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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 141 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 GSHD GOOSEHEAD INS INC Financial Services 8,568.0 $631K 0.00% NEW $73.65 -52.3%
2802 RR PUT RICHTECH ROBOTICS INC Industrials 195,300.0 $631K 0.00% NEW $3.23 -8.8%
2803 PUT LIBERTY MEDIA CORP DEL 6,400.0 $630K 0.00% NEW $98.51
2804 MOS MOSAIC CO NEW Basic Materials 26,115.0 $629K 0.00% NEW $24.09 +0.1%
2805 AEIS CALL ADVANCED ENERGY INDS Industrials 3,000.0 $628K 0.00% NEW $209.37 +46.5%
2806 CALL REZOLVE AI PLC 244,400.0 $628K 0.00% NEW $2.57
2807 NEXT CALL NEXTDECADE CORP Energy 119,100.0 $628K 0.00% NEW $5.27 +49.2%
2808 SMTC PUT SEMTECH CORP Technology 8,500.0 $626K 0.00% NEW $73.69 +110.4%
2809 CALL INGERSOLL RAND INC 7,900.0 $626K 0.00% NEW $79.22
2810 MLKN MILLERKNOLL INC Consumer Cyclical 34,216.0 $625K 0.00% NEW $18.28 -10.3%
2811 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 81,623.0 $624K 0.00% NEW $7.65 +23.3%
2812 CALY CALL TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 53,500.0 $624K 0.00% NEW $11.67 +32.7%
2813 CAR AVIS BUDGET GROUP Industrials 4,861.0 $624K 0.00% NEW $128.32 +34.2%
2814 TW CALL TRADEWEB MKTS INC Financial Services 5,800.0 $624K 0.00% NEW $107.54 -7.8%
2815 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 73,200.0 $622K 0.00% NEW $8.50 +42.8%
2816 JEF PUT JEFFERIES FINL GROUP INC Financial Services 10,000.0 $620K 0.00% NEW $61.97 -13.5%
2817 PRGS CALL PROGRESS SOFTWARE CORP Technology 14,400.0 $619K 0.00% NEW $42.96 -25.9%
2818 ALKS CALL ALKERMES PLC Healthcare 22,100.0 $618K 0.00% NEW $27.98 +52.0%
2819 PLAB CALL PHOTRONICS INC Technology 19,300.0 $618K 0.00% NEW $32.00 +0.4%
2820 MHO M/I HOMES INC Consumer Cyclical 4,805.0 $615K 0.00% NEW $127.95 +3.6%
Page 141 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%