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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, Q4 2021

Institutional positions in Alphatec Holdings, Inc. as of Dec 31, 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
172
+8 vs. Q3 2021
Shares held
53.4M
+271.9K (+0.5%) vs. Q3 2021
Total value
$611.1M
−$36.8M (−5.7%) vs. Q3 2021
New holders
35
61 more added
Sold out
27
38 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 172 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 heldQ4 2021: $611.1M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q3 2021.

Institutions holding ATEC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TownSquare Capital, LLC52,218$597.0K0.01%+13,271+34.1%Added
Renaissance Technologies LLC53,400$610.0K0.00%−17,400−24.6%Reduced
Cullen/Frost Bankers, Inc.55,365$633.0K0.01%+2,385+4.5%Added
Jump Financial, LLC60,980$697.0K0.04%+60,980New
Two Sigma Investments, LP66,500$760.0K0.00%−496,835−88.2%Reduced
Phillips Financial Management, LLC67,757$774.0K0.08%00.0%Unchanged
GWM Advisors LLC67,907$776.0K0.01%+67,907New
Rhumbline Advisers71,708$820.0K0.00%−1,191−1.6%Reduced
UBS Asset Management Americas Inc78,165$893.4K0.00%+1,979+2.6%Added
Wells Fargo & Company79,964$913.0K0.00%−20,159−20.1%Reduced
Alliancebernstein L.P.85,000$972.0K0.00%00.0%Unchanged
Barclays PLC85,828$981.0K0.00%+56,931+197.0%Added
California State Teachers Retirement System93,256$1.07M0.00%+3,420+3.8%Added
HighTower Advisors, LLC94,127$1.08M0.00%−22,535−19.3%Reduced
Canada Pension Plan Investment Board96,000$1.10M0.00%+96,000New
Spears Abacus Advisors LLC100,000$1.14M0.08%00.0%Unchanged
Invst, LLC127,169$1.21M0.19%+20,975+19.8%Added
Schonfeld Strategic Advisors LLC121,885$1.39M0.01%+27,638+29.3%Added
SEI Investments Co125,711$1.44M0.00%+20,446+19.4%Added
LPL Financial LLC137,629$1.57M0.00%+10,000+7.8%Added
Swiss National Bank143,200$1.64M0.00%+3,200+2.3%Added
Squarepoint Ops LLC143,412$1.64M0.01%+195+0.1%Added
Citadel Advisors LLC165,999$1.90M0.00%+78,720+90.2%Added
Perkins Capital Management Inc167,100$1.91M1.29%−4,500−2.6%Reduced
Charles Schwab Investment Management Inc180,703$2.07M0.00%+3,103+1.7%Added
Essex Investment Management Co LLC197,920$2.26M0.26%+15,108+8.3%Added
Bank of America Corp210,321$2.40M0.00%+91,042+76.3%Added
Walleye Capital LLC216,617$2.48M0.08%−21,669−9.1%Reduced
Parkman Healthcare Partners LLC234,923$2.69M0.61%−15,077−6.0%Reduced
Granite Point Capital Management, L.P.235,000$2.69M1.05%+193,000+459.5%Added
Bank of New York Mellon Corp238,736$2.73M0.00%+7,390+3.2%Added
Crestline Management, LP243,445$2.78M0.21%−15,800−6.1%Reduced
Royce & Associates LP254,000$2.90M0.02%−343,176−57.5%Reduced
Altium Capital Management LP255,000$2.92M0.82%+255,000New
Marshall Wace, LLP290,671$3.32M0.01%+290,671New
Polar Asset Management Partners Inc.315,700$3.61M0.04%+315,700New
The PNC Financial Services Group, Inc.316,628$3.62M0.00%00.0%Unchanged
Mercer Global Advisors Inc346,873$3.96M0.02%00.0%Unchanged
Envestnet Asset Management Inc374,788$4.28M0.00%+348,834+1,344.0%Added
Parian Global Management LP381,668$4.36M3.95%−226,306−37.2%Reduced
Macquarie Group Ltd385,987$4.41M0.00%+2,381+0.6%Added
Goldman Sachs Group Inc393,794$4.50M0.00%+79,338+25.2%Added
Pier Capital, LLC398,655$4.56M0.48%−970−0.2%Reduced
Balyasny Asset Management LLC427,413$4.88M0.02%+427,413New
Rothschild & Co Asset Management US Inc.525,506$6.01M0.07%+95,609+22.2%Added
Jacob Asset Management of New York LLC530,274$6.06M2.71%+84,614+19.0%Added
Principal Financial Group Inc581,274$6.64M0.00%−12,263−2.1%Reduced
JPMorgan Chase & Co593,075$6.78M0.00%+213,674+56.3%Added
Morgan Stanley613,589$7.01M0.00%+130,804+27.1%Added
Oberweis Asset Management Inc674,170$7.71M1.41%+94,140+16.2%Added
King Luther Capital Management Corp701,812$8.02M0.04%−249,547−26.2%Reduced
Northern Trust Corp734,004$8.39M0.00%−3,700−0.5%Reduced
Nuveen Asset Management, LLC748,544$8.56M0.00%−207,048−21.7%Reduced
New York State Common Retirement Fund958,414$11.0M0.01%−1170.0%Reduced
Assenagon Asset Management S.A.1,024,796$11.7M0.04%+750,802+274.0%Added
Penn Capital Management Co Inc1,043,636$12.6M1.27%−14,619−1.4%Reduced
Deutsche Bank AG1,111,417$12.7M0.01%+427,213+62.4%Added
Point72 Asset Management, L.P.1,150,599$13.2M0.06%−1,911,492−62.4%Reduced
Driehaus Capital Management LLC1,158,861$13.2M0.14%−663,298−36.4%Reduced
Royal Bank of Canada1,201,242$13.7M0.00%+417,194+53.2%Added
Geode Capital Management, LLC1,284,360$14.7M0.00%+101,601+8.6%Added
Cerity Partners LLC1,585,008$18.1M0.28%00.0%Unchanged
Millennium Management LLC1,884,701$21.5M0.02%−268,725−12.5%Reduced
Janus Henderson Group PLC1,931,753$22.1M0.01%+927,300+92.3%Added
Next Century Growth Investors LLC1,962,150$22.4M2.02%+151,853+8.4%Added
State Street Corp2,036,073$23.3M0.00%+61,263+3.1%Added
Armistice Capital, LLC2,324,000$26.6M0.65%+500,000+27.4%Added
First Light Asset Management, LLC2,325,485$26.6M1.90%+550,817+31.0%Added
Avidity Partners Management LP2,773,000$31.7M0.67%−13,000−0.5%Reduced
Vanguard Group Inc3,353,962$38.3M0.00%+92,444+2.8%Added
Deerfield Management Company, L.P. (Series C)3,594,829$41.1M0.87%00.0%Unchanged
BlackRock Inc.4,908,756$56.1M0.00%+136,753+2.9%Added
Two Sigma Advisers, LP0$00.00%−469,700−100.0%Sold out
Perceptive Advisors LLC0$00.00%−430,900−100.0%Sold out
Castleark Management LLC0$00.00%−411,475−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−411,475−100.0%Sold out
Maven Securities LTD0$00.00%−150,294−100.0%Sold out
First Trust Advisors LP0$00.00%−107,457−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−91,980−100.0%Sold out
Aristeia Capital LLC0$00.00%−91,944−100.0%Sold out
Winning Points Advisors, LLC0$00.00%−71,300−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−68,969−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−49,068−100.0%Sold out
Sculptor Capital LP0$00.00%−30,672−100.0%Sold out
Weiss Asset Management LP0$00.00%−30,688−100.0%Sold out
LMR Partners LLP0$00.00%−30,672−100.0%Sold out
SG Americas Securities, LLC0$00.00%−28,571−100.0%Sold out
Myriad Asset Management Ltd.0$00.00%−24,516−100.0%Sold out
HBK Investments L P0$00.00%−18,412−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−18,412−100.0%Sold out
Walleye Trading LLC0$00.00%−14,017−100.0%Sold out
DFPG Investments, LLC0$00.00%−13,004−100.0%Sold out
IFP Advisors, Inc0$00.00%−11,991−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−11,050−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−10,330−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−9,076−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−5,065−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,533−100.0%Sold out
Signaturefd, LLC0$00.00%−64−100.0%Sold out
Marshall Wace North America L.P.––––Not filed