Item 1(b). Address of Issuer's Principal Executive Offices:**
1049 Terra Bella Avenue, Mountain View, CA, 94043.

**Item 2(a). Name of Person Filing:**
The names of the persons filing this report (collectively, the "Reporting Persons") are:

SIP Global Tech Fund I, L.P. ("SIP GTF I")
SIP Global Tech Fund I, Inc. ("SIP GTF I GP")
SIP Global Tech Opportunity LLC ("SIP GTO")
SIP Global Tech Opportunity 3 LLC ("SIP GTO 3")
SIP Global Tech Opportunity 4 LLC ("SIP GTO 4")
SIP Global Opportunity Manager LLC ("SIP GO Mgr")
Shigeki Saitoh ("Saitoh")
Matthew Salloway ("Salloway")
Jeffrey Smith ("Smith")
Justin Turkat ("Turkat")

The Reporting Persons expressly disclaim status as a "group" for purposes of this Schedule 13G.

**Item 2(b). Address of Principal Business Office:**
SIP GTF I and SIP GTF I GP

C/O Conyers Trust Company (Cayman) Limited
Cricket Square, Hutchins Dr., P.O. Box 2681
George Town, Grand Cayman KY1-1111 Cayman Islands

SIP GTO, SIP GTO 3, SIP GTO 4, SIP GO Mgr, Saitoh, Salloway, Smith and Turkat

16192 Coastal Hwy
Lewes, DE 19958

**Item 2(c). Citizenship:**
SIP GTF I		Cayman Islands
SIP GTF I GP		Cayman Islands
SIP GTO			Delaware
SIP GTO 3		Delaware
SIP GTO 4		Delaware
SIP GO Mgr		Delaware
Saitoh			Japan
Salloway			United States
Smith			United States
Turkat			United States

**Item 2(d). Title of Class of Securities:**
Common Stock, par value $0.0001 per share

**Item 2(e). CUSIP Number:**
500081104

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

Row 9 of each Reporting Person's cover page to this Schedule 13G sets forth the aggregate number of securities of the Issuer beneficially owned by such Reporting Person and is incorporated by reference.
The Reporting Persons' ownership of the Issuer's securities consists of (i) 2,990,929 shares of the Issuer's common stock directly held by SIP GTF I; (ii) 1,454,910 shares of the Issuer's common stock directly held by SIP GTO; (iii) 1,117,486 shares of the Issuer's common stock directly held by SIP GTO 3; and (iv) 6,979,874 shares of the Issuer's common stock directly held by SIP GTO 4.
SIP GTF I GP is the general partner of SIP GTF I and Smith, Turkat, and Saitoh are directors of SIP GTF I GP.  Each of SIP GTF I GP, Smith, Turkat and Saitoh may be deemed to share voting and dispositive power with respect to the shares held by SIP GTF I.
SIP GO Mgr is the manager of each of SIP GTO, SIP GTO 3 and SIP GTO 4. Salloway, Turkat and Saitoh are managing members of SIP GO Mgr. Each of SIP GO Mgr, Salloway, Turkat and Saitoh may be deemed to share voting and dispositive power with respect to the shares held by  each of SIP GTO, SIP GTO 3 and SIP GTO 4.

**(b) Percent of class:**

Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentages of the common stock of the Issuer beneficially owned by such Reporting Person and is incorporated by reference. The percentage set forth in each row 11 is based upon upon 174,957,392 shares of common stock outstanding as of September 24, 2025, as reported by the Issuer to the Reporting Persons.

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

Row 5 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person and is incorporated by reference.

**(ii) Shared power to vote or to direct the vote:**

Row 6 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person and is incorporated by reference.

**(iii) Sole power to dispose or to direct the disposition of:**

Row 7 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person and is incorporated by reference.

**(iv) Shared power to dispose or to direct the disposition of:**

Row 8 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person and is incorporated by reference.

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

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.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**SIP Global Tech Fund I, L.P.**

**Date:** 09/30/2025

**By:** /s/ Jeffrey Smith

**Name & Title:** By SIP Global Tech Fund I, Inc., its General Partner, By Jeffrey Smith, Director

**SIP Global Tech Fund I, Inc.**

**Date:** 09/30/2025

**By:** /s/ Jeffrey Smith

**Name & Title:** By Jeffrey Smith, Director

**SIP Global Tech Opportunity LLC**

**Date:** 09/30/2025

**By:** /s/ Matthew Salloway

**Name & Title:** By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member

**SIP Global Tech Opportunity 3 LLC**

**Date:** 09/30/2025

**By:** /s/ Matthew Salloway

**Name & Title:** By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member

**SIP Global Tech Opportunity 4 LLC**

**Date:** 09/30/2025

**By:** /s/ Matthew Salloway

**Name & Title:** By SIP Global Opportunity Manager LLC., its Manager, By Matthew Salloway, Managing Member

**SIP Global Opportunity Manager LLC.**

**Date:** 09/30/2025

**By:** /s/ Matthew Salloway

**Name & Title:** By Matthew Salloway, Managing Member

**Shigeki Saitoh**

**Date:** 09/30/2025

**By:** /s/ Shigeki Saitoh

**Name & Title:** Shigeki Saitoh

**Matthew Salloway**

**Date:** 09/30/2025

**By:** /s/ Matthew Salloway

**Name & Title:** Matthew Salloway

**Jeffrey Smith**

**Date:** 09/30/2025

**By:** /s/ Jeffrey Smith

**Name & Title:** Jeffrey Smith

**Justin Turkat**

**Date:** 09/30/2025

**By:** /s/ Justin Turkat

**Name & Title:** Justin Turkat