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← Walleye Capital LLC, its record

Walleye Capital LLC and Neuberger Berman Group LLC: where the books meet

At Q2 2026, at least 20% of the two 13F books was the same, across 141 stocks both listed, against 13% at Q3 2018. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%10%20%Q3 2018: 13%, 63 in bothQ1 2019: 0.5%, 6 in both19Q2 2019: 0.3%, 4 in bothQ3 2019: 0.7%, 7 in bothQ4 2019: 2.0%, 23 in bothQ1 2020: 4.7%, 44 in both20Q2 2020: 8.1%, 85 in bothQ3 2020: 11%, 98 in bothQ4 2020: 8.5%, 88 in bothQ1 2021: 8.5%, 89 in both21Q2 2021: 10%, 105 in bothQ3 2021: 7.4%, 89 in bothQ4 2021: 9.4%, 85 in bothQ1 2022: 11%, 102 in both22Q2 2022: 11%, 105 in bothQ3 2022: 11%, 104 in bothQ4 2022: 13%, 117 in bothQ1 2023: 14%, 120 in both23Q2 2023: 4.2%, 76 in bothQ3 2023: 4.0%, 76 in bothQ4 2023: 3.1%, 59 in bothQ1 2024: 3.9%, 68 in both24Q2 2024: 4.7%, 82 in bothQ3 2024: 5.5%, 88 in bothQ4 2024: 8.7%, 95 in bothQ1 2025: 14%, 98 in both25Q2 2025: 15%, 94 in bothQ3 2025: 17%, 98 in bothQ4 2025: 13%, 114 in bothQ1 2026: 18%, 130 in both26Q2 2026: 20%, 141 in both
  • Q3 2018: 13%, 63 in both
  • Q1 2019: 0.5%, 6 in both
  • Q2 2019: 0.3%, 4 in both
  • Q3 2019: 0.7%, 7 in both
  • Q4 2019: 2.0%, 23 in both
  • Q1 2020: 4.7%, 44 in both
  • Q2 2020: 8.1%, 85 in both
  • Q3 2020: 11%, 98 in both
  • Q4 2020: 8.5%, 88 in both
  • Q1 2021: 8.5%, 89 in both
  • Q2 2021: 10%, 105 in both
  • Q3 2021: 7.4%, 89 in both
  • Q4 2021: 9.4%, 85 in both
  • Q1 2022: 11%, 102 in both
  • Q2 2022: 11%, 105 in both
  • Q3 2022: 11%, 104 in both
  • Q4 2022: 13%, 117 in both
  • Q1 2023: 14%, 120 in both
  • Q2 2023: 4.2%, 76 in both
  • Q3 2023: 4.0%, 76 in both
  • Q4 2023: 3.1%, 59 in both
  • Q1 2024: 3.9%, 68 in both
  • Q2 2024: 4.7%, 82 in both
  • Q3 2024: 5.5%, 88 in both
  • Q4 2024: 8.7%, 95 in both
  • Q1 2025: 14%, 98 in both
  • Q2 2025: 15%, 94 in both
  • Q3 2025: 17%, 98 in both
  • Q4 2025: 13%, 114 in both
  • Q1 2026: 18%, 130 in both
  • Q2 2026: 20%, 141 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockWalleye Capital LLCNeuberger Berman Group LLC
Amazon Com Inc(AMZN)1.6%Trimmed3.1%Added
iShares Trust(IVV)17%Added1.3%Added
Microsoft Corp(MSFT)0.8%Added2.6%Trimmed
JPMorgan Chase & Co(JPM)0.8%Added1.7%Added
Apple Inc(AAPL)0.5%Trimmed3.3%Added
Micron Technology Inc(MU)0.4%Added0.7%Trimmed
Applied Matls Inc(AMAT)0.4%Trimmed0.6%Added
Cisco Sys Inc(CSCO)0.4%Added0.4%Trimmed
Advanced Micro Devices Inc(AMD)0.4%Trimmed0.6%Trimmed
Caterpillar Inc Del(CAT)0.3%Added0.6%Trimmed
McDonald's Corp(MCD)0.3%Added0.3%Trimmed
Facebook Inc(META)0.3%Trimmed0.9%Added
SanDisk Corp(SNDK)0.4%Trimmed0.3%Trimmed
Boeing Co(BA)0.3%Added0.3%Added
Walmart Inc(WMT)0.3%New0.4%Added
Marvell Technology Inc(MRVL)0.2%Added0.3%Added
45841n107(IBKR)0.2%Added0.3%Added
Amerisourcebergen Corp(COR)0.4%Added0.2%Added
PNC Finl SVCS Group Inc(PNC)0.3%Added0.2%Added
General Electric Co(GE)0.2%Added0.7%Trimmed

and 121 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Nvidia Corp(NVDA)Walleye Capital LLC trimmed; Neuberger Berman Group LLC added
  • Apple Inc(AAPL)Walleye Capital LLC trimmed; Neuberger Berman Group LLC added
  • Amazon Com Inc(AMZN)Walleye Capital LLC trimmed; Neuberger Berman Group LLC added
  • Microsoft Corp(MSFT)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
  • Lilly Eli & Co(LLY)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
  • Facebook Inc(META)Walleye Capital LLC trimmed; Neuberger Berman Group LLC added
  • Micron Technology Inc(MU)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
  • General Electric Co(GE)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
  • Berkshire Hathaway Inc Del(BRK-B)Walleye Capital LLC trimmed; Neuberger Berman Group LLC added
  • Intel Corp(INTC)Walleye Capital LLC started; Neuberger Berman Group LLC trimmed
  • Caterpillar Inc Del(CAT)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
  • Exxon Mobil Corp(XOM)Walleye Capital LLC added; Neuberger Berman Group LLC trimmed
Walleye Capital LLC: the recordNeuberger Berman Group LLC: the record

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