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John Overdeck’s Recursion Pharmaceuticals RXRX Stock Holding History

John Overdeck’s Portfolio RXRX Stock Details RXRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
3,353,658
-712,657
-18% -$2.37M 0.01% 1364
2026
Q1 		$12.5M Buy
4,066,315
+991,192
+32% +$3.83M 0.01% 1262
2025
Q4 		$12.6M Buy
3,075,123
+624,318
+25% +$3.09M 0.02% 977
2025
Q3 		$12M Buy
2,450,805
+1,282,992
+110% +$6.74M 0.02% 858
2025
Q2 		$5.91M Buy
1,167,813
+15,187
+1% +$74.6K 0.01% 1131
2025
Q1 		$6.1M Sell
1,152,626
-507,883
-31% -$3.7M 0.01% 1013
2024
Q4 		$11.2M Buy
1,660,509
+63,211
+4% +$425K 0.02% 697
2024
Q3 		$10.5M Buy
1,597,298
+171,056
+12% +$1.23M 0.02% 734
2024
Q2 		$10.7M Buy
1,426,242
+529,762
+59% +$4.62M 0.02% 688
2024
Q1 		$8.94M Buy
896,480
+363,840
+68% +$4.05M 0.02% 696
2023
Q4 		$5.25M Buy
532,640
+140,315
+36% +$1M 0.01% 966
2023
Q3 		$3M Buy
+392,325
New +$3.91M 0.01% 1151
2023
Q2 		– Sell
-208,143
Closed -$1.39M – 3227
2023
Q1 		$1.39M Buy
208,143
+135,040
+185% +$1.07M ﹤0.01% 1673
2022
Q4 		$564K Buy
+73,103
New +$717K ﹤0.01% 1971
2022
Q2 		– Sell
-200,131
Closed -$1.43M – 2877
2022
Q1 		$1.43M Buy
+200,131
New +$2.13M ﹤0.01% 1506

Other funds holding RXRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's RXRX Position: Q2 2026 in Review

John Overdeck reduced its Recursion Pharmaceuticals (RXRX) stake by 18% in Q2 2026, selling an estimated $2.37M and leaving 3,353,658 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #1364.

John Overdeck first reported a position in RXRX in Q1 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q4 2025. 339 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

  • John Overdeck held 3,353,658 shares of Recursion Pharmaceuticals worth $12.3M as of Q2 2026.
  • John Overdeck sold 712,657 Recursion Pharmaceuticals shares in Q2 2026, an estimated $2.37M.
  • Recursion Pharmaceuticals made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1364 holding.
  • John Overdeck first reported a position in Recursion Pharmaceuticals in Q1 2022 and has held it in 15 quarters since.
  • John Overdeck's Recursion Pharmaceuticals position peaked at $12.6M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

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