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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 91 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 NFGC NEW FOUND GOLD CORP Basic Materials 1,526,911.0 $4.5M 0.01% NEW $2.97 -45.5%
1802 NWBI NORTHWEST BANCSHARES INC MD Financial Services 377,523.0 $4.5M 0.01% NEW $12.00 +20.7%
1803 PG&E CORP 110,314.0 $4.5M 0.01% NEW $41.00
1804 AII AMERICAN INTEGRITY INS GROUP Financial Services 216,891.0 $4.5M 0.01% NEW $20.83 -19.5%
1805 WDC PUT WESTERN DIGITAL CORP Technology 26,200.0 $4.5M 0.01% NEW $172.27 +333.2%
1806 KELYA KELLY SVCS INC Industrials 512,838.0 $4.5M 0.01% NEW $8.80 +29.1%
1807 VREX VAREX IMAGING CORP Healthcare 387,212.0 $4.5M 0.01% NEW $11.65 -9.6%
1808 MTX MINERALS TECHNOLOGIES INC Basic Materials 74,004.0 $4.5M 0.01% NEW $60.95 +29.1%
1809 ENTA ENANTA PHARMACEUTICALS INC Healthcare 285,448.0 $4.5M 0.01% NEW $15.77 -19.7%
1810 GFI GOLD FIELDS LTD Basic Materials 103,091.0 $4.5M 0.01% NEW $43.66 -11.6%
1811 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 149,527.0 $4.5M 0.01% NEW $30.09 +40.9%
1812 MLKN MILLERKNOLL INC Consumer Cyclical 245,954.0 $4.5M 0.01% NEW $18.28 -9.7%
1813 MSC INCOME FUND INC 341,549.0 $4.5M 0.01% NEW $13.14
1814 ETSY INC 80,909.0 $4.5M 0.01% NEW $55.44
1815 PDM PIEDMONT REALTY TRUST INC Real Estate 537,726.0 $4.5M 0.01% NEW $8.34 +7.2%
1816 ODC OIL DRI CORP AMER Basic Materials 91,614.0 $4.5M 0.01% NEW $48.94 +94.3%
1817 IETC ISHARES U S ETF TR 44,000.0 $4.5M 0.01% NEW $101.59 +7.6%
1818 FCFS FIRSTCASH HOLDINGS INC Financial Services 27,989.0 $4.5M 0.01% NEW $159.38 +42.5%
1819 RGA REINSURANCE GRP OF AMERICA I Financial Services 21,894.0 $4.5M 0.01% NEW $203.46 +3.5%
1820 DDD 3-D SYS CORP DEL Technology 2,511,590.0 $4.4M 0.01% NEW $1.77 +101.7%
Page 91 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%