Position in FROG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,449,788
+$36,448,879 QoQ
Shares Held
654,157
+33.5% QoQ
Ownership
0.531%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#47
of 410 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FROG Over Time
Shares Held
Position Value (USD)
Derivatives in FROG
reported options exposure · as of Jun 30, 2026CallValue
$2,026,624
CallShares
22,300
PutValue
$3,180,800
PutShares
35,000
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. FROG ranks #18 (1.4% 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 FROG
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,624 | 22,300 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $3,180,800 | 35,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $59,449,788 | 654,157 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,000,909 | 490,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,416,757 | 695,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,174,733 | 785,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,741,318 | 700,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $646,400 | 20,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $956,707 | 32,530 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,658,184 | 57,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,542,135 | 67,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,035,065 | 226,935 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,479,404 | 418,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,879,492 | 192,409 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,315,378 | 227,992 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,137,641 | 260,794 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,904,769 | 89,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,148,706 | 368,553 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,177,821 | 483,048 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,617,046 | 468,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $570,240 | 19,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $748,440 | 25,200 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $24,376,156 | 820,746 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,516,045 | 761,673 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,184,200 | 65,200 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,110,500 | 63,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $3,159,088 | 69,400 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $2,175,856 | 47,800 | Call | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||