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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 77 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 47,285.0 $2.9M 0.00% +15K +47.9% $62.29 +1.5%
1522 PRG PROG HOLDINGS INC Industrials 102,248.0 $2.9M 0.00% +9K +9.4% $28.69 +15.1%
1523 XZO EXZEO GROUP INC Financial Services 198,429.0 $2.9M 0.00% +186K +1553.6% $14.67 -6.7%
1524 AROW ARROW FINL CORP Financial Services 86,517.0 $2.9M 0.00% +6K +7.6% $33.57 +8.8%
1525 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 31,960.0 $2.9M 0.00% +29K +898.4% $90.42 -4.8%
1526 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 687,463.0 $2.9M 0.00% +62K +9.9% $4.20 -21.7%
1527 RKT CALL ROCKET COS INC Financial Services 201,900.0 $2.9M 0.00% +172K +570.8% $14.25 -11.1%
1528 TERN TERNS PHARMACEUTICALS INC Healthcare 54,366.0 $2.9M 0.00% +10K +23.9% $52.72 +0.4%
1529 CBK COMMERCIAL BANCGROUP INC Financial Services 109,734.0 $2.9M 0.00% +26K +30.8% $26.02 +10.1%
1530 NATWEST GROUP PLC 191,419.0 $2.9M 0.00% +124K +182.0% $14.90
1531 VOO VANGUARD INDEX FDS 4,765.0 $2.8M 0.00% +3K +124.8% $597.55 +14.1%
1532 OSPN ONESPAN INC Technology 269,859.0 $2.8M 0.00% +214K +383.3% $10.53 +18.6%
1533 PLRX PLIANT THERAPEUTICS INC Healthcare 2,253,138.0 $2.8M 0.00% +1.3M +136.3% $1.26 -4.8%
1534 BH BIGLARI HLDGS INC Consumer Cyclical 8,595.0 $2.8M 0.00% +941.0 +12.3% $329.59 -18.6%
1535 CASS CASS INFORMATION SYS INC Industrials 64,328.0 $2.8M 0.00% +2K +3.0% $44.02 +5.2%
1536 SMBC SOUTHERN MO BANCORP INC Financial Services 44,227.0 $2.8M 0.00% +14K +48.6% $63.94 +5.7%
1537 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 60,870.0 $2.8M 0.00% +55K +964.2% $46.42 +3.1%
1538 MRNA CALL MODERNA INC Healthcare 55,600.0 $2.8M 0.00% +44K +363.3% $50.80 -10.0%
1539 AA PUT ALCOA CORP Basic Materials 42,400.0 $2.8M 0.00% +36K +606.7% $66.33 -3.3%
1540 OVID OVID THERAPEUTICS INC Healthcare 1,256,869.0 $2.8M 0.00% +658K +109.9% $2.22 +8.1%
Page 77 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%