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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 81 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 CHDN CALL CHURCHILL DOWNS INC Consumer Cyclical 4,000.0 $359K +3K +471.4% $89.64 +4.5%
1602 PLUG PUT PLUG PWR INC Industrials 132,200.0 $358K +30K +29.5% $2.71 -16.2%
1603 BSY CALL BENTLEY SYS INC Technology 11,800.0 $353K +9K +306.9% $29.89 +24.1%
1604 ZTS CALL ZOETIS INC Healthcare 4,900.0 $352K +100.0 +2.1% $71.86 +8.2%
1605 ABCL ABCELLERA BIOLOGICS INC Healthcare 44,609.0 $350K +37K +481.0% $7.85 +44.2%
1606 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 8,373.0 $348K +3K +65.3% $41.51 -27.7%
1607 R PUT RYDER SYS INC Industrials 1,300.0 $343K +1K +333.3% $263.77 -5.3%
1608 ACLS CALL AXCELIS TECHNOLOGIES INC Technology 1,800.0 $341K +600.0 +50.0% $189.45 -32.9%
1609 CRNC PUT CERENCE INC Technology 30,100.0 $341K +4K +16.7% $11.32 -28.8%
1610 UNM CALL UNUM GROUP Financial Services 3,800.0 $340K +1K +40.7% $89.40 -1.8%
1611 PUT RB GLOBAL INC 2,900.0 $338K +200.0 +7.4% $116.45
1612 CRSR CALL CORSAIR GAMING INC Technology 34,600.0 $335K +26K +293.2% $9.67 +13.0%
1613 SGML SIGMA LITHIUM CORPORATION Basic Materials 26,261.0 $332K +10K +63.8% $12.65 -5.4%
1614 CALL ICICI BANK LIMITED 11,400.0 $331K +6K +128.0% $29.03
1615 MRCY CALL MERCURY SYS INC Industrials 2,700.0 $330K +700.0 +35.0% $122.33 -25.3%
1616 FIVN PUT FIVE9 INC Technology 15,400.0 $328K +8K +94.9% $21.32 +53.6%
1617 NTSK CALL NETSKOPE INC Technology 29,800.0 $326K +28K +1319.0% $10.94 +32.6%
1618 TENB CALL TENABLE HLDGS INC Technology 8,800.0 $325K +9K +8700.0% $36.88 -6.8%
1619 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 806.0 $324K +362.0 +81.5% $401.84 +1.1%
1620 REAL CALL THE REALREAL INC Consumer Cyclical 27,200.0 $321K +6K +27.1% $11.79 -5.7%
Page 81 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%