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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 167 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 ORA PUT ORMAT TECHNOLOGIES INC Utilities 2,700.0 $298K 0.00% NEW $110.47 +21.2%
3322 BLKB BLACKBAUD INC Technology 4,710.0 $298K 0.00% NEW $63.32 -53.2%
3323 XMTR PUT XOMETRY INC Industrials 5,000.0 $297K 0.00% NEW $59.47 +54.3%
3324 CVLT COMMVAULT SYS INC Technology 2,370.0 $297K 0.00% NEW $125.36 -15.4%
3325 ODDITY TECH LTD 7,389.0 $297K 0.00% NEW $40.18
3326 VOYG VOYAGER TECHNOLOGIES INC Industrials 11,327.0 $296K 0.00% NEW $26.14 +52.8%
3327 PBF CALL PBF ENERGY INC Energy 10,900.0 $296K 0.00% NEW $27.12 +44.1%
3328 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 12,100.0 $295K 0.00% NEW $24.40 -24.7%
3329 CALL RAMACO RES INC 16,400.0 $295K 0.00% NEW $18.00
3330 APPS CALL DIGITAL TURBINE INC Technology 59,000.0 $295K 0.00% NEW $5.00 -10.8%
3331 SMTC CALL SEMTECH CORP Technology 4,000.0 $295K 0.00% NEW $73.69 +92.5%
3332 CALM PUT CAL MAINE FOODS INC Consumer Defensive 3,700.0 $294K 0.00% NEW $79.57 -3.3%
3333 OVV PUT OVINTIV INC Energy 7,500.0 $294K 0.00% NEW $39.19 +50.2%
3334 SERV CALL SERVE ROBOTICS INC Industrials 28,300.0 $294K 0.00% NEW $10.38 -19.3%
3335 RMAX RE MAX HLDGS INC Real Estate 38,603.0 $293K 0.00% NEW $7.59 +25.7%
3336 SNDX PUT SYNDAX PHARMACEUTICALS INC Healthcare 13,900.0 $292K 0.00% NEW $21.01 -4.2%
3337 HCC CALL WARRIOR MET COAL INC Energy 3,300.0 $291K 0.00% NEW $88.17 -3.1%
3338 GRRR CALL GORILLA TECHNOLOGY GROUP INC Technology 26,600.0 $290K 0.00% NEW $10.92 +30.6%
3339 NIOCORP DEVS LTD 54,601.0 $289K 0.00% NEW $5.30
3340 ASTL CALL ALGOMA STL GROUP INC Basic Materials 70,500.0 $289K 0.00% NEW $4.10 +15.4%
Page 167 of 225  ·  4,487 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 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%