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John Overdeck’s Agilon Health AGL Stock Holding History

John Overdeck’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Buy
125,713
+26,361
+27% +$1.73M 0.01% 1301
2026
Q1 		$786K Buy
99,352
+55,016
+124% +$890K ﹤0.01% 3436
2025
Q4 		$763K Buy
+44,336
New +$860K ﹤0.01% 3090
2025
Q3 		– Sell
-9,676
Closed -$556K – 3635
2025
Q2 		$556K Buy
9,676
+6,457
+201% +$518K ﹤0.01% 2543
2025
Q1 		$349K Sell
3,219
-31,096
-91% -$2.71M ﹤0.01% 2656
2024
Q4 		$1.63M Buy
34,315
+14,555
+74% +$880K ﹤0.01% 1858
2024
Q3 		$1.94M Sell
19,760
-483
-2% -$62.4K ﹤0.01% 1701
2024
Q2 		$3.31M Buy
20,243
+12,712
+169% +$1.81M 0.01% 1217
2024
Q1 		$1.15M Buy
+7,531
New +$1.25M ﹤0.01% 1866

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

John Overdeck's AGL Position: Q2 2026 in Review

John Overdeck increased its Agilon Health (AGL) stake by 27% in Q2 2026, buying an estimated $1.73M and bringing the position to 125,713 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #1301.

John Overdeck first reported a position in AGL in Q1 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • John Overdeck held 125,713 shares of Agilon Health worth $13.5M as of Q2 2026.
  • John Overdeck bought 26,361 Agilon Health shares in Q2 2026, an estimated $1.73M.
  • Agilon Health made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1301 holding.
  • John Overdeck first reported a position in Agilon Health in Q1 2024 and has held it in 9 quarters since.
  • 180 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

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