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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 61 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 APPF PUT APPFOLIO INC Technology 500.0 $80K -400.0 -44.4% $160.35 +39.9%
1202 ARMK PUT ARAMARK Industrials 1,400.0 $80K -14K -91.1% $56.90 +5.0%
1203 ZBRA PUT ZEBRA TECHNOLOGIES CORPORATI Technology 300.0 $79K -300.0 -50.0% $263.26 +40.0%
1204 VNET CALL VNET GROUP INC Technology 9,800.0 $79K -240K -96.1% $8.04 -16.4%
1205 KC PUT KINGSOFT CLOUD HLDGS LTD Technology 8,700.0 $79K -32K -78.4% $9.05 +23.1%
1206 ERO PUT ERO COPPER CORP Basic Materials 2,900.0 $78K -15K -84.2% $26.75 +47.4%
1207 CALL BROWN FORMAN CORP 2,900.0 $77K -26K -89.8% $26.65
1208 MFC CALL MANULIFE FINL CORP Financial Services 1,900.0 $77K -6K -75.3% $40.51 +4.9%
1209 TPB CALL TURNING PT BRANDS INC Consumer Defensive 900.0 $76K -12K -93.0% $84.81 -1.7%
1210 OHI CALL OMEGA HEALTHCARE INVS INC Real Estate 1,600.0 $76K -85K -98.2% $47.68 -2.2%
1211 FE PUT FIRSTENERGY CORP Utilities 1,600.0 $76K -78K -98.0% $47.54 -3.3%
1212 ESLT PUT ELBIT SYS LTD Industrials 100.0 $76K -300.0 -75.0% $758.72 -2.3%
1213 MUR CALL MURPHY OIL CORP Energy 2,300.0 $75K -46K -95.3% $32.56 +14.9%
1214 BOH BANK HAWAII CORP Financial Services 914.0 $74K -945.0 -50.8% $81.49 -4.9%
1215 RELY PUT REMITLY GLOBAL INC Technology 3,300.0 $74K -47K -93.5% $22.41 +19.0%
1216 TENB TENABLE HLDGS INC Technology 1,991.0 $73K -10K -83.7% $36.88 -6.8%
1217 BOH PUT BANK HAWAII CORP Financial Services 900.0 $73K -7K -88.5% $81.49 -4.9%
1218 ATEC ALPHATEC HLDGS INC Healthcare 8,465.0 $73K -2K -18.5% $8.65 +9.6%
1219 PCTY PUT PAYLOCITY HLDG CORP Technology 700.0 $73K -300.0 -30.0% $104.53 +46.7%
1220 TRP PUT TC ENERGY CORP Energy 1,100.0 $73K -12K -91.6% $66.29 -6.4%
Page 61 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%