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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 146 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 TENB CALL TENABLE HLDGS INC Technology 8,800.0 $325K +9K +8700.0% $36.88 -11.1%
2902 EPAM EPAM SYS INC Technology 4,082.0 $324K -6K -59.0% $79.35 +41.0%
2903 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 806.0 $324K +362.0 +81.5% $401.84 +1.3%
2904 KMT KENNAMETAL INC Industrials 9,201.0 $322K -10K -51.4% $35.05 -16.5%
2905 AM PUT ANTERO MIDSTREAM CORP Energy 14,100.0 $321K -43K -75.2% $22.75 -3.7%
2906 REAL CALL THE REALREAL INC Consumer Cyclical 27,200.0 $321K +6K +27.1% $11.79 -5.7%
2907 PZZA CALL PAPA JOHNS INTL INC Consumer Cyclical 8,700.0 $320K -48K -84.6% $36.77 -34.4%
2908 SLM PUT SLM CORP Financial Services 12,300.0 $319K -25K -67.2% $25.94 +2.0%
2909 MAS PUT MASCO CORP Industrials 3,900.0 $317K +2K +105.3% $81.37 -10.4%
2910 SONY PUT SONY GROUP CORP Technology 15,800.0 $317K -34K -68.0% $20.06 +19.9%
2911 NTR NUTRIEN LTD Basic Materials 5,023.0 $316K -23K -82.0% $62.95 +15.7%
2912 ASST STRIVE INC Communication Services 28,901.0 $315K -11K -27.1% $10.91 +96.1%
2913 TNDM TANDEM DIABETES CARE INC Healthcare 20,849.0 $315K NEW $15.09 +43.0%
2914 XEL PUT XCEL ENERGY INC Utilities 3,900.0 $313K -4K -48.7% $80.30 -3.9%
2915 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,746.0 $313K +3K +682.0% $83.48 +4.4%
2916 BRZE PUT BRAZE INC Technology 14,400.0 $312K +11K +336.4% $21.69 +42.0%
2917 BLMN BLOOMIN BRANDS INC Consumer Cyclical 34,147.0 $312K +1K +3.3% $9.14 +20.8%
2918 EQX PUT EQUINOX GOLD CORP Basic Materials 31,900.0 $310K -700.0 -2.1% $9.72 +43.8%
2919 FERG PUT FERGUSON ENTERPRISES INC Industrials 1,300.0 $309K -2K -59.4% $237.33 -2.0%
2920 EGO ELDORADO GOLD CORP NEW Basic Materials 9,906.0 $308K -24K -70.5% $31.09 +54.8%
Page 146 of 196  ·  3,913 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%