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John Overdeck’s Kodiak Gas Services KGS Stock Holding History

John Overdeck’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158M Buy
2,103,821
+306,833
+17% +$20.9M 0.11% 199
2026
Q1 		$105M Buy
1,796,988
+893,597
+99% +$43.4M 0.08% 266
2025
Q4 		$33.8M Sell
903,391
-44,341
-5% -$1.57M 0.05% 491
2025
Q3 		$35M Buy
947,732
+310,540
+49% +$10.5M 0.05% 424
2025
Q2 		$21.8M Buy
637,192
+79,139
+14% +$2.74M 0.04% 524
2025
Q1 		$20.8M Sell
558,053
-322,516
-37% -$13.8M 0.04% 475
2024
Q4 		$36M Buy
880,569
+136,193
+18% +$4.92M 0.08% 316
2024
Q3 		$21.6M Buy
744,376
+350,592
+89% +$9.64M 0.05% 457
2024
Q2 		$10.7M Sell
393,784
-84,467
-18% -$2.29M 0.02% 685
2024
Q1 		$13.1M Buy
478,251
+92,695
+24% +$2.24M 0.03% 562
2023
Q4 		$7.74M Sell
385,556
-1,676
-0.4% -$30.2K 0.02% 783
2023
Q3 		$6.92M Buy
387,232
+355,232
+1,110% +$6.33M 0.02% 747
2023
Q2 		$520K Buy
+32,000
New +$511K ﹤0.01% 2315

Other funds holding KGS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's KGS Position: Q2 2026 in Review

John Overdeck increased its Kodiak Gas Services (KGS) stake by 17% in Q2 2026, buying an estimated $20.9M and bringing the position to 2,103,821 shares worth $158M. The position accounts for 0.11% of the portfolio, ranked #199.

John Overdeck first reported a position in KGS in Q2 2023 and has held it in 13 quarters since. 406 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • John Overdeck held 2,103,821 shares of Kodiak Gas Services worth $158M as of Q2 2026.
  • John Overdeck bought 306,833 Kodiak Gas Services shares in Q2 2026, an estimated $20.9M.
  • Kodiak Gas Services made up 0.11% of John Overdeck's portfolio in Q2 2026, its #199 holding.
  • John Overdeck first reported a position in Kodiak Gas Services in Q2 2023 and has held it in 13 quarters since.
  • 406 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

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