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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 99 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 FELV FIDELITY COVINGTON TRUST 150,300.0 $6.0M 0.00% NEW $40.09 +6.9%
1962 EGBN EAGLE BANCORPORATION INC Financial Services 212,036.0 $6.0M 0.00% +119K +127.2% $28.39 -2.5%
1963 ZG ZILLOW GROUP INC 191,734.0 $6.0M 0.00% +166K +633.8% $31.37
1964 CLBK COLUMBIA FINL INC Financial Services 283,231.0 $6.0M 0.00% +140K +97.1% $21.22 -45.1%
1965 GNTX GENTEX CORP Consumer Cyclical 237,128.0 $6.0M 0.00% +83K +54.0% $25.27 -6.4%
1966 LSPD LIGHTSPEED COMMERCE INC Technology 570,576.0 $6.0M 0.00% +278K +95.1% $10.49 +1.4%
1967 RENATUS TACTICAL ACQUIS 570,937.0 $6.0M 0.00% $10.48
1968 PJT PJT PARTNERS INC Financial Services 39,588.0 $6.0M 0.00% -45K -53.4% $150.94 +15.7%
1969 ARCB ARCBEST CORP Industrials 41,624.0 $6.0M 0.00% -55K -57.0% $143.54 -5.6%
1970 IIIN INSTEEL INDS INC Industrials 197,813.0 $6.0M 0.00% +15K +8.3% $30.20 +0.8%
1971 KLAC CALL KLA CORP Technology 19,800.0 $6.0M 0.00% +16K +395.0% $301.71 -39.2%
1972 NNBR NN INC Industrials 1,663,043.0 $6.0M 0.00% +1.7M +10000.0% $3.59 -1.7%
1973 CNXC CONCENTRIX CORP Technology 265,993.0 $6.0M 0.00% NEW $22.41 +19.9%
1974 LGND LIGAND PHARMACEUTICALS INC Healthcare 18,825.0 $6.0M 0.00% NEW $316.09 -10.9%
1975 RGTI RIGETTI COMPUTING INC Technology 307,860.0 $5.9M 0.00% -2.5M -89.0% $19.32 -12.3%
1976 EPAC ENERPAC TOOL GROUP CORP Industrials 165,622.0 $5.9M 0.00% +2K +1.2% $35.86 +4.0%
1977 YORW YORK WTR CO Utilities 193,737.0 $5.9M 0.00% +82K +73.3% $30.65 +11.9%
1978 AROW ARROW FINL CORP Financial Services 144,861.0 $5.9M 0.00% +58K +67.4% $40.99 -6.9%
1979 WNC WABASH NATL CORP Industrials 439,085.0 $5.9M 0.00% +92K +26.3% $13.50 -8.1%
1980 WRLD WORLD ACCEP CORPORATION Financial Services 26,468.0 $5.9M 0.00% -12K -30.9% $223.83 -13.6%
Page 99 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%