Kodiak Gas Services, Inc. 13F holders
Of the 44 funds followed here, 10 reported a position in Kodiak Gas Services, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 4.1 million shares worth $306.0 million, 0.0% of its reported book. New this quarter: Lone Pine Capital.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 4,072,866 | $306.0 million | 0.0% | -490,835 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 2,491,617 | $187.2 million | 0.0% | +498,892 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 2,103,821 | $158.1 million | 0.1% | +306,833 | added | 30 June 2026 | 13F |
| Citadel Advisors | 1,460,230 | $109.7 million | 0.0% | -534,177 | trimmed | 30 June 2026 | 13F |
| Lone Pine Capital | 845,070 | $63.5 million | 0.4% | +845,070 | new | 30 June 2026 | 13F |
| Millennium Management | 502,538 | $37.8 million | 0.0% | +239,300 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 307,122 | $23.1 million | 0.0% | -531,500 | trimmed | 30 June 2026 | 13F |
| Alyeska | 180,649 | $13.6 million | 0.0% | -33,291 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 109,900 | $8.3 million | 0.0% | held | 30 June 2026 | 13F | |
| Bridgewater Associates | 83,192 | $6.3 million | 0.0% | -70,265 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 August 2026 | 13G/A | Invesco Ltd. and 1 other | 8.1 million | 8.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 August 2026 | 13G/A | Fmr Llc and 3 others | 4.1 million | 4.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 4.3 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 March 2026 | 13G/A | Invesco Ltd. and 1 other | 8.6 million | 10.1% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 March 2026 | 13G/A | Fmr Llc and 3 others | 5.1 million | 5.9% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Invesco Ltd. and 1 other | 7.6 million | 8.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | Fmr Llc and 3 others | 9.6 million | 11.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 6.2 million | 7.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 12.0 million | 14.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 3 December 2025 | 13G/A | Frontier TopCo Partnership, L.P. and 5 others | 0 | 0.0% | 1 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 14 November 2025 | 13G/A | Frontier TopCo Partnership, L.P. and 5 others | 9.8 million | 11.4% | 12 November 2025 | passive, other (13d-1(d)) | EDGAR |
| 6 November 2025 | 13G/A | Invesco Ltd. and 1 other | 6.3 million | 7.2% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 31 October 2025 | 13G | The Vanguard Group and 1 other | 4.6 million | 5.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 8 September 2026 | 5 | $62.59 | SEC |
| 3 September 2026 | 20 | $61.43 | SEC |
| 18 August 2026 | 36 | $66.12 | SEC |
| 14 August 2026 | 83 | $62.39 | SEC |
| 12 August 2026 | 33 | $61.10 | SEC |
| 4 August 2026 | 98 | $58.06 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 98 on 4 August 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to KGS by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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