Position in BAND
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,801,868
+$5,080,118 QoQ
Shares Held
493,932
+105.0% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAND Over Time
Shares Held
Position Value (USD)
Derivatives in BAND
reported options exposure · as of Dec 31, 2021CallValue
$1,069,224
CallShares
14,900
PutValue
$1,262,976
PutShares
17,600
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 - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,448,984,774 across 90 Software - Infrastructure names. BAND ranks #43 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
610,744 | $238,440,565 | |
| 6 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 7 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 8 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 |
All Filings in BAND
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,801,868 | 493,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,721,750 | 240,890 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,774,954 | 166,464 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,492,835 | 93,889 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $151,658 | 11,577 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,843,912 | 108,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,742,682 | 99,525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,559,931 | 92,413 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,399,262 | 295,688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,503,628 | 173,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,398,325 | 124,075 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,242,077 | 236,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,788,737 | 380,838 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,893,974 | 431,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,076,356 | 342,551 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,214,025 | 383,317 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,372,859 | 412,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $236,808 | 3,300 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,069,224 | 14,900 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,262,976 | 17,600 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $1,886,852 | 20,900 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,805,600 | 20,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $3,213,536 | 23,300 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $2,579,104 | 18,700 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $2,927,694 | 23,100 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $2,686,888 | 21,200 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $22,516,628 | 177,660 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,383,135 | 100,105 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,414,017 | 8,100 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||