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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $78.1B AUM 3,704 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 877 New 1289 Added 1434 Reduced 1035 Exited
Page 71 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SOUNDTHINKING INC 12,224.0 $81K -5K -29.1% $6.62
1402 CI&T INC 15,784.0 $80K -45K -73.9% $5.07
1403 ONL ORION PROPERTIES INC Real Estate 35,715.0 $77K -9K -20.1% $2.15 +37.4%
1404 SID COMPANHIA SIDERURGICA NACION Basic Materials 58,389.0 $72K -106K -64.6% $1.24 +1.6%
1405 UPXI UPEXI INC Communication Services 71,090.0 $70K -335K -82.5% $0.99 +28.9%
1406 FLNA FILANA THERAPEUTICS INC Healthcare 39,121.0 $66K -260K -86.9% $1.69 -28.1%
1407 LARGO INC 58,346.0 $65K -761K -92.9% $1.12
1408 XGN EXAGEN INC Healthcare 19,436.0 $58K -186K -90.5% $3.00 +15.3%
1409 IVVD INVIVYD INC Healthcare 43,931.0 $57K -16.6M -99.7% $1.30 -12.3%
1410 PRLD PRELUDE THERAPEUTICS INC Healthcare 16,329.0 $56K -43K -72.4% $3.42 +30.7%
1411 NPWR NET POWER INC Industrials 34,091.0 $53K -207K -85.8% $1.56 +34.3%
1412 FATE FATE THERAPEUTICS INC Healthcare 43,119.0 $52K -1.5M -97.2% $1.20 +42.9%
1413 GRWG GROWGENERATION CORP Consumer Cyclical 46,021.0 $51K -76K -62.4% $1.10 +39.5%
1414 DHX DHI GROUP INC Industrials 17,788.0 $50K -18K -50.2% $2.81 +34.2%
1415 MDXHEALTH SA 20,767.0 $48K -44K -68.0% $2.30
1416 PYXS PYXIS ONCOLOGY INC Healthcare 32,006.0 $47K -156K -83.0% $1.46 +44.2%
1417 ANIX ANIXA BIOSCIENCES INC Healthcare 17,276.0 $45K -14K -44.4% $2.58 +8.1%
1418 VRA VERA BRADLEY INC Consumer Cyclical 13,225.0 $42K -12K -48.2% $3.16 +7.3%
1419 LAB STANDARD BIOTOOLS INC Healthcare 44,721.0 $41K -99K -68.8% $0.92 +8.2%
1420 GLDG GOLDMINING INC Basic Materials 23,753.0 $28K -159K -87.0% $1.19 -8.5%
Page 71 of 72  ·  1,434 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 28.2%
Consumer Cyclical 12.8%
Healthcare 12.8%
Industrials 11.8%
Financial Services 9.7%
Consumer Defensive 6.1%
Communication Services 5.3%
Energy 4.4%
Utilities 3.2%
Basic Materials 3.1%