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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 121 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 PAYS PAYSIGN INC Technology 535,662.0 $3.2M 0.00% +158K +41.8% $5.90 +21.9%
2402 PRLD PRELUDE THERAPEUTICS INC Healthcare 923,626.0 $3.2M 0.00% +135K +17.1% $3.42 +14.9%
2403 ON CALL ON SEMICONDUCTOR CORP Technology 51,000.0 $3.2M 0.00% +37K +254.2% $61.92 +99.9%
2404 XEROX HOLDINGS CORP 11,833,000.0 $3.2M 0.00% $0.27
2405 MITK MITEK SYS INC Technology 233,168.0 $3.1M 0.00% +58K +33.3% $13.50 +24.7%
2406 DNMX DYNAMIX CORP III Financial Services 317,187.0 $3.1M 0.00% $9.92 +1.0%
2407 SDVY FIRST TR EXCHANGE TRADED FD 79,600.0 $3.1M 0.00% NEW $39.43 +5.2%
2408 PLAB PHOTRONICS INC Technology 77,537.0 $3.1M 0.00% -600.0 -0.8% $40.41 -15.8%
2409 MUZERO ACQUISITION CORP 317,187.0 $3.1M 0.00% NEW $9.86
2410 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 158,091.0 $3.1M 0.00% +36K +30.0% $19.77 +0.6%
2411 WINN HARBOR ETF TRUST 112,500.0 $3.1M 0.00% NEW $27.73 +21.0%
2412 ASYS AMTECH SYS INC Technology 266,856.0 $3.1M 0.00% +155K +139.5% $11.68 +85.1%
2413 RSPU INVESCO EXCHANGE TRADED FD T 38,400.0 $3.1M 0.00% NEW $81.11 -2.4%
2414 INFLECTION PT ACQUISIT CORP 307,500.0 $3.1M 0.00% NEW $10.12
2415 BETA BETA TECHNOLOGIES INC Industrials 210,987.0 $3.1M 0.00% +148K +232.7% $14.70 +24.7%
2416 AMGN CALL AMGEN INC Healthcare 8,800.0 $3.1M 0.00% -800.0 -8.3% $351.85 -4.4%
2417 KALV KALVISTA PHARMACEUTICALS INC Healthcare 153,459.0 $3.1M 0.00% NEW $20.13 +33.0%
2418 TLN TALEN ENERGY CORP Utilities 9,669.0 $3.1M 0.00% -24K -71.1% $319.23 +19.5%
2419 UMAC UNUSUAL MACHS INC Financial Services 248,807.0 $3.1M 0.00% +232K +1402.1% $12.40 +138.7%
2420 CIVEO CORP CDA 116,572.0 $3.1M 0.00% +97K +481.1% $26.46
Page 121 of 228  ·  4,546 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%