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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 32 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CFG CITIZENS FINL GROUP INC Financial Services 438,015.0 $26.3M 0.02% +404K +1202.7% $59.97 +4.8%
622 EXP EAGLE MATLS INC Basic Materials 138,493.0 $26.2M 0.02% +31K +29.3% $189.45 +5.5%
623 ACADIAN ASSET MANAGEMENT INC 478,814.0 $26.1M 0.02% +195K +68.9% $54.42
624 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 1,215,992.0 $25.9M 0.02% +567K +87.5% $21.34 -25.0%
625 GNK GENCO SHIPPING & TRADING LTD Industrials 1,150,712.0 $25.9M 0.02% +810K +237.7% $22.55 +5.1%
626 FITB FIFTH THIRD BANCORP Financial Services 558,255.0 $25.9M 0.02% +54K +10.6% $46.46 +2.5%
627 RDW REDWIRE CORPORATION Industrials 3,051,043.0 $25.9M 0.02% +2.0M +202.0% $8.50 +63.6%
628 ESPR ESPERION THERAPEUTICS INC NE Healthcare 9,458,779.0 $25.9M 0.02% +4.7M +99.5% $2.74 +14.2%
629 ANAB ANAPTYSBIO INC Healthcare 465,083.0 $25.8M 0.02% +208K +81.2% $55.46 +8.3%
630 OPLN OPENLANE INC Consumer Cyclical 881,213.0 $25.7M 0.02% +403K +84.3% $29.15 +18.1%
631 GREENBRIER COS INC 22,224,000.0 $25.6M 0.02% +1.2M +5.8% $1.15
632 ARDX ARDELYX INC Healthcare 4,274,043.0 $25.6M 0.02% +1.4M +48.7% $5.99 +4.7%
633 EWBC EAST WEST BANCORP INC Financial Services 239,256.0 $25.5M 0.02% +14K +6.1% $106.76 +13.3%
634 ESTC ELASTIC N V Technology 510,210.0 $25.5M 0.02% +93K +22.3% $49.99 +7.5%
635 MCY MERCURY GENL CORP NEW Financial Services 289,047.0 $25.5M 0.02% +75K +35.0% $88.15 +15.1%
636 QQQ CALL INVESCO QQQ TR Financial Services 44,000.0 $25.4M 0.02% +34K +344.4% $577.18 +23.5%
637 QQQ PUT INVESCO QQQ TR Financial Services 44,000.0 $25.4M 0.02% +35K +411.6% $577.18 +23.5%
638 SKM SK TELECOM CO LTD Communication Services 861,448.0 $25.2M 0.02% +846K +5343.9% $29.29 +26.8%
639 FEDERATED HERMES INC 443,862.0 $25.2M 0.02% +60K +15.7% $56.71
640 ACIW ACI WORLDWIDE INC Technology 611,253.0 $25.1M 0.02% +59K +10.8% $41.01 +5.5%
Page 32 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%