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Portfolio (Quarterly) Guide ↗

D. E. Shaw & Co., Inc.

· CIK 0001009207
13F Portfolio $210.2B AUM 6,298 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 928 New 1723 Added 1597 Reduced 565 Exited
Page 34 of 80  ·  1,597 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GIB CGI INC Technology 138,157.0 $8.9M 0.00% -339K -71.0% $64.57 +15.1%
662 TLS TELOS CORP MD Technology 1,938,961.0 $8.9M 0.00% -112K -5.5% $4.60 -2.7%
663 TREX TREX INC Industrials 178,186.0 $8.9M 0.00% -715K -80.0% $50.04 -5.8%
664 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 2,143,134.0 $8.9M 0.00% -5.9M -73.3% $4.16 +110.1%
665 CGAU CENTERRA GOLD INC Basic Materials 562,365.0 $8.9M 0.00% -183K -24.5% $15.84 +46.0%
666 LOB LIVE OAK BANCSHARES INC Financial Services 217,937.0 $8.9M 0.00% -45K -17.1% $40.84 -0.6%
667 XPERI INC 1,078,178.0 $8.9M 0.00% -47K -4.2% $8.23
668 EOG PUT EOG RES INC Energy 68,000.0 $8.8M 0.00% -14K -16.8% $129.73 +17.2%
669 GBDC GOLUB CAP BDC INC Financial Services 684,435.0 $8.8M 0.00% -269K -28.2% $12.88 +2.1%
670 SFNC SIMMONS FIRST NATL CORP Financial Services 386,673.0 $8.8M 0.00% -54K -12.3% $22.65 +2.0%
671 RACE PUT FERRARI N V Consumer Cyclical 23,400.0 $8.7M 0.00% -46K -66.5% $372.29 +14.4%
672 AROC ARCHROCK INC Energy 213,936.0 $8.7M 0.00% -877K -80.4% $40.71 -21.4%
673 FSS FEDERAL SIGNAL CORP Industrials 67,704.0 $8.7M 0.00% -60K -46.9% $128.49 -5.4%
674 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 306,717.0 $8.7M 0.00% -25K -7.6% $28.24 +11.4%
675 CCS CENTURY COMMUNITIES INC Consumer Cyclical 120,850.0 $8.7M 0.00% -22K -15.5% $71.66 -2.9%
676 GCO GENESCO INC Consumer Cyclical 255,006.0 $8.6M 0.00% -30K -10.6% $33.77 +2.3%
677 QNST QUINSTREET INC Communication Services 586,231.0 $8.6M 0.00% -306K -34.3% $14.65 +41.1%
678 HUBS PUT HUBSPOT INC Technology 47,000.0 $8.6M 0.00% -46K -49.4% $182.51 +30.8%
679 DE DEERE & CO Industrials 13,520.0 $8.6M 0.00% -167K -92.5% $634.33 -2.2%
680 UAL CALL UNITED AIRLS HLDGS INC Industrials 63,000.0 $8.6M 0.00% -13K -17.4% $135.99 -17.8%
Page 34 of 80  ·  1,597 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 27.0%
Financial Services 18.3%
Healthcare 11.5%
Consumer Cyclical 11.3%
Industrials 10.3%
Communication Services 7.7%
Energy 4.2%
Basic Materials 3.7%
Consumer Defensive 3.2%
Real Estate 1.7%