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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $70.9B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4041 New
Page 123 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 SUI GROUP HOLDINGS LIMITED 1,183,692.0 $2.0M 0.00% NEW $1.67
2442 ETN PUT EATON CORP PLC Industrials 6,200.0 $2.0M 0.00% NEW $318.51 +32.4%
2443 USNA USANA HEALTH SCIENCES INC Consumer Defensive 100,588.0 $2.0M 0.00% NEW $19.63 -3.8%
2444 BBBY BED BATH & BEYOND INC Consumer Cyclical 361,162.0 $2.0M 0.00% NEW $5.46 +8.6%
2445 RKLB ROCKET LAB CORP Industrials 28,262.0 $2.0M 0.00% NEW $69.76 +53.7%
2446 FRST PRIMIS FINANCIAL CORP Financial Services 141,371.0 $2.0M 0.00% NEW $13.91 +11.1%
2447 TEM PUT TEMPUS AI INC Healthcare 33,300.0 $2.0M 0.00% NEW $59.05 -13.9%
2448 NWL NEWELL BRANDS INC Consumer Defensive 528,210.0 $2.0M 0.00% NEW $3.72 +32.3%
2449 CFG CITIZENS FINL GROUP INC Financial Services 33,625.0 $2.0M 0.00% NEW $58.41 +14.8%
2450 CHARLTON ARIA ACQUISITION CO 187,500.0 $2.0M 0.00% NEW $10.46
2451 SRI STONERIDGE INC Consumer Cyclical 338,234.0 $2.0M 0.00% NEW $5.79 +31.3%
2452 USPH U S PHYSICAL THERAPY Healthcare 25,026.0 $2.0M 0.00% NEW $78.09 -18.9%
2453 VLO PUT VALERO ENERGY CORP Energy 12,000.0 $2.0M 0.00% NEW $162.79 +45.2%
2454 MVBF MVB FINL CORP Financial Services 75,619.0 $2.0M 0.00% NEW $25.83 +7.0%
2455 AVBH AVIDBANK HLDGS INC Financial Services 73,294.0 $1.9M 0.00% NEW $26.56 +20.3%
2456 PAYS PAYSIGN INC Technology 377,745.0 $1.9M 0.00% NEW $5.15 +43.7%
2457 VMD VIEMED HEALTHCARE INC Healthcare 261,714.0 $1.9M 0.00% NEW $7.43 +43.2%
2458 KLAC PUT KLA CORP Technology 1,600.0 $1.9M 0.00% NEW $1215.08 -78.6%
2459 FRPH FRP HLDGS INC Real Estate 85,300.0 $1.9M 0.00% NEW $22.79 +4.1%
2460 CERT CERTARA INC Healthcare 220,587.0 $1.9M 0.00% NEW $8.81 -37.1%
Page 123 of 203  ·  4,041 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 20.3%
Financial Services 16.7%
Industrials 14.1%
Healthcare 12.8%
Consumer Cyclical 11.9%
Consumer Defensive 5.7%
Basic Materials 4.6%
Energy 4.2%
Communication Services 3.9%
Real Estate 3.7%