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, Q2 2024

Institutional positions in Alphatec Holdings, Inc. as of Jun 30, 2024. 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
218
−4 vs. Q1 2024
Shares held
93.4M
+2.27M (+2.5%) vs. Q1 2024
Total value
$976.4M
−$280.9M (−22.3%) vs. Q1 2024
New holders
34
88 more added
Sold out
38
65 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 218 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 heldQ2 2024: $976.4M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q1 2024.

Institutions holding ATEC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Occudo Quantitative Strategies LP35,920$375.4K0.07%−20,551−36.4%Reduced
Norden Group LLC36,151$377.8K0.08%+40.0%Added
Jump Financial, LLC36,700$383.5K0.01%−31,031−45.8%Reduced
Prelude Capital Management, LLC36,700$383.5K0.03%+36,700New
Barclays PLC36,893$385.5K0.00%−46,871−56.0%Reduced
Engineers Gate Manager LP37,797$395.0K0.01%+20,641+120.3%Added
Oxford Financial Group Ltd40,000$418.0K0.03%+40,000New
Invesco Ltd.42,577$444.9K0.00%+1,381+3.4%Added
TownSquare Capital, LLC43,868$458.4K0.01%−3,445−7.3%Reduced
HighTower Advisors, LLC44,933$469.0K0.00%−24,263−35.1%Reduced
Cyndeo Wealth Partners, LLC46,841$489.5K0.04%00.0%Unchanged
Cullen/Frost Bankers, Inc.47,733$498.8K0.01%+5,036+11.8%Added
High Note Wealth, LLC50,000$522.5K0.16%+50,000New
Cubist Systematic Strategies, LLC52,312$546.7K0.01%−193,796−78.7%Reduced
Caption Management, LLC53,000$553.9K0.06%+36,000+211.8%Added
Corebridge Financial, Inc.55,230$577.2K0.00%+55,230New
Manufacturers Life Insurance Company, The58,257$608.8K0.00%+4,755+8.9%Added
Mirae Asset Global ETFs Holdings Ltd.59,386$620.6K0.00%+59,386New
MetLife Investment Management59,555$622.4K0.00%+10,909+22.4%Added
Susquehanna International Group, LLP60,447$631.7K0.00%+60,447New
Phillips Financial Management, LLC60,553$632.8K0.05%−140.0%Reduced
HBK Sorce Advisory LLC63,498$663.6K0.02%+50,000+370.4%Added
Fernwood Investment Management, LLC70,987$741.8K0.23%00.0%Unchanged
LMR Partners LLP77,561$810.5K0.02%+43,763+129.5%Added
Zions Bancorporation, N.A.83,188$869.3K0.07%−2,916−3.4%Reduced
Birchview Capital, LP88,000$919.6K0.85%00.0%Unchanged
Trexquant Investment LP91,367$954.8K0.01%−95,325−51.1%Reduced
California State Teachers Retirement System94,663$989.2K0.00%−426−0.4%Reduced
Spears Abacus Advisors LLC100,000$1.04M0.02%00.0%Unchanged
Alliancebernstein L.P.102,130$1.07M0.00%00.0%Unchanged
First Eagle Investment Management, LLC102,500$1.07M0.00%+102,500New
Legal & General Group Plc102,698$1.07M0.00%−251−0.2%Reduced
UBS Oconnor LLC103,771$1.08M0.03%−19,050−15.5%Reduced
Legato Capital Management LLC107,288$1.12M0.15%00.0%Unchanged
HighMark Wealth Management LLC107,400$1.12M0.68%+50,000+87.1%Added
Millrace Asset Group, Inc.109,705$1.15M1.11%+9,110+9.1%Added
SEI Investments Co111,460$1.16M0.00%+4,976+4.7%Added
Wells Fargo & Company112,243$1.17M0.00%−4,729−4.0%Reduced
Verition Fund Management LLC113,144$1.18M0.01%+73,734+187.1%Added
Oak Ridge Investments LLC117,092$1.22M0.12%−15,561−11.7%Reduced
Alberta Investment Management Corp128,182$1.34M0.01%−53,454−29.4%Reduced
Polar Asset Management Partners Inc.128,900$1.35M0.03%−46,464−26.5%Reduced
Congress Asset Management Co131,149$1.37M0.01%−1,454−1.1%Reduced
Rhumbline Advisers143,474$1.50M0.00%+3,676+2.6%Added
Invst, LLC152,919$1.53M0.17%00.0%Unchanged
Stifel Financial Corp149,291$1.56M0.00%+7,738+5.5%Added
Exome Asset Management LLC162,100$1.69M1.51%+162,100New
Jane Street Group, LLC168,061$1.76M0.00%+57,467+52.0%Added
Great Lakes Advisors, LLC176,613$1.85M0.02%−8,416−4.5%Reduced
Rockefeller Capital Management L.P.179,656$1.88M0.01%+136,192+313.3%Added
J. Safra Sarasin Holding AG180,333$1.88M0.03%+180,333New
Perkins Capital Management Inc180,567$1.89M1.78%−3,700−2.0%Reduced
Russell Investments Group, Ltd.187,805$1.96M0.00%−133,072−41.5%Reduced
Swiss National Bank190,000$1.99M0.00%+1,700+0.9%Added
Ameriprise Financial Inc192,272$2.01M0.00%+31,106+19.3%Added
UBS Asset Management Americas Inc195,789$2.05M0.00%+51,168+35.4%Added
Pura Vida Investments, LLC199,000$2.08M2.51%−121,054−37.8%Reduced
Lighthouse Investment Partners, LLC208,594$2.18M0.12%+150,244+257.5%Added
Citadel Advisors LLC231,022$2.41M0.00%−1,379,821−85.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.243,907$2.55M0.01%−303,733−55.5%Reduced
Formula Growth Ltd249,000$2.60M0.95%−9,945−3.8%Reduced
Boothbay Fund Management, LLC265,600$2.78M0.09%+145,600+121.3%Added
Marathon Capital Management267,975$2.80M0.71%+267,975New
Squarepoint Ops LLC270,641$2.83M0.01%−582,043−68.3%Reduced
AQR Capital Management LLC283,254$2.96M0.00%+159,600+129.1%Added
Mercer Global Advisors Inc285,779$2.99M0.01%−1080.0%Reduced
Renaissance Technologies LLC287,500$3.00M0.01%−64,900−18.4%Reduced
Essex Investment Management Co LLC312,651$3.27M0.61%+41,683+15.4%Added
F/M Investments LLC314,210$3.28M0.12%+314,210New
The PNC Financial Services Group, Inc.322,888$3.37M0.00%−358−0.1%Reduced
UBS Group AG329,973$3.45M0.00%+162,775+97.4%Added
Bank of New York Mellon Corp374,742$3.92M0.00%+53,541+16.7%Added
Envestnet Asset Management Inc404,866$4.23M0.00%+22,047+5.8%Added
LPL Financial LLC444,355$4.64M0.00%+106,438+31.5%Added
Driehaus Capital Management LLC456,835$4.77M0.05%−2,182,315−82.7%Reduced
Intrinsic Edge Capital Management LLC468,222$4.89M0.47%−663,801−58.6%Reduced
Nuveen Asset Management, LLC512,755$5.36M0.00%−1,090,549−68.0%Reduced
Pier Capital, LLC599,575$6.27M0.93%−63,269−9.5%Reduced
Granite Investment Partners, LLC664,201$6.94M0.29%+375,621+130.2%Added
Goldman Sachs Group Inc723,894$7.56M0.00%−288,650−28.5%Reduced
Charles Schwab Investment Management Inc807,645$8.44M0.00%+51,279+6.8%Added
Schonfeld Strategic Advisors LLC811,065$8.48M0.07%+366,316+82.4%Added
Emerald Mutual Fund Advisers Trust836,541$8.74M0.46%+117,217+16.3%Added
ExodusPoint Capital Management, LP838,626$8.76M0.10%+523,890+166.5%Added
Northern Trust Corp850,942$8.89M0.00%−24,583−2.8%Reduced
Parkman Healthcare Partners LLC852,416$8.91M1.21%+515,728+153.2%Added
Morgan Stanley889,888$9.30M0.00%−606,943−40.5%Reduced
Emerald Advisers, LLC1,021,525$10.7M0.45%+116,579+12.9%Added
Walleye Capital LLC1,028,933$10.8M0.11%+112,767+12.3%Added
New York State Common Retirement Fund1,039,368$10.9M0.01%+158,826+18.0%Added
Royce & Associates LP1,046,332$10.9M0.10%+338,529+47.8%Added
Magnetar Financial LLC1,048,511$11.0M0.23%+1,048,511New
King Luther Capital Management Corp1,062,720$11.1M0.05%+136,492+14.7%Added
Janus Henderson Group PLC1,093,895$11.4M0.01%+3,215+0.3%Added
Marshall Wace, LLP1,099,692$11.5M0.02%+339,832+44.7%Added
Deutsche Bank AG1,135,189$11.9M0.01%−3,174−0.3%Reduced
Artisan Partners Limited Partnership1,261,868$13.2M0.02%+1,081+0.1%Added
Oberweis Asset Management Inc1,327,360$13.9M0.85%−58,520−4.2%Reduced
Alyeska Investment Group, L.P.1,330,802$13.9M0.08%−1,196,965−47.4%Reduced
Penn Capital Management Co Inc1,349,095$14.1M1.34%+14,469+1.1%Added