JO
NKLA

John Overdeck’s Nikola Corporation Common Stock NKLA Stock Holding History

John Overdeck’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,361
Closed -$32.6K – 3584
2024
Q4 		$32.6K Buy
+27,361
New +$78.1K ﹤0.01% 3076
2022
Q3 		– Sell
-3,205
Closed -$458K – 2910
2022
Q2 		$458K Buy
+3,205
New +$655K ﹤0.01% 1860
2021
Q4 		– Sell
-4,175
Closed -$1.39M – 5008
2021
Q3 		$1.34M Buy
+4,175
New +$1.46M ﹤0.01% 2348
2021
Q2 		– Sell
-38,303
Closed -$16M – 4672
2021
Q1 		$16M Buy
+38,303
New +$21.8M 0.04% 516
2020
Q4 		– Sell
-21,420
Closed -$13.2M – 3859
2020
Q3 		$13.2M Buy
+21,420
New +$24.9M 0.05% 422

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

John Overdeck's NKLA Position: Q1 2025 in Review

John Overdeck sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 27,361 shares — an estimated $32.6K sold.

John Overdeck first reported a position in NKLA in Q3 2020 and held it in 5 quarters. The position peaked at $16M in Q1 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • John Overdeck reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 27,361 Nikola Corporation Common Stock shares in Q1 2025, an estimated $32.6K.
  • John Overdeck first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 5 quarters.
  • John Overdeck's Nikola Corporation Common Stock position peaked at $16M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.