Position in PGY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,637,032
-$3,909,330 QoQ
Shares Held
1,857,256
+51.9% QoQ
Ownership
2.19%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. PGY ranks #27 (0.5% 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 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 6 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 7 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 | |
| 8 | VRSN |
Verisign Inc/Ca
|
458,482 | $113,868,589 |
All Filings in PGY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,637,032 | 1,857,256 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,546,362 | 1,222,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,127,040 | 1,452,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,441,619 | 1,380,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,685,989 | 1,305,915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,674,645 | 826,119 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,900,084 | 179,762 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,187,472 | 171,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $624,089 | 61,791 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||