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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 237 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4721 RVSB RIVERVIEW BANCORP INC Financial Services 40,690.0 $221K -12K -22.3% $5.43 -5.3%
4722 EML EASTERN CO Industrials 7,920.0 $221K NEW $27.85 -11.7%
4723 IT CALL GARTNER INC Technology 1,700.0 $220K NEW $129.62 +40.5%
4724 IT PUT GARTNER INC Technology 1,700.0 $220K NEW $129.62 +40.5%
4725 GRWG GROWGENERATION CORP Consumer Cyclical 148,751.0 $220K +44K +41.7% $1.48 +24.3%
4726 GRACE THERAPEUTICS INC 96,890.0 $220K NEW $2.27
4727 AVALYN PHARMACEUTICALS INC 6,675.0 $220K NEW $32.92
4728 F PUT FORD MTR CO Consumer Cyclical 15,800.0 $220K NEW $13.90 +0.2%
4729 CALL ANNALY CAPITAL MANAGEMENT IN 9,800.0 $219K -3K -25.2% $22.36
4730 SMJF SMJ INTL HOLDINGS INC Industrials 42,809.0 $218K NEW $5.10 +113.3%
4731 PJP INVESCO EXCHANGE TRADED FD T 1,836.0 $217K -23K -92.5% $118.45 +8.1%
4732 LIPOCINE INC NEW 84,887.0 $217K +51K +151.5% $2.56
4733 GLOB PUT GLOBANT S A Technology 7,500.0 $217K NEW $28.94 +28.9%
4734 ALB PUT ALBEMARLE CORP Basic Materials 1,600.0 $216K -5K -76.5% $135.03 -1.7%
4735 PRU PUT PRUDENTIAL FINL INC Financial Services 2,000.0 $216K NEW $107.93 +15.4%
4736 WAB PUT WABTEC Industrials 800.0 $216K -1K -60.0% $269.60 +9.3%
4737 CNXC CALL CONCENTRIX CORP Technology 9,600.0 $215K NEW $22.41 +5.6%
4738 ITGR INTEGER HLDGS CORP Healthcare 2,300.0 $215K -2K -51.1% $93.45 +33.9%
4739 SNX CALL TD SYNNEX CORPORATION Technology 800.0 $214K NEW $267.34 -2.8%
4740 WAL CALL WESTERN ALLIANCE BANCORP Financial Services 2,600.0 $214K NEW $82.20 -1.8%
Page 237 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%