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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 17 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AIR LEASE CORP 3,548.0 $230K NEW $64.94
322 MGY MAGNOLIA OIL & GAS CORP Energy 7,258.0 $229K NEW $31.57 -16.3%
323 VSTS VESTIS CORPORATION Industrials 29,000.0 $228K NEW $7.86 +63.9%
324 NCNO NCINO INC Technology 15,000.0 $225K NEW $14.98 -1.2%
325 ZETA ZETA GLOBAL HOLDINGS CORP Technology 13,851.0 $221K NEW $15.92 +18.7%
326 RYN PUT RAYONIER INC Real Estate 10,600.0 $219K NEW $20.62 +1.7%
327 IPGP CALL IPG PHOTONICS CORP Technology 1,900.0 $218K NEW $114.59 +3.0%
328 COOPER COS INC 3,025.0 $216K NEW $71.50
329 RRX REGAL REXNORD CORPORATION Industrials 1,139.0 $213K NEW $187.26 +21.1%
330 AIT PUT APPLIED INDL TECHNOLOGIES IN Industrials 800.0 $212K NEW $265.32 +27.4%
331 IPI INTREPID POTASH INC Basic Materials 4,955.0 $212K NEW $42.77 -19.4%
332 CVGW PUT CALAVO GROWERS INC Consumer Defensive 8,200.0 $211K NEW $25.79 +1.2%
333 PAVE GLOBAL X FDS 4,155.0 $211K NEW $50.81 +15.3%
334 MDGL CALL MADRIGAL PHARMACEUTICALS INC Healthcare 400.0 $209K NEW $523.47 -3.4%
335 WOR PUT WORTHINGTON ENTERPRISES INC Industrials 4,000.0 $209K NEW $52.14 +15.8%
336 BPOP POPULAR INC Financial Services 1,543.0 $207K NEW $134.17 +18.7%
337 TENB TENABLE HLDGS INC Technology 12,215.0 $207K NEW $16.92 +58.9%
338 WAT WATERS CORP Healthcare 693.0 $206K NEW $297.80 +19.4%
339 DQ DAQO NEW ENERGY CORP Technology 9,663.0 $206K NEW $21.27 -33.3%
340 TYL PUT TYLER TECHNOLOGIES INC Technology 600.0 $205K NEW $342.38 -18.5%
Page 17 of 31  ·  606 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 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%