Position in RDWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,746,138
-$302,612 QoQ
Shares Held
88,987
-23.2% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 134 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RDWR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. RDWR ranks #53 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in RDWR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,746,138 | 88,987 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,048,750 | 115,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,078,581 | 127,795 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,319,541 | 125,313 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,011,782 | 68,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,186,171 | 101,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,712,364 | 120,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,787,829 | 125,127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,219,388 | 121,677 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,548,555 | 82,722 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,762,408 | 105,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $585,804 | 34,622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,068,020 | 55,081 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,483,007 | 68,849 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,307,827 | 116,852 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,141,477 | 98,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,875,343 | 86,541 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,774,378 | 118,060 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,669,770 | 160,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,568,352 | 194,791 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,414,367 | 208,394 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,007,586 | 76,978 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,523,751 | 90,946 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $921,532 | 38,017 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $403,860 | 17,120 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $410,865 | 19,500 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||