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Equibles

TWO SIGMA INVESTMENTS, LP

Position in RPD — Rapid7, Inc.

CIK 1179392 NEW YORK, NY
Back to RPD Full portfolio

Position in RPD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,018,950
+$9,710,007 QoQ
Shares Held
2,718,389
+21.7% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 236 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in RPD Over Time

Shares Held

Position Value (USD)

Derivatives in RPD

reported options exposure · as of Jun 30, 2024
CallValue
$0
CallShares
0
PutValue
$12,796,080
PutShares
296,000

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 - Infrastructure

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. RPD ranks #27 (0.4% 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 RPD

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,018,950 2,718,389
2026-03-31 $12,308,943 2,233,928
2025-12-31 $11,572,185 761,328
2025-09-30 $4,414,200 235,424
2025-06-30 $2,550,290 110,259
2025-03-31 $2,976,436 112,276
2024-12-31 $5,719,378 142,167
2024-09-30 $3,813,484 95,600
2024-06-30 $12,796,080 296,000
2024-06-30 $386,043 8,930
2024-03-31 $2,226,416 45,400
2024-03-31 $17,688,728 360,700
2023-12-31 $20,595,970 360,700
2023-12-31 $2,198,350 38,500
2023-09-30 $8,144,262 177,900
2023-09-30 $3,447,234 75,300
2023-06-30 $1,743,280 38,500
2023-03-31 $6,436,582 140,200
2022-12-31 $8,861,576 260,788
2022-09-30 $9,418,051 219,535
2022-06-30 $4,572,192 68,446
2022-03-31 $1,250,226 11,239
2021-12-31 $1,741,812 14,800
2021-12-31 $1,518,201 12,900
2021-12-31 $17,328,204 147,236
2021-09-30 $12,064,658 106,748
2021-09-30 $1,039,784 9,200
2021-09-30 $1,559,676 13,800
2021-06-30 $24,508,129 258,989
2021-06-30 $378,520 4,000
2021-06-30 $416,372 4,400
2021-03-31 $31,916,218 427,774
2021-03-31 $373,050 5,000
2020-12-31 $20,221,535 224,285
2020-09-30 $12,114,986 197,828
2020-06-30 $13,091,680 256,599
2020-03-31 $3,669,401 84,685