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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 159 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 SWK CALL STANLEY BLACK & DECKER INC Industrials 9,000.0 $669K 0.00% NEW $74.28 +16.8%
3162 MOD PUT MODINE MFG CO Consumer Cyclical 5,000.0 $668K 0.00% NEW $133.51 +122.7%
3163 API AGORA INC Technology 162,929.0 $663K 0.00% NEW $4.07 +2.0%
3164 INTU CALL INTUIT Technology 1,000.0 $662K 0.00% NEW $662.42 -59.7%
3165 INTU PUT INTUIT Technology 1,000.0 $662K 0.00% NEW $662.42 -59.7%
3166 RNAC CARTESIAN THERAPEUTICS INC Healthcare 91,278.0 $658K 0.00% NEW $7.21 +33.6%
3167 TSSI TSS INC DEL Technology 92,946.0 $657K 0.00% NEW $7.07 +91.8%
3168 KMI CALL KINDER MORGAN INC DEL Energy 23,900.0 $657K 0.00% NEW $27.49 +14.9%
3169 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 448,769.0 $655K 0.00% NEW $1.46 -6.2%
3170 NUE PUT NUCOR CORP Basic Materials 4,000.0 $652K 0.00% NEW $163.11 +49.5%
3171 TCRX TSCAN THERAPEUTICS INC Healthcare 651,179.0 $651K 0.00% NEW $1.00 -8.0%
3172 DBV TECHNOLOGIES S A 33,947.0 $651K 0.00% NEW $19.17
3173 CTRN CITI TRENDS INC Consumer Cyclical 15,602.0 $648K 0.00% NEW $41.56 +46.0%
3174 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 164,595.0 $647K 0.00% NEW $3.93 -1.0%
3175 GBX GREENBRIER COS INC Industrials 13,739.0 $642K 0.00% NEW $46.74 +6.3%
3176 RXT RACKSPACE TECHNOLOGY INC Technology 660,976.0 $642K 0.00% NEW $0.97 +643.6%
3177 EVC ENTRAVISION COMMUNICATIONS C Communication Services 218,610.0 $641K 0.00% NEW $2.93 +236.5%
3178 FORWARD INDS INC N Y 96,540.0 $638K 0.00% NEW $6.61
3179 ZEPP ZEPP HEALTH CORPORATION Technology 23,650.0 $637K 0.00% NEW $26.94 -82.1%
3180 INOD CALL INNODATA INC Technology 12,500.0 $637K 0.00% NEW $50.95 +87.4%
Page 159 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%