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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 17 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BLUE OWL CAPITAL CORPORATION 24,458.0 $266K NEW $10.87
322 FRHC CALL FREEDOM HOLDING CORP Financial Services 2,000.0 $261K NEW $130.47 +30.8%
323 WYFI PUT WHITEFIBER INC Technology 6,700.0 $260K NEW $38.85 -46.7%
324 TRV TRAVELERS COMPANIES INC Financial Services 784.0 $259K NEW $330.12 +10.1%
325 BWXT BWX TECHNOLOGIES INC Industrials 1,323.0 $258K NEW $194.65 -19.5%
326 RNG RINGCENTRAL INC Technology 6,473.0 $252K NEW $38.98 +71.9%
327 CYTK CYTOKINETICS INC Healthcare 2,951.0 $251K NEW $85.19 -9.8%
328 LAMR CALL LAMAR ADVERTISING CO Real Estate 1,600.0 $250K NEW $155.98 -3.3%
329 EXTR CALL EXTREME NETWORKS INC Technology 7,600.0 $246K NEW $32.37 -28.9%
330 QTWO PUT Q2 HLDGS INC Technology 5,100.0 $245K NEW $48.10 +32.9%
331 EQX EQUINOX GOLD CORP Basic Materials 25,207.0 $245K NEW $9.72 +39.2%
332 PUT DUPONT DE NEMOURS INC 1,800.0 $244K NEW $135.64
333 ATEX CALL ANTERIX INC Communication Services 2,300.0 $237K NEW $102.94 -9.4%
334 MANH CALL MANHATTAN ASSOCIATES INC Technology 1,700.0 $237K NEW $139.25 +54.1%
335 NTLA INTELLIA THERAPEUTICS INC Healthcare 13,972.0 $236K NEW $16.92 -24.1%
336 EZPW CALL EZCORP INC Financial Services 6,800.0 $235K NEW $34.57 -6.8%
337 BAP CALL CREDICORP LTD Financial Services 600.0 $234K NEW $389.58 -2.7%
338 HST HOST HOTELS & RESORTS INC Real Estate 9,858.0 $234K NEW $23.71 -2.1%
339 OSK OSHKOSH CORP Industrials 1,508.0 $231K NEW $153.48 +2.4%
340 NTCT NETSCOUT SYS INC Technology 5,253.0 $229K NEW $43.55 -11.6%
Page 17 of 28  ·  557 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%