John Overdeck’s Penumbra PEN Stock Holding History

John Overdeck’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,500	Closed	-$1.01M	–	3902
2021 Q4	$1.01M	Sell	3,500 -2,300	-40%	-$608K	﹤0.01%	2558
2021 Q3	$1.55M	Sell	5,800 -3,800	-40%	-$1.02M	﹤0.01%	2217
2021 Q2	$2.63M	Sell	9,600 -6,500	-40%	-$1.77M	0.01%	1656
2021 Q1	$4.36M	Buy	+16,100	New	+$4.16M	0.01%	1147

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Overdeck's PEN Position: Q2 2026 in Review

John Overdeck increased its Penumbra (PEN) stake by 635% in Q2 2026, buying an estimated $120M and bringing the position to 428,128 shares worth $135M. The position accounts for 0.1% of the portfolio, ranked #229.

John Overdeck first reported a position in PEN in Q1 2016 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

John Overdeck held 428,128 shares of Penumbra worth $135M as of Q2 2026.
John Overdeck bought 369,909 Penumbra shares in Q2 2026, an estimated $120M.
Penumbra made up 0.1% of John Overdeck's portfolio in Q2 2026, its #229 holding.
John Overdeck first reported a position in Penumbra in Q1 2016 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

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