JO
INFU icon

John Overdeck’s InfuSystem Holdings INFU Stock Holding History

John Overdeck’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Sell
148,347
-37,064
-20% -$351K ﹤0.01% 3317
2026
Q1 		$1.71M Buy
185,411
+115,529
+165% +$1.01M ﹤0.01% 2875
2025
Q4 		$627K Sell
69,882
-14,715
-17% -$141K ﹤0.01% 3192
2025
Q3 		$876K Buy
84,597
+29,821
+54% +$247K ﹤0.01% 2669
2025
Q2 		$342K Sell
54,776
-511
-0.9% -$2.82K ﹤0.01% 2743
2025
Q1 		$297K Buy
55,287
+19,035
+53% +$139K ﹤0.01% 2721
2024
Q4 		$306K Buy
36,252
+10,427
+40% +$82.2K ﹤0.01% 2726
2024
Q3 		$173K Buy
+25,825
New +$167K ﹤0.01% 2822
2023
Q1 		– Sell
-12,600
Closed -$109K – 3073
2022
Q4 		$109K Sell
12,600
-8,583
-41% -$69.9K ﹤0.01% 2496
2022
Q3 		$148K Sell
21,183
-20,913
-50% -$175K ﹤0.01% 2169
2022
Q2 		$405K Buy
42,096
+29,696
+239% +$260K ﹤0.01% 1900
2022
Q1 		$122K Buy
12,400
+100
+0.8% +$1.28K ﹤0.01% 2410
2021
Q4 		$209K Sell
12,300
-79,280
-87% -$1.26M ﹤0.01% 3909
2021
Q3 		$1.19M Sell
91,580
-31,237
-25% -$510K ﹤0.01% 2451
2021
Q2 		$2.55M Sell
122,817
-6,744
-5% -$136K 0.01% 1676
2021
Q1 		$2.64M Sell
129,561
-10,549
-8% -$198K 0.01% 1490
2020
Q4 		$2.63M Buy
140,110
+43,039
+44% +$648K 0.01% 1310
2020
Q3 		$1.24M Buy
+97,071
New +$1.26M ﹤0.01% 1608

Other funds holding INFU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

John Overdeck's INFU Position: Q2 2026 in Review

John Overdeck reduced its InfuSystem Holdings (INFU) stake by 20% in Q2 2026, selling an estimated $351K and leaving 148,347 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

John Overdeck first reported a position in INFU in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.64M in Q1 2021. 99 funds tracked by Wall St. Rank hold INFU as of Q2 2026.

  • John Overdeck held 148,347 shares of InfuSystem Holdings worth $1.43M as of Q2 2026.
  • John Overdeck sold 37,064 InfuSystem Holdings shares in Q2 2026, an estimated $351K.
  • InfuSystem Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3317 holding.
  • John Overdeck first reported a position in InfuSystem Holdings in Q3 2020 and has held it in 18 quarters since.
  • John Overdeck's InfuSystem Holdings position peaked at $2.64M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q2 2026.

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