JO
TEM

John Overdeck’s Tempus AI TEM Stock Holding History

John Overdeck’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.7M Sell
63,864
-735,534
-92% -$36.9M ﹤0.01% 2431
2026
Q1 		$36.1M Sell
799,398
-792,083
-50% -$45M 0.03% 637
2025
Q4 		$94M Buy
1,591,481
+357,176
+29% +$27.9M 0.13% 194
2025
Q3 		$99.6M Buy
1,234,305
+42,166
+4% +$2.95M 0.15% 188
2025
Q2 		$75.7M Buy
+1,192,139
New +$68.4M 0.13% 196

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's TEM Position: Q2 2026 in Review

John Overdeck reduced its Tempus AI (TEM) stake by 92% in Q2 2026, selling an estimated $36.9M and leaving 63,864 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

John Overdeck first reported a position in TEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $99.6M in Q3 2025. 485 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • John Overdeck held 63,864 shares of Tempus AI worth $3.7M as of Q2 2026.
  • John Overdeck sold 735,534 Tempus AI shares in Q2 2026, an estimated $36.9M.
  • Tempus AI made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2431 holding.
  • John Overdeck first reported a position in Tempus AI in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's Tempus AI position peaked at $99.6M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

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