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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 15 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HTFL HEARTFLOW INC Healthcare 19,464.0 $474K 0.00% NEW $24.33 +16.4%
282 REXR REXFORD INDL RLTY INC Real Estate 14,242.0 $466K 0.00% NEW $32.73 +6.1%
283 RNGR RANGER ENERGY SVCS INC Energy 27,039.0 $463K 0.00% NEW $17.14 -4.0%
284 VALARIS LTD 28,831.0 $461K 0.00% NEW $15.99
285 PAR PUT PAR TECHNOLOGY CORP Technology 34,300.0 $457K 0.00% NEW $13.33 +10.3%
286 CHEF CHEFS WHSE INC Consumer Defensive 7,644.0 $454K 0.00% NEW $59.45 +34.1%
287 NEOG CALL NEOGEN CORP Healthcare 48,200.0 $448K 0.00% NEW $9.29 -11.8%
288 LYEL LYELL IMMUNOPHARMA INC Healthcare 22,207.0 $445K 0.00% NEW $20.06 -10.7%
289 ALRM ALARM COM HLDGS INC Technology 10,264.0 $443K 0.00% NEW $43.19 +1.5%
290 CWEN CLEARWAY ENERGY INC Utilities 11,230.0 $441K 0.00% NEW $39.29 -7.5%
291 BWAY BRAINSWAY LTD Healthcare 32,576.0 $433K 0.00% NEW $13.29 +12.0%
292 BRIDGER AEROSPACE GRP HLDGS 216,325.0 $428K 0.00% NEW $1.98
293 OFRM ONCE UPON A FARM PBC Consumer Defensive 26,064.0 $426K 0.00% NEW $16.35 -2.9%
294 PNRG PRIMEENERGY RESOURCES CORP Energy 1,810.0 $421K 0.00% NEW $232.85 +15.2%
295 CX CALL CEMEX SA EURO MTN BE 144A Basic Materials 36,200.0 $414K 0.00% NEW $11.44 +9.8%
296 CRITICAL METALS CORP 51,934.0 $412K 0.00% NEW $7.94
297 AROC CALL ARCHROCK INC Energy 11,800.0 $411K 0.00% NEW $34.80 +11.0%
298 ADNT CALL ADIENT PLC Consumer Cyclical 20,300.0 $410K 0.00% NEW $20.21 +2.1%
299 KEY PUT KEYCORP Financial Services 20,400.0 $409K 0.00% NEW $20.05 +4.9%
300 SVM SILVERCORP METALS INC Basic Materials 38,002.0 $408K 0.00% NEW $10.74 +26.4%
Page 15 of 35  ·  685 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%