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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 23 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 OI CALL O-I GLASS INC Consumer Cyclical 8,900.0 $86K — NEW — $9.63 -39.1%
442 RPM RPM INTL INC Basic Materials 759.0 $84K — NEW — $111.15 -9.6%
443 — PUT RYANAIR HOLDINGS PLC — 1,300.0 $84K — NEW — $64.75 —
444 PURR HYPERLIQUID STRATEGIES INC Basic Materials 10,448.0 $82K — NEW — $7.87 +63.3%
445 USFD PUT US FOODS HLDG CORP Consumer Defensive 800.0 $82K — NEW — $102.25 -8.7%
446 RTO CALL RENTOKIL INITIAL PLC Industrials 2,800.0 $80K — NEW — $28.61 -27.9%
447 KC KINGSOFT CLOUD HLDGS LTD Technology 8,683.0 $79K — NEW — $9.05 +6.7%
448 QTWO Q2 HLDGS INC Technology 1,589.0 $76K — NEW — $48.10 +16.7%
449 PODD PUT INSULET CORP Healthcare 500.0 $76K — NEW — $152.25 -10.6%
450 MLI CALL MUELLER INDS INC Industrials 600.0 $74K — NEW — $122.93 -50.8%
451 — PUT LUFAX HOLDING LTD — 53,800.0 $71K — NEW — $1.32 —
452 H HYATT HOTELS CORP Consumer Cyclical 358.0 $69K — NEW — $193.84 -18.2%
453 HII HUNTINGTON INGALLS INDS INC Industrials 246.0 $69K — NEW — $279.89 -5.7%
454 RPM PUT RPM INTL INC Basic Materials 600.0 $67K — NEW — $111.15 -9.6%
455 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 800.0 $65K — NEW — $81.51 -19.1%
456 GKOS GLAUKOS CORP Healthcare 463.0 $65K — NEW — $139.76 +10.5%
457 ALHC PUT ALIGNMENT HEALTHCARE INC Healthcare 2,700.0 $64K — NEW — $23.81 -65.5%
458 — VERSIGENT PLC — 1,508.0 $63K — NEW — $42.01 —
459 WGS PUT GENEDX HOLDINGS CORP Healthcare 900.0 $62K — NEW — $68.65 +28.8%
460 QTWO CALL Q2 HLDGS INC Technology 1,200.0 $58K — NEW — $48.10 +16.7%
Page 23 of 28  ·  557 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%