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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 215 of 242  ·  4,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 FR FIRST INDL RLTY TR INC Real Estate 6,553.0 $402K -6K -46.9% $61.31 +2.4%
4282 EGAN EGAIN CORP Technology 63,749.0 $402K NEW $6.30 +16.2%
4283 NJR NEW JERSEY RES CORP Utilities 7,150.0 $401K -20K -74.0% $56.04 -1.7%
4284 VDC VANGUARD WORLD FD 1,773.0 $400K NEW $225.49 +4.0%
4285 CSV CARRIAGE SVCS INC Consumer Cyclical 10,419.0 $399K +852.0 +8.9% $38.34 -10.1%
4286 ENCORE ENERGY CORP 304,202.0 $399K -62K -16.8% $1.31
4287 ELMT ELMET GROUP CO (THE) Industrials 20,048.0 $396K NEW $19.74 -12.9%
4288 WSR WHITESTONE REIT Real Estate 20,764.0 $394K +2K +8.0% $18.96 +0.2%
4289 UFCS UNITED FIRE GROUP INC Financial Services 7,483.0 $392K +1K +16.3% $52.44 +0.7%
4290 DGRW WISDOMTREE TR 4,081.0 $390K NEW $95.62 +4.0%
4291 WIX CALL WIX COM LTD Technology 8,600.0 $390K $45.37 +71.7%
4292 QTOP ISHARES TR 10,077.0 $389K NEW $38.61 -3.9%
4293 PBUS INVESCO EXCH TRADED FD TR II 5,193.0 $389K NEW $74.87 +3.0%
4294 BZAI BLAIZE HLDGS INC Technology 279,863.0 $386K NEW $1.38 -63.0%
4295 SMTI SANARA MEDTECH INC Healthcare 16,370.0 $386K $23.59 +45.3%
4296 KLRA KAILERA THERAPEUTICS INC Healthcare 17,500.0 $386K NEW $22.03 -16.8%
4297 UTZ PUT UTZ BRANDS INC Consumer Defensive 50,000.0 $385K NEW $7.70 +83.8%
4298 Z CALL ZILLOW GROUP INC Communication Services 12,200.0 $385K -55K -81.8% $31.52 +16.1%
4299 MERC MERCER INTL INC Basic Materials 582,361.0 $384K -33K -5.3% $0.66 -30.7%
4300 CALL CHARGEPOINT HOLDINGS INC 65,000.0 $384K NEW $5.91
Page 215 of 242  ·  4,833 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%