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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 185 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 HCKT HACKETT GROUP INC Technology 13,770.0 $148K 0.00% NEW $10.77 +2.9%
3682 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 1,700.0 $148K 0.00% -10K -84.8% $87.22 +10.5%
3683 WOR WORTHINGTON ENTERPRISES INC Industrials 2,751.0 $148K 0.00% -270.0 -8.9% $53.76 +5.8%
3684 INSM INSMED INC Healthcare 1,384.0 $148K 0.00% -70K -98.1% $106.62 +18.0%
3685 JANX PUT JANUX THERAPEUTICS INC Healthcare 9,600.0 $147K 0.00% +5K +128.6% $15.36 +13.2%
3686 ULBI ULTRALIFE CORP Industrials 23,296.0 $147K 0.00% -10K -29.1% $6.32 +10.9%
3687 HITI HIGH TIDE INC Healthcare 64,568.0 $147K 0.00% -246K -79.2% $2.28 +7.5%
3688 NCNO PUT NCINO INC Technology 9,000.0 $147K 0.00% NEW $16.35 +26.1%
3689 TMC CALL TMC THE METALS COMPANY INC Basic Materials 33,200.0 $147K 0.00% -97K -74.5% $4.43 +8.1%
3690 LYEL LYELL IMMUNOPHARMA INC Healthcare 10,451.0 $147K 0.00% -12K -52.9% $14.05 +10.5%
3691 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 12,390.0 $145K 0.00% NEW $11.74 -4.3%
3692 PCT PURECYCLE TECHNOLOGIES INC Industrials 17,864.0 $145K 0.00% +17K +1863.1% $8.11 -16.2%
3693 FIVE CALL FIVE BELOW INC Consumer Cyclical 800.0 $144K 0.00% NEW $179.79 +39.2%
3694 BKU BANKUNITED INC Financial Services 2,949.0 $143K 0.00% NEW $48.45 -4.4%
3695 XRAY DENTSPLY SIRONA INC Healthcare 13,429.0 $142K 0.00% -1K -9.3% $10.61 +2.9%
3696 HEI CALL HEICO CORP NEW Industrials 400.0 $142K 0.00% NEW $356.19 -0.3%
3697 LXU LSB INDS INC Basic Materials 13,104.0 $142K 0.00% NEW $10.81 +2.9%
3698 ACH CALL ACCENDRA HEALTH INC Healthcare 41,400.0 $142K 0.00% NEW $3.42 -64.9%
3699 SHLS CALL SHOALS TECHNOLOGIES GROUP IN Energy 14,300.0 $142K 0.00% -5K -24.3% $9.90 -28.3%
3700 VISIONWAVE HOLDINGS INC 206,545.0 $141K 0.00% $0.69
Page 185 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%