JO
CADE

John Overdeck’s Cadence Bank CADE Stock Holding History

John Overdeck’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-103,047
Closed -$3.3M – 3670
2025
Q2 		$3.3M Sell
103,047
-22,162
-18% -$664K 0.01% 1509
2025
Q1 		$3.8M Buy
125,209
+92,983
+289% +$3.08M 0.01% 1284
2024
Q4 		$1.11M Buy
+32,226
New +$1.13M ﹤0.01% 2110
2023
Q4 		– Sell
-17,628
Closed -$374K – 3164
2023
Q3 		$374K Buy
+17,628
New +$398K ﹤0.01% 2404
2023
Q2 		– Sell
-24,122
Closed -$501K – 3032
2023
Q1 		$501K Buy
24,122
+11,753
+95% +$292K ﹤0.01% 2203
2022
Q4 		$305K Buy
+12,369
New +$332K ﹤0.01% 2237
2021
Q4 		– Sell
-368,491
Closed -$11M – 4322
2021
Q3 		$11M Buy
368,491
+67,908
+23% +$1.89M 0.02% 732
2021
Q2 		$8.52M Buy
+300,583
New +$9.12M 0.02% 897
2020
Q2 		– Sell
-47,374
Closed -$896K – 2978
2020
Q1 		$896K Buy
+47,374
New +$1.25M 0.01% 1491
2017
Q4 		– Sell
-9,049
Closed -$290K – 3104
2017
Q3 		$290K Sell
9,049
-50,876
-85% -$1.52M ﹤0.01% 2431
2017
Q2 		$1.83M Buy
+59,925
New +$1.8M 0.01% 1486
2016
Q4 		– Sell
-32,296
Closed -$749K – 3114
2016
Q3 		$749K Sell
32,296
-117,550
-78% -$2.79M ﹤0.01% 2180
2016
Q2 		$3.4M Buy
+149,846
New +$3.38M 0.01% 960
2015
Q3 		– Sell
-59,363
Closed -$1.53M – 2233
2015
Q2 		$1.53M Buy
59,363
+30,203
+104% +$745K 0.01% 1369
2015
Q1 		$677K Buy
+29,160
New +$636K ﹤0.01% 1808
2014
Q4 		– Sell
-174,707
Closed -$3.52M – 2233
2014
Q3 		$3.52M Buy
174,707
+131,070
+300% +$2.85M 0.02% 710
2014
Q2 		$1.07M Buy
43,637
+27,380
+168% +$651K ﹤0.01% 1282
2014
Q1 		$406K Buy
+16,257
New +$396K ﹤0.01% 1557
2013
Q3 		– Sell
-127,187
Closed -$2.25M – 1843
2013
Q2 		$2.25M Buy
+127,187
New +$2.1M 0.02% 829

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

John Overdeck's CADE Position: Q3 2025 in Review

John Overdeck sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 103,047 shares — an estimated $3.3M sold.

John Overdeck first reported a position in CADE in Q2 2013 and held it in 19 quarters. The position peaked at $11M in Q3 2021. 400 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • John Overdeck reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 103,047 Cadence Bank shares in Q3 2025, an estimated $3.3M.
  • John Overdeck first reported a position in Cadence Bank in Q2 2013 and held it in 19 quarters.
  • John Overdeck's Cadence Bank position peaked at $11M in Q3 2021.
  • 400 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.