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, 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
Dimensional Fund Advisors LP28,459$325.0K0.00%−325,908−92.0%Reduced
Voya Investment Management LLC28,352$324.0K0.00%+650+2.3%Added
MetLife Investment Management25,663$293.3K0.00%00.0%Unchanged
PEAK6 Investments LLC25,392$290.0K0.01%+25,392New
Rehmann Capital Advisory Group23,950$273.7K0.03%00.0%Unchanged
Captrust Financial Advisors22,565$258.0K0.00%+15+0.1%Added
Simmons Bank22,490$257.0K0.02%00.0%Unchanged
Lazard Asset Management LLC22,040$251.0K0.00%+22,040New
Ten Capital Wealth Advisors, LLC21,600$247.0K0.10%00.0%Unchanged
Jane Street Group, LLC21,312$243.0K0.00%+10,085+89.8%Added
Lee Financial Co20,431$234.0K0.04%00.0%Unchanged
Spouting Rock Asset Management, LLC20,214$231.0K0.18%+20,214New
Citigroup Inc19,335$221.0K0.00%+10,027+107.7%Added
Courier Capital LLC19,100$218.0K0.02%00.0%Unchanged
Metropolitan Life Insurance Co18,970$216.8K0.00%−887−4.5%Reduced
State Board of Administration of Florida Retirement System18,864$216.0K0.00%+728+4.0%Added
Valeo Financial Advisors, LLC18,125$207.0K0.01%+500+2.8%Added
Parametric Portfolio Associates LLC17,982$206.0K0.00%+1,403+8.5%Added
Arizona State Retirement System17,515$200.0K0.00%+258+1.5%Added
Lido Advisors, LLC16,711$191.0K0.00%+3,395+25.5%Added
ProShare Advisors LLC15,448$177.0K0.00%+15,448New
BNP Paribas Arbitrage, SA15,218$173.9K0.00%+2,259+17.4%Added
Engineers Gate Manager LP14,440$165.0K0.01%+14,440New
Gsa Capital Partners LLP14,070$161.0K0.02%+14,070New
Gyon Technologies Capital Management, LP13,760$157.0K0.03%−17,428−55.9%Reduced
Kestra Private Wealth Services, LLC13,700$157.0K0.01%00.0%Unchanged
Virtu Financial LLC13,230$151.0K0.02%+13,230New
Port Capital LLC13,000$149.0K0.01%00.0%Unchanged
Brown Advisory Inc12,856$147.0K0.00%+12,856New
Teacher Retirement System of Texas12,703$145.0K0.00%+12,703New
Baker Tilly Wealth Management, LLC12,588$144.0K0.02%+12,588New
Amalgamated Bank12,211$140.0K0.00%−218−1.8%Reduced
HBK Sorce Advisory LLC12,020$137.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC11,904$136.0K0.00%+150+1.3%Added
Victory Capital Management Inc11,556$132.0K0.00%−458−3.8%Reduced
XTX Topco Ltd11,392$130.0K0.07%+11,392New
Reilly Financial Advisors, LLC11,000$126.0K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.10,479$120.0K0.00%+294+2.9%Added
Beacon Investment Advisory Services, Inc.10,000$114.0K0.00%00.0%Unchanged
Elk River Wealth Management, LLC10,000$114.0K0.03%00.0%Unchanged
Simplex Trading, LLC9,633$110.0K0.00%+9,633New
Cutler Group LP9,000$102.0K0.01%+9,000New
Caption Management, LLC7,600$87.0K0.01%+7,600New
Duncker Streett & Co Inc7,000$80.0K0.01%00.0%Unchanged
Newton One Investments LLC7,000$80.0K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,785$78.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,977$68.0K0.00%+377+6.7%Added
Amplius Wealth Advisors, LLC5,985$68.0K0.01%+5,985New
Ameritas Investment Partners, Inc.5,397$62.0K0.00%00.0%Unchanged
Optiver Holding B.V.4,904$60.0K0.00%00.0%Unchanged
US Bancorp4,938$56.0K0.00%+1,409+39.9%Added
Front Row Advisors LLC4,000$46.0K0.02%00.0%Unchanged
Group One Trading, L.P.4,001$46.0K0.00%+3,000+299.7%Added
Brown Brothers Harriman & Co3,893$44.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp3,400$39.0K0.01%00.0%Unchanged
Spire Wealth Management3,200$37.0K0.00%−2,400−42.9%Reduced
Great West Life Assurance Co3,231$37.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd3,077$35.0K0.00%−12,412−80.1%Reduced
Ensign Peak Advisors, Inc2,140$24.0K0.00%+2,140New
Ogorek Anthony Joseph1,750$20.0K0.01%00.0%Unchanged
Aquatic Capital Management LLC1,400$16.0K0.03%+1,400New
Monetary Management Group Inc1,250$14.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC1,150$13.0K0.01%−321−21.8%Reduced
Northwestern Mutual Wealth Management Co1,000$11.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.498$6.00K0.00%+316+173.6%Added
Sugarloaf Wealth Management, LLC437$5.00K0.00%00.0%Unchanged
West Paces Advisors Inc.100$1.14K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$1.00K0.00%00.0%Unchanged
CWM, LLC83$1.00K0.00%+83New
FMR LLC30$00.00%00.0%Unchanged
Parallel Advisors, LLC13$00.00%+13New
Covestor Ltd29$00.00%+29New
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