# Kodiak Sciences (KOD): value investors who own it

1 value investor held Kodiak Sciences in their Q3 2026 13F, led by Polen Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $1.4m | Trimmed -14% | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 20031 | $1.7m |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 10381 | $875k |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 1416 | $122k |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 1195 | $102k |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 619 | $52k |
| 2026-09-29 | BAKER BROS. ADVISORS LP | Director | Bought | 84 | $7k |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 278978 | $20.2m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 196608 | $17.7m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 123888 | $10.4m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 107772 | $9.6m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 109842 | $9.3m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 98561 | $8.7m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 82673 | $7.4m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 75176 | $6.6m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 78726 | $5.8m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 76723 | $5.7m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 63539 | $5.5m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 61700 | $4.7m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 49771 | $3.9m |
| 2026-09-28 | BAKER BROS. ADVISORS LP | Director | Bought | 48350 | $3.7m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/kod). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.