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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 178 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 AYI ACUITY INC Industrials 162.0 $61K +100.0 +161.3% $376.66 -8.9%
3542 LRMR LARIMAR THERAPEUTICS INC Healthcare 20,000.0 $61K $3.05 +37.0%
3543 UPWK UPWORK INC Industrials 7,231.0 $60K -2K -25.6% $8.36 +3.0%
3544 GOGO CALL GOGO INC Communication Services 19,300.0 $60K -23K -54.5% $3.10 -13.5%
3545 ULCC CALL FRONTIER GROUP HLDGS INC Industrials 7,500.0 $59K -900.0 -10.7% $7.91 -24.7%
3546 DPZ PUT DOMINOS PIZZA INC Consumer Cyclical 200.0 $59K -4K -95.2% $296.04 +15.5%
3547 HNRG CALL HALLADOR ENERGY COMPANY Energy 3,400.0 $59K -300.0 -8.1% $17.39 -11.6%
3548 AXTA AXALTA COATING SYS LTD Basic Materials 1,704.0 $58K -2K -58.4% $34.22 +5.8%
3549 VMI PUT VALMONT INDS INC Industrials 100.0 $58K -100.0 -50.0% $577.60 -15.9%
3550 QTWO CALL Q2 HLDGS INC Technology 1,200.0 $58K NEW $48.10 +32.9%
3551 TRU PUT TRANSUNION Industrials 800.0 $58K +300.0 +60.0% $72.14 +17.3%
3552 PUT ODDITY TECH LTD 3,800.0 $57K -2K -38.7% $15.13
3553 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,241.0 $57K NEW $17.73 -3.9%
3554 LGIH CALL LGI HOMES INC Consumer Cyclical 900.0 $57K $63.68 -8.7%
3555 LOPE CALL GRAND CANYON ED INC Consumer Defensive 400.0 $57K -800.0 -66.7% $143.11 +3.0%
3556 CHRD CALL CHORD ENERGY CORPORATION Energy 500.0 $57K -400.0 -44.4% $114.30 +29.4%
3557 UCTT CALL ULTRA CLEAN HLDGS INC Technology 400.0 $57K NEW $142.59 -46.4%
3558 PTC PUT PTC INC Technology 500.0 $57K NEW $113.61 +36.1%
3559 LSPD PUT LIGHTSPEED COMMERCE INC Technology 5,400.0 $57K +5K +5300.0% $10.49 +1.1%
3560 FN FABRINET Technology 100.0 $56K $562.08 -22.3%
Page 178 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%