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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 149 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 CALL NATWEST GROUP PLC 23,000.0 $343K 0.00% NEW $14.90
2962 KD KYNDRYL HLDGS INC Technology 26,108.0 $343K 0.00% +16K +163.2% $13.12 -8.0%
2963 EFX PUT EQUIFAX INC Industrials 1,900.0 $342K 0.00% +1K +171.4% $180.07 -9.4%
2964 CSIQ CALL CANADIAN SOLAR INC Energy 24,700.0 $342K 0.00% -99K -80.0% $13.85 +30.7%
2965 IMAX PUT IMAX CORP Communication Services 9,000.0 $342K 0.00% +6K +164.7% $38.01 -10.9%
2966 OGN PUT ORGANON & CO Healthcare 57,100.0 $342K 0.00% -36K -38.6% $5.99 +124.0%
2967 HUBS CALL HUBSPOT INC Technology 1,400.0 $342K 0.00% +800.0 +133.3% $244.10 -18.7%
2968 CALL CRITICAL METALS CORP 43,000.0 $341K 0.00% NEW $7.94
2969 BEKE CALL KE HLDGS INC Real Estate 22,800.0 $341K 0.00% +1K +5.6% $14.97 +12.8%
2970 NOC CALL NORTHROP GRUMMAN CORP Industrials 500.0 $341K 0.00% -500.0 -50.0% $682.24 -19.2%
2971 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,642.0 $340K 0.00% NEW $93.48 -5.5%
2972 PAYC PUT PAYCOM SOFTWARE INC Technology 2,800.0 $340K 0.00% -3K -50.9% $121.54 +10.5%
2973 GAMESTOP CORP 14,765.0 $340K 0.00% NEW $23.04
2974 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 5,500.0 $340K 0.00% -11K -66.7% $61.85 -6.5%
2975 SBET PUT SHARPLINK INC Financial Services 52,600.0 $339K 0.00% -61K -53.7% $6.45 -1.9%
2976 ELAN ELANCO ANIMAL HEALTH INC Healthcare 14,171.0 $339K 0.00% NEW $23.93 -10.9%
2977 JBHT PUT HUNT J B TRANS SVCS INC Industrials 1,600.0 $339K 0.00% -2K -61.0% $211.90 +22.3%
2978 TNL PUT TRAVEL PLUS LEISURE CO Consumer Cyclical 4,900.0 $339K 0.00% +4K +390.0% $69.19 -6.2%
2979 DD PUT DUPONT DE NEMOURS INC Basic Materials 7,400.0 $339K 0.00% -26K -77.8% $45.80 +2.9%
2980 CX PUT CEMEX SA EURO MTN BE 144A Basic Materials 29,600.0 $339K 0.00% -400.0 -1.3% $11.44 +10.1%
Page 149 of 216  ·  4,317 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%