John Overdeck’s XP XP Stock Holding History

John Overdeck’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.55M	Sell	280,082 -375,933	-57%	-$6.7M	﹤0.01%	2226
2026 Q1	$12.5M	Sell	656,015 -37,296	-5%	-$721K	0.01%	1260
2025 Q4	$11.3M	Buy	693,311 +361,564	+109%	+$6.37M	0.02%	1037
2025 Q3	$6.23M	Buy	331,747 +87,224	+36%	+$1.56M	0.01%	1283
2025 Q2	$4.94M	Buy	+244,523	New	+$4.23M	0.01%	1243
2024 Q4	–	Sell	-76,077	Closed	-$1.36M	–	3523
2024 Q3	$1.36M	Buy	+76,077	New	+$1.39M	﹤0.01%	1928
2024 Q2	–	Sell	-2,759,826	Closed	-$70.8M	–	3379
2024 Q1	$70.8M	Sell	2,759,826 -1,685,890	-38%	-$42.3M	0.17%	157
2023 Q4	$116M	Buy	4,445,716 +2,850,140	+179%	+$65M	0.27%	92
2023 Q3	$36.8M	Buy	1,595,576 +1,454,271	+1,029%	+$36.5M	0.1%	247
2023 Q2	$3.32M	Sell	141,305 -252,615	-64%	-$4.29M	0.01%	1132
2023 Q1	$4.68M	Buy	393,920 +164,581	+72%	+$2.35M	0.01%	946
2022 Q4	$3.52M	Buy	+229,339	New	+$4.01M	0.01%	1033
2021 Q1	–	Sell	-21,413	Closed	-$914K	–	4306
2020 Q4	$849K	Buy	+21,413	New	+$875K	﹤0.01%	2129

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Overdeck's XP Position: Q2 2026 in Review

John Overdeck reduced its XP (XP) stake by 57% in Q2 2026, selling an estimated $6.7M and leaving 280,082 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

John Overdeck first reported a position in XP in Q4 2020 and has held it in 13 quarters since. The position peaked at $116M in Q4 2023. 319 funds tracked by Wall St. Rank hold XP as of Q2 2026.

John Overdeck held 280,082 shares of XP worth $4.55M as of Q2 2026.
John Overdeck sold 375,933 XP shares in Q2 2026, an estimated $6.7M.
XP made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2226 holding.
John Overdeck first reported a position in XP in Q4 2020 and has held it in 13 quarters since.
John Overdeck's XP position peaked at $116M in Q4 2023.
319 funds tracked by Wall St. Rank held XP as of Q2 2026.

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