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John Overdeck’s Planet Labs PL Stock Holding History

John Overdeck’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108M Sell
3,267,191
-3,492,654
-52% -$129M 0.08% 292
2026
Q1 		$189M Buy
6,759,845
+2,263,125
+50% +$57.8M 0.15% 148
2025
Q4 		$88.7M Buy
4,496,720
+2,134,445
+90% +$30.6M 0.13% 204
2025
Q3 		$30.7M Buy
2,362,275
+1,701,535
+258% +$13.1M 0.05% 473
2025
Q2 		$4.03M Buy
+660,740
New +$2.7M 0.01% 1373
2022
Q4 		– Sell
-395,943
Closed -$2.15M – 3017
2022
Q3 		$2.15M Buy
395,943
+367,143
+1,275% +$2.03M 0.01% 1111
2022
Q2 		$125K Sell
28,800
-56,786
-66% -$293K ﹤0.01% 2243
2022
Q1 		$435K Buy
+85,586
New +$472K ﹤0.01% 2085

Other funds holding PL

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
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

John Overdeck's PL Position: Q2 2026 in Review

John Overdeck reduced its Planet Labs (PL) stake by 52% in Q2 2026, selling an estimated $129M and leaving 3,267,191 shares worth $108M. The position accounts for 0.08% of the portfolio, ranked #292.

John Overdeck first reported a position in PL in Q1 2022 and has held it in 8 quarters since. The position peaked at $189M in Q1 2026. 479 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • John Overdeck held 3,267,191 shares of Planet Labs worth $108M as of Q2 2026.
  • John Overdeck sold 3,492,654 Planet Labs shares in Q2 2026, an estimated $129M.
  • Planet Labs made up 0.08% of John Overdeck's portfolio in Q2 2026, its #292 holding.
  • John Overdeck first reported a position in Planet Labs in Q1 2022 and has held it in 8 quarters since.
  • John Overdeck's Planet Labs position peaked at $189M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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