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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 202 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 SNBR PUT SLEEP NUMBER CORP Consumer Cyclical 15,600.0 $28K -9K -35.8% $1.79 -12.3%
4022 APPS DIGITAL TURBINE INC Technology 9,662.0 $28K +6K +144.9% $2.88 +42.9%
4023 FICO FAIR ISAAC CORP Technology 26.0 $28K NEW $1067.54 +14.7%
4024 USFD US FOODS HLDG CORP Consumer Defensive 300.0 $28K NEW $92.21 -12.4%
4025 RUM CALL RUMBLE INC Technology 5,400.0 $28K -77K -93.4% $5.10 +42.5%
4026 ACH ACCENDRA HEALTH INC Healthcare 12,000.0 $27K -596K -98.0% $2.28 +22.8%
4027 GEVO CALL GEVO INC Basic Materials 10,000.0 $27K -20K -66.7% $2.73 -37.7%
4028 OTG ACQUISITION CORP. I 108,024.0 $27K +6K +5.5% $0.25
4029 CRSR CORSAIR GAMING INC Technology 4,803.0 $27K NEW $5.55 +21.1%
4030 QLYS PUT QUALYS INC Technology 300.0 $26K NEW $87.85 +12.7%
4031 SGML SIGMA LITHIUM CORPORATION Basic Materials 2,113.0 $26K -16K -88.4% $12.34 +11.3%
4032 ITW PUT ILLINOIS TOOL WKS INC Industrials 100.0 $26K NEW $260.29 -5.9%
4033 CMS CMS ENERGY CORP Utilities 334.0 $26K -24K -98.6% $77.58 -6.6%
4034 HORIZON QUANTUM HOLDINGS LTD 12,639.0 $26K NEW $2.05
4035 INSP CALL INSPIRE MED SYS INC Healthcare 500.0 $26K -200.0 -28.6% $51.58 -19.6%
4036 KHC KRAFT HEINZ CO Consumer Defensive 1,143.0 $26K +1K +4133.3% $22.49 +2.5%
4037 FLY CALL FIREFLY AEROSPACE INC Industrials 900.0 $26K -9K -90.9% $28.47 +44.1%
4038 PARR PAR PAC HOLDINGS INC Energy 407.0 $25K -112K -99.6% $62.64 -4.6%
4039 VVV VALVOLINE INC Energy 751.0 $25K NEW $33.68 -3.2%
4040 LTM LATAM AIRLINES GROUP SA Industrials 508.0 $25K +502.0 +8366.7% $49.44 -6.2%
Page 202 of 216  ·  4,317 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%