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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 2023

Institutional positions in Alphatec Holdings, Inc. as of Dec 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
206
+11 vs. Q3 2023
Shares held
91.5M
+20.8M (+29.4%) vs. Q3 2023
Total value
$1.37B
+$465.4M (+51.5%) vs. Q3 2023
New holders
37
94 more added
Sold out
26
43 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 206 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 2023: $1.37B
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 2023

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q3 2023.

Institutions holding ATEC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,692,936$116.2M0.00%+1,982,166+34.7%Added
First Light Asset Management, LLC5,976,851$90.3M7.27%+2,943,310+97.0%Added
Vanguard Group Inc5,394,199$81.5M0.00%+778,976+16.9%Added
American Century Companies Inc3,564,098$53.9M0.04%+908,770+34.2%Added
Alyeska Investment Group, L.P.3,116,687$47.1M0.32%+2,422,341+348.9%Added
Point72 Asset Management, L.P.2,996,794$45.3M0.14%+1,361,126+83.2%Added
JPMorgan Chase & Co2,798,061$42.3M0.00%+1,725,710+160.9%Added
Driehaus Capital Management LLC2,606,119$39.4M0.47%+79,312+3.1%Added
Millennium Management LLC2,521,023$38.1M0.04%−3,188,713−55.8%Reduced
State Street Corp2,400,425$36.3M0.00%+351,429+17.2%Added
Nuveen Asset Management, LLC2,257,675$36.0M0.01%+681,264+43.2%Added
Citadel Advisors LLC2,346,824$35.5M0.04%+2,216,431+1,699.8%Added
Morgan Stanley2,250,993$34.0M0.00%+961,783+74.6%Added
Fred Alger Management, LLC2,231,091$33.7M0.18%−105,627−4.5%Reduced
Slate Path Capital LP2,155,000$32.6M0.72%+2,155,000New
Geode Capital Management, LLC2,120,801$32.0M0.00%+372,022+21.3%Added
Next Century Growth Investors LLC1,975,069$29.8M2.90%+41,242+2.1%Added
Cerity Partners LLC1,882,908$28.5M0.10%+1,882,908New
Royal Bank of Canada1,608,260$24.3M0.01%+53,922+3.5%Added
Oberweis Asset Management Inc1,607,820$24.3M2.26%+371,780+30.1%Added
Intrinsic Edge Capital Management LLC1,599,849$24.2M2.58%+670,788+72.2%Added
Walleye Capital LLC1,564,751$23.6M0.33%+769,226+96.7%Added
Goldman Sachs Group Inc1,451,499$21.9M0.00%+702,950+93.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,435,020$21.7M0.06%+1,435,020New
Janus Henderson Group PLC1,419,693$21.5M0.01%+23,310+1.7%Added
Artisan Partners Limited Partnership1,260,787$19.1M0.03%+1,260,787New
Standard Life Aberdeen plc1,245,096$18.8M0.04%−137,674−10.0%Reduced
Penn Capital Management Co Inc1,215,594$18.4M1.69%−45,656−3.6%Reduced
Deutsche Bank AG1,018,660$15.4M0.01%+178,437+21.2%Added
King Luther Capital Management Corp919,070$13.9M0.07%+49,851+5.7%Added
Northern Trust Corp878,039$13.3M0.00%+112,258+14.7%Added
New York State Common Retirement Fund814,815$12.3M0.02%−65,015−7.4%Reduced
Charles Schwab Investment Management Inc746,781$11.3M0.00%+125,488+20.2%Added
Pier Capital, LLC641,751$9.70M1.39%+148,553+30.1%Added
Squarepoint Ops LLC585,196$8.84M0.04%+108,617+22.8%Added
Captrust Financial Advisors565,991$8.55M0.03%+12,811+2.3%Added
Royce & Associates LP523,822$7.91M0.07%+262,822+100.7%Added
Connor, Clark & Lunn Investment Management Ltd.521,884$7.89M0.04%+60,373+13.1%Added
Emerald Advisers, LLC485,772$7.34M0.31%+485,772New
Emerald Mutual Fund Advisers Trust396,729$5.99M0.32%+396,729New
Russell Investments Group, Ltd.392,472$5.93M0.01%+9,008+2.3%Added
Renaissance Technologies LLC363,700$5.50M0.01%+39,261+12.1%Added
Envestnet Asset Management Inc358,919$5.42M0.00%−35,456−9.0%Reduced
Marshall Wace, LLP352,442$5.33M0.01%−69,182−16.4%Reduced
Bank of New York Mellon Corp335,175$5.06M0.00%+42,174+14.4%Added
Polar Asset Management Partners Inc.318,064$4.81M0.13%−900,300−73.9%Reduced
The PNC Financial Services Group, Inc.312,400$4.72M0.00%+258+0.1%Added
Pura Vida Investments, LLC305,000$4.61M5.03%+305,000New
Mercer Global Advisors Inc301,427$4.55M0.01%+80.0%Added
Principal Financial Group Inc277,000$4.19M0.00%+128,938+87.1%Added
Essex Investment Management Co LLC266,856$4.03M0.79%−20,692−7.2%Reduced
Formula Growth Ltd263,365$3.98M1.28%+8,400+3.3%Added
SG Capital Management LLC240,638$3.64M1.29%+240,638New
Voloridge Investment Management, LLC208,506$3.15M0.01%+34,083+19.5%Added
Castleark Management LLC203,773$3.08M0.14%−172,597−45.9%Reduced
Great Lakes Advisors, LLC194,281$2.94M0.03%−109,904−36.1%Reduced
Swiss National Bank185,700$2.81M0.00%+16,400+9.7%Added
Perkins Capital Management Inc184,867$2.79M2.39%+12,550+7.3%Added
Assenagon Asset Management S.A.175,250$2.65M0.01%−1,412,266−89.0%Reduced
Calamos Advisors LLC174,711$2.64M0.01%+16,949+10.7%Added
LPL Financial LLC172,232$2.60M0.00%+29,141+20.4%Added
Invst, LLC152,919$2.54M0.32%00.0%Unchanged
Invesco Ltd.159,763$2.41M0.00%+105,427+194.0%Added
Alberta Investment Management Corp147,258$2.23M0.02%+60,825+70.4%Added
Barclays PLC145,301$2.20M0.00%+117,098+415.2%Added
UBS Asset Management Americas Inc144,377$2.18M0.00%+49,102+51.5%Added
Two Sigma Advisers, LP138,200$2.09M0.00%−329,600−70.5%Reduced
Rhumbline Advisers136,681$2.07M0.00%+12,502+10.1%Added
UBS Group AG125,940$1.90M0.00%+63,176+100.7%Added
Credit Suisse AG123,584$1.87M0.00%+31,492+34.2%Added
Aquatic Capital Management LLC123,500$1.87M0.05%+42,900+53.2%Added
Jane Street Group, LLC119,836$1.81M0.00%+119,836New
Ameriprise Financial Inc118,328$1.79M0.00%+84,224+247.0%Added
Schonfeld Strategic Advisors LLC117,441$1.77M0.01%+36,341+44.8%Added
Macquarie Group Ltd114,682$1.73M0.00%+114,682New
SEI Investments Co114,402$1.73M0.00%+12,847+12.7%Added
AQR Capital Management LLC110,528$1.67M0.00%+90,523+452.5%Added
Two Sigma Investments, LP110,500$1.67M0.00%−31,619−22.2%Reduced
Millrace Asset Group, Inc.110,247$1.67M1.65%+110,247New
Legato Capital Management LLC107,288$1.62M0.21%−18,315−14.6%Reduced
Wells Fargo & Company101,920$1.54M0.00%+72,840+250.5%Added
Legal & General Group Plc100,365$1.52M0.00%+22,873+29.5%Added
Spears Abacus Advisors LLC100,000$1.51M0.12%00.0%Unchanged
Ghisallo Capital Management LLC100,000$1.51M0.16%+100,000New
Seven Grand Managers, LLC100,000$1.51M1.44%+100,000New
California State Teachers Retirement System99,153$1.50M0.00%+13,405+15.6%Added
Verition Fund Management LLC93,930$1.42M0.01%−50,159−34.8%Reduced
HighTower Advisors, LLC93,668$1.41M0.00%+33,122+54.7%Added
UBS Oconnor LLC92,821$1.40M0.04%+92,821New
First Trust Advisors LP92,528$1.40M0.00%−152,921−62.3%Reduced
Alliancebernstein L.P.92,390$1.40M0.00%+7,090+8.3%Added
Stifel Financial Corp90,400$1.37M0.00%+17,641+24.2%Added
Birchview Capital, LP88,000$1.33M1.04%+8,000+10.0%Added
Parkwood LLC1,200,000$1.27M0.20%00.0%Unchanged
Fernwood Investment Management, LLC81,987$1.24M0.41%00.0%Unchanged
Walleye Trading LLC75,634$1.14M0.02%+25,281+50.2%Added
Trexquant Investment LP75,583$1.14M0.03%+75,583New
Lisanti Capital Growth, LLC71,860$1.09M0.26%−241,700−77.1%Reduced
Quantbot Technologies LP68,896$1.04M0.06%+1,462+2.2%Added
TownSquare Capital, LLC66,517$1.01M0.02%−13,074−16.4%Reduced