Position in CNXC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,959,573
+$4,303,983 QoQ
Shares Held
265,993
+568.0% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 272 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNXC Over Time
Shares Held
Position Value (USD)
Derivatives in CNXC
reported options exposure · as of Jun 30, 2026CallValue
$215,088
CallShares
9,600
PutValue
$0
PutShares
0
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 Information Technology Services
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,669,063,479 across 43 Information Technology Services names. CNXC ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
10,299,117 | $384,157,064 | |
| 2 | IT |
Gartner Inc
|
2,129,702 | $276,051,973 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,495,045 | $204,746,412 | |
| 4 | ACN |
Accenture plc
|
1,028,658 | $128,006,201 | |
| 5 | CIFR |
Cipher Digital Inc.
|
4,775,520 | $117,000,240 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
4,021,556 | $103,997,438 | |
| 7 | CDW |
CDW Corp
|
418,137 | $58,806,787 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
660,315 | $50,190,543 |
All Filings in CNXC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,959,573 | 265,993 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $215,088 | 9,600 | Call | Sole | 2026-08-14 | |
| 2025-12-31 | $1,655,590 | 39,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,638,696 | 78,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,161,009 | 78,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,563,848 | 171,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,026,373 | 116,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,592,266 | 70,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,186,436 | 18,749 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $4,829,351 | 60,284 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,253,571 | 27,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $765,765 | 6,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $412,796 | 3,100 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $559,036 | 5,664 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||