JO
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John Overdeck’s Five Below FIVE Stock Holding History

John Overdeck’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647K Buy
+3,600
New +$775K ﹤0.01% 3951
2022
Q1 		– Sell
-11,500
Closed -$2.38M – 3224
2021
Q4 		$2.38M Buy
11,500
+3,900
+51% +$767K 0.01% 1771
2021
Q3 		$1.34M Sell
7,600
-1,400
-16% -$279K ﹤0.01% 2342
2021
Q2 		$1.74M Sell
9,000
-6,200
-41% -$1.18M ﹤0.01% 1989
2021
Q1 		$2.9M Buy
15,200
+5,200
+52% +$980K 0.01% 1413
2020
Q4 		$1.75M Sell
10,000
-300
-3% -$44.4K 0.01% 1581
2020
Q3 		$1.31M Sell
10,300
-5,000
-33% -$569K ﹤0.01% 1581
2020
Q2 		$1.64M Sell
15,300
-39,600
-72% -$3.71M 0.01% 1204
2020
Q1 		$3.86M Buy
54,900
+21,700
+65% +$2.21M 0.03% 622
2019
Q4 		$4.25M Buy
33,200
+13,900
+72% +$1.74M 0.01% 1061
2019
Q3 		$2.43M Buy
19,300
+2,700
+16% +$328K 0.01% 1275
2019
Q2 		$1.99M Hold
16,600
– – 0.01% 1444
2019
Q1 		$2.06M Buy
+16,600
New +$2.01M 0.01% 1398
2018
Q4 		– Sell
-8,200
Closed -$1.07M – 3150
2018
Q3 		$1.07M Buy
8,200
+2,600
+46% +$289K ﹤0.01% 1924
2018
Q2 		$547K Sell
5,600
-66,400
-92% -$5.33M ﹤0.01% 2586
2018
Q1 		$5.28M Buy
+72,000
New +$4.85M 0.02% 919
2017
Q4 		– Sell
-11,300
Closed -$620K – 3197
2017
Q3 		$620K Buy
11,300
+4,800
+74% +$235K ﹤0.01% 2015
2017
Q2 		$321K Sell
6,500
-35,400
-84% -$1.74M ﹤0.01% 2602
2017
Q1 		$1.81M Buy
+41,900
New +$1.67M 0.01% 1519

Other funds holding FIVE

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's FIVE Position: Q2 2026 in Review

John Overdeck increased its Five Below (FIVE) stake by 12% in Q2 2026, buying an estimated $36.9M and bringing the position to 1,605,648 shares worth $289M. The position accounts for 0.21% of the portfolio, ranked #100.

John Overdeck first reported a position in FIVE in Q3 2013 and has held it in 31 quarters since. The position peaked at $328M in Q1 2026. 606 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • John Overdeck held 1,605,648 shares of Five Below worth $289M as of Q2 2026.
  • John Overdeck bought 171,403 Five Below shares in Q2 2026, an estimated $36.9M.
  • Five Below made up 0.21% of John Overdeck's portfolio in Q2 2026, its #100 holding.
  • John Overdeck first reported a position in Five Below in Q3 2013 and has held it in 31 quarters since.
  • John Overdeck's Five Below position peaked at $328M in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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