13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
KOD

KODIAK SCIENCES INC

198 institutions still hold KODIAK SCIENCES INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 50015M109·198 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 4.5%
vs prior quarter
13F value held
$1.5B
62.0% inst. owned
of float
Holders
198
+71 QoQ
filers reporting
Activity
+82 / −73
+958 added · −924 reduced
this quarter
Concentration
36.55%
BAKER BROS. ADVISORS LP #1
top holder share
AI Holders Summary · Q4 2025

198 institutions reported KOD in Q4 2025. BAKER BROS. ADVISORS LP leads at 36.5% of the visible book. +71 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BAKER BROS. ADVISORS LP
CIK 0001263508
$557M19.9M3.26%Q4 202502
BlackRock, Inc.
CIK 0002012383
$150M3.9M0.00%Q1 202603
STATE STREET CORP
CIK 0000093751
$86M2.3M0.00%Q1 202604
BRAIDWELL LP
CIK 0001920938
$69M1.8M2.31%Q1 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$66M1.7M0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$65M1.7M0.00%Q1 202607
RTW INVESTMENTS, LP
CIK 0001493215
$57M1.5M0.56%Q1 202608
TCG Crossover Management, LLC
CIK 0001839948
$55M1.4M1.58%Q1 202609
Ikarian Capital, LLC
CIK 0001778253
$52M1.4M4.23%Q1 202610
Boxer Capital Management, LLC
CIK 0002018299
$52M1.4M6.81%Q1 202611
JANUS HENDERSON GROUP PLC
CIK 0001274173
$51M1.3M0.02%Q1 202612
ICONIQ Capital, LLC
CIK 0001569709
$48M1.3M1.08%Q1 202613
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$38M1.0M0.00%Q1 202614
SILVERARC CAPITAL MANAGEMENT, LLC
CIK 0001816307
$38M992K3.86%Q1 202615
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$28M727K0.04%Q1 202616
Board of Trustees of The Leland Stanford Junior University
CIK 0001315828
$26M692K3.11%Q1 202617
Artisan Partners Limited Partnership
CIK 0001466153
$26M690K0.04%Q1 202618
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$22M575K0.03%Q1 202619
MORGAN STANLEY
CIK 0000895421
$20M516K0.00%Q1 202620
Point72 Asset Management, L.P.
CIK 0001603466
$18M460K0.02%Q1 2026
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