Kodiak AI Inc美股招股说明书(2026-06-15版)

This prospectus supplement is being filed to update and supplement the information contained in the prospectus dated March 16,2026 (as supplemented from time to time, the “Prospectus”) filed by Kodiak AI, Inc. (the “Company”) with the information containedin the Company’s Current Report on Form 8-K, filed with the SEC on June 15, 2026 (the “Form 8-K”). Accordingly, we have attachedthe Form 8-K to this prospectus supplement. This prospectus supplement updates and supplements the information in the Prospectus and is not complete without, and may notbe delivered or utilized except in combination with, the Prospectus, including any amendments or supplements thereto. Thisprospectus supplement should be read in conjunction with the Prospectus and if there is any inconsistency between the information inthe Prospectus and this prospectus supplement, you should rely on the information in this prospectus supplement. Our common stock and public warrants are listed on The Nasdaq Stock Market LLC (the “Nasdaq”) under the symbols “KDK”and “KDKRW,” respectively. On June 12, 2026, the last reported sales prices for our common stock and public warrants on the Nasdaqwere $6.14 and $0.95, respectively. We are an “emerging growth company,” as defined under the federal securities laws, and, as such, may elect to complywith certain reduced public company reporting requirements. Investing in our securities involves a high degree of risk. Before buying any securities, you shouldcarefully read the discussion of the risks of investing in our securities in “Risk Factors” beginning on page12 of the Prospectus. Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved ofthese securities or determined if this prospectus is truthful or complete. Any representation to the contrary is a criminaloffense. The date of this prospectus supplement is June 15, 2026 UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 FORM 8-K CURRENT REPORTPursuant to Section 13 or 15(d)of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 11, 2026 Kodiak AI, Inc. (Exact Name of Registrant as Specified in its Charter) (Registrant’s telephone number, including area code) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of thefollowing provisions: Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405) orRule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2). Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Item 5.07. Submission of Matters to a Vote of Security Holders. Kodiak AI, Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (“Annual Meeting”) on June 11, 2026. The matterssubmitted to a vote at the Annual Meeting and the final voting results of such matters were as follows: Proposal 1 - Election of Directors. The Company’s stockholders approved the election of two Class I directors to hold office until the Company’s 2029 annual meeting ofstockholders and until their respective successors are elected and qualified or until their earlier death, resignation or removal. The finalvoting results were as follows: Proposal 2 - Ratification of Independent Registered Public Accounting Firm. The Company’s stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered publicaccounting firm for the Company’s fiscal year ending December 31, 2026. The final voting results were as follows: (d) Exhibits. EXHIBIT INDEX SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on itsbehalf by the undersigned hereunto duly authorized. KODIAK AI, INC. By:/s/ Surajit DattaName:Surajit DattaTitle:Chief Financial Officer Date: June 15, 2026