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John Overdeck’s Evolv Technologies EVLV Stock Holding History

John Overdeck’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1M Sell
4,499,208
-1,468,013
-25% -$9.2M 0.02% 896
2026
Q1 		$36.1M Buy
5,967,221
+2,885,967
+94% +$16.9M 0.03% 640
2025
Q4 		$22.1M Buy
3,081,254
+292,550
+10% +$2.08M 0.03% 684
2025
Q3 		$21.1M Buy
2,788,704
+1,307,955
+88% +$9.55M 0.03% 616
2025
Q2 		$9.24M Buy
+1,480,749
New +$6.85M 0.02% 867
2025
Q1 		– Sell
-22,000
Closed -$86.9K – 3284
2024
Q4 		$86.9K Buy
+22,000
New +$77.2K ﹤0.01% 2987
2024
Q2 		– Sell
-131,564
Closed -$585K – 3115
2024
Q1 		$585K Sell
131,564
-474,743
-78% -$2.05M ﹤0.01% 2260
2023
Q4 		$2.86M Sell
606,307
-405,404
-40% -$1.73M 0.01% 1287
2023
Q3 		$4.92M Buy
1,011,711
+365,341
+57% +$2.25M 0.01% 913
2023
Q2 		$3.88M Buy
+646,370
New +$3.06M 0.01% 1049

Other funds holding EVLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPCM
Stoic Point Capital Management Palo Alto, California $121M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 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
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

John Overdeck's EVLV Position: Q2 2026 in Review

John Overdeck reduced its Evolv Technologies (EVLV) stake by 25% in Q2 2026, selling an estimated $9.2M and leaving 4,499,208 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #896.

John Overdeck first reported a position in EVLV in Q2 2023 and has held it in 10 quarters since. The position peaked at $36.1M in Q1 2026. 259 funds tracked by Wall St. Rank hold EVLV as of Q2 2026.

  • John Overdeck held 4,499,208 shares of Evolv Technologies worth $26.1M as of Q2 2026.
  • John Overdeck sold 1,468,013 Evolv Technologies shares in Q2 2026, an estimated $9.2M.
  • Evolv Technologies made up 0.02% of John Overdeck's portfolio in Q2 2026, its #896 holding.
  • John Overdeck first reported a position in Evolv Technologies in Q2 2023 and has held it in 10 quarters since.
  • John Overdeck's Evolv Technologies position peaked at $36.1M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2026.

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