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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, Q3 2021

Institutional positions in two as of Sep 30, 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
63
+2 vs. Q2 2021
Shares held
20.2M
+26.7K (+0.1%) vs. Q2 2021
Total value
$198.0M
−$970.0K (−0.5%) vs. Q2 2021
New holders
6
9 more added
Sold out
4
6 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 2021: 63 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 heldQ3 2021: $198.0M
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, Q3 2021

Shares, value and share of portfolio for each institution holding two; share changes are against Q2 2021.

Institutions holding TWOA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sculptor Capital LP1,791,628$17.5M0.16%00.0%Unchanged
Fir Tree Capital Management LP1,119,403$11.0M0.37%00.0%Unchanged
Glazer Capital, LLC1,116,478$10.9M0.19%−11,157−1.0%Reduced
Millennium Management LLC1,094,572$10.7M0.01%−39,583−3.5%Reduced
Centiva Capital, LP1,006,929$9.86M0.80%+266,196+35.9%Added
Cadian Capital Management, LP1,000,000$9.79M0.37%00.0%Unchanged
Blackstone Group Inc.750,000$7.34M0.02%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd750,000$7.34M0.08%00.0%Unchanged
RP Investment Advisors LP719,552$7.04M0.94%+117,637+19.5%Added
Citadel Advisors LLC711,553$6.97M0.01%−11,012−1.5%Reduced
Silver Rock Financial LP653,692$6.35M0.95%+700.0%Added
Magnetar Financial LLC612,569$6.00M0.06%+7,969+1.3%Added
Spring Creek Capital LLC600,000$5.87M0.29%00.0%Unchanged
Arena Capital Advisors, LLC- CA501,350$4.91M0.39%00.0%Unchanged
Ci Investments Inc.500,000$4.89M0.02%00.0%Unchanged
Alyeska Investment Group, L.P.500,000$4.89M0.06%00.0%Unchanged
Holocene Advisors, LP500,000$4.89M0.03%00.0%Unchanged
Marshall Wace, LLP400,100$3.92M0.02%+1000.0%Added
Jane Street Group, LLC385,000$3.77M0.01%00.0%Unchanged
Ghisallo Capital Management LLC373,566$3.66M0.14%00.0%Unchanged
Polygon Management Ltd.350,000$3.43M0.21%00.0%Unchanged
Royal Bank of Canada343,172$3.36M0.00%+12,007+3.6%Added
Fortress Investment Group LLC303,014$2.97M0.17%00.0%Unchanged
P Schoenfeld Asset Management LP300,000$2.94M0.21%00.0%Unchanged
Radcliffe Capital Management, L.P.252,356$2.47M0.10%00.0%Unchanged
UBS Oconnor LLC250,979$2.46M0.02%00.0%Unchanged
Angelo Gordon & Co., L.P.250,000$2.45M0.29%00.0%Unchanged
Hudson Bay Capital Management LP250,000$2.45M0.03%00.0%Unchanged
Moore Capital Management, LP250,000$2.45M0.05%00.0%Unchanged
Allianz Asset Management GmbH250,000$2.45M0.00%00.0%Unchanged
Woodline Partners LP250,000$2.45M0.04%00.0%Unchanged
CNH Partners LLC247,900$2.43M0.07%+12,930+5.5%Added
Taconic Capital Advisors LP201,105$1.97M0.07%00.0%Unchanged
Hound Partners, LLC199,472$1.95M0.11%00.0%Unchanged
Castle Hook Partners LP170,196$1.67M0.12%00.0%Unchanged
DeepCurrents Investment Group LLC155,007$1.52M0.05%00.0%Unchanged
Balyasny Asset Management LLC150,000$1.47M0.01%00.0%Unchanged
Whitebox Advisors LLC100,000$979.0K0.02%00.0%Unchanged
Tenor Capital Management Co., L.P.100,000$979.0K0.02%00.0%Unchanged
Picton Mahoney Asset Management100,000$978.0K0.04%00.0%Unchanged
DuPont Capital Management Corp75,000$734.0K0.02%00.0%Unchanged
CSS LLC71,069$696.0K0.04%+17,183+31.9%Added
Wealthspring Capital LLC67,100$658.0K0.16%00.0%Unchanged
Exos Asset Management LLC57,135$559.0K0.29%+135+0.2%Added
HRT Financial LP50,331$492.0K0.00%−288−0.6%Reduced
Wolverine Asset Management LLC47,915$469.0K0.01%−2,156−4.3%Reduced
Verition Fund Management LLC45,072$441.0K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.41,309$404.0K0.00%+41,309New
Omers Administration Corp40,000$392.0K0.01%+40,000New
Weiss Asset Management LP40,000$392.0K0.01%+40,000New
Toronto Dominion Bank32,149$315.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC27,862$273.0K0.00%−1,066−3.7%Reduced
Boothbay Fund Management, LLC15,564$152.0K0.01%+15,564New
Qube Research & Technologies Ltd11,499$113.0K0.00%00.0%Unchanged
Citigroup Inc11,098$109.0K0.00%00.0%Unchanged
Ergoteles LLC11,000$108.0K0.00%00.0%Unchanged
Sage Mountain Advisors LLC10,643$104.0K0.02%00.0%Unchanged
HighTower Advisors, LLC10,000$98.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.500$5.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC200$2.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)120$1.00K0.00%+120New
UBS Group AG80$1.00K0.00%+80New
Ancora Advisors, LLC11$00.00%00.0%Unchanged
Rokos Capital Management LLP0$00.00%−273,966−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−166,147−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−30,671−100.0%Sold out
Panagora Asset Management Inc0$00.00%−8,571−100.0%Sold out
Ellington Management Group LLC––––Not filed