Ares Acquisition Corp II (AACT) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

High Risk
Significant dilution risk
Last updated: May 29, 2026

Risk Assessment Details

Potential Dilution: 130.35% of current shares
Recent Dilution: 216.65% (2 years)
Historical Dilution Factor: significant recent dilution
Outstanding Shares
180M
Potential Supply
230M
Additional shares possible
Splits
None
Past 2 years

Summary

AACT currently has 176M outstanding shares. with significant dilution risk as 230M authorized shares could dilute existing holders by 130.3%. The company has significantly diluted shareholders by 216.65% over the past 2 years, indicating aggressive capital raising.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
May 29, 2026

S-1 filing: The company is registering 30,769,218 shares of common stock for resale by selling securityholders, consisting of 15,384,609 shares of common stock and 15,384,609 shares issuable upon the exercise of warrants.

180M 230M
May 08, 2026

10-Q filing | 176.3M shares outstanding

180M 200M
May 07, 2026

8-K filing: Kodiak AI, Inc. entered into subscription agreements for a private placement of 15,384,609 shares of common stock at $6.50 per share, along with warrants to purchase an additional 15,384,609 shares, resulting in approximately $100.0 million in gross proceeds. ($105.0M proceeds)

180M 200M
Nov 13, 2025

10-Q filing | 181.2M shares outstanding

180M 200M
Oct 10, 2025

S-1 filing: This is an S-1 filing for the issuance and resale of common stock and warrants.

180M 200M
Aug 12, 2025

10-Q filing | 61.9M shares outstanding

62M 0
May 15, 2025

10-Q filing | 61.9M shares outstanding

62M 0
Mar 12, 2025

10-K filing | 50.0M shares outstanding

50M 0
Nov 12, 2024

10-Q filing | 50.0M shares outstanding

50M 0
Aug 05, 2024

10-Q filing | 50.0M shares outstanding

50M 0
May 10, 2024

10-Q filing | 50.0M shares outstanding

50M 0
Feb 28, 2024

10-K filing | 50.0M shares outstanding

50M 0
Nov 07, 2023

10-Q filing | 50.0M shares outstanding

50M 0
Aug 11, 2023

10-Q filing | 50.0M shares outstanding

50M 0
Jun 02, 2023

10-Q filing | 50.0M shares outstanding

50M 0
Apr 18, 2023

S-1/A filing: This is an S-1/A filing related to an Investment Management Trust Agreement for an initial public offering of units, each consisting of one Class A ordinary share and one-half of one redeemable warrant, with $404,000,000 of the gross proceeds to be deposited in a trust account.

N/A 0
Weekly Research

Get Weekly Super Stonk Alerts

Never miss a squeeze opportunity. Get our weekly analysis of high short interest stocks, AI-discovered gems, and dilution warnings delivered to your inbox.

No spam Unsubscribe anytime