John Overdeck’s Cirrus Logic CRUS Stock Holding History

John Overdeck’s Portfolio CRUS Stock Details CRUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,000	Closed	-$920K	–	2998
2021 Q4	$920K	Buy	10,000 +5,000	+100%	+$415K	﹤0.01%	2632
2021 Q3	$412K	Buy	5,000 +2,000	+67%	+$166K	﹤0.01%	3423
2021 Q2	$255K	Buy	+3,000	New	+$241K	﹤0.01%	3621
2021 Q1	–	Sell	-7,900	Closed	-$649K	–	3884
2020 Q4	$649K	Buy	7,900 +1,300	+20%	+$97.7K	﹤0.01%	2318
2020 Q3	$445K	Buy	+6,600	New	+$413K	﹤0.01%	2332
2020 Q2	–	Sell	-4,900	Closed	-$322K	–	3023
2020 Q1	$322K	Sell	4,900 -1,100	-18%	-$81.3K	﹤0.01%	2245
2019 Q4	$494K	Buy	+6,000	New	+$406K	﹤0.01%	2809
2018 Q1	–	Sell	-4,000	Closed	-$207K	–	3198
2017 Q4	$207K	Buy	+4,000	New	+$216K	﹤0.01%	2913
2016 Q4	–	Sell	-5,000	Closed	-$266K	–	3162
2016 Q3	$266K	Buy	+5,000	New	+$240K	﹤0.01%	2823

Other funds holding CRUS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

John Overdeck's CRUS Position: Q2 2026 in Review

John Overdeck increased its Cirrus Logic (CRUS) stake by 13% in Q2 2026, buying an estimated $1.39M and bringing the position to 74,273 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1461.

John Overdeck first reported a position in CRUS in Q2 2013 and has held it in 35 quarters since. The position peaked at $25M in Q4 2013. 575 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

John Overdeck held 74,273 shares of Cirrus Logic worth $11M as of Q2 2026.
John Overdeck bought 8,511 Cirrus Logic shares in Q2 2026, an estimated $1.39M.
Cirrus Logic made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1461 holding.
John Overdeck first reported a position in Cirrus Logic in Q2 2013 and has held it in 35 quarters since.
John Overdeck's Cirrus Logic position peaked at $25M in Q4 2013.
575 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

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