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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 200 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 URBN CALL URBAN OUTFITTERS INC Consumer Cyclical 1,200.0 $85K -2K -57.1% $70.86 +4.8%
3982 TALO TALOS ENERGY INC Energy 6,568.0 $85K NEW $12.91 +35.3%
3983 PUT BRIGHTSTAR LOTTERY PLC 7,900.0 $85K NEW $10.72
3984 LYG PUT LLOYDS BANKING GROUP PLC Financial Services 14,500.0 $85K +14K +4733.3% $5.83 +3.3%
3985 SAIA PUT SAIA INC Industrials 200.0 $84K NEW $421.16 -14.0%
3986 RR PUT RICHTECH ROBOTICS INC Industrials 39,900.0 $84K NEW $2.11 -19.4%
3987 MTB M & T BK CORP Financial Services 352.0 $84K NEW $238.01 +1.0%
3988 BSY PUT BENTLEY SYS INC Technology 2,800.0 $84K NEW $29.89 +24.1%
3989 FSM PUT FORTUNA MNG CORP Basic Materials 9,900.0 $84K -10K -50.2% $8.45 +42.8%
3990 SOC PUT SABLE OFFSHORE CORP Energy 27,100.0 $83K +12K +73.7% $3.08 +65.6%
3991 TD TORONTO DOMINION BK ONT Financial Services 687.0 $83K -13K -95.0% $121.43 -3.5%
3992 NCNO CALL NCINO INC Technology 5,100.0 $83K NEW $16.35 +26.1%
3993 LWLG PUT LIGHTWAVE LOGIC INC Basic Materials 8,800.0 $83K NEW $9.46 -34.6%
3994 EQV VENTURES AC CORP. II 208,710.0 $83K $0.40
3995 CAL PUT CALERES INC Consumer Cyclical 6,700.0 $83K -47K -87.6% $12.37 +10.1%
3996 TU CALL TELUS CORPORATION Communication Services 7,800.0 $82K NEW $10.57 -6.3%
3997 PCG PUT PG&E CORP Utilities 4,900.0 $82K -500.0 -9.3% $16.82 +4.6%
3998 SBET CALL SHARPLINK INC Financial Services 17,100.0 $82K -18K -51.4% $4.80 +64.8%
3999 PD PUT PAGERDUTY INC Technology 8,500.0 $82K +8K +2025.0% $9.65 +27.7%
4000 WHD PUT CACTUS INC Energy 1,600.0 $82K -2K -56.8% $51.23 +35.5%
Page 200 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%