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John Overdeck’s Axsome Therapeutics AXSM Stock Holding History

John Overdeck’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164M Buy
669,478
+346,700
+107% +$75.2M 0.12% 187
2026
Q1 		$54.6M Buy
322,778
+177,181
+122% +$30.6M 0.04% 467
2025
Q4 		$26.6M Buy
145,597
+137,390
+1,674% +$19.2M 0.04% 587
2025
Q3 		$997K Buy
+8,207
New +$924K ﹤0.01% 2574
2025
Q2 		– Sell
-47,005
Closed -$5.48M – 3186
2025
Q1 		$5.48M Buy
+47,005
New +$5.36M 0.01% 1079
2022
Q4 		– Sell
-141,312
Closed -$6.3M – 2801
2022
Q3 		$6.3M Buy
+141,312
New +$7.06M 0.02% 664
2022
Q2 		– Sell
-52,874
Closed -$2.19M – 2507
2022
Q1 		$2.19M Sell
52,874
-39,696
-43% -$1.23M 0.01% 1309
2021
Q4 		$3.5M Buy
92,570
+71,370
+337% +$2.63M 0.01% 1449
2021
Q3 		$699K Buy
+21,200
New +$826K ﹤0.01% 2955
2021
Q2 		– Sell
-161,801
Closed -$9.16M – 4038
2021
Q1 		$9.16M Buy
161,801
+145,901
+918% +$10.3M 0.02% 737
2020
Q4 		$1.29M Buy
+15,900
New +$1.19M ﹤0.01% 1801

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

John Overdeck's AXSM Position: Q2 2026 in Review

John Overdeck increased its Axsome Therapeutics (AXSM) stake by 107% in Q2 2026, buying an estimated $75.2M and bringing the position to 669,478 shares worth $164M. The position accounts for 0.12% of the portfolio, ranked #187.

John Overdeck first reported a position in AXSM in Q4 2020 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • John Overdeck held 669,478 shares of Axsome Therapeutics worth $164M as of Q2 2026.
  • John Overdeck bought 346,700 Axsome Therapeutics shares in Q2 2026, an estimated $75.2M.
  • Axsome Therapeutics made up 0.12% of John Overdeck's portfolio in Q2 2026, its #187 holding.
  • John Overdeck first reported a position in Axsome Therapeutics in Q4 2020 and has held it in 11 quarters since.
  • 502 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

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