# EDGAR Filing Document

**Accession Number:** 0001729961
**File Stem:** 0001729961-25-000005
**Filing Date:** 2025-10
**Character Count:** 41297
**Document Hash:** 994fe1b11dc9949dd4605d4650cfbd68
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001729961-25-000005.hdr.sgml**: 20251001

**ACCESSION NUMBER**: 0001729961-25-000005

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20251001

**DATE AS OF CHANGE**: 20251001

**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 13D
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-94351
- **FILM NUMBER:** 251365863

**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:** Battery Ventures XII, L.P.
- **CENTRAL INDEX KEY:** 0001729961

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

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

**BUSINESS ADDRESS:**
- **STREET 1:** ONE MARINA PARK DRIVE, SUITE 1100
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210
- **BUSINESS PHONE:** (617) 948-3600

**MAIL ADDRESS:**
- **STREET 1:** ONE MARINA PARK DRIVE, SUITE 1100
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210

## Exhibit 99.1

EXHIBIT 99.1

JOINT FILING AGREEMENT

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

Dated: October 1, 2025

---

| | |
|:---|:---|
| **BATTERY VENTURES XII, L.P.**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **BATTERY INVESTMENT PARTNERS XII, LLC**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br>**NEERAJ AGRAWAL**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **MICHAEL M. BROWN**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **MORAD ELHAFED**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **JESSE FELDMAN**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **RUSSELL L. FLEISCHER**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact<br>| **BATTERY PARTNERS XII, LLC**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br>**ROGER H. LEE**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **CHELSEA R. STONER**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **DHARMESH THAKKER**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br> **SCOTT R. ROBIN**<br> By: <u>/s/ Christopher Schiavo</u> <br> Name:<br> Christopher Schiavo<br> Title:<br> Attorney-in-Fact <br>|

---

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

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**KODIAK AI, INC.**

*(Name of Issuer)*

**Common Stock, par value $0.0001 per share**

*(Title of Class of Securities)*

**500081104**

*(CUSIP Number)*

**Lizette Perez-Deisboeck**<br>c/o Battery Ventures<br>One Marina Park Drive, Suite 1100<br>Boston MA 02210<br>(617) 948-3600

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**09/24/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Battery Ventures XII, L.P.** | Name of reporting person<br>**Battery Ventures XII, L.P.** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11140899.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11140899.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11140899.00** | Aggregate amount beneficially owned by each reporting person<br>**11140899.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.1%** | Percent of class represented by amount in Row (11)<br>**6.1%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**PN** | Type of Reporting Person (See Instructions)<br>**PN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Battery Investment Partners XII, LLC** | Name of reporting person<br>**Battery Investment Partners XII, LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**215770.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**215770.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**215770.00** | Aggregate amount beneficially owned by each reporting person<br>**215770.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**0.1%** | Percent of class represented by amount in Row (11)<br>**0.1%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Battery Partners XII, LLC** | Name of reporting person<br>**Battery Partners XII, LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Neeraj Agrawal** | Name of reporting person<br>**Neeraj Agrawal** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Michael M. Brown** | Name of reporting person<br>**Michael M. Brown** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Morad Elhafed** | Name of reporting person<br>**Morad Elhafed** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Jesse Feldman** | Name of reporting person<br>**Jesse Feldman** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Russell L. Fleischer** | Name of reporting person<br>**Russell L. Fleischer** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Roger H. Lee** | Name of reporting person<br>**Roger H. Lee** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Chelsea R. Stoner** | Name of reporting person<br>**Chelsea R. Stoner** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **500081104** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Dharmesh Thakker** | Name of reporting person<br>**Dharmesh Thakker** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

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| **CUSIP No.** | **500081104** |

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| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Scott R. Tobin** | Name of reporting person<br>**Scott R. Tobin** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**11356669.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**11356669.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | Aggregate amount beneficially owned by each reporting person<br>**11356669.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

**Item 1. Security and Issuer**

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

**(b) Name of Issuer:**
KODIAK AI, INC.

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

**Item 4. Purpose of Transaction**

The Reporting Persons purchased the aforementioned securities for investment purposes with the aim of increasing the value of their investments and the Issuer. Subject to applicable legal requirements, one or more of the Reporting Persons may purchase additional securities of the Issuer from time to time in open market or private transactions, depending on its evaluation of the Issuer's business, prospects and financial condition, the market for the Issuer's securities, other developments concerning the Issuer, the reaction of the Issuer to the Reporting Persons' ownership of the Issuer's securities, other opportunities available to the Reporting Persons, and general economic, money market and stock market conditions. In addition, depending upon the factors referred to above, the Reporting Persons may dispose of all or a portion of their securities of the Issuer at any time. Each of the Reporting Persons reserve the right to increase or decrease its holdings on such terms and at such times as each may decide.

Except as set forth in this Item 4 and Item 6 below, none of the Reporting Persons have a present plan or proposal that relates to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D of the Securities Exchange Act of 1934 (the "Act"). However, each of the Reporting Persons reserves the right to propose or participate in future transactions which may result in one or more of such actions, including but not limited to, an extraordinary corporate transaction, such as a merger, reorganization or liquidation, sale of a material amount of assets of the Issuer or its subsidiaries, or other transactions which might have the effect of causing the common stock to become eligible for termination of registration under Section 12(g) of the Act. The Reporting Persons also retain the right to change their investment intent at any time, to acquire additional shares of common stock or other securities of the Issuer from time to time, or to sell or otherwise dispose of all or part of the common stock beneficially owned by them (or any shares of common stock into which such securities are converted) in any manner permitted by law. The Reporting Persons may engage from time to time in ordinary course transactions with financial institutions with respect to the securities described herein.

Scott R. Tobin, a managing member of BP12, is a member of the board of directors of the Issuer. As a director of the Issuer, Mr. Tobin may have influence over the corporate activities of the Issuer, including activities which may relate to the transactions described in clauses (a) through (j) of Item 4 of Schedule 13D.

**Item 5. Interest in Securities of the Issuer**

**(a)**
Rows 11 and 13 of each Reporting Person's cover page to this Schedule 13D set forth the aggregate number of shares of common stock and percentages of the shares of common stock beneficially owned by such Reporting Person and are incorporated by reference. The percentage set forth in each row 13 is based upon 181,207,329 shares of common stock outstanding as of September 24, 2025, as disclosed in the Issuer's Current Report on Form 8-K filed with the SEC on September 30, 2025.

The Reporting Persons' ownership of the Issuer's securities includes (i) 11,140,899 shares of common stock directly held by BV12; and (ii) 215,770 shares of common stock directly held by BIP12.  These amounts do not include any Earn Out Shares potentially issuable to the Reporting Persons, as in accordance with applicable rules of the SEC, the Earn Out Shares are not considered to be beneficially owned unless and until the relevant Triggering Events occur.

BP12 is the general partner of BV12 and the manager of BIP12 and shares voting and investment authority over the securities held by each of BV12 and BIP12. Each of the BV Managing Members is a managing member of BP12 and shares voting and investment authority over the securities held by each of BV12 and BIP12.

**(b)**
Rows 7 through 10 of each Reporting Person's cover page to this Schedule 13D set forth the number of shares of common stock as to which such Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition and are incorporated by reference.

**(c)**
Except as set forth herein, none of the Reporting Persons has effected any transactions with respect to the securities of the Issuer during the past sixty days.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

Amended and Restated Registration Rights Agreement

In connection with the Business Combination, on the Closing Date, the Issuer, Ares Acquisition Holdings II LP (the "SPAC Sponsor") and certain Legacy Kodiak securityholders, including BV12 and BIP12 (collectively the "Holders"), entered into that certain Amended and Restated Registration Rights Agreement (the "A&R Registration Rights Agreement"), which superseded and replaced that certain registration and shareholder rights agreement signed in connection with the consummation of the initial public offering by the Issuer and the SPAC Sponsor. Pursuant to the terms of the A&R Registration Rights Agreement, the Issuer is obligated to, among other things, file a registration statement to register the resale of the securities held by the Holders, including all of the shares held by BV12 and BIP12.

In addition, pursuant to the terms of the A&R Registration Rights Agreement and subject to certain requirements and customary conditions, including with regard to the number of demand rights that may be exercised, the Holders may demand at any time or from time to time, that the Issuer file a registration statement on Form S-3 (or on Form S-1 if Form S-3 is not available) to register the securities of the Issuer held by the Holders. The A&R Registration Rights Agreement also provides the Holders with "piggy-back" registration rights, subject to certain requirements and customary conditions.

The foregoing description of the A&R Registration Rights Agreement does not purport to be complete and is qualified in its entirety by the full text of the A&R Registration Rights Agreement, a copy of which is filed hereto as Exhibit 99.2 and incorporated herein by reference.

Lockup Restrictions

In connection with the Domestication, the Issuer adopted a certificate of incorporation and bylaws (the "Bylaws").  The Bylaws include a lockup provision that provides that, subject to certain customary exceptions, for a period of one year following the Closing, the holders of stock (i) issued as consideration pursuant to the Business Combination Agreement, including the Earn Out Securities and the Sponsor Earn Out Securities; (ii) issued upon the exercise of stock options or warrants outstanding immediately following the Closing in respect of stock options or warrants of Legacy Kodiak outstanding immediately prior to the Closing; (iii) issued to or owned by the SPAC Sponsor or by directors or officers of the Issuer as of immediately prior to the Closing; or (iv) issued to directors, officers or employees of the Issuer or its subsidiaries (other than in connection with shares issued pursuant to the Issuer's employee stock purchase plan), may not, without the prior written consent of the Issuer's board of directors (including, for the avoidance of doubt, a duly authorized committee of the board of directors), (A) exchange, transfer, assign, lend, sell, offer to sell, contract or agree to sell, hypothecate, pledge, grant any option to purchase or otherwise dispose of or agree to dispose of, directly or indirectly, or establish or increase a put equivalent position or liquidate or decrease a call equivalent position within the meaning of Section 16 of the Act with respect to, any of the shares referred to in (i), (ii), (iii) or (iv) above ("Lockup Shares"), or any right or interest therein; (B) enter into any swap or other arrangement that transfers to another, in whole or in part, any of the economic consequences of ownership of any Lockup Shares, whether any such transaction is to be settled by delivery of such securities, in cash or otherwise; (C) take any action in furtherance of any of the matters described in clause (A) or (B); or (D) publicly announce any intention to effect any transaction specified in clause (A) or (B). The Bylaws provide for certain customary permitted transfers, including transfers to certain affiliates, family members or for estate planning purposes.

Notwithstanding the foregoing, if the closing price of the Issuer's common stock equals or exceeds $12.00 per share for 20 of 30 consecutive trading days commencing at least 150 days after Closing, then the transfer restrictions applicable to the Lockup Shares will expire.

The lockup provisions described above apply to all of the shares held by BV12 and BIP12.

The foregoing description of the lockup restrictions applicable to the shares does not purport to be complete and is qualified in its entirety by the full text of the Bylaws, which are filed hereto as Exhibit 99.3 and incorporated herein by reference.

Equity Awards

Scott R. Tobin, a managing member of BP12, is a member of the Board of Directors of the Issuer. From time to time, Mr. Tobin may receive stock options or other awards of equity-based compensation pursuant to the Issuer's compensation arrangements for non-employee directors.

### 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.

**Reporting Person:** Battery Ventures XII, L.P.

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Battery Investment Partners XII, LLC

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Battery Partners XII, LLC

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Neeraj Agrawal

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Michael M. Brown

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Morad Elhafed

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Jesse Feldman

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Russell L. Fleischer

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Roger H. Lee

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Chelsea R. Stoner

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Dharmesh Thakker

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025

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.

**Reporting Person:** Scott R. Tobin

**Signature:** /s/ Christopher Schiavo

**Name/Title:** By Christopher Schiavo, Attorney-in-Fact

**Date:** 10/01/2025