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
2022
Q1 		– Sell
-2,380
Closed -$705K – 4583
2021
Q4 		$705K Sell
2,380
-20,217
-89% -$6.74M ﹤0.01% 2894
2021
Q3 		$7.23M Buy
22,597
+18,887
+509% +$6.61M 0.02% 959
2021
Q2 		$2.01M Sell
3,710
-977
-21% -$407K ﹤0.01% 1861
2021
Q1 		$1.95M Buy
+4,687
New +$2.67M 0.01% 1726

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.