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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 180 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 UPXI UPEXI INC Communication Services 174,767.0 $294K NEW $1.68 -44.7%
3582 LUNG PULMONX CORP Healthcare 132,770.0 $293K NEW $2.21 -43.4%
3583 ZION PUT ZIONS BANCORPORATION N A Financial Services 5,000.0 $293K NEW $58.54 +14.0%
3584 TS TENARIS S A Energy 7,594.0 $292K NEW $38.45 +53.7%
3585 SFST SOUTHERN FIRST BANCSHARES Financial Services 5,662.0 $292K NEW $51.52 +12.5%
3586 XZO EXZEO GROUP INC Financial Services 12,000.0 $291K NEW $24.25 -45.6%
3587 SWK PUT STANLEY BLACK & DECKER INC Industrials 3,900.0 $290K NEW $74.28 +11.0%
3588 CTRA CALL COTERRA ENERGY INC Energy 11,000.0 $290K NEW $26.32 +23.7%
3589 PLBY PLAYBOY INC Consumer Cyclical 153,429.0 $288K NEW $1.88 -23.9%
3590 UTMD UTAH MED PRODS INC Healthcare 5,153.0 $288K NEW $55.96 +17.4%
3591 OHI CALL OMEGA HEALTHCARE INVS INC Real Estate 6,500.0 $288K NEW $44.34 +0.7%
3592 VRA VERA BRADLEY INC Consumer Cyclical 118,993.0 $288K NEW $2.42 +48.3%
3593 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,201.0 $288K NEW $89.92 -0.7%
3594 IP CALL INTERNATIONAL PAPER CO Consumer Cyclical 7,300.0 $288K NEW $39.39 -8.2%
3595 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 7,300.0 $288K NEW $39.39 -8.2%
3596 GENERATION BIO CO 50,557.0 $287K NEW $5.68
3597 FNWD FINWARD BANCORP Financial Services 8,129.0 $286K NEW $35.19 -4.2%
3598 RFDA ALPS ETF TR 4,480.0 $286K NEW $63.76 +9.4%
3599 AVUV AMERICAN CENTY ETF TR 2,800.0 $286K NEW $101.98 +18.4%
3600 ACTINIUM PHARMACEUTICALS INC 209,692.0 $285K NEW $1.36
Page 180 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%