John Overdeck’s Global X Cloud Computing ETF CLOU Stock Holding History

John Overdeck’s Portfolio CLOU Stock Details CLOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.51M	Sell	242,100 -11,600	-5%	-$251K	﹤0.01%	2051
2026 Q1	$4.95M	Buy	253,700 +119,700	+89%	+$2.42M	﹤0.01%	1981
2025 Q4	$3.03M	Sell	134,000 -73,700	-35%	-$1.71M	﹤0.01%	2137
2025 Q3	$4.83M	Sell	207,700 -58,500	-22%	-$1.34M	0.01%	1489
2025 Q2	$6.21M	Buy	266,200 +89,900	+51%	+$1.97M	0.01%	1109
2025 Q1	$3.7M	Buy	176,300 +140,600	+394%	+$3.36M	0.01%	1301
2024 Q4	$855K	Buy	+35,700	New	+$816K	﹤0.01%	2273
2024 Q1	–	Sell	-32,700	Closed	-$741K	–	3066
2023 Q4	$741K	Buy	32,700 +15,700	+92%	+$313K	﹤0.01%	2238
2023 Q3	$320K	Sell	17,000 -14,100	-45%	-$282K	﹤0.01%	2466
2023 Q2	$617K	Buy	31,100 +17,300	+125%	+$312K	﹤0.01%	2230
2023 Q1	$253K	Buy	+13,800	New	+$241K	﹤0.01%	2491
2022 Q4	–	Sell	-14,940	Closed	-$238K	–	2829
2022 Q3	$238K	Sell	14,940 -73,960	-83%	-$1.28M	﹤0.01%	2043
2022 Q2	$1.47M	Buy	+88,900	New	+$1.65M	﹤0.01%	1353

Other funds holding CLOU

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

John Overdeck's CLOU Position: Q2 2026 in Review

John Overdeck reduced its Global X Cloud Computing ETF (CLOU) stake by 4.6% in Q2 2026, selling an estimated $251K and leaving 242,100 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

John Overdeck first reported a position in CLOU in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.21M in Q2 2025. 85 funds tracked by Wall St. Rank hold CLOU as of Q2 2026.

John Overdeck held 242,100 shares of Global X Cloud Computing ETF worth $5.51M as of Q2 2026.
John Overdeck sold 11,600 Global X Cloud Computing ETF shares in Q2 2026, an estimated $251K.
Global X Cloud Computing ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2051 holding.
John Overdeck first reported a position in Global X Cloud Computing ETF in Q2 2022 and has held it in 13 quarters since.
John Overdeck's Global X Cloud Computing ETF position peaked at $6.21M in Q2 2025.
85 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2026.

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