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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 171 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 FORBRIGHT INC 15,251.0 $279K NEW $18.29
3402 CLW CLEARWATER PAPER CORP Basic Materials 17,772.0 $279K -10K -35.8% $15.68 +31.8%
3403 BBBY CALL BED BATH & BEYOND INC Consumer Cyclical 47,800.0 $277K NEW $5.79 -24.9%
3404 ATRO CALL ASTRONICS CORP Industrials 3,400.0 $276K $81.26 +6.0%
3405 ARCC CALL ARES CAPITAL CORP Financial Services 14,900.0 $276K NEW $18.53 +6.2%
3406 LIFECORE BIOMEDICAL INC 52,520.0 $276K +27K +106.5% $5.25
3407 TREX PUT TREX INC Industrials 5,500.0 $275K -5K -49.5% $50.04 -4.6%
3408 ASPI CALL ASP ISOTOPES INC Basic Materials 44,100.0 $274K $6.22 -37.9%
3409 SDY CALL SPDR SERIES TRUST 1,800.0 $274K $152.18 +3.6%
3410 SII CALL SPROTT INC Financial Services 2,400.0 $270K -3K -52.9% $112.35 +4.7%
3411 UTI PUT UNIVERSAL TECHNICAL INST INC Consumer Defensive 6,300.0 $269K NEW $42.77 -41.5%
3412 MSBI MIDLAND STATES BANCORP INC Financial Services 8,609.0 $268K NEW $31.14 +6.4%
3413 VSCO PUT VICTORIAS SECRET AND CO Consumer Cyclical 3,200.0 $267K NEW $83.48 +9.6%
3414 CF BANKSHARES INC 8,098.0 $265K NEW $32.77
3415 RRBI RED RIVER BANCSHARES INC Financial Services 2,903.0 $265K NEW $91.28 +11.5%
3416 WYFI CALL WHITEFIBER INC Technology 6,800.0 $264K NEW $38.85 -30.3%
3417 HBAN PUT HUNTINGTON BANCSHARES INC Financial Services 14,900.0 $264K NEW $17.73 -0.4%
3418 HDSN HUDSON TECHNOLOGIES INC Basic Materials 45,731.0 $262K NEW $5.74 -1.8%
3419 EGAN EGAIN CORP Technology 41,589.0 $262K NEW $6.30 +14.1%
3420 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 14,100.0 $262K NEW $18.57 -22.3%
Page 171 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%