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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 199 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 XPOF PUT XPONENTIAL FITNESS INC Consumer Cyclical 9,200.0 $76K NEW $8.23 -41.3%
3962 OPRA OPERA LTD Communication Services 5,323.0 $75K NEW $14.16 +21.5%
3963 CNX CNX RES CORP Energy 2,046.0 $75K NEW $36.77 +1.6%
3964 PODD INSULET CORP Healthcare 263.0 $75K NEW $284.24 -45.6%
3965 RXO PUT RXO INC Industrials 5,900.0 $75K NEW $12.64 +67.2%
3966 SOLV SOLVENTUM CORP Healthcare 935.0 $74K NEW $79.24 -5.7%
3967 PUT VENTYX BIOSCIENCES INC 8,200.0 $74K NEW $9.03
3968 USAR CALL USA RARE EARTH INC Basic Materials 6,200.0 $74K NEW $11.90 +67.8%
3969 HIMX CALL HIMAX TECHNOLOGIES INC Technology 9,000.0 $74K NEW $8.19 +135.5%
3970 GSL PUT GLOBAL SHIP LEASE INC NEW Industrials 2,100.0 $74K NEW $35.04 +15.0%
3971 MSI MOTOROLA SOLUTIONS INC Technology 191.0 $73K NEW $383.32 +4.0%
3972 LEGATO MERGER CORP III 178,464.0 $73K NEW $0.41
3973 SOLS PUT SOLSTICE ADVANCED MATLS INC Basic Materials 1,500.0 $73K NEW $48.58 +64.4%
3974 LPX CALL LOUISIANA PAC CORP Basic Materials 900.0 $73K NEW $80.76 -17.0%
3975 ATMU PUT ATMUS FILTRATION TECHNOLOGIE Industrials 1,400.0 $73K NEW $51.91 -5.7%
3976 BTBT CALL BIT DIGITAL INC Financial Services 38,400.0 $73K NEW $1.89 -6.9%
3977 OKE ONEOK INC NEW Energy 984.0 $72K NEW $73.50 +29.6%
3978 BFLY CALL BUTTERFLY NETWORK INC Healthcare 19,000.0 $72K NEW $3.80 +15.5%
3979 MKC MCCORMICK & CO INC Consumer Defensive 1,060.0 $72K NEW $68.11 -30.6%
3980 NFG CALL NATIONAL FUEL GAS CO Energy 900.0 $72K NEW $80.06 +5.7%
Page 199 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%