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John Overdeck’s Opendoor OPEN Stock Holding History

John Overdeck’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
2,656,469
-4,117,563
-61% -$19.7M 0.01% 1368
2026
Q1 		$31.7M Buy
6,774,032
+2,690,538
+66% +$14.5M 0.03% 696
2025
Q4 		$23.8M Buy
4,083,494
+2,257,863
+124% +$16.2M 0.03% 639
2025
Q3 		$14.1M Sell
1,825,631
-9,131,321
-83% -$37M 0.02% 793
2025
Q2 		$5.65M Buy
10,956,952
+5,133,935
+88% +$3.71M 0.01% 1159
2025
Q1 		$5.75M Sell
5,823,017
-2,759,168
-32% -$3.63M 0.01% 1048
2024
Q4 		$13.3M Buy
8,582,185
+8,198,757
+2,138% +$14.9M 0.03% 637
2024
Q3 		$742K Buy
383,428
+250,849
+189% +$509K ﹤0.01% 2278
2024
Q2 		$236K Sell
132,579
-4,640,560
-97% -$10M ﹤0.01% 2681
2024
Q1 		$14M Sell
4,773,139
-3,221,848
-40% -$10.1M 0.03% 546
2023
Q4 		$34.7M Sell
7,994,987
-2,566,024
-24% -$7.16M 0.08% 296
2023
Q3 		$27M Buy
10,561,011
+2,119,206
+25% +$7.64M 0.07% 315
2023
Q2 		$32.8M Buy
8,441,805
+1,196,511
+17% +$2.6M 0.08% 293
2023
Q1 		$12.3M Buy
7,245,294
+545,016
+8% +$898K 0.04% 515
2022
Q4 		$7.52M Buy
+6,700,278
New +$12.8M 0.02% 666
2021
Q4 		– Sell
-39,783
Closed -$790K – 4704
2021
Q3 		$790K Sell
39,783
-990,152
-96% -$16M ﹤0.01% 2840
2021
Q2 		$17.7M Buy
+1,029,935
New +$17.7M 0.04% 538

Other funds holding OPEN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LC
Lennar Corp Miami, Florida $63.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's OPEN Position: Q2 2026 in Review

John Overdeck reduced its Opendoor (OPEN) stake by 61% in Q2 2026, selling an estimated $19.7M and leaving 2,656,469 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #1368.

John Overdeck first reported a position in OPEN in Q2 2021 and has held it in 17 quarters since. The position peaked at $34.7M in Q4 2023. 390 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

  • John Overdeck held 2,656,469 shares of Opendoor worth $12.3M as of Q2 2026.
  • John Overdeck sold 4,117,563 Opendoor shares in Q2 2026, an estimated $19.7M.
  • Opendoor made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1368 holding.
  • John Overdeck first reported a position in Opendoor in Q2 2021 and has held it in 17 quarters since.
  • John Overdeck's Opendoor position peaked at $34.7M in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

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