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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 188 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 DBX DROPBOX INC Technology 3,644.0 $83K -10K -73.9% $22.72 +18.3%
3742 EZPW EZCORP INC Financial Services 3,252.0 $83K NEW $25.38 +27.3%
3743 VSAT PUT VIASAT INC Technology 1,800.0 $82K -39K -95.6% $45.80 +57.0%
3744 AMR CALL ALPHA METALLURGICAL RESOUR I Energy 400.0 $82K -2K -86.2% $205.27 -14.2%
3745 VFC CALL V F CORP Consumer Cyclical 4,800.0 $82K -111K -95.8% $16.99 -4.6%
3746 TAK CALL TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,400.0 $81K NEW $18.52 -10.4%
3747 SITM SITIME CORP Technology 235.0 $81K +222.0 +1707.7% $345.35 +95.5%
3748 PFG PUT PRINCIPAL FINANCIAL GROUP IN Financial Services 900.0 $81K -3K -74.3% $90.11 +12.5%
3749 CNX PUT CNX RES CORP Energy 2,100.0 $81K -3K -56.2% $38.55 -2.9%
3750 SQM PUT SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,000.0 $81K NEW $80.94 -0.7%
3751 POOL PUT POOL CORP Industrials 400.0 $81K -4K -90.7% $202.33 -12.6%
3752 CRNC CALL CERENCE INC Technology 12,800.0 $81K -51K -79.9% $6.31 +44.7%
3753 BLMN CALL BLOOMIN BRANDS INC Consumer Cyclical 14,900.0 $80K -68K -82.0% $5.40 +37.8%
3754 VIAV PUT VIAVI SOLUTIONS INC Technology 2,400.0 $80K -21K -89.7% $33.28 +37.5%
3755 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 7,026.0 $79K +4K +106.4% $11.27 +14.6%
3756 SEI PUT SOLARIS ENERGY INFRAS INC Energy 1,400.0 $79K -16K -91.8% $56.51 +30.0%
3757 BCE BCE INC Communication Services 3,133.0 $79K NEW $25.24 -4.6%
3758 SRRK CALL SCHOLAR ROCK HLDG CORP Healthcare 1,600.0 $79K -600.0 -27.3% $49.16 -1.8%
3759 SHOO PUT MADDEN STEVEN LTD Consumer Cyclical 2,300.0 $78K -33K -93.5% $33.92 +13.1%
3760 HIMX PUT HIMAX TECHNOLOGIES INC Technology 9,900.0 $78K -28K -74.1% $7.87 +142.3%
Page 188 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%