Position in PUBM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,371,792
+$165,816 QoQ
Shares Held
534,449
+12.7% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,083,861,541 across 116 Software - Application names. PUBM ranks #60 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
3,129,038 | $760,606,557 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,636,219 | $484,716,696 | |
| 3 | HUBS |
Hubspot Inc
|
1,344,621 | $328,221,986 | |
| 4 | TEAM |
Atlassian Corp
|
4,647,650 | $317,202,112 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,282,237 | $260,524,913 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
21,761,591 | $253,609,581 | |
| 7 | FIG |
Figma, Inc.
|
11,158,349 | $235,887,497 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,747,666 | $212,411,325 |
All Filings in PUBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||