Position in KC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,754
-$401,346 QoQ
Shares Held
14,227
-72.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 84 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KC Over Time
Shares Held
Position Value (USD)
Derivatives in KC
reported options exposure · as of Dec 31, 2021CallValue
$499,275
CallShares
31,700
PutValue
$318,150
PutShares
20,200
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 $4,236,865,836 across 122 Software - Application names. KC ranks #113 (0.0% 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 KC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,754 | 14,227 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $530,100 | 51,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,721,762 | 316,472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,962,229 | 316,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,546,865 | 386,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,377,961 | 608,004 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $505,008 | 133,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $848,946 | 172,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,050,420 | 172,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,369,060 | 154,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $366,148 | 95,600 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $5,163,761 | 850,702 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $499,275 | 31,700 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $15,861,321 | 1,007,068 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $318,150 | 20,200 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $441,792 | 15,600 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $715,923 | 21,100 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $709,137 | 20,900 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $228,056 | 5,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $432,520 | 11,000 | Call | Sole | 2021-05-17 | |
| 2020-06-30 | $5,328,960 | 169,066 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||