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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 185 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 PIPER SANDLER COMPANIES 720.0 $245K NEW $339.71
3682 MCBS METROCITY BANKSHARES INC Financial Services 9,205.0 $244K NEW $26.54 +27.5%
3683 INGN INOGEN INC Healthcare 36,219.0 $243K NEW $6.72 -5.2%
3684 GGAL PUT GRUPO FINANCIERO GALICIA S.A Financial Services 4,500.0 $243K NEW $53.94 +3.0%
3685 BV FINL INC 13,377.0 $243K NEW $18.14
3686 FWRD FORWARD AIR CORP Industrials 9,700.0 $242K NEW $25.00 -45.8%
3687 SKILLZ INC 56,123.0 $242K NEW $4.31
3688 MTLS MATERIALISE NV Technology 43,394.0 $241K NEW $5.55 +19.1%
3689 MOD CALL MODINE MFG CO Consumer Cyclical 1,800.0 $240K NEW $133.51 +112.6%
3690 CPS COOPER STD HLDGS INC Consumer Cyclical 7,299.0 $240K NEW $32.83 -12.6%
3691 HCAT HEALTH CATALYST INC Healthcare 100,097.0 $239K NEW $2.39 -25.9%
3692 SLN SILENCE THERAPEUTICS PLC Healthcare 39,344.0 $239K NEW $6.08 +11.2%
3693 WLTH WEALTHFRONT CORP Technology 17,500.0 $238K NEW $13.59 -37.9%
3694 INN SUMMIT HOTEL PPTYS INC Real Estate 48,661.0 $237K NEW $4.87 +31.6%
3695 POWI POWER INTEGRATIONS INC Technology 6,604.0 $235K NEW $35.54 +127.2%
3696 PHM PUT PULTE GROUP INC Consumer Cyclical 2,000.0 $235K NEW $117.26 +3.9%
3697 D PUT DOMINION ENERGY INC Utilities 4,000.0 $234K NEW $58.59 +16.1%
3698 KLRS KALARIS THERAPEUTICS INC Healthcare 27,759.0 $234K NEW $8.44 -46.1%
3699 ZION CALL ZIONS BANCORPORATION N A Financial Services 4,000.0 $234K NEW $58.54 +14.0%
3700 FITB PUT FIFTH THIRD BANCORP Financial Services 5,000.0 $234K NEW $46.81 +12.3%
Page 185 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%