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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 199 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 URBN URBAN OUTFITTERS INC Consumer Cyclical 1,242.0 $88K -70K -98.3% $70.86 +4.8%
3962 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 300.0 $88K -1K -80.0% $293.18 +4.1%
3963 CMC PUT COMMERCIAL METALS CO Basic Materials 1,400.0 $88K +300.0 +27.3% $62.75 +5.7%
3964 NVAX CALL NOVAVAX INC Healthcare 9,300.0 $88K +9K +3000.0% $9.42 -5.1%
3965 CAKE CALL CHEESECAKE FACTORY INC Consumer Cyclical 1,100.0 $87K NEW $79.54 +42.5%
3966 SHOO MADDEN STEVEN LTD Consumer Cyclical 2,076.0 $87K +1K +221.4% $42.10 +9.5%
3967 POWL POWELL INDS INC Industrials 305.0 $87K +273.0 +853.1% $286.36 -31.0%
3968 VERX PUT VERTEX INC Technology 7,600.0 $87K NEW $11.48 +17.3%
3969 DDD 3D SYS CORP DEL Technology 28,767.0 $87K NEW $3.02 +5.6%
3970 WSC PUT WILLSCOT HLDGS CORP Industrials 3,000.0 $87K -23K -88.6% $28.86 -23.3%
3971 FCFS PUT FIRSTCASH HOLDINGS INC Financial Services 400.0 $87K +300.0 +300.0% $216.32 +4.1%
3972 FMC PUT FMC CORP Basic Materials 7,500.0 $86K -26K -77.8% $11.50 -4.2%
3973 PUMP CALL PROPETRO HLDG CORP Energy 6,000.0 $86K NEW $14.34 -21.0%
3974 SCVL PUT SHOE STA GROUP INC Consumer Cyclical 5,800.0 $86K NEW $14.83 +5.3%
3975 CCS PUT CENTURY COMMUNITIES INC Consumer Cyclical 1,200.0 $86K -700.0 -36.8% $71.66 -2.6%
3976 SPB PUT SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 1,000.0 $86K -400.0 -28.6% $85.75 +1.4%
3977 PUT BEONE MEDICINES LTD 300.0 $85K $284.97
3978 PTLO PORTILLOS INC Consumer Cyclical 18,015.0 $85K +16K +619.7% $4.74 +4.9%
3979 GNW CALL GENWORTH FINL INC Financial Services 9,000.0 $85K -3K -25.0% $9.47 +4.3%
3980 GMAB PUT GENMAB A/S Healthcare 3,100.0 $85K NEW $27.47 +21.8%
Page 199 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%