John Overdeck’s Afya AFYA Stock Holding History

John Overdeck’s Portfolio AFYA Stock Details AFYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Sell	155,712 -166,574	-52%	-$2.41M	﹤0.01%	2860
2026 Q1	$4.79M	Buy	322,286 +145,927	+83%	+$2.12M	﹤0.01%	2015
2025 Q4	$2.72M	Sell	176,359 -7,209	-4%	-$106K	﹤0.01%	2207
2025 Q3	$2.86M	Sell	183,568 -14,888	-8%	-$228K	﹤0.01%	1884
2025 Q2	$3.54M	Buy	198,456 +82,325	+71%	+$1.51M	0.01%	1451
2025 Q1	$2.08M	Buy	116,131 +44,047	+61%	+$735K	﹤0.01%	1709
2024 Q4	$1.14M	Sell	72,084 -14,581	-17%	-$240K	﹤0.01%	2090
2024 Q3	$1.48M	Buy	+86,665	New	+$1.5M	﹤0.01%	1866
2023 Q2	–	Sell	-67,968	Closed	-$759K	–	2978
2023 Q1	$759K	Sell	67,968 -31,351	-32%	-$412K	﹤0.01%	2016
2022 Q4	$1.55M	Buy	+99,319	New	+$1.48M	﹤0.01%	1453

Other funds holding AFYA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's AFYA Position: Q2 2026 in Review

John Overdeck reduced its Afya (AFYA) stake by 52% in Q2 2026, selling an estimated $2.41M and leaving 155,712 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

John Overdeck first reported a position in AFYA in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.79M in Q1 2026. 55 funds tracked by Wall St. Rank hold AFYA as of Q2 2026.

John Overdeck held 155,712 shares of Afya worth $2.31M as of Q2 2026.
John Overdeck sold 166,574 Afya shares in Q2 2026, an estimated $2.41M.
Afya made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2860 holding.
John Overdeck first reported a position in Afya in Q4 2022 and has held it in 10 quarters since.
John Overdeck's Afya position peaked at $4.79M in Q1 2026.
55 funds tracked by Wall St. Rank held Afya as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.