Skip to main content

two

TWOADelisted Mar 28, 2024
Industry
Blank Checks
SEC CIK
0001843988

two was delisted on Mar 28, 2024; its insiders filed their last Form 4 on Mar 29, 2024; 22 institutions reported holding it in 13F filings for Q4 2023, worth $43.2M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in two as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
No complete 13F data for Q4 2020
Shares held
23.4M
No complete 13F data for Q4 2020
Total value
$232.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TWOA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 53 institutions
Q1 2021: 53 institutionsQ2 2021: 62 institutionsQ3 2021: 63 institutionsQ4 2021: 73 institutionsQ1 2022: 70 institutionsQ2 2022: 66 institutionsQ3 2022: 65 institutionsQ4 2022: 58 institutionsQ1 2023: 44 institutionsQ2 2023: 21 institutionsQ3 2023: 21 institutionsQ4 2023: 22 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $232.3M
Q1 2021: $232.3MQ2 2021: $199.2MQ3 2021: $198.0MQ4 2021: $199.6MQ1 2022: $196.6MQ2 2022: $197.2MQ3 2022: $201.6MQ4 2022: $205.1MQ1 2023: $170.0MQ2 2023: $51.4MQ3 2023: $52.3MQ4 2023: $43.2MQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $42Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TWOA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20251$42
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 202322$43.2M
Q3 202321$52.3M
Q2 202321$51.4M
Q1 202344$170.0M
Q4 202258$205.1M
Q3 202265$201.6M
Q2 202266$197.2M
Q1 202270$196.6M
Q4 202173$199.6M
Q3 202163$198.0M
Q2 202162$199.2M
Q1 202153$232.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding two.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TWOA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc3,660,000$36.4M0.03%––
Zimmer Partners, LP1,324,712$13.2M0.18%––
Sculptor Capital LP1,135,400$11.3M0.10%––
Millennium Management LLC1,060,797$10.6M0.01%––
Cadian Capital Management, LP1,000,000$9.95M0.37%––
Alyeska Investment Group, L.P.1,000,000$9.95M0.13%––
Soroban Capital Partners LP962,452$9.58M0.09%––
Alpine Global Management, LLC908,540$9.04M0.87%––
Glazer Capital, LLC792,382$7.88M0.11%––
Blackstone Group Inc.750,000$7.46M0.02%––
Magnetar Financial LLC600,000$5.97M0.06%––
Citadel Advisors LLC600,000$5.97M0.01%––
Spring Creek Capital LLC600,000$5.97M0.26%––
Schonfeld Strategic Advisors LLC600,000$5.97M0.08%––
Silver Rock Financial LP600,000$5.94M1.14%––
Ci Investments Inc.500,000$4.97M0.02%––
Holocene Advisors, LP500,000$4.97M0.03%––
Arena Capital Advisors, LLC- CA500,000$4.97M0.49%––
Marshall Wace, LLP400,000$3.98M0.02%––
Ghisallo Capital Management LLC400,000$3.98M0.25%––
Jane Street Group, LLC386,507$3.85M0.01%––
Polygon Management Ltd.350,000$3.48M0.25%––
Royal Bank of Canada313,700$3.12M0.00%––
P Schoenfeld Asset Management LP300,000$2.98M0.18%––
Rokos Capital Management LLP300,000$2.97M0.07%––
RP Investment Advisors LP250,531$2.49M0.33%––
Angelo Gordon & Co., L.P.250,000$2.49M0.27%––
Radcliffe Capital Management, L.P.250,000$2.49M0.12%––
Hudson Bay Capital Management LP250,000$2.49M0.04%––
Moore Capital Management, LP250,000$2.49M0.05%––
Islet Management, LP250,000$2.49M0.13%––
Woodline Partners LP250,000$2.49M0.06%––
Taconic Capital Advisors LP201,105$2.00M0.09%––
Fir Tree Capital Management LP200,000$1.99M0.08%––
CNH Partners LLC200,000$1.99M0.07%––
Dymon Asia Capital (Singapore) Pte. Ltd.200,000$1.99M1.69%––
Castle Hook Partners LP200,000$1.99M0.19%––
DeepCurrents Investment Group LLC200,000$1.99M0.08%––
Balyasny Asset Management LLC150,000$1.49M0.01%––
Whitebox Advisors LLC100,000$995.0K0.04%––
Tenor Capital Management Co., L.P.100,000$995.0K0.03%––
DuPont Capital Management Corp75,000$746.0K0.02%––
Wealthspring Capital LLC62,600$623.0K0.17%––
Verition Fund Management LLC58,156$579.0K0.01%––
CSS LLC51,672$514.0K0.03%––
HRT Financial LP50,200$499.0K0.01%––
Wolfswood Holdings, LLC50,000$498.0K0.85%––
Wolverine Asset Management LLC50,000$497.0K0.01%––
Omers Administration Corp40,000$398.0K0.01%––
Toronto Dominion Bank32,149$320.0K0.00%––
Parallax Volatility Advisers, L.P.20,000$199.0K0.00%––
HighTower Advisors, LLC10,000$100.0K0.00%––
Panagora Asset Management Inc8,620$86.0K0.00%––