Walleye Capital
MBLY icon

Walleye Capital’s Mobileye MBLY Stock Holding History

Walleye Capital’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Sell
1,292,215
-1,060,679
-45% -$9.45M 0.04% 392
2026
Q1 		$16.2M Buy
2,352,894
+843,718
+56% +$7.64M 0.07% 254
2025
Q4 		$15.8M Buy
1,509,176
+1,329,985
+742% +$16.6M 0.05% 401
2025
Q3 		$2.53M Buy
+179,191
New +$2.66M 0.01% 1399
2025
Q2 		– Sell
-811,190
Closed -$12.4M – 4835
2025
Q1 		$11.7M Buy
811,190
+777,250
+2,290% +$12.7M 0.05% 383
2024
Q4 		$676K Sell
33,940
-218,669
-87% -$3.44M ﹤0.01% 2731
2024
Q3 		$3.46M Buy
252,609
+252,559
+505,118% +$4.43M 0.01% 1460
2024
Q2 		$1.4K Sell
50
-233,988
-100% -$6.78M ﹤0.01% 5457
2024
Q1 		$7.52M Buy
234,038
+213,105
+1,018% +$6.05M 0.01% 1013
2023
Q4 		$907K Buy
+20,933
New +$824K ﹤0.01% 2434
2023
Q3 		– Sell
-592,740
Closed -$22.8M – 5148
2023
Q2 		$22.8M Buy
592,740
+41,284
+7% +$1.68M 0.08% 136
2023
Q1 		$23.9M Buy
551,456
+252,376
+84% +$9.88M 0.36% 30
2022
Q4 		$10.5M Buy
+299,080
New +$9.08M 0.19% 117

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Walleye Capital's MBLY Position: Q2 2026 in Review

Walleye Capital reduced its Mobileye (MBLY) stake by 45% in Q2 2026, selling an estimated $9.45M and leaving 1,292,215 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #392.

Walleye Capital first reported a position in MBLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $23.9M in Q1 2023. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Walleye Capital held 1,292,215 shares of Mobileye worth $12.5M as of Q2 2026.
  • Walleye Capital sold 1,060,679 Mobileye shares in Q2 2026, an estimated $9.45M.
  • Mobileye made up 0.04% of Walleye Capital's portfolio in Q2 2026, its #392 holding.
  • Walleye Capital first reported a position in Mobileye in Q4 2022 and has held it in 13 quarters since.
  • Walleye Capital's Mobileye position peaked at $23.9M in Q1 2023.
  • 295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.