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	$383K	Buy	39,600 +23,000	+139%	+$205K	﹤0.01%	2970
2026 Q1	$114K	Sell	16,600 -41,500	-71%	-$376K	﹤0.01%	3615
2025 Q4	$607K	Buy	58,100 +22,800	+65%	+$285K	﹤0.01%	2830
2025 Q3	$498K	Buy	35,300 +19,800	+128%	+$294K	﹤0.01%	2607
2025 Q2	$279K	Buy	+15,500	New	+$237K	﹤0.01%	3102
2025 Q1	–	Sell	-27,000	Closed	-$538K	–	4756
2024 Q4	$538K	Sell	27,000 -50,400	-65%	-$793K	﹤0.01%	2922
2024 Q3	$1.06M	Buy	77,400 +24,900	+47%	+$437K	﹤0.01%	2599
2024 Q2	$1.47M	Buy	52,500 +18,400	+54%	+$533K	﹤0.01%	2418
2024 Q1	$1.1M	Buy	34,100 +2,300	+7%	+$65.3K	﹤0.01%	2505
2023 Q4	$1.38M	Buy	31,800 +8,300	+35%	+$327K	﹤0.01%	2091
2023 Q3	$976K	Buy	+23,500	New	+$904K	﹤0.01%	2270

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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. 296 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.
296 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.