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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 223 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4441 INFY INFOSYS LTD Technology 4.0 $71.0 NEW $17.75 -34.3%
4442 FLS FLOWSERVE CORP Industrials 1.0 $69.0 NEW $69.00 -1.5%
4443 FIS FIDELITY NATL INFORMATION SV Technology 1.0 $66.0 NEW $66.00 -36.7%
4444 UNILEVER PLC 1.0 $65.0 NEW $65.00
4445 QSI QUANTUM SI INC Healthcare 58.0 $64.0 NEW $1.10 -15.5%
4446 VITL VITAL FARMS INC Consumer Defensive 2.0 $64.0 NEW $32.00 -73.4%
4447 NMRA NEUMORA THERAPEUTICS INC. Healthcare 35.0 $63.0 NEW $1.80 +9.4%
4448 NTR NUTRIEN LTD Basic Materials 1.0 $62.0 NEW $62.00 +14.4%
4449 EBS EMERGENT BIOSOLUTIONS INC Healthcare 4.0 $49.0 NEW $12.25 -33.0%
4450 SNY SANOFI SA Healthcare 1.0 $48.0 NEW $48.00 -10.7%
4451 EXC EXELON CORP Utilities 1.0 $44.0 NEW $44.00 +0.9%
4452 CE CELANESE CORP DEL Basic Materials 1.0 $42.0 NEW $42.00 +35.2%
4453 GCT GIGACLOUD TECHNOLOGY INC Technology 1.0 $39.0 NEW $39.00 -5.0%
4454 UNFI UNITED NAT FOODS INC Consumer Defensive 1.0 $34.0 NEW $34.00 +51.9%
4455 VSTS VESTIS CORPORATION Industrials 5.0 $33.0 NEW $6.60 +84.4%
4456 AG FIRST MAJESTIC SILVER CORP Basic Materials 2.0 $33.0 NEW $16.50 +23.8%
4457 RELY REMITLY GLOBAL INC Technology 2.0 $28.0 NEW $14.00 +66.5%
4458 IMVT IMMUNOVANT INC Healthcare 1.0 $25.0 NEW $25.00 +15.8%
4459 RCAT RED CAT HLDGS INC Technology 3.0 $24.0 NEW $8.00 +21.8%
4460 RCUS ARCUS BIOSCIENCES INC Healthcare 1.0 $24.0 NEW $24.00 +4.0%
Page 223 of 225  ·  4,487 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 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%