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John Overdeck’s SES AI SES Stock Holding History

John Overdeck’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48M Buy
5,711,123
+3,721,104
+187% +$4.05M ﹤0.01% 2056
2026
Q1 		$1.91M Sell
1,990,019
-3,247,763
-62% -$5.52M ﹤0.01% 2789
2025
Q4 		$9.43M Buy
5,237,782
+3,346,703
+177% +$7.5M 0.01% 1167
2025
Q3 		$3.16M Buy
1,891,079
+1,223,673
+183% +$1.46M ﹤0.01% 1813
2025
Q2 		$593K Buy
667,406
+32,303
+5% +$27.1K ﹤0.01% 2512
2025
Q1 		$331K Buy
635,103
+122,093
+24% +$112K ﹤0.01% 2677
2024
Q4 		$1.12M Buy
513,010
+502,399
+4,735% +$286K ﹤0.01% 2105
2024
Q3 		$6.79K Buy
+10,611
New +$11.1K ﹤0.01% 3060
2024
Q2 		– Sell
-15,328
Closed -$25.8K – 3291
2024
Q1 		$25.8K Hold
15,328
– – ﹤0.01% 2920
2023
Q4 		$28.1K Hold
15,328
– – ﹤0.01% 3043
2023
Q3 		$34.8K Hold
15,328
– – ﹤0.01% 2843
2023
Q2 		$37.4K Buy
+15,328
New +$29.7K ﹤0.01% 2855

Other funds holding SES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's SES Position: Q2 2026 in Review

John Overdeck increased its SES AI (SES) stake by 187% in Q2 2026, buying an estimated $4.05M and bringing the position to 5,711,123 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

John Overdeck first reported a position in SES in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.43M in Q4 2025. 129 funds tracked by Wall St. Rank hold SES as of Q2 2026.

  • John Overdeck held 5,711,123 shares of SES AI worth $5.48M as of Q2 2026.
  • John Overdeck bought 3,721,104 SES AI shares in Q2 2026, an estimated $4.05M.
  • SES AI made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2056 holding.
  • John Overdeck first reported a position in SES AI in Q2 2023 and has held it in 12 quarters since.
  • John Overdeck's SES AI position peaked at $9.43M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

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