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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 169 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 STWD CALL STARWOOD PPTY TR INC Real Estate 6,900.0 $113K -13K -65.2% $16.38 +0.0%
3362 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 5,937.0 $113K NEW $19.01 -5.9%
3363 JLL JONES LANG LASALLE INC Real Estate 363.0 $113K -17K -98.0% $309.95 +25.0%
3364 CXM PUT SPRINKLR INC Technology 21,700.0 $112K +16K +280.7% $5.16 +43.4%
3365 BOX PUT BOX INC Technology 4,200.0 $111K -4K -48.8% $26.54 +24.0%
3366 VTRS CALL VIATRIS INC Healthcare 7,000.0 $111K -74K -91.3% $15.88 +2.8%
3367 MAA PUT MID-AMER APT CMNTYS INC Real Estate 800.0 $111K NEW $138.94 -5.5%
3368 DRS CALL LEONARDO DRS INC Industrials 2,600.0 $111K -700.0 -21.2% $42.67 -4.6%
3369 TREX PUT TREX INC Industrials 2,200.0 $110K -16K -88.2% $50.04 -6.4%
3370 LBRT PUT LIBERTY ENERGY INC Energy 4,200.0 $110K -6K -58.4% $26.19 -26.1%
3371 NVS PUT NOVARTIS AG Healthcare 700.0 $110K -22K -96.8% $156.72 +1.4%
3372 REPL CALL REPLIMUNE GROUP INC Healthcare 9,900.0 $110K +2K +28.6% $11.07 +33.4%
3373 BBD CALL BANCO BRADESCO S A Financial Services 31,200.0 $108K -500.0 -1.6% $3.47 -10.4%
3374 TRMD TORM PLC Energy 4,152.0 $108K -7K -62.7% $26.06 +22.0%
3375 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 6,289.0 $108K NEW $17.20 -6.0%
3376 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,901.0 $108K NEW $56.81 +15.7%
3377 PFG CALL PRINCIPAL FINANCIAL GROUP IN Financial Services 1,000.0 $108K -100.0 -9.1% $107.78 +2.8%
3378 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 13,609.0 $108K NEW $7.90 -4.8%
3379 CALL KODIAK AI INC. 20,900.0 $106K +17K +435.9% $5.08
3380 VET VERMILION ENERGY INC Energy 11,305.0 $106K NEW $9.37 +35.9%
Page 169 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%