Two Sigma Investments’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.1M | Buy |
482,644
+199,547
| +70% | +$37.4M | 0.07% | 330 |
|
|
2025
Q4 | $54.8M | Buy |
+283,097
| New | +$54.7M | 0.08% | 318 |
|
|
2025
Q3 | – | Sell |
-1,186
| Closed | -$279K | – | 3889 |
|
|
2025
Q2 | $279K | Sell |
1,186
-24,912
| -95% | -$5.7M | ﹤0.01% | 2815 |
|
|
2025
Q1 | $5.74M | Buy |
26,098
+11,698
| +81% | +$2.45M | 0.01% | 1049 |
|
|
2024
Q4 | $2.93M | Sell |
14,400
-27
| -0.2% | -$6.08K | 0.01% | 1458 |
|
|
2024
Q3 | $3.47M | Sell |
14,427
-51,498
| -78% | -$11.4M | 0.01% | 1290 |
|
|
2024
Q2 | $12.9M | Sell |
65,925
-92,701
| -58% | -$18.3M | 0.03% | 607 |
|
|
2024
Q1 | $34.4M | Buy |
+158,626
| New | +$35.3M | 0.08% | 294 |
|
|
2023
Q4 | – | Sell |
-148,378
| Closed | -$29.7M | – | 3354 |
|
|
2023
Q3 | $29.7M | Sell |
148,378
-337,609
| -69% | -$75.1M | 0.08% | 288 |
|
|
2023
Q2 | $113M | Buy |
485,987
+293,318
| +152% | +$70.2M | 0.28% | 86 |
|
|
2023
Q1 | $50.3M | Buy |
192,669
+99,258
| +106% | +$27.3M | 0.14% | 167 |
|
|
2022
Q4 | $26.2M | Buy |
93,411
+18,895
| +25% | +$5.26M | 0.08% | 277 |
|
|
2022
Q3 | $21.2M | Sell |
74,516
-32,718
| -31% | -$10.6M | 0.07% | 311 |
|
|
2022
Q2 | $34.3M | Buy |
107,234
+86,034
| +406% | +$29M | 0.11% | 216 |
|
|
2022
Q1 | $7.29M | Buy |
21,200
+4,779
| +29% | +$1.55M | 0.02% | 739 |
|
|
2021
Q4 | $6.39M | Sell |
16,421
-2,200
| -12% | -$773K | 0.01% | 1052 |
|
|
2021
Q3 | $6.16M | Buy |
+18,621
| New | +$6.44M | 0.01% | 1084 |
|
|
2021
Q2 | – | Sell |
-98,319
| Closed | -$27.3M | – | 4496 |
|
|
2021
Q1 | $27.3M | Sell |
98,319
-272,805
| -74% | -$72.3M | 0.07% | 324 |
|
|
2020
Q4 | $105M | Buy |
371,124
+250,955
| +209% | +$73.7M | 0.3% | 73 |
|
|
2020
Q3 | $38.3M | Sell |
120,169
-13,151
| -10% | -$4.02M | 0.14% | 155 |
|
|
2020
Q2 | $39.7M | Buy |
133,320
+29,560
| +28% | +$8.73M | 0.2% | 106 |
|
|
2020
Q1 | $28M | Sell |
103,760
-314,790
| -75% | -$83.1M | 0.23% | 77 |
|
|
2019
Q4 | $101M | Sell |
418,550
-70,017
| -14% | -$16.6M | 0.3% | 63 |
|
|
2019
Q3 | $118M | Sell |
488,567
-140,949
| -22% | -$34.9M | 0.4% | 43 |
|
|
2019
Q2 | $142M | Sell |
629,516
-173,088
| -22% | -$36.5M | 0.47% | 27 |
|
|
2019
Q1 | $160M | Buy |
802,604
+12,274
| +2% | +$2.23M | 0.52% | 21 |
|
|
2018
Q4 | $128M | Buy |
790,330
+135,042
| +21% | +$22M | 0.5% | 29 |
|
|
2018
Q3 | $105M | Sell |
655,288
-19,889
| -3% | -$3.17M | 0.29% | 88 |
|
|
2018
Q2 | $111M | Buy |
675,177
+31,181
| +5% | +$5.03M | 0.33% | 50 |
|
|
2018
Q1 | $110M | Sell |
643,996
-221,529
| -26% | -$36.7M | 0.37% | 51 |
|
|
2017
Q4 | $141M | Buy |
865,525
+469,180
| +118% | +$74.5M | 0.46% | 22 |
|
|
2017
Q3 | $57.1M | Sell |
396,345
-418,311
| -51% | -$59.6M | 0.2% | 137 |
|
|
2017
Q2 | $110M | Sell |
814,656
-60,962
| -7% | -$7.92M | 0.4% | 43 |
|
|
2017
Q1 | $105M | Buy |
875,618
+102,808
| +13% | +$11.4M | 0.35% | 46 |
|
|
2016
Q4 | $79.8M | Buy |
772,810
+42,594
| +6% | +$4.48M | 0.31% | 63 |
|
|
2016
Q3 | $81.9M | Sell |
730,216
-107,990
| -13% | -$12.2M | 0.3% | 73 |
|
|
2016
Q2 | $90.5M | Buy |
838,206
+113,841
| +16% | +$11.5M | 0.39% | 53 |
|
|
2016
Q1 | $72.6M | Buy |
724,365
+541,930
| +297% | +$51.8M | 0.35% | 58 |
|
|
2015
Q4 | $19.2M | Sell |
182,435
-191,306
| -51% | -$20.7M | 0.09% | 252 |
|
|
2015
Q3 | $39.1M | Buy |
373,741
+72,746
| +24% | +$8.48M | 0.2% | 137 |
|
|
2015
Q2 | $34.6M | Buy |
300,995
+297,951
| +9,788% | +$35M | 0.16% | 158 |
|
|
2015
Q1 | $356K | Sell |
3,044
-974
| -24% | -$115K | ﹤0.01% | 2163 |
|
|
2014
Q4 | $445K | Sell |
4,018
-528,316
| -99% | -$59.4M | ﹤0.01% | 1778 |
|
|
2014
Q3 | $59M | Sell |
532,334
-145,360
| -21% | -$15.7M | 0.26% | 115 |
|
|
2014
Q2 | $69.3M | Buy |
677,694
+455,225
| +205% | +$43.7M | 0.31% | 71 |
|
|
2014
Q1 | $20.2M | Sell |
222,469
-410,718
| -65% | -$38.1M | 0.11% | 259 |
|
|
2013
Q4 | $56.9M | Buy |
633,187
+225,396
| +55% | +$19.4M | 0.31% | 69 |
|
|
2013
Q3 | $32.8M | Sell |
407,791
-181,925
| -31% | -$13.8M | 0.21% | 124 |
|
|
2013
Q2 | $43.7M | Buy |
+589,716
| New | +$44.9M | 0.31% | 70 |
|
Other funds holding SBAC
VPM
VCM
Two Sigma Investments's SBAC Position: Q1 2026 in Review
Two Sigma Investments increased its SBA Communications (SBAC) stake by 70% in Q1 2026, buying an estimated $37.4M and bringing the position to 482,644 shares worth $83.1M. The position accounts for 0.07% of the portfolio, ranked #330.
Two Sigma Investments first reported a position in SBAC in Q2 2013 and has held it in 49 quarters since. The position peaked at $160M in Q1 2019. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.
- Two Sigma Investments held 482,644 shares of SBA Communications worth $83.1M as of Q1 2026.
- Two Sigma Investments bought 199,547 SBA Communications shares in Q1 2026, an estimated $37.4M.
- SBA Communications made up 0.07% of Two Sigma Investments's portfolio in Q1 2026, its #330 holding.
- Two Sigma Investments first reported a position in SBA Communications in Q2 2013 and has held it in 49 quarters since.
- Two Sigma Investments's SBA Communications position peaked at $160M in Q1 2019.
- 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.
Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.