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John Overdeck’s Interactive Brokers IBKR Stock Holding History

John Overdeck’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Sell
31,600
-8,100
-20% -$674K ﹤0.01% 2703
2026
Q1 		$2.66M Buy
39,700
+16,800
+73% +$1.2M ﹤0.01% 2547
2025
Q4 		$1.47M Buy
+22,900
New +$1.53M ﹤0.01% 2678

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

John Overdeck's IBKR Position: Q2 2026 in Review

John Overdeck increased its Interactive Brokers (IBKR) stake by 0.33% in Q2 2026, buying an estimated $2.28M and bringing the position to 8,340,400 shares worth $726M. The position accounts for 0.53% of the portfolio, ranked #24.

John Overdeck first reported a position in IBKR in Q4 2013 and has held it in 19 quarters since. 1,108 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • John Overdeck held 8,340,400 shares of Interactive Brokers worth $726M as of Q2 2026.
  • John Overdeck bought 27,429 Interactive Brokers shares in Q2 2026, an estimated $2.28M.
  • Interactive Brokers made up 0.53% of John Overdeck's portfolio in Q2 2026, its #24 holding.
  • John Overdeck first reported a position in Interactive Brokers in Q4 2013 and has held it in 19 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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