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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 47 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 AIR AAR CORP Industrials 61,038.0 $8.7M 0.01% +39K +177.5% $142.93 -5.7%
922 REI RING ENERGY INC Energy 8,047,045.0 $8.7M 0.01% +2.0M +32.9% $1.08 +37.0%
923 AVBH AVIDBANK HLDGS INC Financial Services 262,300.0 $8.7M 0.01% +210K +404.0% $33.03 -2.9%
924 GRAN TIERRA ENERGY INC 1,385,858.0 $8.7M 0.01% +427K +44.5% $6.25
925 SRCE 1ST SOURCE CORP Financial Services 105,952.0 $8.6M 0.01% +8K +8.7% $81.58 +5.2%
926 HBCP HOMEBANCORP INC Financial Services 125,407.0 $8.6M 0.01% +65K +109.0% $68.52 +1.7%
927 GNW GENWORTH FINL INC Financial Services 904,974.0 $8.6M 0.01% +496K +121.5% $9.47 +4.3%
928 ROP ROPER TECHNOLOGIES INC Industrials 25,283.0 $8.6M 0.01% +2K +9.6% $338.39 +21.7%
929 RKLB CALL ROCKET LAB CORP Industrials 84,100.0 $8.5M 0.01% +21K +33.1% $101.65 -28.6%
930 RNGR RANGER ENERGY SVCS INC Energy 530,264.0 $8.5M 0.01% +402K +312.1% $16.01 +7.0%
931 ABBV CALL ABBVIE INC Healthcare 33,700.0 $8.5M 0.01% +16K +87.2% $251.64 +5.3%
932 HTZ HERTZ GLOBAL HLDGS INC Industrials 3,743,521.0 $8.5M 0.01% +936K +33.3% $2.27 -0.7%
933 SG SWEETGREEN INC Consumer Cyclical 959,781.0 $8.5M 0.01% +125K +14.9% $8.81 -20.7%
934 EQT EQT CORP Energy 158,830.0 $8.4M 0.01% +142K +867.1% $53.17 +1.0%
935 VICR VICOR CORP Technology 22,226.0 $8.4M 0.01% +10K +89.1% $379.78 -47.2%
936 CHYM CHIME FINL INC Financial Services 411,743.0 $8.4M 0.01% +141K +52.2% $20.48 +60.1%
937 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,546,918.0 $8.4M 0.01% +329K +27.0% $5.45 -9.9%
938 BW LPG LTD 481,367.0 $8.4M 0.01% +147K +43.9% $17.43
939 KODK EASTMAN KODAK CO Industrials 905,559.0 $8.4M 0.01% +5K +0.5% $9.25 +6.4%
940 PUBM PUBMATIC INC Technology 638,102.0 $8.4M 0.01% +104K +19.4% $13.12 +25.1%
Page 47 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%