John Overdeck’s Gaotu Techedu GOTU Stock Holding History

John Overdeck’s Portfolio GOTU Stock Details GOTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Sell	139,400 -128,600	-48%	-$234K	﹤0.01%	4693
2026 Q1	$525K	Buy	+268,000	New	+$587K	﹤0.01%	3714
2025 Q3	–	Sell	-157,045	Closed	-$567K	–	3753
2025 Q2	$567K	Buy	157,045 +19,232	+14%	+$66K	﹤0.01%	2532
2025 Q1	$448K	Buy	+137,813	New	+$381K	﹤0.01%	2564
2024 Q1	–	Sell	-107,100	Closed	-$388K	–	3153
2023 Q4	$388K	Sell	107,100 -45,800	-30%	-$129K	﹤0.01%	2583
2023 Q3	$422K	Buy	152,900 +3,900	+3%	+$12.2K	﹤0.01%	2347
2023 Q2	$431K	Sell	149,000 -499,277	-77%	-$1.57M	﹤0.01%	2390
2023 Q1	$2.74M	Buy	648,277 +58,747	+10%	+$229K	0.01%	1199
2022 Q4	$1.39M	Buy	+589,530	New	+$851K	﹤0.01%	1528
2022 Q3	–	Sell	-455,240	Closed	-$892K	–	2600
2022 Q2	$892K	Buy	+455,240	New	+$730K	﹤0.01%	1592
2022 Q1	–	Sell	-44,922	Closed	-$87K	–	3323
2021 Q4	$87K	Sell	44,922 -225,178	-83%	-$628K	﹤0.01%	4082
2021 Q3	$829K	Sell	270,100 -1,901,371	-88%	-$9.59M	﹤0.01%	2787
2021 Q2	$32.1M	Buy	+2,171,471	New	+$48.4M	0.07%	327

Other funds holding GOTU

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's GOTU Position: Q2 2026 in Review

John Overdeck reduced its Gaotu Techedu (GOTU) stake by 48% in Q2 2026, selling an estimated $234K and leaving 139,400 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #4693.

John Overdeck first reported a position in GOTU in Q2 2021 and has held it in 13 quarters since. The position peaked at $32.1M in Q2 2021. 51 funds tracked by Wall St. Rank hold GOTU as of Q2 2026.

John Overdeck held 139,400 shares of Gaotu Techedu worth $231K as of Q2 2026.
John Overdeck sold 128,600 Gaotu Techedu shares in Q2 2026, an estimated $234K.
Gaotu Techedu made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4693 holding.
John Overdeck first reported a position in Gaotu Techedu in Q2 2021 and has held it in 13 quarters since.
John Overdeck's Gaotu Techedu position peaked at $32.1M in Q2 2021.
51 funds tracked by Wall St. Rank held Gaotu Techedu as of Q2 2026.

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