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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 52 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DFUV DIMENSIONAL ETF TRUST 383,500.0 $21.1M 0.01% NEW $55.01 +4.4%
1022 AMSF AMERISAFE INC Financial Services 623,473.0 $21.1M 0.01% +148K +31.2% $33.83 -23.1%
1023 DELL CALL DELL TECHNOLOGIES INC Technology 48,600.0 $21.0M 0.01% +24K +95.2% $431.46 +2.4%
1024 HCI HCI GROUP INC Financial Services 119,320.0 $20.9M 0.01% +20K +20.1% $175.25 +4.1%
1025 PSI INVESCO EXCHANGE TRADED FD T 111,300.0 $20.9M 0.01% NEW $187.82 -26.0%
1026 XES SPDR SERIES TRUST 186,390.0 $20.9M 0.01% +118K +173.3% $112.08 +7.9%
1027 ERO ERO COPPER CORP Basic Materials 780,782.0 $20.9M 0.01% -151K -16.2% $26.75 +47.4%
1028 ENR ENERGIZER HLDGS INC Industrials 973,966.0 $20.9M 0.01% +663K +213.6% $21.44 +0.1%
1029 HTLD HEARTLAND EXPRESS INC Industrials 1,371,702.0 $20.9M 0.01% -68K -4.8% $15.22 -15.6%
1030 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,225,587.0 $20.8M 0.01% -33K -2.6% $17.00 +0.1%
1031 PEGA PEGASYSTEMS INC Technology 693,835.0 $20.8M 0.01% +651K +1504.6% $29.97 +12.0%
1032 HEWLETT PACKARD ENTERPRISE C 179,126.0 $20.7M 0.01% -1.2M -86.6% $115.66
1033 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 663,792.0 $20.7M 0.01% +67K +11.3% $31.20 +3.8%
1034 THOMSON REUTERS CORP 253,513.0 $20.7M 0.01% NEW $81.67
1035 ATRO ASTRONICS CORP Industrials 254,758.0 $20.7M 0.01% +38K +17.6% $81.26 -4.0%
1036 ZBIO ZENAS BIOPHARMA INC Healthcare 815,150.0 $20.7M 0.01% +540K +196.4% $25.38 +27.2%
1037 TNK TEEKAY TANKERS LTD Energy 318,893.0 $20.7M 0.01% +223K +232.2% $64.87 +40.3%
1038 HERBALIFE LTD 18,001,000.0 $20.6M 0.01% +4.7M +35.2% $1.15
1039 AMERICAS GOLD AND SILVER COR 4,372,111.0 $20.6M 0.01% -210K -4.6% $4.72
1040 FRME FIRST MERCHANTS CORP Financial Services 470,409.0 $20.6M 0.01% +65K +16.0% $43.69 -3.8%
Page 52 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%