John Overdeck’s Dynex Capital DX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.9M Buy
2,965,239
+1,015,561
+52% +$13.4M 0.03% 674
2026
Q1
$24.9M Sell
1,949,678
-1,470,764
-43% -$20.2M 0.02% 823
2025
Q4
$47.9M Buy
3,420,442
+2,155,056
+170% +$29.1M 0.07% 371
2025
Q3
$15.6M Buy
1,265,386
+350,766
+38% +$4.39M 0.02% 738
2025
Q2
$11.2M Sell
914,620
-132,316
-13% -$1.61M 0.02% 771
2025
Q1
$13.6M Buy
+1,046,936
New +$14M 0.03% 643
2023
Q4
Sell
-33,401
Closed -$399K 3205
2023
Q3
$399K Buy
33,401
+23,101
+224% +$293K ﹤0.01% 2373
2023
Q2
$130K Sell
10,300
-3,800
-27% -$44.4K ﹤0.01% 2723
2023
Q1
$171K Buy
+14,100
New +$188K ﹤0.01% 2590
2022
Q4
Sell
-145,333
Closed -$1.69M 2866
2022
Q3
$1.69M Sell
145,333
-150,237
-51% -$2.35M 0.01% 1227
2022
Q2
$4.71M Buy
+295,570
New +$4.7M 0.02% 804
2021
Q3
Sell
-366,330
Closed -$6.84M 4347
2021
Q2
$6.84M Buy
366,330
+212,329
+138% +$4.16M 0.02% 1007
2021
Q1
$2.92M Sell
154,001
-11,626
-7% -$214K 0.01% 1407
2020
Q4
$2.95M Buy
165,627
+101,707
+159% +$1.74M 0.01% 1246
2020
Q3
$972K Buy
+63,920
New +$978K ﹤0.01% 1778
2019
Q3
Sell
-189,425
Closed -$3.17M 3526
2019
Q2
$3.17M Sell
189,425
-130,121
-41% -$2.29M 0.01% 1147
2019
Q1
$5.84M Buy
319,546
+108,262
+51% +$1.98M 0.02% 892
2018
Q4
$3.63M Buy
211,284
+74,719
+55% +$1.34M 0.01% 953
2018
Q3
$2.61M Buy
136,565
+7,177
+6% +$138K 0.01% 1300
2018
Q2
$2.54M Sell
129,388
-2,245
-2% -$43.8K 0.01% 1461
2018
Q1
$2.62M Sell
131,633
-20,619
-14% -$403K 0.01% 1339
2017
Q4
$3.2M Buy
152,252
+39,034
+34% +$836K 0.01% 1159
2017
Q3
$2.47M Sell
113,218
-188
-0.2% -$3.98K 0.01% 1184
2017
Q2
$2.42M Buy
113,406
+8,128
+8% +$170K 0.01% 1289
2017
Q1
$2.24M Hold
105,278
0.01% 1390
2016
Q4
$2.15M Buy
105,278
+37,285
+55% +$770K 0.01% 1426
2016
Q3
$1.51M Buy
67,993
+5,696
+9% +$123K 0.01% 1670
2016
Q2
$1.3M Buy
62,297
+43,542
+232% +$878K 0.01% 1557
2016
Q1
$374K Buy
18,755
+10,613
+130% +$198K ﹤0.01% 2254
2015
Q4
$155K Buy
8,142
+2,774
+52% +$55.5K ﹤0.01% 2517
2015
Q3
$106K Sell
5,368
-50,981
-90% -$1.07M ﹤0.01% 2068
2015
Q2
$1.29M Sell
56,349
-8,897
-14% -$211K 0.01% 1488
2015
Q1
$1.66M Sell
65,246
-12,874
-16% -$323K 0.01% 1276
2014
Q4
$1.93M Buy
78,120
+18,151
+30% +$456K 0.01% 1037
2014
Q3
$1.45M Sell
59,969
-9,940
-14% -$253K 0.01% 955
2014
Q2
$1.86M Buy
69,909
+39,033
+126% +$1.01M 0.01% 1056
2014
Q1
$829K Sell
30,876
-12,272
-28% -$309K ﹤0.01% 1288
2013
Q4
$1.04M Buy
+43,148
New +$1.08M 0.01% 1316

Other funds holding DX

John Overdeck's DX Position: Q2 2026 in Review

John Overdeck increased its Dynex Capital (DX) stake by 52% in Q2 2026, buying an estimated $13.4M and bringing the position to 2,965,239 shares worth $38.9M. The position accounts for 0.03% of the portfolio, ranked #674.

John Overdeck first reported a position in DX in Q4 2013 and has held it in 38 quarters since. The position peaked at $47.9M in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • John Overdeck held 2,965,239 shares of Dynex Capital worth $38.9M as of Q2 2026.
  • John Overdeck bought 1,015,561 Dynex Capital shares in Q2 2026, an estimated $13.4M.
  • Dynex Capital made up 0.03% of John Overdeck's portfolio in Q2 2026, its #674 holding.
  • John Overdeck first reported a position in Dynex Capital in Q4 2013 and has held it in 38 quarters since.
  • John Overdeck's Dynex Capital position peaked at $47.9M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

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