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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 73 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NTRS NORTHERN TR CORP Financial Services 67,792.0 $9.5M 0.01% NEW $139.57 +19.7%
1442 ARMOUR RESIDENTIAL REIT INC 567,219.0 $9.5M 0.01% -1.2M -67.7% $16.68
1443 PAY PAYMENTUS HOLDINGS INC Technology 371,500.0 $9.4M 0.01% +178K +91.9% $25.40 -7.6%
1444 IVZ INVESCO LTD Financial Services 387,145.0 $9.4M 0.01% +225K +138.8% $24.29 +11.1%
1445 BLACKBERRY LTD 8,140,000.0 $9.4M 0.01% $1.16
1446 XOVR ENTREPRENEURSHARES SERIES TR 553,700.0 $9.4M 0.01% NEW $16.89 +14.6%
1447 TXN PUT TEXAS INSTRS INC Technology 48,100.0 $9.3M 0.01% -24K -33.2% $194.14 +57.0%
1448 QTEC FIRST TR EXCHANGE-TRADED FD 43,114.0 $9.3M 0.01% NEW $215.98 +38.7%
1449 C PUT CITIGROUP INC Financial Services 82,100.0 $9.3M 0.01% +4K +5.3% $113.41 +10.4%
1450 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 254,972.0 $9.3M 0.01% +229K +900.4% $36.39 +2.0%
1451 REI RING ENERGY INC Energy 6,055,623.0 $9.3M 0.01% +4.7M +358.6% $1.53 -11.1%
1452 GFF GRIFFON CORP Industrials 127,404.0 $9.3M 0.01% -107K -45.7% $72.68 +16.5%
1453 APLE APPLE HOSPITALITY REIT INC Real Estate 801,063.0 $9.2M 0.01% NEW $11.51 +26.1%
1454 HAFC HANMI FINL CORP Financial Services 348,647.0 $9.2M 0.01% +203K +139.6% $26.36 +15.0%
1455 NEXTERA ENERGY INC 164,133.0 $9.2M 0.01% +156K +2001.8% $55.98
1456 CRM CALL SALESFORCE INC Technology 49,200.0 $9.2M 0.01% NEW $186.67 -5.5%
1457 MBWM MERCANTILE BK CORP Financial Services 181,647.0 $9.2M 0.01% +61K +51.1% $50.50 +4.1%
1458 K&F GROWTH ACQUISITION CORP 876,886.0 $9.1M 0.01% $10.43
1459 CTS CTS CORP Technology 190,307.0 $9.1M 0.01% +107K +127.7% $47.76 +25.4%
1460 ILMN ILLUMINA INC Healthcare 73,717.0 $9.1M 0.01% +19K +35.7% $123.26 +17.5%
Page 73 of 228  ·  4,546 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%