Generalist · New York, NY
Two Sigma Investments
Q2 2016 · first quarter on file
Filed as Two Sigma Investments, LP
- Software
- $642M
- Weight of 13F
- 3.1%
- Names
- 59
- Net bought
- —
Filed 15 August 2016 · SEC filing.
Call exposure on these names is $23.8M across 10 lines. Calls are not in the stock total.
1,966 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026234 names · $187M in calls, not in the total$10.5B−$419M
- Q1 2026217 names · $134M in calls, not in the total$10.6B+$8.6B
- Q4 2025212 names · $102M in calls, not in the total$5.9B+$1.8B
- Q3 2025209 names · $26.9M in calls, not in the total$6.0B+$99.9M
- Q2 2025193 names · $38.5M in calls, not in the total$6.3B+$458M
- Q1 2025184 names · $23.9M in calls, not in the total$4.8B+$1.4B
- Q4 2024201 names · $11.4M in calls, not in the total$4.0B−$375M
- Q3 2024183 names · $22.8M in calls, not in the total$3.9B+$361M
- Q2 2024170 names · $8.9M in calls, not in the total$3.5B−$277M
- Q1 2024184 names$4.0B−$853M
- Q4 2023191 names · $2.6M in calls, not in the total$4.7B+$614M
- Q3 2023183 names · $6.1M in calls, not in the total$3.1B−$615M
- Q2 2023184 names · $6.6M in calls, not in the total$3.8B+$704M
- Q1 2023171 names · $3.4M in calls, not in the total$2.7B−$601M
- Q4 2022152 names$2.9B+$49.3M
- Q3 2022127 names$3.0B+$411M
- Q2 2022130 names$3.1B+$2.2B
- Q1 2022134 names$3.2B−$349M
- Q4 2021148 names · $294M in calls, not in the total$4.4B+$1.1B
- Q3 2021139 names · $469M in calls, not in the total$3.6B+$939M
- Q2 2021118 names · $506M in calls, not in the total$2.5B−$261M
- Q1 2021119 names · $359M in calls, not in the total$2.5B−$6.0M
- Q4 2020114 names · $290M in calls, not in the total$2.7B−$286M
- Q3 202096 names · $284M in calls, not in the total$2.5B+$983M
- Q2 202088 names · $134M in calls, not in the total$1.3B+$266M
- Q1 202083 names · $178M in calls, not in the total$651M−$1.0B
- Q4 201983 names · $206M in calls, not in the total$1.8B−$195M
- Q3 201982 names · $263M in calls, not in the total$1.8B+$101M
- Q2 201972 names · $80.0M in calls, not in the total$1.8B+$120M
- Q1 201981 names · $88.1M in calls, not in the total$1.5B+$371M
- Q4 201873 names · $62.9M in calls, not in the total$834M−$968M
- Q3 201876 names · $169M in calls, not in the total$2.0B+$7.7M
- Q2 201876 names · $115M in calls, not in the total$1.7B+$259M
- Q1 201866 names · $54.9M in calls, not in the total$1.2B+$93.1M
- Q4 201766 names · $42.8M in calls, not in the total$932M−$84.4M
- Q3 201762 names · $63.6M in calls, not in the total$950M−$19.7M
- Q2 201763 names · $31.4M in calls, not in the total$906M+$90.1M
- Q1 201753 names · $41.3M in calls, not in the total$712M−$7.3M
- Q4 201658 names · $47.1M in calls, not in the total$647M−$348M
- Q3 201662 names · $37.8M in calls, not in the total$1,000M+$296M
- Q2 201659 names · $23.8M in calls, not in the total$642M—
Software held
- AkamaiAKAM1,345,789 shares · 11.7% of their software$75.3M—
- Check PointCHKP703,083 shares · 8.7% of their software$56.0M—
- SalesforceCRM681,576 shares · 8.4% of their software$54.1M—
- WorkdayWDAY627,670 shares · 7.3% of their software$46.9M—
- VeevaVEEV1,313,053 shares · 7.0% of their software$44.8M—
- MicrosoftMSFT774,410 shares · 6.2% of their software$39.6M—
- OracleORCL825,654 shares · 5.3% of their software$33.8M—
- VeriSign, Inc.VRSN387,348 shares · 5.2% of their software$33.5M—
- FortinetFTNT940,347 shares · 4.6% of their software$29.7M—
- Amdocs LimitedDOX312,224 shares · 2.8% of their software$18.0M—
- AdobeADBE171,975 shares · 2.6% of their software$16.5M—
- ServiceNowNOW233,777 shares · 2.4% of their software$15.5M—
- Euronet Worldwide, Inc.EEFT181,373 shares · 2.0% of their software$12.5M—
- Strategy IncMSTR71,353 shares · 1.9% of their software$12.5M—
- AutodeskADSK216,305 shares · 1.8% of their software$11.7M—
- OpenTextOTEX189,382 shares · 1.7% of their software$11.2M—
- Sabre CorporationSABR398,561 shares · 1.7% of their software$10.7M—
- RingCentralRNG496,384 shares · 1.5% of their software$9.8M—
- F5, Inc.FFIV79,449 shares · 1.4% of their software$9.0M—
- WixWIX271,980 shares · 1.3% of their software$8.3M—
- CommvaultCVLT147,400 shares · 1.0% of their software$6.4M—
- CadenceCDNS254,387 shares · 1.0% of their software$6.2M—
- Manhattan AssociatesMANH93,682 shares · 0.9% of their software$6.0M—
- EVERTEC, Inc.EVTC363,518 shares · 0.9% of their software$5.6M—
- PTCPTC133,148 shares · 0.8% of their software$5.0M—
- Upbound Group, Inc.UPBD385,597 shares · 0.7% of their software$4.7M—
- BoxBOX456,698 shares · 0.7% of their software$4.7M—
- CoStarCSGP20,424 shares · 0.7% of their software$4.5M—
- Lesaka Technologies, Inc.LSAK354,126 shares · 0.6% of their software$3.5M—
- QualysQLYS113,945 shares · 0.5% of their software$3.4M—
- GoDaddyGDDY100,452 shares · 0.5% of their software$3.1M—
- Block, Inc.XYZ339,124 shares · 0.5% of their software$3.1M—
- PaycomPAYC66,567 shares · 0.4% of their software$2.9M—
- 8x8EGHT194,595 shares · 0.4% of their software$2.8M—
- VeriskVRSK31,683 shares · 0.4% of their software$2.6M—
- GuidewireGWRE37,956 shares · 0.4% of their software$2.3M—
- SynopsysSNPS40,297 shares · 0.3% of their software$2.2M—
- InterDigital, Inc.IDCC37,086 shares · 0.3% of their software$2.1M—
- SPS CommerceSPSC31,600 shares · 0.3% of their software$1.9M—
- Radware Ltd.RDWR168,304 shares · 0.3% of their software$1.9M—
- TeradataTDC74,583 shares · 0.3% of their software$1.9M—
- VaronisVRNS77,467 shares · 0.3% of their software$1.9M—
- Five9FIVN146,741 shares · 0.3% of their software$1.7M—
- DHI Group, Inc.DHX251,254 shares · 0.2% of their software$1.6M—
- A10 Networks, Inc.ATEN241,713 shares · 0.2% of their software$1.6M—
- ShopifySHOP40,753 shares · 0.2% of their software$1.3M—
- Calix, Inc.CALX171,861 shares · 0.2% of their software$1.2M—
- Immersion CorporationIMMR144,903 shares · 0.2% of their software$1.1M—
- Mitek Systems, Inc.MITK138,769 shares · 0.2% of their software$987K—
- TrimbleTRMB40,378 shares · 0.2% of their software$984K—
- PDF Solutions, Inc.PDFS63,338 shares · 0.1% of their software$886K—
- IntuitINTU6,784 shares · 0.1% of their software$757K—
- ProgressPRGS20,761 shares · 0.1% of their software$570K—
- ACI WorldwideACIW14,106 shares · 0.0% of their software$275K—
- HubSpotHUBS6,172 shares · 0.0% of their software$268K—
- Xunlei LimitedXNET49,000 shares · 0.0% of their software$257K—
- Agilysys, Inc.AGYS18,118 shares · 0.0% of their software$190K—
- AppFolioAPPF12,765 shares · 0.0% of their software$185K—
- Allot Ltd.ALLT25,723 shares · 0.0% of their software$127K—