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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 74 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ASO PUT ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 16,300.0 $768K 0.00% +6K +63.0% $47.13 -2.8%
1462 PUT COOPER COS INC 10,700.0 $767K 0.00% +10K +1237.5% $71.71
1463 AMBA AMBARELLA INC Technology 8,912.0 $765K 0.00% +2K +27.6% $85.80 -14.1%
1464 AON PUT AON PLC Financial Services 2,300.0 $763K 0.00% +1K +130.0% $331.69 +7.1%
1465 NTSK PUT NETSKOPE INC Technology 69,700.0 $763K 0.00% +69K +7644.4% $10.94 +32.6%
1466 MTB PUT M & T BK CORP Financial Services 3,200.0 $762K 0.00% +2K +100.0% $238.01 +1.0%
1467 PKG CALL PACKAGING CORP AMER Consumer Cyclical 3,100.0 $739K 0.00% +1K +72.2% $238.28 +6.1%
1468 EFX EQUIFAX INC Industrials 4,602.0 $730K 0.00% +4K +4325.0% $158.72 +21.4%
1469 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 110,179.0 $727K 0.00% +70K +171.3% $6.60 -9.5%
1470 APPS PUT DIGITAL TURBINE INC Technology 55,900.0 $721K 0.00% +55K +4558.3% $12.90 -15.7%
1471 PNR CALL PENTAIR PLC Industrials 9,400.0 $721K 0.00% +3K +42.4% $76.66 -16.0%
1472 NVAX NOVAVAX INC Healthcare 76,190.0 $718K 0.00% +36K +89.8% $9.42 -5.1%
1473 BFLY BUTTERFLY NETWORK INC Healthcare 85,194.0 $717K 0.00% +82K +2578.2% $8.42 +13.4%
1474 PEGA PUT PEGASYSTEMS INC Technology 23,800.0 $713K 0.00% +8K +49.7% $29.97 +12.0%
1475 VAC PUT MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7,000.0 $713K 0.00% +900.0 +14.8% $101.88 +10.5%
1476 VGT VANGUARD WORLD FD 5,958.0 $712K 0.00% +6K +1555.0% $119.52 -0.9%
1477 UNM UNUM GROUP Financial Services 7,836.0 $701K 0.00% +2K +34.6% $89.40 -1.8%
1478 YETI CALL YETI HLDGS INC Consumer Cyclical 14,100.0 $699K 0.00% +7K +110.5% $49.56 -11.7%
1479 DBX PUT DROPBOX INC Technology 25,300.0 $695K 0.00% +20K +416.3% $27.47 +25.5%
1480 CRNC CALL CERENCE INC Technology 60,300.0 $683K 0.00% +48K +378.6% $11.32 -28.8%
Page 74 of 91  ·  1,803 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 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%