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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 18 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NI PUT NISOURCE INC Utilities 11,100.0 $528K 0.00% NEW $47.55 -12.2%
342 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 18,900.0 $528K 0.00% NEW $27.92 -0.8%
343 BLKB BLACKBAUD INC Technology 17,785.0 $527K 0.00% NEW $29.62 +57.2%
344 LWAY LIFEWAY FOODS INC Consumer Defensive 17,642.0 $526K 0.00% NEW $29.84 -15.9%
345 NNE CALL NANO NUCLEAR ENERGY INC Industrials 24,900.0 $526K 0.00% NEW $21.14 -10.8%
346 COHU PUT COHU INC Technology 7,100.0 $525K 0.00% NEW $73.91 -25.3%
347 FERG CALL FERGUSON ENTERPRISES INC Industrials 2,200.0 $522K 0.00% NEW $237.33 +3.0%
348 SOUTHSTATE BK CORP 5,217.0 $521K 0.00% NEW $99.90
349 MRAM CALL EVERSPIN TECHNOLOGIES INC Technology 21,500.0 $520K 0.00% NEW $24.18 -27.9%
350 VOYG PUT VOYAGER TECHNOLOGIES INC Industrials 16,100.0 $519K 0.00% NEW $32.25 +21.1%
351 BARNES & NOBLE ED INC 41,184.0 $517K 0.00% NEW $12.56
352 PUT SEABRIDGE GOLD INC 20,000.0 $515K 0.00% NEW $25.74
353 FSUN FIRSTSUN CAP BANCORP Financial Services 13,222.0 $513K 0.00% NEW $38.78 +4.1%
354 IVA INVENTIVA SA Healthcare 135,648.0 $513K 0.00% NEW $3.78 +25.4%
355 NIQ GLOBAL INTELLIGENCE PLC 54,587.0 $510K 0.00% NEW $9.35
356 TXG CALL 10X GENOMICS INC Healthcare 13,200.0 $506K 0.00% NEW $38.34 +56.8%
357 GRFS CALL GRIFOLS S A Healthcare 71,400.0 $506K 0.00% NEW $7.08 +16.9%
358 IRON DOME ACQUISITION I CORP 50,000.0 $505K 0.00% NEW $10.10
359 HAYW CALL HAYWARD HLDGS INC Industrials 29,100.0 $504K 0.00% NEW $17.31 -13.3%
360 OTEX CALL OPEN TEXT CORP Technology 22,500.0 $498K 0.00% NEW $22.15 +11.3%
Page 18 of 51  ·  1,013 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%