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John Overdeck’s Janux Therapeutics JANX Stock Holding History

John Overdeck’s Portfolio JANX Stock Details JANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
1,207,250
+1,091,151
+940% +$15.8M 0.01% 1112
2026
Q1 		$1.61M Sell
116,099
-354,910
-75% -$4.87M ﹤0.01% 2922
2025
Q4 		$6.5M Buy
471,009
+367,533
+355% +$8.64M 0.01% 1468
2025
Q3 		$2.53M Sell
103,476
-906
-0.9% -$22.1K ﹤0.01% 1972
2025
Q2 		$2.41M Buy
+104,382
New +$2.75M ﹤0.01% 1701
2025
Q1 		– Sell
-59,974
Closed -$3.21M – 3350
2024
Q4 		$3.21M Sell
59,974
-17,218
-22% -$911K 0.01% 1402
2024
Q3 		$3.51M Sell
77,192
-26,409
-25% -$1.15M 0.01% 1284
2024
Q2 		$4.34M Sell
103,601
-121,119
-54% -$5.69M 0.01% 1073
2024
Q1 		$8.46M Buy
224,720
+180,612
+409% +$3.93M 0.02% 720
2023
Q4 		$473K Buy
44,108
+24,867
+129% +$215K ﹤0.01% 2490
2023
Q3 		$194K Buy
+19,241
New +$222K ﹤0.01% 2645

Other funds holding JANX

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

John Overdeck's JANX Position: Q2 2026 in Review

John Overdeck increased its Janux Therapeutics (JANX) stake by 940% in Q2 2026, buying an estimated $15.8M and bringing the position to 1,207,250 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #1112.

John Overdeck first reported a position in JANX in Q3 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold JANX as of Q2 2026.

  • John Overdeck held 1,207,250 shares of Janux Therapeutics worth $18.5M as of Q2 2026.
  • John Overdeck bought 1,091,151 Janux Therapeutics shares in Q2 2026, an estimated $15.8M.
  • Janux Therapeutics made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1112 holding.
  • John Overdeck first reported a position in Janux Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held Janux Therapeutics as of Q2 2026.

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