Position in APPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,163,447
+$31,691,988 QoQ
Shares Held
2,803,368
+80.6% QoQ
Ownership
2.32%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#8
of 209 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in APPS Over Time
Shares Held
Position Value (USD)
Derivatives in APPS
reported options exposure · as of Dec 31, 2021CallValue
$4,177,815
CallShares
68,500
PutValue
$4,964,586
PutShares
81,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. APPS ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in APPS
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,163,447 | 2,803,368 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,471,459 | 1,552,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,231,715 | 1,246,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,193,088 | 967,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,396,747 | 1,253,686 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,601,750 | 1,691,820 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,559,060 | 2,105,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,427,741 | 1,767,994 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,384,648 | 1,436,535 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,331,276 | 1,653,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,879,534 | 857,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $922,812 | 152,531 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $620,609 | 66,876 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $412,958 | 27,097 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $14,750,742 | 844,347 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $4,177,815 | 68,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $4,964,586 | 81,400 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $9,748,750 | 141,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $10,120,000 | 147,200 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $4,440,152 | 58,400 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $6,432,138 | 84,600 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $24,290,900 | 319,491 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,198,328 | 39,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $14,410,476 | 179,324 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $2,442,944 | 30,400 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $3,416,224 | 60,400 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $25,702,447 | 454,428 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $4,151,504 | 73,400 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $972,378 | 29,700 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,080,420 | 33,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $3,992,998 | 317,661 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,006,085 | 465,449 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||