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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 30 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FSS FEDERAL SIGNAL CORP Industrials 274,051.0 $29.6M 0.02% +111K +67.6% $108.14 +3.7%
582 NABORS INDS INC 32,660,000.0 $29.5M 0.02% +2.5M +8.4% $0.90
583 STRA STRATEGIC ED INC Consumer Defensive 355,032.0 $29.5M 0.02% +201K +129.9% $82.96 -5.0%
584 ALRM ALARM COM HLDGS INC Technology 681,283.0 $29.4M 0.02% +372K +120.0% $43.19 +0.9%
585 DEA EASTERLY GOVT PPTYS INC Real Estate 1,360,207.0 $29.1M 0.02% +1.1M +338.8% $21.43 +10.5%
586 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 316,699.0 $29.1M 0.02% +299K +1716.2% $92.04 -10.8%
587 AMN AMN HEALTHCARE SVCS INC Healthcare 1,587,681.0 $29.1M 0.02% +778K +96.1% $18.34 +42.3%
588 FCFS FIRSTCASH HOLDINGS INC Financial Services 153,733.0 $28.9M 0.02% +126K +449.3% $188.00 +20.7%
589 AAOI APPLIED OPTOELECTRONICS INC Technology 341,182.0 $28.9M 0.02% +78K +29.4% $84.59 +95.8%
590 BEAM BEAM THERAPEUTICS INC Healthcare 1,210,853.0 $28.9M 0.02% +90K +8.1% $23.83 +15.1%
591 FR FIRST INDL RLTY TR INC Real Estate 494,815.0 $28.6M 0.02% +452K +1057.5% $57.85 +7.1%
592 CINF CINCINNATI FINL CORP Financial Services 181,037.0 $28.5M 0.02% +138K +322.5% $157.35 +6.9%
593 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 2,864,000.0 $28.5M 0.02% +2.0M +247.5% $9.94 -2.2%
594 OCFC OCEANFIRST FINL CORP Financial Services 1,572,509.0 $28.4M 0.02% +1.0M +183.9% $18.04 +3.6%
595 WLFC WILLIS LEASE FIN CORP Industrials 166,311.0 $28.3M 0.02% +80K +92.2% $170.26 +6.1%
596 ENERFLEX LTD 1,347,650.0 $28.2M 0.02% +879K +187.7% $20.92
597 AXS AXIS CAP HLDGS LTD Financial Services 276,482.0 $28.0M 0.02% +109K +65.0% $101.41 -0.8%
598 VECO VEECO INSTRS INC DEL Technology 822,713.0 $27.9M 0.02% +667K +429.6% $33.86 +67.2%
599 UWMC UWM HOLDINGS CORPORATION Financial Services 7,693,464.0 $27.9M 0.02% +1.8M +29.6% $3.62 -18.2%
600 EC ECOPETROL S A Energy 1,853,290.0 $27.8M 0.02% +525K +39.5% $14.99 -7.6%
Page 30 of 103  ·  2,043 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%