John Overdeck’s Jumia Technologies JMIA Stock Holding History

John Overdeck’s Portfolio JMIA Stock Details JMIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.59M	Sell	1,076,294 -1,881,306	-64%	-$13.4M	0.01%	1749
2026 Q1	$20.4M	Buy	2,957,600 +1,232,938	+71%	+$12.4M	0.02%	935
2025 Q4	$21.5M	Sell	1,724,662 -18,032	-1%	-$208K	0.03%	695
2025 Q3	$20.2M	Buy	1,742,694 +1,170,214	+204%	+$8.56M	0.03%	634
2025 Q2	$2.3M	Buy	+572,480	New	+$1.62M	﹤0.01%	1735
2024 Q2	–	Sell	-70,621	Closed	-$362K	–	3185
2024 Q1	$362K	Buy	+70,621	New	+$316K	﹤0.01%	2479
2022 Q1	–	Sell	-97,578	Closed	-$1.11M	–	3488
2021 Q4	$1.11M	Buy	97,578 +80,308	+465%	+$1.25M	﹤0.01%	2454
2021 Q3	$321K	Buy	+17,270	New	+$365K	﹤0.01%	3618
2021 Q2	–	Sell	-226,852	Closed	-$6.86M	–	4308
2021 Q1	$8.04M	Buy	+226,852	New	+$10.9M	0.02%	801
2020 Q4	–	Sell	-759,733	Closed	-$18.5M	–	3550
2020 Q3	$6.07M	Buy	+759,733	New	+$7.65M	0.02%	721
2020 Q1	–	Sell	-64,110	Closed	-$322K	–	3476
2019 Q4	$431K	Buy	+64,110	New	+$404K	﹤0.01%	2907

Other funds holding JMIA

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

one8zero8 LLC Greensboro, North Carolina $505M AUM 33.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

John Overdeck's JMIA Position: Q2 2026 in Review

John Overdeck reduced its Jumia Technologies (JMIA) stake by 64% in Q2 2026, selling an estimated $13.4M and leaving 1,076,294 shares worth $7.59M. The position accounts for 0.01% of the portfolio, ranked #1749.

John Overdeck first reported a position in JMIA in Q4 2019 and has held it in 11 quarters since. The position peaked at $21.5M in Q4 2025. 134 funds tracked by Wall St. Rank hold JMIA as of Q2 2026.

John Overdeck held 1,076,294 shares of Jumia Technologies worth $7.59M as of Q2 2026.
John Overdeck sold 1,881,306 Jumia Technologies shares in Q2 2026, an estimated $13.4M.
Jumia Technologies made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1749 holding.
John Overdeck first reported a position in Jumia Technologies in Q4 2019 and has held it in 11 quarters since.
John Overdeck's Jumia Technologies position peaked at $21.5M in Q4 2025.
134 funds tracked by Wall St. Rank held Jumia Technologies as of Q2 2026.

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