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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 186 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 CALL SPIRE GLOBAL INC 19,400.0 $146K NEW $7.50
3702 SRRK PUT SCHOLAR ROCK HLDG CORP Healthcare 3,300.0 $145K NEW $44.05 +9.8%
3703 MKTX CALL MARKETAXESS HLDGS INC Financial Services 800.0 $145K NEW $181.25 -24.8%
3704 AMN PUT AMN HEALTHCARE SVCS INC Healthcare 9,200.0 $145K NEW $15.76 +62.8%
3705 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 20,194.0 $145K NEW $7.16 -16.2%
3706 PKG PUT PACKAGING CORP AMER Consumer Cyclical 700.0 $144K NEW $206.23 +3.4%
3707 DNN PUT DENISON MINES CORP Energy 54,200.0 $144K NEW $2.66 +20.3%
3708 VINE HILL CAP INVT CORP. 80,090.0 $144K NEW $1.80
3709 ORA CALL ORMAT TECHNOLOGIES INC Utilities 1,300.0 $144K NEW $110.47 +21.2%
3710 EVOLV TECHNOLOGIES HLDNGS IN 530,852.0 $143K NEW $0.27
3711 ACM PUT AECOM Industrials 1,500.0 $143K NEW $95.33 -26.4%
3712 FLR CALL FLUOR CORP NEW Industrials 3,600.0 $143K NEW $39.63 +12.5%
3713 CDNS CADENCE DESIGN SYSTEM INC Technology 456.0 $143K NEW $312.58 +14.7%
3714 GSL GLOBAL SHIP LEASE INC NEW Industrials 4,063.0 $142K NEW $35.04 +16.8%
3715 ONTO CALL ONTO INNOVATION INC Technology 900.0 $142K NEW $157.86 +65.6%
3716 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,692.0 $142K NEW $83.85 +14.1%
3717 AON CALL AON PLC Financial Services 400.0 $141K NEW $352.88 -8.1%
3718 RCUS PUT ARCUS BIOSCIENCES INC Healthcare 5,900.0 $141K NEW $23.83 -0.4%
3719 PRCH PORCH GROUP INC Technology 15,387.0 $140K NEW $9.13 +6.7%
3720 TPG PUT TPG INC Financial Services 2,200.0 $140K NEW $63.84 -36.3%
Page 186 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%