Position in SMWB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$795,986
+$589,598 QoQ
Shares Held
129,851
+64.2% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 69 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMWB Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. SMWB ranks #97 (0.0% 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 SMWB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,986 | 129,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $206,388 | 79,076 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $635,910 | 81,111 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,067,351 | 129,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,618,621 | 255,372 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,513,726 | 171,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $861,203 | 110,837 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,192,473 | 132,497 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $270,433 | 50,738 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||