JO
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John Overdeck’s Cipher Digital CIFR Stock Holding History

John Overdeck’s Portfolio CIFR Stock Details CIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117M Buy
4,775,520
+1,768,258
+59% +$37.3M 0.08% 264
2026
Q1 		$38.7M Buy
3,007,262
+1,669,396
+125% +$26.5M 0.03% 609
2025
Q4 		$19.7M Sell
1,337,866
-5,408,535
-80% -$95.5M 0.03% 732
2025
Q3 		$84.9M Buy
6,746,401
+2,655,015
+65% +$20M 0.13% 213
2025
Q2 		$19.6M Buy
4,091,386
+2,444,634
+148% +$7.91M 0.03% 564
2025
Q1 		$3.79M Sell
1,646,752
-1,210,649
-42% -$5.51M 0.01% 1286
2024
Q4 		$13.3M Buy
2,857,401
+682,940
+31% +$3.88M 0.03% 639
2024
Q3 		$8.42M Sell
2,174,461
-1,073,572
-33% -$4.52M 0.02% 838
2024
Q2 		$13.5M Sell
3,248,033
-441,526
-12% -$1.83M 0.03% 593
2024
Q1 		$19M Buy
3,689,559
+2,069,308
+128% +$7.17M 0.04% 456
2023
Q4 		$6.69M Buy
1,620,251
+1,569,434
+3,088% +$4.78M 0.02% 847
2023
Q3 		$118K Buy
+50,817
New +$172K ﹤0.01% 2726
2023
Q2 		– Sell
-124,747
Closed -$291K – 3043
2023
Q1 		$291K Sell
124,747
-135,681
-52% -$209K ﹤0.01% 2431
2022
Q4 		$146K Buy
+260,428
New +$227K ﹤0.01% 2447
2022
Q1 		– Sell
-28,988
Closed -$134K – 2924
2021
Q4 		$134K Buy
+28,988
New +$211K ﹤0.01% 4008

Other funds holding CIFR

VH
V3 Holding Rye, New York $1.43B AUM 412.55% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
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

John Overdeck's CIFR Position: Q2 2026 in Review

John Overdeck increased its Cipher Digital (CIFR) stake by 59% in Q2 2026, buying an estimated $37.3M and bringing the position to 4,775,520 shares worth $117M. The position accounts for 0.08% of the portfolio, ranked #264.

John Overdeck first reported a position in CIFR in Q4 2021 and has held it in 15 quarters since. 466 funds tracked by Wall St. Rank hold CIFR as of Q2 2026.

  • John Overdeck held 4,775,520 shares of Cipher Digital worth $117M as of Q2 2026.
  • John Overdeck bought 1,768,258 Cipher Digital shares in Q2 2026, an estimated $37.3M.
  • Cipher Digital made up 0.08% of John Overdeck's portfolio in Q2 2026, its #264 holding.
  • John Overdeck first reported a position in Cipher Digital in Q4 2021 and has held it in 15 quarters since.
  • 466 funds tracked by Wall St. Rank held Cipher Digital as of Q2 2026.

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