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John Overdeck’s e.l.f. Beauty ELF Stock Holding History

John Overdeck’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Sell
4,800
-8,700
-64% -$529K ﹤0.01% 4410
2026
Q1 		$818K Sell
13,500
-15,600
-54% -$1.27M ﹤0.01% 3411
2025
Q4 		$2.21M Buy
29,100
+27,100
+1,355% +$2.67M ﹤0.01% 2364
2025
Q3 		$265K Buy
+2,000
New +$247K ﹤0.01% 3269

Other funds holding ELF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's ELF Position: Q2 2026 in Review

John Overdeck reduced its e.l.f. Beauty (ELF) stake by 78% in Q2 2026, selling an estimated $2.56M and leaving 11,859 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

John Overdeck first reported a position in ELF in Q4 2016 and has held it in 27 quarters since. The position peaked at $23.7M in Q3 2025. 428 funds tracked by Wall St. Rank hold ELF as of Q2 2026.

  • John Overdeck held 11,859 shares of e.l.f. Beauty worth $878K as of Q2 2026.
  • John Overdeck sold 42,130 e.l.f. Beauty shares in Q2 2026, an estimated $2.56M.
  • e.l.f. Beauty made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3710 holding.
  • John Overdeck first reported a position in e.l.f. Beauty in Q4 2016 and has held it in 27 quarters since.
  • John Overdeck's e.l.f. Beauty position peaked at $23.7M in Q3 2025.
  • 428 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q2 2026.

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