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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 161 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3201 XSHD INVESCO EXCH TRADED FD TR II 47,710.0 $611K 0.00% NEW $12.81 +7.1%
3202 FLXS FLEXSTEEL INDS INC Consumer Cyclical 15,466.0 $611K 0.00% NEW $39.49 +64.2%
3203 NOK NOKIA CORP Technology 93,862.0 $607K 0.00% NEW $6.47 +108.5%
3204 JAKK JAKKS PAC INC Consumer Cyclical 35,951.0 $607K 0.00% NEW $16.88 +31.2%
3205 QUINCE THERAPEUTICS INC 180,950.0 $606K 0.00% NEW $3.35
3206 MUSA CALL MURPHY USA INC Consumer Cyclical 1,500.0 $605K 0.00% NEW $403.52 +36.6%
3207 RSKD RISKIFIED LTD Technology 121,700.0 $605K 0.00% NEW $4.97 -0.4%
3208 ATO ATMOS ENERGY CORP Utilities 3,604.0 $604K 0.00% NEW $167.63 +1.5%
3209 HUT 8 CORP 13,143.0 $604K 0.00% NEW $45.94
3210 UEC PUT URANIUM ENERGY CORP Energy 51,600.0 $603K 0.00% NEW $11.68 +2.8%
3211 XYF X FINL Financial Services 107,447.0 $602K 0.00% NEW $5.60 -14.1%
3212 NXT CALL NEXTPOWER INC Technology 6,900.0 $601K 0.00% NEW $87.11 +44.5%
3213 MCS MARCUS CORP DEL Communication Services 38,586.0 $598K 0.00% NEW $15.51 +53.8%
3214 NET CALL CLOUDFLARE INC Technology 3,000.0 $591K 0.00% NEW $197.15 +13.7%
3215 ESOA ENERGY SVCS ACQUISITION CORP Industrials 72,202.0 $590K 0.00% NEW $8.17 +107.5%
3216 CFFI C & F FINL CORP Financial Services 8,105.0 $588K 0.00% NEW $72.59 +7.9%
3217 ZEVRA THERAPEUTICS INC 65,636.0 $588K 0.00% NEW $8.96
3218 FPH FIVE POINT HOLDINGS LLC Real Estate 105,187.0 $588K 0.00% NEW $5.59 -8.4%
3219 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 16,606.0 $588K 0.00% NEW $35.39 +15.0%
3220 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 162,779.0 $586K 0.00% NEW $3.60 +61.7%
Page 161 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%