John Overdeck’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $176M | Buy |
856,209
+667,587
| +354% | +$141M | 0.13% | 174 |
|
|
2026
Q1 | $36.7M | Sell |
188,622
-7,087
| -4% | -$1.27M | 0.03% | 634 |
|
|
2025
Q4 | $26.6M | Sell |
195,709
-46,925
| -19% | -$6.39M | 0.04% | 586 |
|
|
2025
Q3 | $31.4M | Buy |
242,634
+172,075
| +244% | +$22.3M | 0.05% | 468 |
|
|
2025
Q2 | $8.91M | Buy |
70,559
+42,856
| +155% | +$4.81M | 0.02% | 882 |
|
|
2025
Q1 | $2.98M | Buy |
27,703
+3
| +0% | +$381 | 0.01% | 1466 |
|
|
2024
Q4 | $3.63M | Buy |
27,700
+2,000
| +8% | +$270K | 0.01% | 1307 |
|
|
2024
Q3 | $2.76M | Sell |
25,700
-17,719
| -41% | -$1.98M | 0.01% | 1475 |
|
|
2024
Q2 | $4.61M | Buy |
43,419
+37,619
| +649% | +$4.22M | 0.01% | 1041 |
|
|
2024
Q1 | $708K | Sell |
5,800
-42,800
| -88% | -$4.58M | ﹤0.01% | 2163 |
|
|
2023
Q4 | $4.26M | Hold |
48,600
| – | – | 0.01% | 1082 |
|
|
2023
Q3 | $3.63M | Hold |
48,600
| – | – | 0.01% | 1060 |
|
|
2023
Q2 | $2.87M | Buy |
48,600
+3,300
| +7% | +$149K | 0.01% | 1220 |
|
|
2023
Q1 | $1.45M | Sell |
45,300
-251,237
| -85% | -$9.05M | ﹤0.01% | 1635 |
|
|
2022
Q4 | $9.87M | Buy |
+296,537
| New | +$9.99M | 0.03% | 564 |
|
|
2022
Q1 | – | Sell |
-37,156
| Closed | -$1.71M | – | 4522 |
|
|
2021
Q4 | $1.71M | Buy |
+37,156
| New | +$1.73M | ﹤0.01% | 2067 |
|
|
2021
Q3 | – | Sell |
-41,833
| Closed | -$2.1M | – | 4794 |
|
|
2021
Q2 | $2.02M | Sell |
41,833
-78,646
| -65% | -$3.84M | ﹤0.01% | 1852 |
|
|
2021
Q1 | $5.14M | Buy |
120,479
+72,982
| +154% | +$3.03M | 0.01% | 1031 |
|
|
2020
Q4 | $1.96M | Buy |
+47,497
| New | +$1.72M | 0.01% | 1501 |
|
|
2019
Q1 | – | Sell |
-255,325
| Closed | -$4.9M | – | 3530 |
|
|
2018
Q4 | $5.04M | Buy |
255,325
+215,883
| +547% | +$5.98M | 0.02% | 798 |
|
|
2018
Q3 | $1.56M | Buy |
+39,442
| New | +$1.43M | ﹤0.01% | 1657 |
|
|
2018
Q2 | – | Sell |
-422,780
| Closed | -$15.3M | – | 3716 |
|
|
2018
Q1 | $14.9M | Sell |
422,780
-642,063
| -60% | -$21.4M | 0.05% | 437 |
|
|
2017
Q4 | $33.7M | Sell |
1,064,843
-673,793
| -39% | -$17.2M | 0.11% | 242 |
|
|
2017
Q3 | $40.8M | Buy |
1,738,636
+436,988
| +34% | +$9.15M | 0.14% | 181 |
|
|
2017
Q2 | $29.1M | Buy |
1,301,648
+757,488
| +139% | +$14.2M | 0.11% | 244 |
|
|
2017
Q1 | $9.01M | Buy |
+544,160
| New | +$8.89M | 0.03% | 649 |
|
Other funds holding XPO
MP
OAG
John Overdeck's XPO Position: Q2 2026 in Review
John Overdeck increased its XPO (XPO) stake by 354% in Q2 2026, buying an estimated $141M and bringing the position to 856,209 shares worth $176M. The position accounts for 0.13% of the portfolio, ranked #174.
John Overdeck first reported a position in XPO in Q1 2017 and has held it in 26 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.
- John Overdeck held 856,209 shares of XPO worth $176M as of Q2 2026.
- John Overdeck bought 667,587 XPO shares in Q2 2026, an estimated $141M.
- XPO made up 0.13% of John Overdeck's portfolio in Q2 2026, its #174 holding.
- John Overdeck first reported a position in XPO in Q1 2017 and has held it in 26 quarters since.
- 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.