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 2022
Institutional positions in two as of Mar 31, 2022. 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
- 70
- −3 vs. Q4 2021
- Shares held
- 20.1M
- −428.9K (−2.1%) vs. Q4 2021
- Total value
- $196.6M
- −$3.06M (−1.5%) vs. Q4 2021
- New holders
- 7
- 16 more added
- Sold out
- 10
- 9 more reduced
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 1 | $42 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 22 | $43.2M |
| Q3 2023 | 21 | $52.3M |
| Q2 2023 | 21 | $51.4M |
| Q1 2023 | 44 | $170.0M |
| Q4 2022 | 58 | $205.1M |
| Q3 2022 | 65 | $201.6M |
| Q2 2022 | 66 | $197.2M |
| Q1 2022 | 70 | $196.6M |
| Q4 2021 | 73 | $199.6M |
| Q3 2021 | 63 | $198.0M |
| Q2 2021 | 62 | $199.2M |
| Q1 2021 | 53 | $232.3M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding two; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sculptor Capital LP | 2,073,495 | $20.3M | 0.16% | +281,867+15.7% | Added |
| Fir Tree Capital Management LP | 1,151,011 | $11.3M | 0.33% | +31,608+2.8% | Added |
| Millennium Management LLC | 1,068,264 | $10.4M | 0.01% | −15,690−1.4% | Reduced |
| Centiva Capital, LP | 1,006,929 | $9.85M | 0.57% | 00.0% | Unchanged |
| Cadian Capital Management, LP | 1,000,000 | $9.78M | 0.49% | 00.0% | Unchanged |
| RP Investment Advisors LP | 800,586 | $7.83M | 1.10% | +152,175+23.5% | Added |
| Blackstone Group Inc. | 750,000 | $7.33M | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 750,000 | $7.33M | 0.08% | 00.0% | Unchanged |
| Spring Creek Capital LLC | 688,569 | $6.73M | 0.27% | +88,569+14.8% | Added |
| Marshall Wace, LLP | 620,684 | $6.07M | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 588,969 | $5.76M | 0.06% | −14,756−2.4% | Reduced |
| Silver Rock Financial LP | 556,773 | $5.45M | 1.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 500,000 | $4.89M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 500,000 | $4.89M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 400,557 | $3.92M | 0.00% | +237+0.1% | Added |
| Polygon Management Ltd. | 400,000 | $3.91M | 0.18% | +50,000+14.3% | Added |
| Jane Street Group, LLC | 385,148 | $3.77M | 0.01% | +480.0% | Added |
| Ghisallo Capital Management LLC | 373,566 | $3.65M | 0.40% | 00.0% | Unchanged |
| Royal Bank of Canada | 342,840 | $3.35M | 0.00% | 00.0% | Unchanged |
| Arena Capital Advisors, LLC- CA | 319,724 | $3.13M | 0.48% | −181,626−36.2% | Reduced |
| Radcliffe Capital Management, L.P. | 314,764 | $3.08M | 0.10% | +62,408+24.7% | Added |
| Alyeska Investment Group, L.P. | 300,000 | $2.93M | 0.03% | −192,232−39.1% | Reduced |
| P Schoenfeld Asset Management LP | 297,997 | $2.91M | 0.16% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 262,378 | $2.57M | 0.00% | +38,706+17.3% | Added |
| Angelo Gordon & Co., L.P. | 250,000 | $2.44M | 0.29% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 250,000 | $2.44M | 0.03% | 00.0% | Unchanged |
| Moore Capital Management, LP | 250,000 | $2.44M | 0.08% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 250,000 | $2.44M | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 250,000 | $2.44M | 0.04% | 00.0% | Unchanged |
| CSS LLC | 235,816 | $2.31M | 0.10% | +203,218+623.4% | Added |
| HGC Investment Management Inc. | 215,000 | $2.10M | 0.13% | +65,000+43.3% | Added |
| Taconic Capital Advisors LP | 201,105 | $1.97M | 0.07% | 00.0% | Unchanged |
| Glazer Capital, LLC | 200,688 | $1.96M | 0.06% | −566,609−73.8% | Reduced |
| Polar Asset Management Partners Inc. | 200,000 | $1.96M | 0.02% | +200,000 | New |
| CNH Partners LLC | 197,300 | $1.93M | 0.05% | 00.0% | Unchanged |
| Castle Hook Partners LP | 170,196 | $1.67M | 0.16% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 155,007 | $1.52M | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 150,000 | $1.47M | 0.01% | 00.0% | Unchanged |
| Jefferies Group LLC | 150,000 | $1.47M | 0.03% | 00.0% | Unchanged |
| Exos Asset Management LLC | 113,232 | $1.11M | 0.47% | +5,038+4.7% | Added |
| Kawa Capital Management, Inc | 112,000 | $1.09M | 1.82% | 00.0% | Unchanged |
| Meteora Capital, LLC | 103,626 | $1.01M | 0.38% | +103,626 | New |
| Bank of America Corp | 101,941 | $997.0K | 0.00% | +100,000+5,152.0% | Added |
| Tenor Capital Management Co., L.P. | 100,000 | $978.0K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 100,000 | $977.0K | 0.04% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 92,000 | $900.0K | 0.02% | −8,000−8.0% | Reduced |
| DuPont Capital Management Corp | 75,000 | $734.0K | 0.03% | 00.0% | Unchanged |
| Wealthspring Capital LLC | 68,700 | $672.0K | 0.13% | +1,600+2.4% | Added |
| Goldman Sachs Group Inc | 65,797 | $643.0K | 0.00% | +65,797 | New |
| Schechter Investment Advisors, LLC | 65,600 | $642.0K | 0.06% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 50,000 | $611.0K | 0.10% | +50,000 | New |
| HRT Financial LP | 51,420 | $502.0K | 0.00% | +104+0.2% | Added |
| Verition Fund Management LLC | 45,072 | $441.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 42,145 | $412.0K | 0.01% | +42,145 | New |
| Bank of Nova Scotia | 40,000 | $391.0K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 40,000 | $391.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 32,149 | $314.0K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 32,000 | $313.0K | 0.03% | −33,000−50.8% | Reduced |
| FNY Investment Advisers, LLC | 28,950 | $283.0K | 0.27% | −27,000−48.3% | Reduced |
| Cubist Systematic Strategies, LLC | 27,862 | $272.0K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 25,250 | $247.0K | 0.02% | +25,250 | New |
| Piper Sandler & Co. | 25,003 | $245.0K | 0.19% | +25,003 | New |
| Boothbay Fund Management, LLC | 20,270 | $198.0K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 15,228 | $149.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 11,098 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 11,000 | $108.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,359 | $23.0K | 0.00% | +519+28.2% | Added |
| Tower Research Capital LLC (TRC) | 366 | $4.00K | 0.00% | −19−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 500 | – | – | 00.0% | Unchanged |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −303,014−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −257,885−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −199,472−100.0% | Sold out |
| Cohen & Co Financial Management, LLC | 0 | $0 | 0.00% | −106,157−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,946−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,537−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |