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Portfolio (Quarterly) Guide ↗

FNY Investment Advisers, LLC

· CIK 0001742998
13F Portfolio $278M AUM 989 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 148 Added 199 Reduced 262 Exited
Page 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MBLY MOBILEYE GLOBAL CL A ORD Consumer Cyclical 14,923.0 $144K 0.05% +11K +260.6% $9.65 -4.3%
82 FHN FIRST HORIZON ORD Financial Services 5,096.0 $130K 0.05% +3K +101.4% $25.51 +2.0%
83 Z ZILLOW GROUP CL C ORD Communication Services 4,020.0 $126K 0.04% +149.0 +3.9% $31.34 +7.6%
84 IWM CALL ISHARES RUSSELL 2000 ETF 410.0 $123K 0.04% +135.0 +49.1% $300.00 +1.4%
85 PDD PDD HOLDINGS ADS Consumer Cyclical 1,600.0 $122K 0.04% +1K +166.7% $76.25 +14.0%
86 SAIL SAILPOINT ORD Technology 8,400.0 $122K 0.04% +900.0 +12.0% $14.52 +28.0%
87 ALL ALLSTATE ORD Financial Services 500.0 $118K 0.04% +300.0 +150.0% $236.00 +9.4%
88 ACI ALBERTSONS COMPANIES CL A ORD Consumer Defensive 8,530.0 $115K 0.04% +220.0 +2.6% $13.48 -9.5%
89 ILMN ILLUMINA ORD Healthcare 650.0 $114K 0.04% +150.0 +30.0% $175.38 +10.1%
90 NOW SERVICENOW ORD Technology 1,146.0 $113K 0.04% +996.0 +664.0% $98.60 +19.4%
91 BCYC BICYCLE THERAPEUTICS ADR Healthcare 26,250.0 $111K 0.04% +19K +247.4% $4.23 -5.4%
92 CZR CAESARS ENTERTAINMENT ORD Consumer Cyclical 3,500.0 $105K 0.04% +1K +45.8% $30.00 -1.1%
93 NTSK NETSKOPE CL A ORD Technology 8,500.0 $92K 0.03% +4K +88.9% $10.82 +40.9%
94 SLB SLB ORD Energy 2,000.0 $92K 0.03% +500.0 +33.3% $46.00 +17.1%
95 PBR PETROLEO BRASILEIRO ADR REPSTG 2 ORD Energy 4,960.0 $80K 0.03% +4K +552.6% $16.13 +13.2%
96 QURE UNIQURE ORD Healthcare 1,680.0 $77K 0.03% +309.0 +22.5% $45.83 +4.7%
97 STVN STEVANATO GROUP ORD Healthcare 4,000.0 $72K 0.03% +500.0 +14.3% $18.00 +18.1%
98 JSC KASPI GLOBAL SPON ADS REP ORD 789.0 $68K 0.02% +271.0 +52.3% $86.19
99 MLYS MINERALYS THERAPEUTICS ORD Healthcare 2,500.0 $67K 0.02% +2K +400.0% $26.80 -2.8%
100 PROP PRAIRIE OPERATING ORD Financial Services 90,000.0 $64K 0.02% +42K +89.5% $0.71 -0.2%
Page 5 of 8  ·  148 positions

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 32.1%
Healthcare 16.0%
Financial Services 11.1%
Industrials 10.3%
Consumer Cyclical 6.8%
Utilities 5.8%
Basic Materials 5.3%
Consumer Defensive 5.2%
Communication Services 4.1%
Energy 2.6%