John Overdeck’s Factset FDS Stock Holding History

John Overdeck’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,200	Closed	-$1.05M	–	3234
2020 Q2	$1.05M	Sell	3,200 -400	-11%	-$116K	0.01%	1510
2020 Q1	$938K	Sell	3,600 -3,000	-45%	-$816K	0.01%	1452
2019 Q4	$1.77M	Buy	6,600 +1,100	+20%	+$282K	0.01%	1688
2019 Q3	$1.34M	Sell	5,500 -1,300	-19%	-$361K	﹤0.01%	1742
2019 Q2	$1.95M	Buy	+6,800	New	+$1.88M	0.01%	1459
2019 Q1	–	Sell	-13,000	Closed	-$2.6M	–	3157
2018 Q4	$2.6M	Buy	13,000 +9,700	+294%	+$2.14M	0.01%	1113
2018 Q3	$738K	Sell	3,300 -20,100	-86%	-$4.36M	﹤0.01%	2194
2018 Q2	$4.64M	Sell	23,400 -46,200	-66%	-$9.23M	0.01%	1059
2018 Q1	$13.9M	Buy	69,600 +54,300	+355%	+$11M	0.05%	457
2017 Q4	$2.95M	Sell	15,300 -41,400	-73%	-$7.94M	0.01%	1218
2017 Q3	$10.2M	Buy	56,700 +51,200	+931%	+$8.36M	0.04%	509
2017 Q2	$914K	Buy	+5,500	New	+$899K	﹤0.01%	1953
2017 Q1	–	Sell	-2,000	Closed	-$327K	–	3015
2016 Q4	$327K	Buy	+2,000	New	+$319K	﹤0.01%	2714

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's FDS Position: Q2 2026 in Review

John Overdeck reduced its Factset (FDS) stake by 75% in Q2 2026, selling an estimated $59.3M and leaving 86,499 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #1060.

John Overdeck first reported a position in FDS in Q2 2013 and has held it in 27 quarters since. The position peaked at $80.2M in Q3 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

John Overdeck held 86,499 shares of Factset worth $19.9M as of Q2 2026.
John Overdeck sold 258,390 Factset shares in Q2 2026, an estimated $59.3M.
Factset made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1060 holding.
John Overdeck first reported a position in Factset in Q2 2013 and has held it in 27 quarters since.
John Overdeck's Factset position peaked at $80.2M in Q3 2025.
762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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