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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 79 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 5,000.0 $309K 0.00% -13K -71.8% $61.85 -3.1%
1562 NVAX NOVAVAX INC Healthcare 37,920.0 $309K 0.00% -52K -57.7% $8.14 +9.3%
1563 XRAY PUT DENTSPLY SIRONA INC Healthcare 26,600.0 $309K 0.00% -6K -19.6% $11.60 -16.0%
1564 DY CALL DYCOM INDS INC Industrials 900.0 $305K 0.00% -200.0 -18.2% $338.82 +22.0%
1565 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 6,400.0 $304K 0.00% -7K -52.2% $47.57 +0.0%
1566 NVMI PUT NOVA LTD Technology 700.0 $304K 0.00% -300.0 -30.0% $434.28 +8.8%
1567 AVTR CALL AVANTOR INC Healthcare 38,700.0 $303K 0.00% -69K -64.1% $7.84 +0.5%
1568 UPST UPSTART HLDGS INC Financial Services 11,815.0 $303K 0.00% -138K -92.1% $25.65 +9.5%
1569 CALL OUSTER INC 16,400.0 $301K 0.00% -56K -77.4% $18.37
1570 MAMA MAMAS CREATIONS INC Consumer Defensive 19,576.0 $300K 0.00% -72K -78.6% $15.34 +0.3%
1571 TENB TENABLE HLDGS INC Technology 17,745.0 $300K 0.00% -13K -42.0% $16.92 +49.3%
1572 CPRI PUT CAPRI HOLDINGS LIMITED Consumer Cyclical 17,000.0 $300K 0.00% -49K -74.2% $17.62 -3.0%
1573 HRI PUT HERC HLDGS INC Industrials 3,000.0 $299K 0.00% -2K -33.3% $99.55 +28.9%
1574 CALL PONY AI INC 31,600.0 $298K 0.00% -34K -51.7% $9.44
1575 SKYT SKYWATER TECHNOLOGY INC Technology 10,875.0 $298K 0.00% -31K -74.0% $27.41 +25.0%
1576 CFG CITIZENS FINL GROUP INC Financial Services 4,951.0 $297K 0.00% -10K -66.2% $59.97 +4.8%
1577 YPF CALL YPF SOCIEDAD ANONIMA Energy 6,400.0 $296K 0.00% -29K -82.1% $46.22 +3.8%
1578 MGA CALL MAGNA INTL INC Consumer Cyclical 5,300.0 $296K 0.00% -3K -39.1% $55.81 +6.5%
1579 SG SWEETGREEN INC Consumer Cyclical 56,761.0 $295K 0.00% -24K -29.4% $5.19 +66.3%
1580 VIA VIA TRANSN INC Technology 19,611.0 $294K 0.00% -639.0 -3.2% $15.00 -6.5%
Page 79 of 112  ·  2,237 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%