John Overdeck’s Yalla Group YALA Stock Holding History

John Overdeck’s Portfolio YALA Stock Details YALA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-28,200	Closed	-$176K	–	5494
2026 Q1	$176K	Buy	+28,200	New	+$193K	﹤0.01%	4303
2025 Q2	–	Sell	-13,561	Closed	-$70.8K	–	3598
2025 Q1	$70.8K	Sell	13,561 -18,262	-57%	-$78.6K	﹤0.01%	3004
2024 Q4	$129K	Sell	31,823 -26,563	-45%	-$114K	﹤0.01%	2938
2024 Q3	$265K	Buy	58,386 +19,143	+49%	+$80.2K	﹤0.01%	2723
2024 Q2	$179K	Buy	+39,243	New	+$186K	﹤0.01%	2751
2024 Q1	–	Sell	-81,020	Closed	-$497K	–	3428
2023 Q4	$497K	Buy	81,020 +27,787	+52%	+$158K	﹤0.01%	2461
2023 Q3	$279K	Sell	53,233 -51,878	-49%	-$264K	﹤0.01%	2516
2023 Q2	$458K	Buy	+105,111	New	+$420K	﹤0.01%	2365
2022 Q1	–	Sell	-49,879	Closed	-$335K	–	4526
2021 Q4	$335K	Sell	49,879 -474,766	-90%	-$3.37M	﹤0.01%	3564
2021 Q3	$3.98M	Buy	+524,645	New	+$6.12M	0.01%	1407

Other funds holding YALA

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

SCP

Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

John Overdeck's YALA Position: Q2 2026 in Review

John Overdeck sold out of Yalla Group (YALA) in Q2 2026, closing a stake of 28,200 shares — an estimated $176K sold.

John Overdeck first reported a position in YALA in Q3 2021 and held it in 10 quarters. The position peaked at $3.98M in Q3 2021. 70 funds tracked by Wall St. Rank hold YALA as of Q2 2026.

John Overdeck reported no remaining Yalla Group position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 28,200 Yalla Group shares in Q2 2026, an estimated $176K.
John Overdeck first reported a position in Yalla Group in Q3 2021 and held it in 10 quarters.
John Overdeck's Yalla Group position peaked at $3.98M in Q3 2021.
70 funds tracked by Wall St. Rank held Yalla Group as of Q2 2026.

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