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John Overdeck’s Infosys INFY Stock Holding History

John Overdeck’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100,000
Closed -$793K – 2448
2015
Q2 		$793K Buy
+100,000
New +$812K ﹤0.01% 1821

Other funds holding INFY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's INFY Position: Q2 2026 in Review

John Overdeck increased its Infosys (INFY) stake by 8,796% in Q2 2026, buying an estimated $45.9M and bringing the position to 3,709,573 shares worth $38.9M. The position accounts for 0.03% of the portfolio, ranked #673.

John Overdeck first reported a position in INFY in Q4 2013 and has held it in 27 quarters since. The position peaked at $67.5M in Q1 2025. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • John Overdeck held 3,709,573 shares of Infosys worth $38.9M as of Q2 2026.
  • John Overdeck bought 3,667,873 Infosys shares in Q2 2026, an estimated $45.9M.
  • Infosys made up 0.03% of John Overdeck's portfolio in Q2 2026, its #673 holding.
  • John Overdeck first reported a position in Infosys in Q4 2013 and has held it in 27 quarters since.
  • John Overdeck's Infosys position peaked at $67.5M in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

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