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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 115 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 SPTM SPDR SERIES TRUST 30,400.0 $2.5M 0.00% NEW $82.50 +9.9%
2282 OSCV ETF SER SOLUTIONS 67,700.0 $2.5M 0.00% NEW $37.03 +11.7%
2283 PLAB PHOTRONICS INC Technology 78,137.0 $2.5M 0.00% NEW $32.00 +3.5%
2284 SCHW PUT SCHWAB CHARLES CORP Financial Services 25,000.0 $2.5M 0.00% NEW $99.91 -7.9%
2285 ANRO ALTO NEUROSCIENCE INC Healthcare 140,317.0 $2.5M 0.00% NEW $17.80 +31.2%
2286 ACCO ACCO BRANDS CORP Industrials 668,335.0 $2.5M 0.00% NEW $3.73 +4.4%
2287 DELL CALL DELL TECHNOLOGIES INC Technology 19,800.0 $2.5M 0.00% NEW $125.88 +240.2%
2288 LQDT LIQUIDITY SVCS INC Consumer Cyclical 81,973.0 $2.5M 0.00% NEW $30.31 +24.4%
2289 AMERICAN COASTAL INS CORP 196,283.0 $2.5M 0.00% NEW $12.63
2290 UFCS UNITED FIRE GROUP INC Financial Services 68,186.0 $2.5M 0.00% NEW $36.35 +34.7%
2291 CROX CROCS INC Consumer Cyclical 28,854.0 $2.5M 0.00% NEW $85.52 +47.1%
2292 GSHD GOOSEHEAD INS INC Financial Services 33,499.0 $2.5M 0.00% NEW $73.65 -46.4%
2293 ABCB AMERIS BANCORP Financial Services 33,210.0 $2.5M 0.00% NEW $74.27 +18.9%
2294 AQST AQUESTIVE THERAPEUTICS INC Healthcare 381,120.0 $2.5M 0.00% NEW $6.46 -24.7%
2295 OLP ONE LIBERTY PPTYS INC Real Estate 120,712.0 $2.4M 0.00% NEW $20.29 +18.5%
2296 FRME FIRST MERCHANTS CORP Financial Services 65,339.0 $2.4M 0.00% NEW $37.48 +9.6%
2297 FR FIRST INDL RLTY TR INC Real Estate 42,749.0 $2.4M 0.00% NEW $57.27 +9.3%
2298 IEF ISHARES TR 25,436.0 $2.4M 0.00% NEW $96.16 -2.2%
2299 MCD CALL MCDONALDS CORP Consumer Cyclical 8,000.0 $2.4M 0.00% NEW $305.63 -10.2%
2300 BFC BANK FIRST CORP Financial Services 20,056.0 $2.4M 0.00% NEW $121.82 +18.2%
Page 115 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%