JO
DFTX

John Overdeck’s Definium Therapeutics DFTX Stock Holding History

John Overdeck’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.4M Sell
921,818
-279,792
-23% -$6.91M 0.03% 624
2026
Q1 		$22.7M Buy
1,201,610
+776,403
+183% +$13.2M 0.02% 881
2025
Q4 		$5.69M Buy
425,207
+128,764
+43% +$1.59M 0.01% 1592
2025
Q3 		$3.5M Buy
296,443
+239,965
+425% +$2.24M 0.01% 1742
2025
Q2 		$367K Sell
56,478
-2,744
-5% -$18K ﹤0.01% 2715
2025
Q1 		$346K Sell
59,222
-121,071
-67% -$867K ﹤0.01% 2658
2024
Q4 		$1.25M Sell
180,293
-98,746
-35% -$679K ﹤0.01% 2029
2024
Q3 		$1.59M Sell
279,039
-404,648
-59% -$2.81M ﹤0.01% 1811
2024
Q2 		$4.93M Sell
683,687
-28,551
-4% -$250K 0.01% 1018
2024
Q1 		$6.7M Buy
712,238
+573,142
+412% +$3.27M 0.02% 823
2023
Q4 		$509K Sell
139,096
-18,343
-12% -$55.2K ﹤0.01% 2450
2023
Q3 		$493K Sell
157,439
-305
-0.2% -$1.25K ﹤0.01% 2284
2023
Q2 		$563K Sell
157,744
-10,441
-6% -$36K ﹤0.01% 2282
2023
Q1 		$533K Buy
168,185
+134,313
+397% +$447K ﹤0.01% 2175
2022
Q4 		$74.5K Buy
+33,872
New +$94.1K ﹤0.01% 2544
2022
Q3 		– Sell
-24,855
Closed -$239K – 2681
2022
Q2 		$239K Sell
24,855
-20,330
-45% -$257K ﹤0.01% 2106
2022
Q1 		$752K Sell
45,185
-29,733
-40% -$516K ﹤0.01% 1826
2021
Q4 		$1.55M Buy
74,918
+52,724
+238% +$1.68M ﹤0.01% 2153
2021
Q3 		$776K Buy
+22,194
New +$960K ﹤0.01% 2853

Other funds holding DFTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

John Overdeck's DFTX Position: Q2 2026 in Review

John Overdeck reduced its Definium Therapeutics (DFTX) stake by 23% in Q2 2026, selling an estimated $6.91M and leaving 921,818 shares worth $43.4M. The position accounts for 0.03% of the portfolio, ranked #624.

John Overdeck first reported a position in DFTX in Q3 2021 and has held it in 19 quarters since. 360 funds tracked by Wall St. Rank hold DFTX as of Q2 2026.

  • John Overdeck held 921,818 shares of Definium Therapeutics worth $43.4M as of Q2 2026.
  • John Overdeck sold 279,792 Definium Therapeutics shares in Q2 2026, an estimated $6.91M.
  • Definium Therapeutics made up 0.03% of John Overdeck's portfolio in Q2 2026, its #624 holding.
  • John Overdeck first reported a position in Definium Therapeutics in Q3 2021 and has held it in 19 quarters since.
  • 360 funds tracked by Wall St. Rank held Definium Therapeutics as of Q2 2026.

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