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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 177 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 VITL CALL VITAL FARMS INC Consumer Defensive 5,600.0 $65K +1K +30.2% $11.63 -9.1%
3522 HMC CALL HONDA MOTOR CO LTD Consumer Cyclical 2,400.0 $65K -5K -67.1% $27.11 +23.1%
3523 KODIAK AI INC. 12,741.0 $65K +9K +264.6% $5.08
3524 GKOS GLAUKOS CORP Healthcare 463.0 $65K NEW $139.76 +32.3%
3525 UA PUT UNDER ARMOUR INC 10,400.0 $65K +4K +55.2% $6.22
3526 PUT KODIAK AI INC. 12,700.0 $65K +600.0 +5.0% $5.08
3527 ALHC PUT ALIGNMENT HEALTHCARE INC Healthcare 2,700.0 $64K NEW $23.81 -44.7%
3528 INSM PUT INSMED INC Healthcare 600.0 $64K -3K -82.9% $106.62 +18.0%
3529 GTM PUT ZOOMINFO TECHNOLOGIES INC Technology 21,800.0 $64K -7K -24.3% $2.93 +35.5%
3530 EFX CALL EQUIFAX INC Industrials 400.0 $63K -3K -89.2% $158.72 +21.4%
3531 VERSIGENT PLC 1,508.0 $63K NEW $42.01
3532 URNM PUT SPROTT FDS TR 1,200.0 $63K +1K +1100.0% $52.59 +10.6%
3533 CRBG PUT COREBRIDGE FINL INC 2,200.0 $63K -500.0 -18.5% $28.63
3534 IE CALL IVANHOE ELECTRIC INC Technology 6,500.0 $62K +1K +20.4% $9.61 +17.3%
3535 CPRT CALL COPART INC Industrials 2,200.0 $62K +100.0 +4.8% $28.19 +19.9%
3536 WGS PUT GENEDX HOLDINGS CORP Healthcare 900.0 $62K NEW $68.65 +26.8%
3537 WOOF CALL PETCO HEALTH & WELLNESS CO I Consumer Cyclical 22,700.0 $62K -800.0 -3.4% $2.72 +4.4%
3538 FSM PUT FORTUNA MNG CORP Basic Materials 7,300.0 $62K -4K -32.4% $8.45 +42.8%
3539 DAC PUT DANAOS CORPORATION Industrials 500.0 $61K $122.37 +22.4%
3540 CRK CALL COMSTOCK RES INC Energy 4,100.0 $61K -14K -77.6% $14.92 -4.7%
Page 177 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%