JO
ENVX icon

John Overdeck’s Enovix ENVX Stock Holding History

John Overdeck’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
226,791
+180,654
+392% +$1.2M ﹤0.01% 3340
2026
Q1 		$239K Sell
46,137
-854,630
-95% -$5.35M ﹤0.01% 4201
2025
Q4 		$6.58M Sell
900,767
-300,230
-25% -$2.91M 0.01% 1456
2025
Q3 		$12M Buy
1,200,997
+1,186,234
+8,035% +$13.1M 0.02% 856
2025
Q2 		$134K Sell
14,763
-142,258
-91% -$928K ﹤0.01% 2971
2025
Q1 		$1.01M Sell
157,021
-16,430
-9% -$146K ﹤0.01% 2170
2024
Q4 		$1.65M Buy
173,451
+156,282
+910% +$1.37M ﹤0.01% 1846
2024
Q3 		$140K Sell
17,169
-795,696
-98% -$8.26M ﹤0.01% 2853
2024
Q2 		$11M Sell
812,865
-1,527,310
-65% -$12.8M 0.03% 678
2024
Q1 		$16.4M Sell
2,340,175
-1,660,443
-42% -$14.4M 0.04% 499
2023
Q4 		$43.8M Buy
4,000,618
+1,092,781
+38% +$10.7M 0.1% 250
2023
Q3 		$31.9M Buy
2,907,837
+2,458,883
+548% +$35.1M 0.09% 274
2023
Q2 		$7.09M Sell
448,954
-523,911
-54% -$6.09M 0.02% 783
2023
Q1 		$12.7M Buy
972,865
+493,980
+103% +$4.06M 0.04% 502
2022
Q4 		$5.21M Buy
478,885
+235,544
+97% +$2.9M 0.02% 835
2022
Q3 		$3.9M Sell
243,341
-804,680
-77% -$11.9M 0.01% 848
2022
Q2 		$8.17M Buy
1,048,021
+625,232
+148% +$5.88M 0.03% 578
2022
Q1 		$5.28M Buy
422,789
+394,528
+1,396% +$5.53M 0.02% 896
2021
Q4 		$675K Buy
+28,261
New +$684K ﹤0.01% 2939

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

John Overdeck's ENVX Position: Q2 2026 in Review

John Overdeck increased its Enovix (ENVX) stake by 392% in Q2 2026, buying an estimated $1.2M and bringing the position to 226,791 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3340.

John Overdeck first reported a position in ENVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.8M in Q4 2023. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • John Overdeck held 226,791 shares of Enovix worth $1.38M as of Q2 2026.
  • John Overdeck bought 180,654 Enovix shares in Q2 2026, an estimated $1.2M.
  • Enovix made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3340 holding.
  • John Overdeck first reported a position in Enovix in Q4 2021 and has held it in 19 quarters since.
  • John Overdeck's Enovix position peaked at $43.8M in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

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