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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, Q1 2023

Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2023. 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
184
+4 vs. Q4 2022
Shares held
59.0M
+5.43M (+10.1%) vs. Q4 2022
Total value
$919.9M
+$258.7M (+39.1%) vs. Q4 2022
New holders
32
64 more added
Sold out
28
49 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 184 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 heldQ1 2023: $919.9M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2022.

Institutions holding ATEC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,158,318$80.5M0.00%+118,703+2.4%Added
Millennium Management LLC4,393,341$68.5M0.08%+1,625,454+58.7%Added
Vanguard Group Inc3,558,740$55.5M0.00%−105,844−2.9%Reduced
First Light Asset Management, LLC2,944,125$45.9M4.14%+17,952+0.6%Added
Next Century Growth Investors LLC2,108,457$32.9M3.62%−211,706−9.1%Reduced
State Street Corp1,916,045$29.9M0.00%+30,963+1.6%Added
Cerity Partners LLC1,864,362$29.1M0.13%+100,000+5.7%Added
JPMorgan Chase & Co1,812,138$28.3M0.00%−259,563−12.5%Reduced
Janus Henderson Group PLC1,729,968$27.0M0.02%−205,640−10.6%Reduced
Morgan Stanley1,602,184$25.0M0.00%+612,268+61.9%Added
Geode Capital Management, LLC1,454,888$22.7M0.00%+65,672+4.7%Added
Nuveen Asset Management, LLC1,389,534$21.7M0.01%+155,923+12.6%Added
Polar Asset Management Partners Inc.1,304,428$20.3M0.36%+349,900+36.7%Added
Driehaus Capital Management LLC1,293,413$20.2M0.28%−30,094−2.3%Reduced
Royal Bank of Canada1,267,425$19.8M0.01%+39,595+3.2%Added
Citadel Advisors LLC1,134,451$17.7M0.02%+240,527+26.9%Added
Deutsche Bank AG1,127,455$17.6M0.01%+212,822+23.3%Added
Penn Capital Management Co Inc1,074,294$16.8M1.69%−176,947−14.1%Reduced
Deerfield Management Company, L.P. (Series C)1,046,791$16.3M0.36%00.0%Unchanged
King Luther Capital Management Corp997,129$15.6M0.08%−74,882−7.0%Reduced
New York State Common Retirement Fund971,611$15.2M0.02%+63,033+6.9%Added
Lisanti Capital Growth, LLC965,910$15.1M2.10%+965,910New
Assenagon Asset Management S.A.819,973$12.8M0.05%+608,495+287.7%Added
Two Sigma Advisers, LP758,100$11.8M0.03%+312,400+70.1%Added
Northern Trust Corp701,465$10.9M0.00%+8,599+1.2%Added
Oberweis Asset Management Inc678,530$10.6M1.64%+175,240+34.8%Added
Two Sigma Investments, LP678,281$10.6M0.03%+169,025+33.2%Added
Intrinsic Edge Capital Management LLC659,995$10.3M1.04%+659,995New
Walleye Capital LLC636,665$9.93M0.20%−95,531−13.0%Reduced
Point72 Asset Management, L.P.603,651$9.42M0.03%+224,351+59.1%Added
Goldman Sachs Group Inc531,997$8.30M0.00%+67,965+14.6%Added
Russell Investments Group, Ltd.506,953$7.91M0.02%+20,541+4.2%Added
Pier Capital, LLC504,186$7.87M1.19%−106,442−17.4%Reduced
Numerai GP LLC484,770$7.56M2.53%+284,488+142.0%Added
Envestnet Asset Management Inc378,682$5.91M0.00%+3,752+1.0%Added
Great Lakes Advisors, LLC374,029$5.83M0.05%+374,029New
Invesco Ltd.366,545$5.72M0.00%+334,701+1,051.1%Added
Mercer Global Advisors Inc347,514$5.42M0.02%+686+0.2%Added
Royce & Associates LP346,000$5.40M0.05%−10,000−2.8%Reduced
The PNC Financial Services Group, Inc.316,656$4.94M0.00%−150.0%Reduced
Formula Growth Ltd288,910$4.51M1.45%−137,490−32.2%Reduced
Norges Bank270,600$4.22M0.00%−39,000−12.6%Reduced
Altium Capital Management LP270,000$4.21M2.52%+270,000New
Waypoint Capital Advisors, LLC258,247$4.02M1.31%00.0%Unchanged
Essex Investment Management Co LLC256,453$4.00M0.58%+37,015+16.9%Added
Bank of New York Mellon Corp255,013$3.98M0.00%−7,535−2.9%Reduced
BNP Paribas Arbitrage, SA235,283$3.67M0.01%+94,014+66.5%Added
Castleark Management LLC234,560$3.66M0.18%+234,560New
Calamos Advisors LLC205,085$3.20M0.02%+46,330+29.2%Added
Charles Schwab Investment Management Inc194,594$3.04M0.00%+155+0.1%Added
Susquehanna International Group, LLP191,855$2.99M0.00%+136,602+247.2%Added
Marshall Wace, LLP189,250$2.95M0.01%+189,250New
Cubist Systematic Strategies, LLC184,107$2.87M0.03%−193,299−51.2%Reduced
Perkins Capital Management Inc180,767$2.82M2.66%−1,950−1.1%Reduced
Balyasny Asset Management LLC171,817$2.68M0.01%+158,890+1,229.1%Added
Squarepoint Ops LLC167,481$2.61M0.02%−51,274−23.4%Reduced
Swiss National Bank158,800$2.48M0.00%−18,100−10.2%Reduced
Engineers Gate Manager LP156,475$2.44M0.10%+109,746+234.9%Added
Jacob Asset Management of New York LLC134,736$2.10M2.45%−37,827−21.9%Reduced
Jump Financial, LLC128,489$2.00M0.08%+50,789+65.4%Added
Federated Hermes, Inc.125,406$1.96M0.00%+125,406New
Schonfeld Strategic Advisors LLC125,067$1.95M0.02%−35,014−21.9%Reduced
Invst, LLC132,919$1.95M0.30%00.0%Unchanged
LPL Financial LLC121,636$1.90M0.00%−8,500−6.5%Reduced
EAM Investors, LLC120,705$1.88M0.37%+120,705New
D. E. Shaw & Co., Inc.110,065$1.72M0.00%+110,065New
Fernwood Investment Management, LLC105,747$1.65M0.63%00.0%Unchanged
SEI Investments Co104,672$1.63M0.00%−3,638−3.4%Reduced
Bank of America Corp101,740$1.59M0.00%+78,362+335.2%Added
Rhumbline Advisers100,150$1.56M0.00%+3,507+3.6%Added
Spears Abacus Advisors LLC100,000$1.56M0.14%00.0%Unchanged
Principal Financial Group Inc98,173$1.53M0.00%+10,348+11.8%Added
California State Teachers Retirement System91,554$1.43M0.00%−1,040−1.1%Reduced
HighTower Advisors, LLC89,848$1.40M0.00%−13,869−13.4%Reduced
Credit Suisse AG88,039$1.37M0.00%+7,770+9.7%Added
UBS Asset Management Americas Inc87,525$1.37M0.00%−2,387−2.7%Reduced
Alliancebernstein L.P.85,300$1.33M0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC84,493$1.32M0.25%+84,493New
Trexquant Investment LP83,143$1.30M0.04%−29,501−26.2%Reduced
Legato Capital Management LLC82,736$1.29M0.23%00.0%Unchanged
Birchview Capital, LP80,000$1.25M0.98%−10,000−11.1%Reduced
Advisory Research Inc72,546$1.13M0.19%+35,389+95.2%Added
Quantbot Technologies LP72,208$1.13M0.08%+34,897+93.5%Added
TownSquare Capital, LLC70,687$1.10M0.02%−16,767−19.2%Reduced
Phillips Financial Management, LLC67,707$1.06M0.10%−50−0.1%Reduced
Occudo Quantitative Strategies LP57,457$896.3K0.08%+33,190+136.8%Added
Jane Street Group, LLC51,447$802.6K0.00%−143,788−73.6%Reduced
Mirae Asset Global Investments Co., Ltd.48,031$749.3K0.00%+5,320+12.5%Added
Cyndeo Wealth Partners, LLC46,841$730.7K0.08%00.0%Unchanged
UBS Group AG42,292$659.8K0.00%+7,292+20.8%Added
Mesirow Financial Investment Management, Inc.42,146$657.5K2.73%+1,126+2.7%Added
MetLife Investment Management39,114$610.2K0.00%00.0%Unchanged
Blair William & Co37,575$586.2K0.00%00.0%Unchanged
Barclays PLC36,705$572.6K0.00%+17,243+88.6%Added
Cullen/Frost Bankers, Inc.36,662$571.9K0.01%−713−1.9%Reduced
Rockefeller Capital Management L.P.36,634$571.0K0.00%00.0%Unchanged
Graham Capital Management, L.P.35,669$556.4K0.02%−90,572−71.7%Reduced
American International Group, Inc.34,983$545.7K0.00%+696+2.0%Added
Wells Fargo & Company34,811$543.1K0.00%+25,614+278.5%Added
Legal & General Group Plc34,407$536.8K0.00%+1,369+4.1%Added