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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 195 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 CABO CABLE ONE INC Communication Services 13,440.0 $714K 0.00% +5K +51.7% $53.11 -57.0%
3882 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 6,200.0 $713K 0.00% +2K +55.0% $115.00 +1.3%
3883 EES WISDOMTREE TR 10,500.0 $712K 0.00% -8K -43.2% $67.79 +1.0%
3884 CSX CSX CORP Industrials 14,958.0 $711K 0.00% -45K -75.2% $47.53 +8.5%
3885 ZBRA PUT ZEBRA TECHNOLOGIES CORPORATI Technology 2,700.0 $711K 0.00% NEW $263.26 +40.0%
3886 PKW INVESCO EXCHANGE TRADED FD T 4,988.0 $707K 0.00% -34K -87.0% $141.66 +6.6%
3887 BOOT PUT BOOT BARN HLDGS INC Consumer Cyclical 4,300.0 $706K 0.00% -3K -41.1% $164.27 +0.8%
3888 CHARGEPOINT HOLDINGS INC 119,455.0 $706K 0.00% NEW $5.91
3889 AGNC PUT AGNC INVT CORP Real Estate 64,700.0 $705K 0.00% NEW $10.90 -0.1%
3890 HBIO HARVARD BIOSCIENCE INC Healthcare 114,545.0 $704K 0.00% $6.15 +21.6%
3891 ACRS ACLARIS THERAPEUTICS INC Healthcare 133,068.0 $704K 0.00% -263K -66.4% $5.29 +21.2%
3892 RY PUT ROYAL BK CDA Financial Services 3,400.0 $704K 0.00% +100.0 +3.0% $206.97 -0.8%
3893 VITL CALL VITAL FARMS INC Consumer Defensive 60,500.0 $704K 0.00% +16K +35.0% $11.63 -9.1%
3894 HSY CALL HERSHEY CO Consumer Defensive 4,000.0 $702K 0.00% +2K +81.8% $175.45 +6.3%
3895 CMPX COMPASS THERAPEUTICS INC Healthcare 320,312.0 $701K 0.00% +287K +867.7% $2.19 +9.6%
3896 IBIO INC 400,667.0 $701K 0.00% -8K -2.0% $1.75
3897 HNRG HALLADOR ENERGY COMPANY Energy 40,315.0 $701K 0.00% +8K +24.4% $17.39 -11.6%
3898 CLAR CLARUS CORP NEW Consumer Cyclical 222,504.0 $701K 0.00% +151K +212.0% $3.15 +17.8%
3899 PUT GALAXY DIGITAL INC. 25,600.0 $700K 0.00% NEW $27.34
3900 FOUR SHIFT4 PMTS INC Technology 14,376.0 $699K 0.00% +6K +82.5% $48.64 -1.5%
Page 195 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%