Position in VERX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,507,208
+$2,260,090 QoQ
Shares Held
305,506
+191.3% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 226 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VERX 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. VERX ranks #75 (0.1% 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 VERX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,507,208 | 305,506 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,247,118 | 104,888 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $525,643 | 14,876 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,897,485 | 225,578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,730,353 | 32,434 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,977,681 | 51,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,032,580 | 28,643 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,607,350 | 208,040 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,050,521 | 261,712 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,228,246 | 226,331 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,778,788 | 193,784 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,813,115 | 135,965 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $425,316 | 26,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,981,274 | 103,084 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $694,107 | 19,917 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,621,868 | 70,516 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||