Position in PUBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,371,898
+$4,000,106 QoQ
Shares Held
638,102
+19.4% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 151 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PUBM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,236,865,836 across 122 Software - Application names. PUBM ranks #57 (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 PUBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,371,898 | 638,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,371,792 | 534,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,205,976 | 474,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,187,013 | 384,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,940,975 | 156,027 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $340,925 | 23,208 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $383,646 | 25,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $751,429 | 36,998 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $460,808 | 19,427 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $157,433 | 13,011 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $522,808 | 28,600 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $2,051,163 | 77,843 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||