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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
-6,400
Closed -$1.84M – 3903
2021
Q4 		$1.84M Sell
6,400
-2,100
-25% -$555K ﹤0.01% 1995
2021
Q3 		$2.27M Sell
8,500
-1,800
-17% -$484K 0.01% 1876
2021
Q2 		$2.82M Sell
10,300
-5,200
-34% -$1.42M 0.01% 1591
2021
Q1 		$4.19M Buy
+15,500
New +$4M 0.01% 1168

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
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.