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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 55 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 OFS OFS CAP CORP Financial Services 44,006.0 $156K -28K -39.1% $3.55 -6.2%
1082 CNDT CONDUENT INC Technology 121,300.0 $155K -19K -13.3% $1.28 +21.1%
1083 BLND BLEND LABS INC Technology 90,843.0 $154K -159K -63.6% $1.70 -14.7%
1084 DAVA ENDAVA PLC Technology 34,433.0 $152K -73K -67.9% $4.42 -13.1%
1085 SMR PUT NUSCALE PWR CORP Utilities 14,000.0 $152K -193K -93.2% $10.84 +3.6%
1086 UEC CALL URANIUM ENERGY CORP Energy 11,200.0 $151K -36K -76.2% $13.50 +1.1%
1087 JILL J JILL INC Consumer Cyclical 12,651.0 $145K -8K -38.6% $11.46 +3.7%
1088 BRLT BRILLIANT EARTH GROUP INC Consumer Cyclical 108,567.0 $144K -50K -31.7% $1.33 -14.3%
1089 MOTORSPORT GAMES INC 34,861.0 $143K -13K -26.8% $4.10
1090 ARRY PUT ARRAY TECHNOLOGIES INC Energy 19,400.0 $140K -19K -49.9% $7.23 +16.9%
1091 LINEAGE CELL THERAPEUTICS IN 88,585.0 $140K -177K -66.7% $1.58
1092 CRMD CORMEDIX INC Healthcare 20,588.0 $140K -161K -88.6% $6.79 +11.2%
1093 TEADS HLDG CO 211,439.0 $139K -323K -60.5% $0.66
1094 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 13,200.0 $138K -73K -84.7% $10.48 +7.2%
1095 UUU UNIVERSAL SAFETY PRODS INC Industrials 25,012.0 $138K -7K -20.9% $5.50 +12.9%
1096 ENLV ENLIVEX LTD Healthcare 146,412.0 $136K -49K -25.0% $0.93 -25.0%
1097 NWL NEWELL BRANDS INC Consumer Defensive 38,000.0 $130K -490K -92.8% $3.43 +12.0%
1098 NERV MINERVA NEUROSCIENCES INC Healthcare 21,394.0 $129K -900.0 -4.0% $6.03 -21.3%
1099 BLNK BLINK CHARGING CO Industrials 227,171.0 $129K -188K -45.2% $0.57 +39.0%
1100 OXSQ OXFORD SQUARE CAP CORP Financial Services 72,642.0 $129K -484K -87.0% $1.77 -13.6%
Page 55 of 61  ·  1,209 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%