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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 16 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BL BLACKLINE ORD Technology 4,220.0 $118K 0.04% -1K -19.2% $27.96 +8.1%
302 PCVX VAXCYTE ORD Healthcare 2,000.0 $116K 0.04% $58.00 +3.1%
303 GRAB GRAB HOLDINGS CL A ORD Technology 30,840.0 $116K 0.04% $3.76 -8.3%
304 ACI ALBERTSONS COMPANIES CL A ORD Consumer Defensive 8,530.0 $115K 0.04% +220.0 +2.6% $13.48 -9.4%
305 NEUPHORIA THERAPEUTICS ORD 26,500.0 $115K 0.04% $4.34
306 LW LAMB WESTON HOLDINGS ORD Consumer Defensive 2,680.0 $115K 0.04% -20.0 -0.7% $42.91 +21.1%
307 IMVT IMMUNOVANT ORD Healthcare 3,000.0 $115K 0.04% -2K -33.3% $38.33 +15.6%
308 ILMN ILLUMINA ORD Healthcare 650.0 $114K 0.04% +150.0 +30.0% $175.38 +7.4%
309 QQQX NUVEEN NASDAQ 100 DYNAMIC OVRWRT CF Financial Services 3,800.0 $114K 0.04% $30.00 +2.0%
310 NOW SERVICENOW ORD Technology 1,146.0 $113K 0.04% +996.0 +664.0% $98.60 +21.2%
311 GOOG ALPHABET CL C ORD Communication Services 318.0 $112K 0.04% -307.0 -49.1% $352.20 -3.1%
312 SKBL SKYLINE BUILDERS GROUP HOLD CL A ORD Industrials 36,500.0 $112K 0.04% NEW $3.07 -8.7%
313 PROCAP ACQUISITION UNT 10,820.0 $112K 0.04% -61K -85.0% $10.35
314 BCYC BICYCLE THERAPEUTICS ADR Healthcare 26,250.0 $111K 0.04% +19K +247.4% $4.23 -5.6%
315 FTV FORTIVE ORD Technology 1,800.0 $109K 0.04% -20.0 -1.1% $60.56 -1.8%
316 SGRY SURGERY PARTNERS ORD Healthcare 6,500.0 $109K 0.04% $16.77 -15.1%
317 VALARIS ORD 1,500.0 $108K 0.04% NEW $72.00
318 EXK ENDEAVOUR SILVER ORD Basic Materials 13,000.0 $107K 0.04% NEW $8.23 +17.4%
319 CZR CAESARS ENTERTAINMENT ORD Consumer Cyclical 3,500.0 $105K 0.04% +1K +45.8% $30.00 -1.2%
320 TALK TALKSPACE ORD Healthcare 20,000.0 $104K 0.04% -10K -33.3% $5.20 +1.0%
Page 16 of 50  ·  981 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%