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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 129 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 ANGO ANGIODYNAMICS INC Healthcare 230,451.0 $2.6M 0.00% -74K -24.4% $11.37 +2.2%
2562 NEWT NEWTEKONE INC Financial Services 239,158.0 $2.6M 0.00% -19K -7.2% $10.95 +25.9%
2563 WEAV WEAVE COMMUNICATIONS INC Technology 565,729.0 $2.6M 0.00% +456K +415.3% $4.62 +28.9%
2564 ANNX ANNEXON INC Healthcare 471,391.0 $2.6M 0.00% +139K +42.0% $5.54 -4.2%
2565 GLAD GLADSTONE CAP CORP Financial Services 150,284.0 $2.6M 0.00% -52K -25.5% $17.35 +12.1%
2566 TJX CALL TJX COS INC NEW Consumer Cyclical 16,300.0 $2.6M 0.00% -16K -48.7% $159.70 -2.7%
2567 GLW CALL CORNING INC Technology 19,100.0 $2.6M 0.00% +11K +138.8% $135.97 +28.7%
2568 UGI UGI CORP NEW Utilities 71,261.0 $2.6M 0.00% +13K +22.7% $36.42 -5.1%
2569 ASX ASE TECHNOLOGY HLDG CO LTD Technology 119,700.0 $2.6M 0.00% NEW $21.68 +75.5%
2570 RBLX CALL ROBLOX CORP Technology 45,800.0 $2.6M 0.00% NEW $56.56 -17.6%
2571 ATI ATI INC Industrials 17,775.0 $2.6M 0.00% +16K +803.7% $145.46 +19.3%
2572 FMBH FIRST MID BANCSHARES INC Financial Services 62,444.0 $2.6M 0.00% +30K +92.9% $41.19 +7.4%
2573 AM ANTERO MIDSTREAM CORP Energy 112,752.0 $2.6M 0.00% +16K +16.1% $22.80 -7.7%
2574 WRN WESTERN COPPER & GOLD CORP Basic Materials 1,016,081.0 $2.6M 0.00% +1.0M +6385.9% $2.53 +14.4%
2575 KBWY INVESCO EXCH TRADED FD TR II 168,147.0 $2.6M 0.00% $15.28 +14.9%
2576 SCHW PUT SCHWAB CHARLES CORP Financial Services 27,300.0 $2.6M 0.00% +2K +9.2% $93.98 -7.8%
2577 MAS MASCO CORP Industrials 42,436.0 $2.6M 0.00% +8K +24.8% $60.37 +18.2%
2578 IVVD INVIVYD INC Healthcare 1,969,659.0 $2.6M 0.00% -222K -10.1% $1.30 -16.9%
2579 PRGS PROGRESS SOFTWARE CORP Technology 99,823.0 $2.6M 0.00% -217K -68.5% $25.65 +23.5%
2580 ESAB ESAB CORPORATION Industrials 26,452.0 $2.6M 0.00% -37K -58.3% $96.66 -4.6%
Page 129 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%