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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $138.1B AUM 5,017 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1084 New 1931 Added 1761 Reduced 613 Exited
Page 32 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DIVO AMPLIFY ETF TR 466,800.0 $21.3M 0.01% +351K +302.1% $45.70 +6.3%
622 SATL SATELLOGIC INC Technology 3,688,871.0 $21.1M 0.01% +3.1M +520.4% $5.72 +0.0%
623 AMSF AMERISAFE INC Financial Services 623,473.0 $21.1M 0.01% +148K +31.2% $33.83 -23.1%
624 DELL CALL DELL TECHNOLOGIES INC Technology 48,600.0 $21.0M 0.01% +24K +95.2% $431.46 +2.4%
625 HCI HCI GROUP INC Financial Services 119,320.0 $20.9M 0.01% +20K +20.1% $175.25 +4.1%
626 XES SPDR SERIES TRUST 186,390.0 $20.9M 0.01% +118K +173.3% $112.08 +7.9%
627 ENR ENERGIZER HLDGS INC Industrials 973,966.0 $20.9M 0.01% +663K +213.6% $21.44 +0.1%
628 PEGA PEGASYSTEMS INC Technology 693,835.0 $20.8M 0.01% +651K +1504.6% $29.97 +12.0%
629 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 663,792.0 $20.7M 0.01% +67K +11.3% $31.20 +3.8%
630 ATRO ASTRONICS CORP Industrials 254,758.0 $20.7M 0.01% +38K +17.6% $81.26 -4.0%
631 ZBIO ZENAS BIOPHARMA INC Healthcare 815,150.0 $20.7M 0.01% +540K +196.4% $25.38 +27.2%
632 TNK TEEKAY TANKERS LTD Energy 318,893.0 $20.7M 0.01% +223K +232.2% $64.87 +40.3%
633 HERBALIFE LTD 18,001,000.0 $20.6M 0.01% +4.7M +35.2% $1.15
634 FRME FIRST MERCHANTS CORP Financial Services 470,409.0 $20.6M 0.01% +65K +16.0% $43.69 -3.8%
635 FET FORUM ENERGY TECHNOLOGIES IN Energy 408,252.0 $20.5M 0.01% +82K +25.2% $50.23 +54.1%
636 GE PUT GE AEROSPACE Industrials 54,500.0 $20.4M 0.01% +32K +147.7% $373.73 -6.8%
637 TCBK TRICO BANCSHARES Financial Services 377,707.0 $20.3M 0.01% +103K +37.7% $53.85 +2.3%
638 CTS CTS CORP Technology 311,249.0 $20.3M 0.01% +121K +63.5% $65.19 -11.4%
639 QXO INC 414,721.0 $20.2M 0.01% +164K +65.5% $48.74
640 ANET CALL ARISTA NETWORKS INC Technology 118,900.0 $20.2M 0.01% +27K +29.9% $169.88 +11.0%
Page 32 of 97  ·  1,931 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 23.3%
Financial Services 16.6%
Healthcare 13.9%
Industrials 13.3%
Consumer Cyclical 11.3%
Basic Materials 4.6%
Energy 4.5%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%