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Portfolio (Quarterly) Guide ↗

Point72 Asset Management, L.P.

· CIK 0001603466
13F Portfolio $90.7B AUM 3,923 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1078 New 1315 Added 1437 Reduced 859 Exited
Page 168 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 MRBK MERIDIAN CORP Financial Services 16,951.0 $340K -208.0 -1.2% $20.03 -2.1%
3342 QUAD QUAD / GRAPHICS INC Industrials 40,266.0 $339K $8.43 +20.0%
3343 DNOW CALL DNOW INC Energy 26,100.0 $339K NEW $12.97 +20.4%
3344 WEAV WEAVE COMMUNICATIONS INC Technology 55,412.0 $332K NEW $5.99 +22.0%
3345 FIS PUT FIDELITY NATL INFORMATION SV Technology 8,500.0 $330K -16K -64.6% $38.88 +4.6%
3346 AUNA S A 64,376.0 $330K NEW $5.13
3347 ANIK ANIKA THERAPEUTICS INC Healthcare 22,515.0 $329K -7K -23.0% $14.63 +45.3%
3348 ALDX ALDEYRA THERAPEUTICS INC Healthcare 154,408.0 $329K NEW $2.13 -25.8%
3349 VNET CALL VNET GROUP INC Technology 40,800.0 $328K NEW $8.04 -15.4%
3350 FNCL FIDELITY COVINGTON TRUST 4,265.0 $327K NEW $76.56 +7.0%
3351 AMBA CALL AMBARELLA INC Technology 3,800.0 $326K -21K -84.8% $85.80 -13.1%
3352 RELY PUT REMITLY GLOBAL INC Technology 14,500.0 $325K NEW $22.41 +11.8%
3353 CPRT CALL COPART INC Industrials 11,500.0 $324K -7K -36.5% $28.19 +20.1%
3354 NXDR NEXTDOOR HOLDINGS INC Communication Services 142,440.0 $323K -193K -57.6% $2.27 +7.9%
3355 VCR VANGUARD WORLD FD 815.0 $323K -869.0 -51.6% $396.61 +0.7%
3356 SOUN CALL SOUNDHOUND AI INC Technology 49,800.0 $322K -16K -23.9% $6.47 +10.7%
3357 PUT DIGI PWR X INC 58,700.0 $320K NEW $5.45
3358 FORM PUT FORMFACTOR INC Technology 2,000.0 $320K NEW $159.93 -28.1%
3359 ATEX CALL ANTERIX INC Communication Services 3,100.0 $319K NEW $102.94 -13.9%
3360 FIGS PUT FIGS INC Consumer Cyclical 31,100.0 $318K NEW $10.23 +41.6%
Page 168 of 197  ·  3,923 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 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%