John Overdeck’s Digital Turbine APPS Stock Holding History

John Overdeck’s Portfolio APPS Stock Details APPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-68,500	Closed	-$4.18M	–	2674
2021 Q4	$4.18M	Sell	68,500 -73,300	-52%	-$4.99M	0.01%	1304
2021 Q3	$9.75M	Buy	141,800 +83,400	+143%	+$5.17M	0.02%	788
2021 Q2	$4.44M	Buy	58,400 +28,000	+92%	+$2M	0.01%	1275
2021 Q1	$2.44M	Sell	30,400 -30,000	-50%	-$2.19M	0.01%	1548
2020 Q4	$3.42M	Buy	60,400 +27,400	+83%	+$1.12M	0.01%	1151
2020 Q3	$1.08M	Buy	+33,000	New	+$711K	﹤0.01%	1699

Other funds holding APPS

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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Overdeck's APPS Position: Q2 2026 in Review

John Overdeck increased its Digital Turbine (APPS) stake by 81% in Q2 2026, buying an estimated $7.48M and bringing the position to 2,803,368 shares worth $36.2M. The position accounts for 0.03% of the portfolio, ranked #713.

John Overdeck first reported a position in APPS in Q1 2018 and has held it in 28 quarters since. 209 funds tracked by Wall St. Rank hold APPS as of Q2 2026.

John Overdeck held 2,803,368 shares of Digital Turbine worth $36.2M as of Q2 2026.
John Overdeck bought 1,250,778 Digital Turbine shares in Q2 2026, an estimated $7.48M.
Digital Turbine made up 0.03% of John Overdeck's portfolio in Q2 2026, its #713 holding.
John Overdeck first reported a position in Digital Turbine in Q1 2018 and has held it in 28 quarters since.
209 funds tracked by Wall St. Rank held Digital Turbine as of Q2 2026.

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