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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 47 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EPAM PUT EPAM SYS INC Technology 4,200.0 $333K -7K -61.1% $79.35 +40.2%
922 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,391.0 $333K -2K -26.4% $52.09 -5.3%
923 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 7,700.0 $332K -21K -73.3% $43.18 +26.9%
924 DHT CALL DHT HOLDINGS INC Energy 19,800.0 $327K -840K -97.7% $16.53 +19.3%
925 CVLT CALL COMMVAULT SYS INC Technology 2,300.0 $326K -4K -62.9% $141.73 -7.5%
926 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 39,000.0 $326K -189K -82.9% $8.35 +3.7%
927 BRZE CALL BRAZE INC Technology 15,000.0 $325K -6K -29.2% $21.69 +45.0%
928 EPAM EPAM SYS INC Technology 4,082.0 $324K -6K -59.0% $79.35 +40.2%
929 KMT KENNAMETAL INC Industrials 9,201.0 $322K -10K -51.4% $35.05 -16.4%
930 AM PUT ANTERO MIDSTREAM CORP Energy 14,100.0 $321K -43K -75.2% $22.75 -2.7%
931 PZZA CALL PAPA JOHNS INTL INC Consumer Cyclical 8,700.0 $320K -48K -84.6% $36.77 -34.5%
932 SLM PUT SLM CORP Financial Services 12,300.0 $319K -25K -67.2% $25.94 +1.5%
933 SONY PUT SONY GROUP CORP Technology 15,800.0 $317K -34K -68.0% $20.06 +20.9%
934 NTR NUTRIEN LTD Basic Materials 5,023.0 $316K -23K -82.0% $62.95 +18.0%
935 ASST STRIVE INC Communication Services 28,901.0 $315K -11K -27.1% $10.91 +80.8%
936 XEL PUT XCEL ENERGY INC Utilities 3,900.0 $313K -4K -48.7% $80.30 -3.7%
937 EQX PUT EQUINOX GOLD CORP Basic Materials 31,900.0 $310K -700.0 -2.1% $9.72 +41.6%
938 FERG PUT FERGUSON ENTERPRISES INC Industrials 1,300.0 $309K -2K -59.4% $237.33 -0.4%
939 EGO ELDORADO GOLD CORP NEW Basic Materials 9,906.0 $308K -24K -70.5% $31.09 +49.1%
940 YOU PUT CLEAR SECURE INC Technology 5,500.0 $307K -300.0 -5.2% $55.73 -19.8%
Page 47 of 73  ·  1,445 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%