JO
SEPN

John Overdeck’s Septerna Inc SEPN Stock Holding History

John Overdeck’s Portfolio SEPN Stock Details SEPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Buy
220,885
+145,518
+193% +$4.13M 0.01% 1773
2026
Q1 		$1.81M Sell
75,367
-17,442
-19% -$459K ﹤0.01% 2829
2025
Q4 		$2.59M Buy
92,809
+475
+0.5% +$11.3K ﹤0.01% 2255
2025
Q3 		$1.74M Buy
92,334
+14,692
+19% +$193K ﹤0.01% 2221
2025
Q2 		$821K Buy
77,642
+2,801
+4% +$23.1K ﹤0.01% 2355
2025
Q1 		$433K Buy
+74,841
New +$854K ﹤0.01% 2579

Other funds holding SEPN

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $498M AUM 267.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
TGV
TRV GP VI Boston, Massachusetts $232M AUM 247.08% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

John Overdeck's SEPN Position: Q2 2026 in Review

John Overdeck increased its Septerna Inc (SEPN) stake by 193% in Q2 2026, buying an estimated $4.13M and bringing the position to 220,885 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #1773.

John Overdeck first reported a position in SEPN in Q1 2025 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold SEPN as of Q2 2026.

  • John Overdeck held 220,885 shares of Septerna Inc worth $7.4M as of Q2 2026.
  • John Overdeck bought 145,518 Septerna Inc shares in Q2 2026, an estimated $4.13M.
  • Septerna Inc made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1773 holding.
  • John Overdeck first reported a position in Septerna Inc in Q1 2025 and has held it in 6 quarters since.
  • 152 funds tracked by Wall St. Rank held Septerna Inc as of Q2 2026.

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