JO
DFDV

John Overdeck’s DeFi Development Corp DFDV Stock Holding History

John Overdeck’s Portfolio DFDV Stock Details DFDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Buy
285,815
+15
+0% +$57 ﹤0.01% 3742
2026
Q1 		$940K Hold
285,800
– – ﹤0.01% 3308
2025
Q4 		$1.44M Buy
+285,800
New +$2.62M ﹤0.01% 2691

Other funds holding DFDV

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DIG
DeepCurrents Investment Group New York $3.3B AUM 12.57% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

John Overdeck's DFDV Position: Q2 2026 in Review

John Overdeck increased its DeFi Development Corp (DFDV) stake by 0.01% in Q2 2026, buying an estimated $57 and bringing the position to 285,815 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

John Overdeck first reported a position in DFDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 45 funds tracked by Wall St. Rank hold DFDV as of Q2 2026.

  • John Overdeck held 285,815 shares of DeFi Development Corp worth $840K as of Q2 2026.
  • John Overdeck bought 15 DeFi Development Corp shares in Q2 2026, an estimated $57.
  • DeFi Development Corp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3742 holding.
  • John Overdeck first reported a position in DeFi Development Corp in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's DeFi Development Corp position peaked at $1.44M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held DeFi Development Corp as of Q2 2026.

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