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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 132 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 BCS BARCLAYS PLC Financial Services 20,697.0 $556K 0.00% -72K -77.6% $26.86 +1.0%
2622 LOVE CALL LOVESAC CO Consumer Cyclical 33,300.0 $556K 0.00% -5K -12.4% $16.69 -2.5%
2623 OUSTER INC 8,885.0 $555K 0.00% -150K -94.4% $62.52
2624 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 35,000.0 $555K 0.00% -30K -45.9% $15.87 -32.8%
2625 DOCU CALL DOCUSIGN INC Technology 12,500.0 $555K 0.00% +4K +56.2% $44.42 +33.6%
2626 ASX PUT ASE TECHNOLOGY HLDG CO LTD Technology 12,300.0 $555K 0.00% -23K -65.2% $45.12 -17.4%
2627 SERV CALL SERVE ROBOTICS INC Industrials 84,100.0 $553K 0.00% +49K +142.4% $6.58 -27.4%
2628 MAS CALL MASCO CORP Industrials 6,800.0 $553K 0.00% +400.0 +6.2% $81.37 -9.5%
2629 FRMI CALL FERMI INC Utilities 60,400.0 $553K 0.00% NEW $9.16 -38.8%
2630 WWD CALL WOODWARD INC Industrials 1,300.0 $553K 0.00% -2K -62.9% $425.44 -18.7%
2631 INCY INCYTE CORP Healthcare 4,877.0 $553K 0.00% +621.0 +14.6% $113.36 +13.0%
2632 CBOE CBOE GLOBAL MKTS INC Financial Services 2,276.0 $552K 0.00% +1K +152.6% $242.67 +28.6%
2633 QNST CALL QUINSTREET INC Communication Services 37,700.0 $552K 0.00% NEW $14.65 +34.3%
2634 NOG NORTHERN OIL & GAS INC Energy 30,404.0 $552K 0.00% -114K -79.0% $18.15 +43.4%
2635 YELP PUT YELP INC Communication Services 22,500.0 $552K 0.00% +8K +56.2% $24.52 -7.7%
2636 DAC CALL DANAOS CORPORATION Industrials 4,500.0 $551K 0.00% -100.0 -2.2% $122.37 +20.8%
2637 SEDG SOLAREDGE TECHNOLOGIES INC Energy 9,408.0 $550K 0.00% -51K -84.5% $58.44 -43.4%
2638 DT CALL DYNATRACE INC Technology 12,500.0 $549K 0.00% -5K -27.3% $43.91 +17.5%
2639 CALL SOMNIGROUP INTERNATIONAL INC 7,000.0 $549K 0.00% -20K -74.3% $78.40
2640 APPLIED AEROSPACE & DEFENSE 24,000.0 $547K 0.00% NEW $22.78
Page 132 of 234  ·  4,674 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%