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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 232 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4621 KINS KINGSTONE COS INC Financial Services 13,647.0 $260K -32K -70.2% $19.03 +3.1%
4622 SMRT SMARTRENT INC Technology 216,439.0 $258K +42K +23.9% $1.19 +13.4%
4623 YSS YORK SPACE SYSTEMS INC Technology 10,457.0 $257K -28K -72.7% $24.62 -62.6%
4624 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 8,700.0 $257K -22K -71.9% $29.54 -3.9%
4625 FFA FIRST TR ENHANCED EQUITY Financial Services 11,482.0 $257K $22.36 +4.0%
4626 EXC PUT EXELON CORP Utilities 5,500.0 $256K NEW $46.62 -3.3%
4627 CVLT CALL COMMVAULT SYS INC Technology 1,800.0 $255K NEW $141.73 -7.1%
4628 AAP CALL ADVANCE AUTO PARTS INC Consumer Cyclical 4,100.0 $255K -6K -60.2% $62.22 -31.9%
4629 TORO CORP 52,250.0 $254K NEW $4.87
4630 NOV CALL NOV INC Energy 13,700.0 $254K NEW $18.55 +9.3%
4631 ACTINIUM PHARMACEUTICALS INC 259,179.0 $254K -78K -23.1% $0.98
4632 ARE PUT ALEXANDRIA REAL ESTATE EQ IN Real Estate 4,800.0 $254K NEW $52.85 +0.2%
4633 TSBK TIMBERLAND BANCORP INC Financial Services 5,659.0 $254K NEW $44.81 +3.4%
4634 PYXS PYXIS ONCOLOGY INC Healthcare 83,961.0 $253K +11K +14.5% $3.01 +3.7%
4635 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 88,897.0 $252K -119K -57.2% $2.83 -17.7%
4636 ALK CALL ALASKA AIR GROUP INC Industrials 4,800.0 $251K NEW $52.20 -23.0%
4637 UNM PUT UNUM GROUP Financial Services 2,800.0 $250K NEW $89.40 -2.7%
4638 VRCA VERRICA PHARMACEUTICALS INC Healthcare 40,825.0 $250K -10K -19.4% $6.12 -20.6%
4639 WELL PUT WELLTOWER INC Real Estate 1,100.0 $250K -2K -57.7% $226.97 +4.6%
4640 CCB COASTAL FINL CORP WA Financial Services 3,213.0 $249K -587.0 -15.4% $77.51 -40.5%
Page 232 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 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%