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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 92 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 CALL SPIRE GLOBAL INC 10,500.0 $132K 0.00% -9K -45.9% $12.58
1822 PUT SPIRE GLOBAL INC 10,500.0 $132K 0.00% -6K -34.4% $12.58
1823 BOOT CALL BOOT BARN HLDGS INC Consumer Cyclical 900.0 $132K 0.00% -2K -62.5% $146.36 -5.3%
1824 DNN PUT DENISON MINES CORP Energy 37,100.0 $131K 0.00% -17K -31.6% $3.53 -10.1%
1825 MOD MODINE MFG CO Consumer Cyclical 602.0 $130K 0.00% -12K -95.0% $216.71 +12.1%
1826 TMDX PUT TRANSMEDICS GROUP INC Healthcare 1,300.0 $129K 0.00% -7K -83.8% $99.41 -30.2%
1827 NBR PUT NABORS INDUSTRIES LTD Energy 1,500.0 $129K 0.00% -3K -63.4% $86.06 +28.7%
1828 CASY CASEYS GEN STORES INC Consumer Cyclical 177.0 $129K 0.00% -47K -99.6% $727.86 +16.9%
1829 APLS PUT APELLIS PHARMACEUTICALS INC Healthcare 3,200.0 $129K 0.00% -4K -57.3% $40.23 +2.0%
1830 IVZ INVESCO LTD Financial Services 5,275.0 $128K 0.00% -95K -94.7% $24.29 +10.8%
1831 SRRK PUT SCHOLAR ROCK HLDG CORP Healthcare 2,600.0 $128K 0.00% -700.0 -21.2% $49.16 -3.9%
1832 EH CALL EHANG HLDGS LTD Industrials 13,100.0 $127K 0.00% -2K -10.9% $9.71 -4.9%
1833 ALV CALL AUTOLIV INC Consumer Cyclical 1,200.0 $126K 0.00% -3K -71.4% $105.16 +8.1%
1834 SNDX CALL SYNDAX PHARMACEUTICALS INC Healthcare 5,400.0 $126K 0.00% -8K -60.6% $23.36 -18.0%
1835 OMC OMNICOM GROUP INC Communication Services 1,668.0 $126K 0.00% -256K -99.3% $75.31 -2.8%
1836 BLSH CALL BULLISH Technology 3,500.0 $125K 0.00% -3K -45.3% $35.73 -0.4%
1837 LUMN PUT LUMEN TECHNOLOGIES INC Communication Services 17,900.0 $124K 0.00% -133K -88.1% $6.95 +36.9%
1838 SHLS CALL SHOALS TECHNOLOGIES GROUP IN Energy 18,900.0 $124K 0.00% -100K -84.0% $6.58 +39.1%
1839 UAA PUT UNDER ARMOUR INC Consumer Cyclical 20,900.0 $124K 0.00% -41K -66.2% $5.91 -16.5%
1840 ONTO CALL ONTO INNOVATION INC Technology 600.0 $123K 0.00% -300.0 -33.3% $205.07 +19.7%
Page 92 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%