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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 134 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 ACHIEVE LIFE SCIENCE INC 441,187.0 $2.9M 0.00% -147K -25.0% $6.53
2662 ESAB ESAB CORPORATION Industrials 29,182.0 $2.9M 0.00% +3K +10.3% $98.63 -19.7%
2663 FC FRANKLIN COVEY CO Industrials 117,240.0 $2.9M 0.00% +13K +12.4% $24.53 -17.2%
2664 QMOM EA SERIES TRUST 36,500.0 $2.9M 0.00% NEW $78.73 -4.4%
2665 OCEANHAWK ACQUISITION CORP 290,000.0 $2.9M 0.00% NEW $9.90
2666 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,732.0 $2.9M 0.00% NEW $370.59 -3.9%
2667 SLYV SPDR SERIES TRUST 26,252.0 $2.9M 0.00% +10K +64.3% $109.11 +1.0%
2668 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 48,900.0 $2.9M 0.00% +30K +162.9% $58.44 -43.1%
2669 MITK MITEK SYS INC Technology 141,883.0 $2.9M 0.00% -91K -39.1% $20.13 -4.8%
2670 RCKY ROCKY BRANDS INC Consumer Cyclical 69,224.0 $2.9M 0.00% +33K +88.7% $41.24 +8.7%
2671 SLP SIMULATIONS PLUS INC Healthcare 155,891.0 $2.9M 0.00% +53K +51.9% $18.31 +0.5%
2672 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 7,100.0 $2.9M 0.00% NEW $401.84 -0.9%
2673 ST SENSATA TECHNOLOGIES HLDG PL Technology 59,700.0 $2.9M 0.00% -10K -14.9% $47.74 -10.8%
2674 NNE NANO NUCLEAR ENERGY INC Industrials 134,565.0 $2.8M 0.00% -154K -53.4% $21.14 -8.4%
2675 AGCO AGCO CORP Industrials 23,697.0 $2.8M 0.00% -75K -76.0% $119.70 -7.3%
2676 LINE LINEAGE INC Real Estate 65,584.0 $2.8M 0.00% -34K -34.4% $43.25 -7.8%
2677 CIVB CIVISTA BANCSHARES INC Financial Services 100,432.0 $2.8M 0.00% +12K +13.5% $28.22 -3.0%
2678 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 596,870.0 $2.8M 0.00% -258K -30.2% $4.74 +9.8%
2679 GO GROCERY OUTLET HLDG CORP Consumer Defensive 283,455.0 $2.8M 0.00% +192K +209.8% $9.98 +16.5%
2680 UWMC UWM HOLDINGS CORPORATION Financial Services 1,232,215.0 $2.8M 0.00% -6.5M -84.0% $2.29 -36.7%
Page 134 of 251  ·  5,017 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%