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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 20 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IONS IONIS PHARMACEUTICALS INC Healthcare 65,949.0 $5.0M 0.02% +66K +10000.0% $75.09 -3.4%
382 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 87,336.0 $4.9M 0.02% +87K +10000.0% $56.45 -12.8%
383 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 260,817.0 $4.8M 0.02% +178K +213.9% $18.52 -10.5%
384 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 141,688.0 $4.8M 0.02% +2K +1.4% $33.95 +13.6%
385 EQNR PUT EQUINOR ASA Energy 113,700.0 $4.8M 0.02% +106K +1339.2% $42.20 -6.0%
386 STLD CALL STEEL DYNAMICS INC Basic Materials 26,500.0 $4.8M 0.02% +5K +25.0% $180.00 +27.0%
387 AUPH AURINIA PHARMACEUTICALS INC Healthcare 321,567.0 $4.8M 0.02% +299K +1303.9% $14.82 +4.9%
388 BWXT BWX TECHNOLOGIES INC Industrials 23,178.0 $4.7M 0.02% +12K +105.2% $204.49 -3.5%
389 CCRN CROSS CTRY HEALTHCARE INC Healthcare 503,034.0 $4.7M 0.02% +249K +98.3% $9.40 +39.4%
390 STLD PUT STEEL DYNAMICS INC Basic Materials 26,100.0 $4.7M 0.02% +3K +14.0% $180.00 +27.0%
391 SAN CALL BANCO SANTANDER SA Financial Services 413,300.0 $4.7M 0.02% +311K +303.2% $11.28 +5.1%
392 CF CF INDUSTRIES HOLD Basic Materials 35,749.0 $4.6M 0.02% +16K +78.5% $129.84 -1.5%
393 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 231,600.0 $4.6M 0.02% +50K +27.5% $19.78 -5.8%
394 MARA MARA HOLDINGS INC Financial Services 555,558.0 $4.5M 0.02% +553K +10000.0% $8.16 +49.3%
395 LC LENDINGCLUB ISSUANCE TR SER Financial Services 315,331.0 $4.5M 0.02% +315K +10000.0% $14.32 +9.1%
396 CCOI COGENT COMM HOLDINGS INC Communication Services 239,557.0 $4.5M 0.02% +138K +136.2% $18.84 -6.2%
397 PII POLARIS INC Consumer Cyclical 81,965.0 $4.5M 0.02% +58K +243.5% $54.50 +17.4%
398 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 98,500.0 $4.5M 0.02% +37K +59.1% $45.30 -30.0%
399 CALL FTAI AVIATION LTD 18,200.0 $4.5M 0.02% +3K +22.1% $245.00
400 OMDA OMADA HEALTH INC Healthcare 352,443.0 $4.4M 0.02% +307K +677.2% $12.57 +31.0%
Page 20 of 65  ·  1,284 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%