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John Overdeck’s Fulcrum Therapeutics FULC Stock Holding History

John Overdeck’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Buy
812,766
+673,766
+485% +$4.1M ﹤0.01% 2638
2026
Q1 		$1.07M Buy
+139,000
New +$1.29M ﹤0.01% 3225
2025
Q3 		– Sell
-58,965
Closed -$406K – 3740
2025
Q2 		$406K Sell
58,965
-91,309
-61% -$488K ﹤0.01% 2670
2025
Q1 		$433K Sell
150,274
-19,268
-11% -$70.8K ﹤0.01% 2582
2024
Q4 		$797K Sell
169,542
-102,565
-38% -$378K ﹤0.01% 2310
2024
Q3 		$971K Sell
272,107
-237,581
-47% -$1.76M ﹤0.01% 2143
2024
Q2 		$3.16M Buy
509,688
+334,464
+191% +$2.53M 0.01% 1248
2024
Q1 		$1.65M Sell
175,224
-86,528
-33% -$772K ﹤0.01% 1613
2023
Q4 		$1.77M Sell
261,752
-300,371
-53% -$1.33M ﹤0.01% 1680
2023
Q3 		$2.5M Sell
562,123
-15,743
-3% -$68.8K 0.01% 1247
2023
Q2 		$1.91M Sell
577,866
-71,944
-11% -$211K ﹤0.01% 1463
2023
Q1 		$1.85M Buy
649,810
+516,791
+389% +$4.63M 0.01% 1424
2022
Q4 		$968K Buy
+133,019
New +$867K ﹤0.01% 1710
2022
Q3 		– Sell
-214,763
Closed -$1.05M – 2582
2022
Q2 		$1.05M Buy
214,763
+197,863
+1,171% +$1.93M ﹤0.01% 1523
2022
Q1 		$400K Sell
16,900
-504,090
-97% -$7.13M ﹤0.01% 2117
2021
Q4 		$9.22M Sell
520,990
-111,549
-18% -$2.21M 0.02% 837
2021
Q3 		$17.8M Buy
632,539
+616,928
+3,952% +$11.7M 0.04% 516
2021
Q2 		$164K Buy
15,611
+1,632
+12% +$16.5K ﹤0.01% 3833
2021
Q1 		$165K Sell
13,979
-13,668
-49% -$169K ﹤0.01% 3658
2020
Q4 		$324K Buy
27,647
+16,147
+140% +$183K ﹤0.01% 2799
2020
Q3 		$91K Buy
+11,500
New +$138K ﹤0.01% 2949

Other funds holding FULC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's FULC Position: Q2 2026 in Review

John Overdeck increased its Fulcrum Therapeutics (FULC) stake by 485% in Q2 2026, buying an estimated $4.1M and bringing the position to 812,766 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

John Overdeck first reported a position in FULC in Q3 2020 and has held it in 21 quarters since. The position peaked at $17.8M in Q3 2021. 154 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

  • John Overdeck held 812,766 shares of Fulcrum Therapeutics worth $2.97M as of Q2 2026.
  • John Overdeck bought 673,766 Fulcrum Therapeutics shares in Q2 2026, an estimated $4.1M.
  • Fulcrum Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2638 holding.
  • John Overdeck first reported a position in Fulcrum Therapeutics in Q3 2020 and has held it in 21 quarters since.
  • John Overdeck's Fulcrum Therapeutics position peaked at $17.8M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

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