John Overdeck’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.2M | Sell |
646,151
-22,182
| -3% | -$1.43M | 0.03% | 613 |
|
|
2026
Q1 | $36.4M | Buy |
668,333
+410,738
| +159% | +$25.7M | 0.03% | 635 |
|
|
2025
Q4 | $16.3M | Sell |
257,595
-269,051
| -51% | -$17.7M | 0.02% | 830 |
|
|
2025
Q3 | $30.6M | Sell |
526,646
-222,173
| -30% | -$12M | 0.05% | 475 |
|
|
2025
Q2 | $30.4M | Buy |
748,819
+284,874
| +61% | +$10.7M | 0.05% | 414 |
|
|
2025
Q1 | $19M | Buy |
463,945
+426,731
| +1,147% | +$20.3M | 0.04% | 509 |
|
|
2024
Q4 | $2.14M | Buy |
+37,214
| New | +$2.59M | ﹤0.01% | 1662 |
|
|
2023
Q3 | – | Sell |
-13,103
| Closed | -$1.58M | – | 3150 |
|
|
2023
Q2 | $1.58M | Sell |
13,103
-151,071
| -92% | -$16.7M | ﹤0.01% | 1630 |
|
|
2023
Q1 | $18.2M | Buy |
+164,174
| New | +$18.2M | 0.05% | 398 |
|
|
2021
Q3 | – | Sell |
-57,650
| Closed | -$7.33M | – | 4590 |
|
|
2021
Q2 | $7.9M | Sell |
57,650
-286,225
| -83% | -$38.8M | 0.02% | 942 |
|
|
2021
Q1 | $45.9M | Sell |
343,875
-142,848
| -29% | -$17.4M | 0.12% | 191 |
|
|
2020
Q4 | $46.4M | Buy |
486,723
+119,608
| +33% | +$11.4M | 0.13% | 167 |
|
|
2020
Q3 | $34.6M | Buy |
367,115
+353,839
| +2,665% | +$34.8M | 0.12% | 169 |
|
|
2020
Q2 | $1.23M | Sell |
13,276
-157,475
| -92% | -$12M | 0.01% | 1400 |
|
|
2020
Q1 | $8.22M | Sell |
170,751
-132,228
| -44% | -$10.8M | 0.07% | 316 |
|
|
2019
Q4 | $30.8M | Buy |
302,979
+196,225
| +184% | +$19M | 0.09% | 261 |
|
|
2019
Q3 | $9.39M | Buy |
106,754
+91,843
| +616% | +$7.96M | 0.03% | 566 |
|
|
2019
Q2 | $1.36M | Sell |
14,911
-111,416
| -88% | -$10.1M | ﹤0.01% | 1706 |
|
|
2019
Q1 | $10.7M | Buy |
126,327
+106,865
| +549% | +$9.07M | 0.03% | 632 |
|
|
2018
Q4 | $1.49M | Buy |
+19,462
| New | +$1.75M | 0.01% | 1407 |
|
|
2018
Q1 | – | Sell |
-49,609
| Closed | -$5.97M | – | 3428 |
|
|
2017
Q4 | $6.15M | Buy |
+49,609
| New | +$5.89M | 0.02% | 812 |
|
|
2017
Q1 | – | Sell |
-13,869
| Closed | -$1.19M | – | 3223 |
|
|
2016
Q4 | $1.14M | Buy |
+13,869
| New | +$1.13M | ﹤0.01% | 1919 |
|
|
2016
Q3 | – | Sell |
-25,443
| Closed | -$2.21M | – | 3312 |
|
|
2016
Q2 | $2.08M | Buy |
+25,443
| New | +$2.26M | 0.01% | 1239 |
|
|
2016
Q1 | – | Sell |
-135,230
| Closed | -$11.7M | – | 3052 |
|
|
2015
Q4 | $11.6M | Buy |
+135,230
| New | +$14.3M | 0.06% | 372 |
|
|
2015
Q3 | – | Sell |
-129,706
| Closed | -$17.6M | – | 2603 |
|
|
2015
Q2 | $19.2M | Buy |
+129,706
| New | +$18.7M | 0.09% | 281 |
|
Other funds holding PII
John Overdeck's PII Position: Q2 2026 in Review
John Overdeck reduced its Polaris (PII) stake by 3.3% in Q2 2026, selling an estimated $1.43M and leaving 646,151 shares worth $44.2M. The position accounts for 0.03% of the portfolio, ranked #613.
John Overdeck first reported a position in PII in Q2 2015 and has held it in 25 quarters since. The position peaked at $46.4M in Q4 2020. 476 funds tracked by Wall St. Rank hold PII as of Q2 2026.
- John Overdeck held 646,151 shares of Polaris worth $44.2M as of Q2 2026.
- John Overdeck sold 22,182 Polaris shares in Q2 2026, an estimated $1.43M.
- Polaris made up 0.03% of John Overdeck's portfolio in Q2 2026, its #613 holding.
- John Overdeck first reported a position in Polaris in Q2 2015 and has held it in 25 quarters since.
- John Overdeck's Polaris position peaked at $46.4M in Q4 2020.
- 476 funds tracked by Wall St. Rank held Polaris as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.