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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 140 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 APPF APPFOLIO INC Technology 15,972.0 $2.6M 0.00% -108K -87.2% $160.35 +39.2%
2782 ALRS ALERUS FINL CORP Financial Services 82,300.0 $2.6M 0.00% +47K +133.7% $31.10 +6.8%
2783 SKT TANGER INC Real Estate 64,809.0 $2.6M 0.00% +4K +6.2% $39.47 -3.6%
2784 SHOP CALL SHOPIFY INC Technology 22,400.0 $2.6M 0.00% +13K +138.3% $114.18 +31.6%
2785 FDG AMERICAN CENTY ETF TR 19,200.0 $2.6M 0.00% NEW $133.10 -0.7%
2786 ES EVERSOURCE ENERGY Utilities 35,299.0 $2.6M 0.00% +11K +45.9% $72.27 -0.8%
2787 QCOM PUT QUALCOMM INC Technology 13,800.0 $2.6M 0.00% +2K +16.9% $184.79 -11.4%
2788 BOC BOSTON OMAHA CORP Communication Services 186,889.0 $2.5M 0.00% +44K +30.5% $13.64 +2.6%
2789 M MACYS INC Consumer Cyclical 107,975.0 $2.5M 0.00% -504K -82.3% $23.55 -3.1%
2790 SVXY PROSHARES TR II Financial Services 44,378.0 $2.5M 0.00% NEW $57.26 +8.5%
2791 MANU MANCHESTER UTD PLC NEW Communication Services 110,776.0 $2.5M 0.00% -1K -0.9% $22.93 +2.5%
2792 TXN CALL TEXAS INSTRS INC Technology 8,500.0 $2.5M 0.00% -43K -83.6% $298.07 -12.2%
2793 CGNT COGNYTE SOFTWARE LTD Technology 287,989.0 $2.5M 0.00% -247K -46.2% $8.78 -3.3%
2794 WISE GROUP PLC 212,280.0 $2.5M 0.00% NEW $11.91
2795 ZIP ZIPRECRUITER INC Industrials 674,077.0 $2.5M 0.00% $3.75 +14.9%
2796 TRIBECA STRATEGIC ACQUISITIO 253,749.0 $2.5M 0.00% NEW $9.95
2797 PAGP PUT PLAINS GP HLDGS L P Energy 103,700.0 $2.5M 0.00% +56K +119.2% $24.27 +15.9%
2798 ADM PUT ARCHER DANIELS MIDLAND CO Consumer Defensive 32,900.0 $2.5M 0.00% +26K +406.1% $76.40 +4.8%
2799 SSSS SURO CAPITAL CORP Financial Services 200,359.0 $2.5M 0.00% +146K +270.4% $12.54 -13.6%
2800 BK TECHNOLOGIES CORPORATION 29,167.0 $2.5M 0.00% +3K +10.3% $85.98
Page 140 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%