JO
BWAY

John Overdeck’s Brainsway BWAY Stock Holding History

John Overdeck’s Portfolio BWAY Stock Details BWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
99,545
-28,642
-22% -$434K ﹤0.01% 3238
2026
Q1 		$1.7M Sell
128,187
-23,195
-15% -$283K ﹤0.01% 2880
2025
Q4 		$1.44M Sell
151,382
-54,422
-26% -$449K ﹤0.01% 2694
2025
Q3 		$1.55M Buy
205,804
+41,412
+25% +$286K ﹤0.01% 2296
2025
Q2 		$1.08M Sell
164,392
-16,150
-9% -$80.2K ﹤0.01% 2201
2025
Q1 		$855K Sell
180,542
-4,968
-3% -$25.2K ﹤0.01% 2264
2024
Q4 		$875K Buy
185,510
+3,572
+2% +$17.4K ﹤0.01% 2262
2024
Q3 		$841K Buy
181,938
+64,136
+54% +$236K ﹤0.01% 2223
2024
Q2 		$358K Buy
117,802
+60,530
+106% +$172K ﹤0.01% 2519
2024
Q1 		$151K Buy
+57,272
New +$179K ﹤0.01% 2779

Other funds holding BWAY

VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

John Overdeck's BWAY Position: Q2 2026 in Review

John Overdeck reduced its Brainsway (BWAY) stake by 22% in Q2 2026, selling an estimated $434K and leaving 99,545 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

John Overdeck first reported a position in BWAY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2026. 56 funds tracked by Wall St. Rank hold BWAY as of Q2 2026.

  • John Overdeck held 99,545 shares of Brainsway worth $1.54M as of Q2 2026.
  • John Overdeck sold 28,642 Brainsway shares in Q2 2026, an estimated $434K.
  • Brainsway made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3238 holding.
  • John Overdeck first reported a position in Brainsway in Q1 2024 and has held it in 10 quarters since.
  • John Overdeck's Brainsway position peaked at $1.7M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Brainsway as of Q2 2026.

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