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John Overdeck’s BigBear.ai BBAI Stock Holding History

John Overdeck’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$813K Sell
221,613
-485,237
-69% -$1.94M ﹤0.01% 3772
2026
Q1 		$2.49M Sell
706,850
-100
-0% -$464 ﹤0.01% 2598
2025
Q4 		$3.82M Sell
706,950
-4,196,970
-86% -$27.4M 0.01% 1939
2025
Q3 		$32M Buy
4,903,920
+3,056,597
+165% +$19.6M 0.05% 463
2025
Q2 		$12.5M Buy
1,847,323
+222,316
+14% +$804K 0.02% 721
2025
Q1 		$4.65M Buy
1,625,007
+1,609,254
+10,216% +$7.66M 0.01% 1168
2024
Q4 		$70.1K Buy
+15,753
New +$35.6K ﹤0.01% 3011
2024
Q3 		– Sell
-53,498
Closed -$80.8K – 3115
2024
Q2 		$80.8K Sell
53,498
-1,176,837
-96% -$1.84M ﹤0.01% 2844
2024
Q1 		$2.52M Buy
+1,230,335
New +$2.72M 0.01% 1328
2023
Q2 		– Sell
-55,042
Closed -$134K – 3006
2023
Q1 		$134K Buy
+55,042
New +$147K ﹤0.01% 2632

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's BBAI Position: Q2 2026 in Review

John Overdeck reduced its BigBear.ai (BBAI) stake by 69% in Q2 2026, selling an estimated $1.94M and leaving 221,613 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

John Overdeck first reported a position in BBAI in Q1 2023 and has held it in 10 quarters since. The position peaked at $32M in Q3 2025. 326 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • John Overdeck held 221,613 shares of BigBear.ai worth $813K as of Q2 2026.
  • John Overdeck sold 485,237 BigBear.ai shares in Q2 2026, an estimated $1.94M.
  • BigBear.ai made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3772 holding.
  • John Overdeck first reported a position in BigBear.ai in Q1 2023 and has held it in 10 quarters since.
  • John Overdeck's BigBear.ai position peaked at $32M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

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