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John Overdeck’s Kodiak Sciences KOD Stock Holding History

John Overdeck’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
473,001
+373,533
+376% +$14.5M 0.01% 1115
2026
Q1 		$3.79M Buy
99,468
+47,797
+93% +$1.23M ﹤0.01% 2221
2025
Q4 		$1.44M Sell
51,671
-86,590
-63% -$1.77M ﹤0.01% 2688
2025
Q3 		$2.26M Buy
138,261
+84,864
+159% +$731K ﹤0.01% 2040
2025
Q2 		$199K Sell
53,397
-53,267
-50% -$189K ﹤0.01% 2916
2025
Q1 		$299K Buy
106,664
+57,258
+116% +$311K ﹤0.01% 2720
2024
Q4 		$492K Buy
49,406
+9,941
+25% +$57.1K ﹤0.01% 2548
2024
Q3 		$103K Sell
39,465
-84,946
-68% -$226K ﹤0.01% 2896
2024
Q2 		$292K Buy
124,411
+55,054
+79% +$186K ﹤0.01% 2605
2024
Q1 		$365K Sell
69,357
-263,742
-79% -$1.29M ﹤0.01% 2473
2023
Q4 		$1.01M Buy
333,099
+198,804
+148% +$442K ﹤0.01% 2068
2023
Q3 		$242K Buy
134,295
+47,621
+55% +$168K ﹤0.01% 2576
2023
Q2 		$598K Sell
86,674
-12,542
-13% -$76.7K ﹤0.01% 2245
2023
Q1 		$615K Sell
99,216
-76,751
-44% -$537K ﹤0.01% 2114
2022
Q4 		$1.26M Sell
175,967
-211,693
-55% -$1.52M ﹤0.01% 1578
2022
Q3 		$3M Buy
387,660
+150,536
+63% +$1.46M 0.01% 971
2022
Q2 		$1.81M Sell
237,124
-752,451
-76% -$5.29M 0.01% 1253
2022
Q1 		$7.64M Buy
+989,575
New +$38.6M 0.02% 712
2021
Q4 		– Sell
-138,849
Closed -$13.3M – 4581
2021
Q3 		$13.3M Sell
138,849
-109,138
-44% -$10.1M 0.03% 632
2021
Q2 		$23.1M Buy
247,987
+182,288
+277% +$17.5M 0.05% 441
2021
Q1 		$7.45M Buy
65,699
+60,299
+1,117% +$8.24M 0.02% 840
2020
Q4 		$793K Sell
5,400
-17,563
-76% -$1.96M ﹤0.01% 2181
2020
Q3 		$1.36M Sell
22,963
-61,604
-73% -$3.09M ﹤0.01% 1558
2020
Q2 		$4.58M Sell
84,567
-8,225
-9% -$464K 0.02% 675
2020
Q1 		$4.43M Buy
92,792
+65,225
+237% +$3.91M 0.04% 550
2019
Q4 		$1.98M Buy
27,567
+12,750
+86% +$464K 0.01% 1595
2019
Q3 		$213K Buy
+14,817
New +$194K ﹤0.01% 3155

Other funds holding KOD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

John Overdeck's KOD Position: Q2 2026 in Review

John Overdeck increased its Kodiak Sciences (KOD) stake by 376% in Q2 2026, buying an estimated $14.5M and bringing the position to 473,001 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #1115.

John Overdeck first reported a position in KOD in Q3 2019 and has held it in 27 quarters since. The position peaked at $23.1M in Q2 2021. 199 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

  • John Overdeck held 473,001 shares of Kodiak Sciences worth $18.4M as of Q2 2026.
  • John Overdeck bought 373,533 Kodiak Sciences shares in Q2 2026, an estimated $14.5M.
  • Kodiak Sciences made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1115 holding.
  • John Overdeck first reported a position in Kodiak Sciences in Q3 2019 and has held it in 27 quarters since.
  • John Overdeck's Kodiak Sciences position peaked at $23.1M in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

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