John Overdeck’s Alphabet (Google) Class A GOOGL Stock Holding History

John Overdeck’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.9M	Sell	108,900 -80,200	-42%	-$28.9M	0.03%	672
2026 Q1	$54.4M	Sell	189,100 -63,000	-25%	-$19.8M	0.04%	471
2025 Q4	$78.9M	Buy	252,100 +248,100	+6,203%	+$70.9M	0.11%	234
2025 Q3	$972K	Buy	+4,000	New	+$838K	﹤0.01%	2589
2022 Q1	–	Sell	-380,000	Closed	-$55M	–	3320
2021 Q4	$55M	Buy	380,000 +180,000	+90%	+$25.9M	0.12%	206
2021 Q3	$26.7M	Sell	200,000 -476,000	-70%	-$64.8M	0.06%	356
2021 Q2	$82.5M	Buy	676,000 +394,000	+140%	+$46M	0.19%	129
2021 Q1	$29.1M	Sell	282,000 -238,000	-46%	-$23.5M	0.08%	306
2020 Q4	$45.6M	Buy	520,000 +316,000	+155%	+$26.6M	0.13%	172
2020 Q3	$14.9M	Sell	204,000 -190,000	-48%	-$14.5M	0.05%	380
2020 Q2	$27.9M	Buy	394,000 +208,000	+112%	+$14M	0.14%	159
2020 Q1	$10.8M	Sell	186,000 -482,000	-72%	-$32.7M	0.09%	239
2019 Q4	$44.7M	Sell	668,000 -380,000	-36%	-$24.5M	0.13%	166
2019 Q3	$64M	Buy	1,048,000 +510,000	+95%	+$30.2M	0.22%	117
2019 Q2	$29.1M	Sell	538,000 -242,000	-31%	-$14M	0.1%	261
2019 Q1	$45.9M	Buy	780,000 +240,000	+44%	+$13.5M	0.15%	173
2018 Q4	$28.2M	Sell	540,000 -800,000	-60%	-$43.2M	0.11%	243
2018 Q3	$80.9M	Sell	1,340,000 -54,000	-4%	-$3.27M	0.22%	134
2018 Q2	$78.7M	Buy	1,394,000 +1,224,000	+720%	+$66.6M	0.23%	99
2018 Q1	$8.82M	Sell	170,000 -530,000	-76%	-$29.4M	0.03%	650
2017 Q4	$36.9M	Buy	700,000 +20,000	+3%	+$1.03M	0.12%	227
2017 Q3	$33.1M	Buy	680,000 +372,000	+121%	+$17.6M	0.12%	223
2017 Q2	$14.3M	Sell	308,000 -298,000	-49%	-$13.9M	0.05%	412
2017 Q1	$25.7M	Sell	606,000 -354,000	-37%	-$14.9M	0.09%	309
2016 Q4	$38M	Buy	960,000 +312,000	+48%	+$12.5M	0.15%	166
2016 Q3	$26.1M	Buy	648,000 +288,000	+80%	+$11.3M	0.09%	248
2016 Q2	$12.7M	Sell	360,000 -160,000	-31%	-$5.87M	0.05%	409
2016 Q1	$19.8M	Buy	520,000 +220,000	+73%	+$8.1M	0.09%	258
2015 Q4	$11.7M	Buy	+300,000	New	+$11.1M	0.06%	369

Other funds holding GOOGL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's GOOGL Position: Q2 2026 in Review

John Overdeck reduced its Alphabet (Google) Class A (GOOGL) stake by 49% in Q2 2026, selling an estimated $787M and leaving 2,246,651 shares worth $803M. The position accounts for 0.58% of the portfolio, ranked #14.

John Overdeck first reported a position in GOOGL in Q1 2016 and has held it in 38 quarters since. The position peaked at $1.27B in Q1 2026. 5,760 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

John Overdeck held 2,246,651 shares of Alphabet (Google) Class A worth $803M as of Q2 2026.
John Overdeck sold 2,184,977 Alphabet (Google) Class A shares in Q2 2026, an estimated $787M.
Alphabet (Google) Class A made up 0.58% of John Overdeck's portfolio in Q2 2026, its #14 holding.
John Overdeck first reported a position in Alphabet (Google) Class A in Q1 2016 and has held it in 38 quarters since.
John Overdeck's Alphabet (Google) Class A position peaked at $1.27B in Q1 2026.
5,760 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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