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John Overdeck’s ORIX IX Stock Holding History

John Overdeck’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
42,137
-98,619
-70% -$3.51M ﹤0.01% 3199
2026
Q1 		$4.22M Buy
140,756
+100,278
+248% +$3.18M ﹤0.01% 2123
2025
Q4 		$1.18M Buy
+40,478
New +$1.07M ﹤0.01% 2804
2025
Q1 		– Sell
-12,835
Closed -$273K – 3348
2024
Q4 		$273K Buy
+12,835
New +$281K ﹤0.01% 2766
2019
Q2 		– Sell
-14,835
Closed -$213K – 3489
2019
Q1 		$213K Buy
+14,835
New +$219K ﹤0.01% 2786
2018
Q2 		– Sell
-13,485
Closed -$242K – 3478
2018
Q1 		$242K Sell
13,485
-45,645
-77% -$826K ﹤0.01% 2884
2017
Q4 		$1M Buy
+59,130
New +$1M ﹤0.01% 1980
2017
Q3 		– Sell
-88,815
Closed -$1.38M – 2971
2017
Q2 		$1.38M Sell
88,815
-37,725
-30% -$589K 0.01% 1685
2017
Q1 		$1.88M Sell
126,540
-71,655
-36% -$1.11M 0.01% 1496
2016
Q4 		$3.08M Buy
198,195
+60,340
+44% +$926K 0.01% 1166
2016
Q3 		$2.04M Sell
137,855
-83,515
-38% -$1.18M 0.01% 1440
2016
Q2 		$2.83M Buy
221,370
+111,885
+102% +$1.56M 0.01% 1061
2016
Q1 		$1.56M Buy
+109,485
New +$1.49M 0.01% 1330
2015
Q4 		– Sell
-24,325
Closed -$316K – 2811
2015
Q3 		$316K Sell
24,325
-88,730
-78% -$1.23M ﹤0.01% 1767
2015
Q2 		$1.69M Buy
113,055
+36,710
+48% +$568K 0.01% 1311
2015
Q1 		$1.07M Sell
76,345
-29,990
-28% -$392K 0.01% 1529
2014
Q4 		$1.33M Buy
+106,335
New +$1.39M 0.01% 1235
2014
Q2 		– Sell
-70,115
Closed -$988K – 2250
2014
Q1 		$988K Buy
70,115
+57,710
+465% +$883K 0.01% 1220
2013
Q4 		$221K Buy
+12,405
New +$212K ﹤0.01% 1979

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

John Overdeck's IX Position: Q2 2026 in Review

John Overdeck reduced its ORIX (IX) stake by 70% in Q2 2026, selling an estimated $3.51M and leaving 42,137 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

John Overdeck first reported a position in IX in Q4 2013 and has held it in 19 quarters since. The position peaked at $4.22M in Q1 2026. 315 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • John Overdeck held 42,137 shares of ORIX worth $1.6M as of Q2 2026.
  • John Overdeck sold 98,619 ORIX shares in Q2 2026, an estimated $3.51M.
  • ORIX made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3199 holding.
  • John Overdeck first reported a position in ORIX in Q4 2013 and has held it in 19 quarters since.
  • John Overdeck's ORIX position peaked at $4.22M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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