John Overdeck’s Information Services Group III Stock Holding History

John Overdeck’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$601K	Sell	146,282 -70,713	-33%	-$296K	﹤0.01%	4019
2026 Q1	$833K	Buy	216,995 +78,212	+56%	+$385K	﹤0.01%	3402
2025 Q4	$802K	Buy	138,783 +34,517	+33%	+$194K	﹤0.01%	3068
2025 Q3	$600K	Sell	104,266 -13,413	-11%	-$66.7K	﹤0.01%	2895
2025 Q2	$565K	Sell	117,679 -29,219	-20%	-$126K	﹤0.01%	2536
2025 Q1	$574K	Buy	146,898 +15,797	+12%	+$51.9K	﹤0.01%	2463
2024 Q4	$438K	Buy	131,101 +27,907	+27%	+$93.3K	﹤0.01%	2587
2024 Q3	$341K	Buy	103,194 +1,456	+1%	+$4.77K	﹤0.01%	2626
2024 Q2	$299K	Sell	101,738 -15,739	-13%	-$52.9K	﹤0.01%	2596
2024 Q1	$475K	Buy	117,477 +14,330	+14%	+$62.1K	﹤0.01%	2362
2023 Q4	$486K	Sell	103,147 -37,772	-27%	-$165K	﹤0.01%	2476
2023 Q3	$617K	Buy	140,919 +69,638	+98%	+$348K	﹤0.01%	2186
2023 Q2	$382K	Buy	71,281 +1,142	+2%	+$5.92K	﹤0.01%	2434
2023 Q1	$357K	Buy	70,139 +16,681	+31%	+$85.7K	﹤0.01%	2349
2022 Q4	$246K	Buy	53,458 +17,380	+48%	+$87.8K	﹤0.01%	2321
2022 Q3	$172K	Sell	36,078 -173,028	-83%	-$1.08M	﹤0.01%	2142
2022 Q2	$1.41M	Sell	209,106 -14,286	-6%	-$89.9K	﹤0.01%	1377
2022 Q1	$1.52M	Sell	223,392 -106,817	-32%	-$753K	﹤0.01%	1481
2021 Q4	$2.52M	Buy	330,209 +178,644	+118%	+$1.44M	0.01%	1727
2021 Q3	$1.09M	Buy	151,565 +44,931	+42%	+$299K	﹤0.01%	2542
2021 Q2	$624K	Buy	+106,634	New	+$552K	﹤0.01%	2904
2016 Q2	–	Sell	-12,107	Closed	-$48K	–	3040
2016 Q1	$48K	Sell	12,107 -17,368	-59%	-$59.5K	﹤0.01%	2723
2015 Q4	$107K	Sell	29,475 -11,699	-28%	-$43.2K	﹤0.01%	2566
2015 Q3	$161K	Buy	41,174 +17,514	+74%	+$74.5K	﹤0.01%	2023
2015 Q2	$113K	Buy	+23,660	New	+$96K	﹤0.01%	2701
2014 Q3	–	Sell	-28,298	Closed	-$136K	–	1878
2014 Q2	$136K	Sell	28,298 -55,262	-66%	-$273K	﹤0.01%	2028
2014 Q1	$410K	Buy	83,560 +70,676	+549%	+$358K	﹤0.01%	1555
2013 Q4	$55K	Buy	+12,884	New	+$52.8K	﹤0.01%	2119

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

CIC

Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

John Overdeck's III Position: Q2 2026 in Review

John Overdeck reduced its Information Services Group (III) stake by 33% in Q2 2026, selling an estimated $296K and leaving 146,282 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

John Overdeck first reported a position in III in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.52M in Q4 2021. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

John Overdeck held 146,282 shares of Information Services Group worth $601K as of Q2 2026.
John Overdeck sold 70,713 Information Services Group shares in Q2 2026, an estimated $296K.
Information Services Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4019 holding.
John Overdeck first reported a position in Information Services Group in Q4 2013 and has held it in 28 quarters since.
John Overdeck's Information Services Group position peaked at $2.52M in Q4 2021.
137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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