John Overdeck’s Broadwind BWEN Stock Holding History

John Overdeck’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146K	Buy	+30,164	New	+$99.9K	﹤0.01%	4839
2023 Q4	–	Sell	-49,972	Closed	-$160K	–	3161
2023 Q3	$160K	Sell	49,972 -52,523	-51%	-$200K	﹤0.01%	2680
2023 Q2	$392K	Sell	102,495 -68,843	-40%	-$288K	﹤0.01%	2425
2023 Q1	$658K	Buy	+171,338	New	+$729K	﹤0.01%	2079
2021 Q1	–	Sell	-23,819	Closed	-$189K	–	3833
2020 Q4	$189K	Sell	23,819 -38,082	-62%	-$165K	﹤0.01%	3123
2020 Q3	$178K	Buy	+61,901	New	+$247K	﹤0.01%	2845
2015 Q3	–	Sell	-15,801	Closed	-$67K	–	2229
2015 Q2	$67K	Sell	15,801 -2,235	-12%	-$9.37K	﹤0.01%	2730
2015 Q1	$90K	Sell	18,036 -8,567	-32%	-$43.6K	﹤0.01%	2554
2014 Q4	$143K	Buy	26,603 +13,663	+106%	+$91.1K	﹤0.01%	2100
2014 Q3	$97K	Sell	12,940 -73,871	-85%	-$642K	﹤0.01%	1670
2014 Q2	$761K	Buy	+86,811	New	+$992K	﹤0.01%	1433
2014 Q1	–	Sell	-31,137	Closed	-$295K	–	1997
2013 Q4	$295K	Sell	31,137 -20,706	-40%	-$161K	﹤0.01%	1887
2013 Q3	$406K	Buy	+51,843	New	+$300K	﹤0.01%	1374

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ACM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

John Overdeck's BWEN Position: Q2 2026 in Review

John Overdeck opened a new position in Broadwind (BWEN) in Q2 2026: 30,164 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #4839 among its holdings. This is a return to the name: John Overdeck previously reported a position in BWEN as recently as Q3 2023.

John Overdeck first reported a position in BWEN in Q3 2013 and has held it in 13 quarters since. The position peaked at $761K in Q2 2014. 57 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

John Overdeck held 30,164 shares of Broadwind worth $146K as of Q2 2026.
Broadwind was a new John Overdeck position in Q2 2026.
Broadwind made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4839 holding.
John Overdeck first reported a position in Broadwind in Q3 2013 and has held it in 13 quarters since.
John Overdeck's Broadwind position peaked at $761K in Q2 2014.
57 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

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