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John Overdeck’s Unity U Stock Holding History

John Overdeck’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,600
Closed -$803K – 5443
2026
Q1 		$803K Buy
+36,600
New +$1.02M ﹤0.01% 3423
2022
Q1 		– Sell
-40,000
Closed -$5.72M – 4321
2021
Q4 		$5.72M Sell
40,000
-60,300
-60% -$9.21M 0.01% 1114
2021
Q3 		$12.7M Buy
100,300
+40,400
+67% +$4.78M 0.03% 659
2021
Q2 		$6.58M Buy
+59,900
New +$5.89M 0.01% 1029

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

John Overdeck's U Position: Q2 2026 in Review

John Overdeck reduced its Unity (U) stake by 15% in Q2 2026, selling an estimated $30.8M and leaving 6,750,900 shares worth $193M. The position accounts for 0.14% of the portfolio, ranked #161.

John Overdeck first reported a position in U in Q2 2022 and has held it in 14 quarters since. The position peaked at $216M in Q4 2023. 560 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • John Overdeck held 6,750,900 shares of Unity worth $193M as of Q2 2026.
  • John Overdeck sold 1,157,799 Unity shares in Q2 2026, an estimated $30.8M.
  • Unity made up 0.14% of John Overdeck's portfolio in Q2 2026, its #161 holding.
  • John Overdeck first reported a position in Unity in Q2 2022 and has held it in 14 quarters since.
  • John Overdeck's Unity position peaked at $216M in Q4 2023.
  • 560 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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