John Overdeck’s Incyte INCY Stock Holding History

John Overdeck’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,700	Closed	-$665K	–	3254
2017 Q3	$665K	Buy	5,700 +2,700	+90%	+$342K	﹤0.01%	1974
2017 Q2	$378K	Buy	+3,000	New	+$382K	﹤0.01%	2520
2017 Q1	–	Sell	-2,000	Closed	-$201K	–	3079
2016 Q4	$201K	Buy	+2,000	New	+$195K	﹤0.01%	2921
2016 Q3	–	Sell	-4,000	Closed	-$320K	–	3220
2016 Q2	$320K	Buy	+4,000	New	+$310K	﹤0.01%	2516

Other funds holding INCY

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

John Overdeck's INCY Position: Q2 2026 in Review

John Overdeck increased its Incyte (INCY) stake by 382% in Q2 2026, buying an estimated $157M and bringing the position to 2,003,559 shares worth $227M. The position accounts for 0.16% of the portfolio, ranked #131.

John Overdeck first reported a position in INCY in Q2 2013 and has held it in 49 quarters since. 853 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

John Overdeck held 2,003,559 shares of Incyte worth $227M as of Q2 2026.
John Overdeck bought 1,587,645 Incyte shares in Q2 2026, an estimated $157M.
Incyte made up 0.16% of John Overdeck's portfolio in Q2 2026, its #131 holding.
John Overdeck first reported a position in Incyte in Q2 2013 and has held it in 49 quarters since.
853 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

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