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John Overdeck’s Twist Bioscience TWST Stock Holding History

John Overdeck’s Portfolio TWST Stock Details TWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.73M Buy
94,600
+57,400
+154% +$3.74M 0.01% 1537
2026
Q1 		$1.77M Buy
+37,200
New +$1.67M ﹤0.01% 2850
2025
Q4 		– Sell
-73,755
Closed -$2.08M – 4438
2025
Q3 		$2.08M Sell
73,755
-42,200
-36% -$1.28M ﹤0.01% 2100
2025
Q2 		$4.27M Sell
115,955
-24,721
-18% -$854K 0.01% 1324
2025
Q1 		$5.52M Sell
140,676
-206,856
-60% -$9.32M 0.01% 1074
2024
Q4 		$16.1M Sell
347,532
-72,056
-17% -$3.26M 0.04% 555
2024
Q3 		$19M Sell
419,588
-159,639
-28% -$7.6M 0.04% 506
2024
Q2 		$28.5M Buy
579,227
+315,095
+119% +$12.8M 0.07% 349
2024
Q1 		$9.06M Buy
264,132
+58,531
+28% +$2.11M 0.02% 689
2023
Q4 		$7.58M Sell
205,601
-104,820
-34% -$2.42M 0.02% 793
2023
Q3 		$6.29M Buy
310,421
+235,659
+315% +$5.18M 0.02% 784
2023
Q2 		$1.53M Sell
74,762
-416,670
-85% -$6.24M ﹤0.01% 1676
2023
Q1 		$7.41M Buy
491,432
+440,932
+873% +$9.74M 0.02% 724
2022
Q4 		$1.2M Sell
50,500
-34,501
-41% -$1M ﹤0.01% 1610
2022
Q3 		$3M Buy
+85,001
New +$3.61M 0.01% 972
2022
Q2 		– Sell
-192,086
Closed -$9.48M – 2944
2022
Q1 		$9.48M Buy
192,086
+149,143
+347% +$8.27M 0.03% 627
2021
Q4 		$3.32M Sell
42,943
-9,887
-19% -$1.01M 0.01% 1496
2021
Q3 		$5.65M Sell
52,830
-9,760
-16% -$1.12M 0.01% 1144
2021
Q2 		$8.34M Sell
62,590
-215,635
-78% -$25.1M 0.02% 909
2021
Q1 		$34.5M Buy
278,225
+233,582
+523% +$35.5M 0.09% 259
2020
Q4 		$6.31M Buy
44,643
+9,766
+28% +$1.08M 0.02% 796
2020
Q3 		$2.65M Buy
+34,877
New +$2.17M 0.01% 1139
2020
Q1 		– Sell
-61,537
Closed -$1.29M – 3844
2019
Q4 		$1.29M Buy
+61,537
New +$1.44M ﹤0.01% 1953
2019
Q3 		– Sell
-52,359
Closed -$1.52M – 3809
2019
Q2 		$1.52M Buy
+52,359
New +$1.39M 0.01% 1622

Other funds holding TWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

John Overdeck's TWST Position: Q2 2026 in Review

John Overdeck increased its Twist Bioscience (TWST) stake by 154% in Q2 2026, buying an estimated $3.74M and bringing the position to 94,600 shares worth $9.73M. The position accounts for 0.01% of the portfolio, ranked #1537.

John Overdeck first reported a position in TWST in Q2 2019 and has held it in 24 quarters since. The position peaked at $34.5M in Q1 2021. 334 funds tracked by Wall St. Rank hold TWST as of Q2 2026.

  • John Overdeck held 94,600 shares of Twist Bioscience worth $9.73M as of Q2 2026.
  • John Overdeck bought 57,400 Twist Bioscience shares in Q2 2026, an estimated $3.74M.
  • Twist Bioscience made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1537 holding.
  • John Overdeck first reported a position in Twist Bioscience in Q2 2019 and has held it in 24 quarters since.
  • John Overdeck's Twist Bioscience position peaked at $34.5M in Q1 2021.
  • 334 funds tracked by Wall St. Rank held Twist Bioscience as of Q2 2026.

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