JO
BCPC

John Overdeck’s Balchem Corp BCPC Stock Holding History

John Overdeck’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.8M Buy
502,038
+71,828
+17% +$11.9M 0.06% 361
2026
Q1 		$72.9M Buy
430,210
+227,501
+112% +$38.6M 0.06% 371
2025
Q4 		$31.1M Sell
202,709
-18,930
-9% -$2.89M 0.04% 523
2025
Q3 		$33.3M Buy
221,639
+62,652
+39% +$9.87M 0.05% 449
2025
Q2 		$25.3M Buy
158,987
+97,448
+158% +$15.8M 0.04% 462
2025
Q1 		$10.2M Buy
61,539
+58,741
+2,099% +$9.63M 0.02% 765
2024
Q4 		$456K Sell
2,798
-1,317
-32% -$229K ﹤0.01% 2577
2024
Q3 		$724K Buy
4,115
+609
+17% +$104K ﹤0.01% 2286
2024
Q2 		$540K Buy
3,506
+194
+6% +$29.2K ﹤0.01% 2332
2024
Q1 		$513K Buy
3,312
+645
+24% +$95.6K ﹤0.01% 2321
2023
Q4 		$397K Buy
+2,667
New +$341K ﹤0.01% 2570
2022
Q3 		– Sell
-7,324
Closed -$950K – 2902
2022
Q2 		$950K Sell
7,324
-5,814
-44% -$728K ﹤0.01% 1571
2022
Q1 		$1.8M Buy
+13,138
New +$1.88M 0.01% 1404
2021
Q3 		– Sell
-1,700
Closed -$223K – 4823
2021
Q2 		$223K Sell
1,700
-15,796
-90% -$2.03M ﹤0.01% 3721
2021
Q1 		$2.19M Buy
+17,496
New +$2.13M 0.01% 1633
2020
Q4 		– Sell
-29,369
Closed -$2.87M – 3854
2020
Q3 		$2.87M Buy
29,369
+13,536
+85% +$1.33M 0.01% 1096
2020
Q2 		$1.5M Buy
+15,833
New +$1.48M 0.01% 1259
2018
Q2 		– Sell
-6,552
Closed -$536K – 3733
2018
Q1 		$536K Buy
+6,552
New +$516K ﹤0.01% 2434

Other funds holding BCPC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

John Overdeck's BCPC Position: Q2 2026 in Review

John Overdeck increased its Balchem Corp (BCPC) stake by 17% in Q2 2026, buying an estimated $11.9M and bringing the position to 502,038 shares worth $84.8M. The position accounts for 0.06% of the portfolio, ranked #361.

John Overdeck first reported a position in BCPC in Q1 2018 and has held it in 18 quarters since. 414 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • John Overdeck held 502,038 shares of Balchem Corp worth $84.8M as of Q2 2026.
  • John Overdeck bought 71,828 Balchem Corp shares in Q2 2026, an estimated $11.9M.
  • Balchem Corp made up 0.06% of John Overdeck's portfolio in Q2 2026, its #361 holding.
  • John Overdeck first reported a position in Balchem Corp in Q1 2018 and has held it in 18 quarters since.
  • 414 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

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