Position in NOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,148,600
-$474,568,096 QoQ
Shares Held
102,222
-97.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 2,219 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$5,609,320
CallShares
56,500
PutValue
$5,301,552
PutShares
53,400
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 $4,236,865,836 across 122 Software - Application names. NOW ranks #48 (0.2% 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 NOW
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,301,552 | 53,400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $10,148,600 | 102,222 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $5,609,320 | 56,500 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $484,716,696 | 4,636,219 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,763,800 | 36,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $3,596,520 | 34,400 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $247,151,231 | 1,613,364 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $306,380 | 2,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $5,044,974 | 5,482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,015,948 | 23,360 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $189,827,640 | 238,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,669,828 | 4,405 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,879,863 | 4,338 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $130,928,634 | 166,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $179,478,871 | 235,413 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $56,019,711 | 79,293 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,819,685 | 28,302 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,360,274 | 4,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,951,824 | 4,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $71,409,065 | 183,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,059,043 | 63,714 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $649,110 | 1,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $3,115,728 | 4,800 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $49,079,856 | 75,611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,489,080 | 4,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $2,675,761 | 4,300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $56,200,937 | 90,316 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,099,100 | 2,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $5,055,860 | 9,200 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $2,929,101 | 5,330 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,000,880 | 8,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $4,751,045 | 9,500 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $566,942 | 1,030 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $7,155,590 | 13,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $9,247,224 | 16,800 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $2,958,500 | 6,100 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,115,500 | 2,300 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $4,334,142 | 10,700 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $4,374,648 | 10,800 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $33,705,042 | 83,210 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $37,082,592 | 129,397 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $3,725,540 | 13,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $4,212,726 | 14,700 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||