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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 77 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 GABC GERMAN AMERN BANCORP INC Financial Services 204,382.0 $8.5M 0.01% +61K +42.5% $41.79 +3.8%
1522 DBI DESIGNER BRANDS INC Consumer Cyclical 1,500,228.0 $8.5M 0.01% +539K +56.1% $5.69 +20.7%
1523 BHC BAUSCH HEALTH COS INC Healthcare 1,578,161.0 $8.5M 0.01% -85K -5.1% $5.40 +0.9%
1524 LRN STRIDE INC Consumer Defensive 96,588.0 $8.5M 0.01% -752K -88.6% $88.17 -0.6%
1525 AGIO AGIOS PHARMACEUTICALS INC Healthcare 251,636.0 $8.5M 0.01% -49K -16.2% $33.83 -14.9%
1526 NVGS NAVIGATOR HLDGS LTD Energy 439,293.0 $8.5M 0.01% +385K +715.0% $19.33 +21.1%
1527 WENN WEN ACQUISITION CORP Financial Services 833,694.0 $8.5M 0.01% $10.18 +0.8%
1528 FLUENCE ENERGY INC 8,435,000.0 $8.5M 0.01% -5.0M -37.2% $1.00
1529 VERA VERA THERAPEUTICS INC Healthcare 210,151.0 $8.5M 0.01% $40.23 -13.9%
1530 OPFI OPPFI INC Technology 1,096,268.0 $8.5M 0.01% +452K +70.1% $7.71 +7.0%
1531 TGT PUT TARGET CORP Consumer Defensive 69,700.0 $8.4M 0.01% -10K -12.9% $121.20 +0.9%
1532 PHIN PHINIA INC Consumer Cyclical 123,300.0 $8.4M 0.01% +51K +70.1% $68.44 +8.9%
1533 MLYS MINERALYS THERAPEUTICS INC Healthcare 311,488.0 $8.4M 0.01% -299K -49.0% $27.09 +11.6%
1534 PLUS EPLUS INC Technology 112,063.0 $8.4M 0.01% +62K +123.7% $75.25 +10.2%
1535 NESR NATIONAL ENERGY SERVICES REU Energy 391,232.0 $8.4M 0.01% +339K +646.1% $21.47 +22.4%
1536 UPWK UPWORK INC Industrials 766,309.0 $8.4M 0.01% -75K -9.0% $10.96 -21.0%
1537 EME EMCOR GROUP INC Industrials 11,334.0 $8.4M 0.01% NEW $738.31 +15.0%
1538 PACS PACS GROUP INC Financial Services 260,514.0 $8.4M 0.01% -40K -13.4% $32.12 +17.6%
1539 FCEL FUELCELL ENERGY INC Industrials 1,281,216.0 $8.4M 0.01% +276K +27.5% $6.53 +304.0%
1540 INTEGRA RES CORP 3,062,503.0 $8.4M 0.01% +1.6M +104.0% $2.73
Page 77 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%