Skip to main content

Alphatec Holdings, Inc.

ATEC
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001350653

In the last 90 days, Alphatec Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 267 institutions reported holding it in 13F filings for Q2 2026, worth $966.6M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Alphatec Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
165
+14 vs. Q2 2021
Shares held
53.2M
+8.63M (+19.4%) vs. Q2 2021
Total value
$648.0M
−$33.0M (−4.8%) vs. Q2 2021
New holders
33
55 more added
Sold out
19
43 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ATEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 165 institutions
Q1 2021: 158 institutionsQ2 2021: 153 institutionsQ3 2021: 165 institutionsQ4 2021: 172 institutionsQ1 2022: 162 institutionsQ2 2022: 161 institutionsQ3 2022: 164 institutionsQ4 2022: 182 institutionsQ1 2023: 184 institutionsQ2 2023: 209 institutionsQ3 2023: 201 institutionsQ4 2023: 206 institutionsQ1 2024: 224 institutionsQ2 2024: 218 institutionsQ3 2024: 216 institutionsQ4 2024: 229 institutionsQ1 2025: 231 institutionsQ2 2025: 239 institutionsQ3 2025: 275 institutionsQ4 2025: 285 institutionsQ1 2026: 285 institutionsQ2 2026: 267 institutions
Value heldQ3 2021: $648.0M
Q1 2021: $692.0MQ2 2021: $681.7MQ3 2021: $648.0MQ4 2021: $611.1MQ1 2022: $609.7MQ2 2022: $329.9MQ3 2022: $447.7MQ4 2022: $666.3MQ1 2023: $919.9MQ2 2023: $1.25BQ3 2023: $904.8MQ4 2023: $1.37BQ1 2024: $1.26BQ2 2024: $976.4MQ3 2024: $461.3MQ4 2024: $778.1MQ1 2025: $898.8MQ2 2025: $1.12BQ3 2025: $1.57BQ4 2025: $2.51BQ1 2026: $1.23BQ2 2026: $966.6M
Institutions holding ATEC and their total value by quarter
QuarterHoldersValue
Q2 2026267$966.6M
Q1 2026285$1.23B
Q4 2025285$2.51B
Q3 2025275$1.57B
Q2 2025239$1.12B
Q1 2025231$898.8M
Q4 2024229$778.1M
Q3 2024216$461.3M
Q2 2024218$976.4M
Q1 2024224$1.26B
Q4 2023206$1.37B
Q3 2023201$904.8M
Q2 2023209$1.25B
Q1 2023184$919.9M
Q4 2022182$666.3M
Q3 2022164$447.7M
Q2 2022161$329.9M
Q1 2022162$609.7M
Q4 2021172$611.1M
Q3 2021165$648.0M
Q2 2021153$681.7M
Q1 2021158$692.0M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q2 2021.

Institutions holding ATEC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.85,000$1.04M0.00%00.0%Unchanged
Citadel Advisors LLC87,279$1.06M0.00%−244,733−73.7%Reduced
California State Teachers Retirement System89,836$1.09M0.00%−5,006−5.3%Reduced
D. E. Shaw & Co., Inc.91,980$1.12M0.00%+72,649+375.8%Added
Aristeia Capital LLC91,944$1.12M0.02%+91,944New
Schonfeld Strategic Advisors LLC94,247$1.15M0.01%+73,932+363.9%Added
Wells Fargo & Company100,123$1.22M0.00%−31,163−23.7%Reduced
Spears Abacus Advisors LLC100,000$1.22M0.09%00.0%Unchanged
SEI Investments Co105,265$1.28M0.00%−8,802−7.7%Reduced
Invst, LLC106,194$1.29M0.20%+10,000+10.4%Added
First Trust Advisors LP107,457$1.31M0.00%−115,930−51.9%Reduced
HighTower Advisors, LLC116,662$1.42M0.00%−17,604−13.1%Reduced
Bank of America Corp119,279$1.45M0.00%+35,807+42.9%Added
LPL Financial LLC127,629$1.56M0.00%+19,154+17.7%Added
Swiss National Bank140,000$1.71M0.00%+3,700+2.7%Added
Squarepoint Ops LLC143,217$1.75M0.01%+59,491+71.1%Added
Maven Securities LTD150,294$1.83M0.21%+88,281+142.4%Added
Perkins Capital Management Inc171,600$2.09M1.30%−5,150−2.9%Reduced
Charles Schwab Investment Management Inc177,600$2.17M0.00%+9,848+5.9%Added
Essex Investment Management Co LLC182,812$2.23M0.27%−40,674−18.2%Reduced
Bank of New York Mellon Corp231,346$2.82M0.00%+26,599+13.0%Added
Walleye Capital LLC238,286$2.90M0.09%+238,286New
Parkman Healthcare Partners LLC250,000$3.05M0.77%+250,000New
Crestline Management, LP259,245$3.16M0.30%+259,245New
Assenagon Asset Management S.A.273,994$3.34M0.01%−115,828−29.7%Reduced
Goldman Sachs Group Inc314,456$3.83M0.00%+142,612+83.0%Added
The PNC Financial Services Group, Inc.316,628$3.86M0.00%−1,000−0.3%Reduced
Mercer Global Advisors Inc346,873$4.23M0.03%+346,873New
Dimensional Fund Advisors LP354,367$4.32M0.00%+354,367New
JPMorgan Chase & Co379,401$4.62M0.00%+181,291+91.5%Added
Macquarie Group Ltd383,606$4.68M0.00%−130,396−25.4%Reduced
Pier Capital, LLC399,625$4.87M0.50%−273,151−40.6%Reduced
Castleark Management LLC411,475$5.02M0.19%−43,250−9.5%Reduced
CastleArk Alternatives, LLC411,475$5.02M0.19%+411,475New
Rothschild & Co Asset Management US Inc.429,897$5.24M0.07%−67,979−13.7%Reduced
Perceptive Advisors LLC430,900$5.25M0.08%−1,369,280−76.1%Reduced
Jacob Asset Management of New York LLC445,660$5.43M1.97%+70,360+18.7%Added
Two Sigma Advisers, LP469,700$5.73M0.01%−109,800−18.9%Reduced
Morgan Stanley482,785$5.88M0.00%−59,404−11.0%Reduced
Two Sigma Investments, LP563,335$6.87M0.02%−58,823−9.5%Reduced
Oberweis Asset Management Inc580,030$7.07M1.46%+144,500+33.2%Added
Principal Financial Group Inc593,537$7.24M0.00%−478,800−44.7%Reduced
Royce & Associates LP597,176$7.28M0.05%−130,554−17.9%Reduced
Parian Global Management LP607,974$7.41M5.31%+427,374+236.6%Added
Deutsche Bank AG684,204$8.34M0.00%+363,807+113.5%Added
Northern Trust Corp737,704$8.99M0.00%−3,223−0.4%Reduced
Royal Bank of Canada784,048$9.56M0.00%+754,221+2,528.7%Added
King Luther Capital Management Corp951,359$11.6M0.06%+791,819+496.3%Added
Nuveen Asset Management, LLC955,592$11.6M0.00%−6,527−0.7%Reduced
New York State Common Retirement Fund958,531$11.7M0.01%+260,246+37.3%Added
Janus Henderson Group PLC1,004,453$12.2M0.01%+1,004,453New
Penn Capital Management Co Inc1,058,255$12.9M1.30%+316,665+42.7%Added
Geode Capital Management, LLC1,182,759$14.4M0.00%+69,561+6.2%Added
Cerity Partners LLC1,585,008$19.3M0.43%−22,250−1.4%Reduced
First Light Asset Management, LLC1,774,668$21.6M1.43%+13,857+0.8%Added
Next Century Growth Investors LLC1,810,297$22.1M1.91%+248,610+15.9%Added
Driehaus Capital Management LLC1,822,159$22.2M0.26%−74,722−3.9%Reduced
Armistice Capital, LLC1,824,000$22.2M0.55%+824,000+82.4%Added
State Street Corp1,974,810$24.1M0.00%+84,227+4.5%Added
Millennium Management LLC2,153,426$26.3M0.03%+1,721,570+398.6%Added
Avidity Partners Management LP2,786,000$34.0M0.87%+165,000+6.3%Added
Point72 Asset Management, L.P.3,062,091$37.3M0.18%+2,769,149+945.3%Added
Vanguard Group Inc3,261,518$39.8M0.00%+100,310+3.2%Added
Deerfield Management Company, L.P. (Series C)3,594,829$43.8M0.86%+192,445+5.7%Added
BlackRock Inc.4,772,003$58.2M0.00%−194,574−3.9%Reduced
Marshall Wace, LLP0$00.00%−178,204−100.0%Sold out
Calamos Advisors LLC0$00.00%−172,016−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−171,960−100.0%Sold out
PDT Partners, LLC0$00.00%−80,603−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−46,248−100.0%Sold out
HRT Financial LP0$00.00%−35,635−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−29,926−100.0%Sold out
Algert Global LLC0$00.00%−21,860−100.0%Sold out
Federated Hermes, Inc.0$00.00%−21,622−100.0%Sold out
Old Mission Capital LLC0$00.00%−18,828−100.0%Sold out
ProShare Advisors LLC0$00.00%−17,859−100.0%Sold out
Tibra Equities Europe Ltd0$00.00%−17,199−100.0%Sold out
STRS Ohio0$00.00%−15,200−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−12,183−100.0%Sold out
Raymond James & Associates0$00.00%−11,382−100.0%Sold out
Dorsey Wright & Associates0$00.00%−2,813−100.0%Sold out
Meeder Asset Management Inc0$00.00%−185−100.0%Sold out
Parallel Advisors, LLC0$00.00%−61−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−100−100.0%Sold out
Bel Air Investment Advisors LLC––––Not filed
CWM, LLC––––Not filed