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John Overdeck’s Valens Semiconductor VLN Stock Holding History

John Overdeck’s Portfolio VLN Stock Details VLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.2M Buy
971,883
+788,163
+429% +$1.77M ﹤0.01% 2916
2026
Q1 		$208K Sell
183,720
-136,238
-43% -$214K ﹤0.01% 4266
2025
Q4 		$454K Sell
319,958
-39,236
-11% -$64.7K ﹤0.01% 3360
2025
Q3 		$643K Buy
359,194
+21,834
+6% +$49.3K ﹤0.01% 2863
2025
Q2 		$887K Sell
337,360
-7,783
-2% -$18K ﹤0.01% 2314
2025
Q1 		$704K Sell
345,143
-48,009
-12% -$119K ﹤0.01% 2361
2024
Q4 		$1.02M Buy
393,152
+168,736
+75% +$338K ﹤0.01% 2163
2024
Q3 		$494K Sell
224,416
-166,570
-43% -$395K ﹤0.01% 2484
2024
Q2 		$1.25M Buy
390,986
+180,718
+86% +$481K ﹤0.01% 1869
2024
Q1 		$494K Sell
210,268
-20,064
-9% -$45.5K ﹤0.01% 2339
2023
Q4 		$564K Sell
230,332
-25,325
-10% -$58.7K ﹤0.01% 2399
2023
Q3 		$680K Sell
255,657
-86,202
-25% -$217K ﹤0.01% 2140
2023
Q2 		$865K Buy
341,859
+234,900
+220% +$597K ﹤0.01% 2025
2023
Q1 		$341K Buy
+106,959
New +$487K ﹤0.01% 2364

Other funds holding VLN

SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

John Overdeck's VLN Position: Q2 2026 in Review

John Overdeck increased its Valens Semiconductor (VLN) stake by 429% in Q2 2026, buying an estimated $1.77M and bringing the position to 971,883 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

John Overdeck first reported a position in VLN in Q1 2023 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold VLN as of Q2 2026.

  • John Overdeck held 971,883 shares of Valens Semiconductor worth $2.2M as of Q2 2026.
  • John Overdeck bought 788,163 Valens Semiconductor shares in Q2 2026, an estimated $1.77M.
  • Valens Semiconductor made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2916 holding.
  • John Overdeck first reported a position in Valens Semiconductor in Q1 2023 and has held it in 14 quarters since.
  • 54 funds tracked by Wall St. Rank held Valens Semiconductor as of Q2 2026.

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