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 2025
Institutional positions in Alphatec Holdings, Inc. as of Mar 31, 2025. 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
- 231
- +8 vs. Q4 2024
- Shares held
- 102.0M
- +20.2M (+24.7%) vs. Q4 2024
- Total value
- $898.8M
- +$147.4M (+19.6%) vs. Q4 2024
- New holders
- 42
- 80 more added
- Sold out
- 34
- 67 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $966.6M |
| Q1 2026 | 285 | $1.23B |
| Q4 2025 | 285 | $2.51B |
| Q3 2025 | 275 | $1.57B |
| Q2 2025 | 239 | $1.12B |
| Q1 2025 | 231 | $898.8M |
| Q4 2024 | 229 | $778.1M |
| Q3 2024 | 216 | $461.3M |
| Q2 2024 | 218 | $976.4M |
| Q1 2024 | 224 | $1.26B |
| Q4 2023 | 206 | $1.37B |
| Q3 2023 | 201 | $904.8M |
| Q2 2023 | 209 | $1.25B |
| Q1 2023 | 184 | $919.9M |
| Q4 2022 | 182 | $666.3M |
| Q3 2022 | 164 | $447.7M |
| Q2 2022 | 161 | $329.9M |
| Q1 2022 | 162 | $609.7M |
| Q4 2021 | 172 | $611.1M |
| Q3 2021 | 165 | $648.0M |
| Q2 2021 | 153 | $681.7M |
| Q1 2021 | 158 | $692.0M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Alphatec Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 38,991 | $395.4K | 0.00% | +339+0.9% | Added |
| Oxford Financial Group Ltd | 40,000 | $405.6K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 40,450 | $410.2K | 0.01% | −300−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,734 | $413.0K | 0.00% | +1,792+4.6% | Added |
| Los Angeles Capital Management LLC | 44,425 | $450.5K | 0.00% | +44,425 | New |
| Mesirow Financial Investment Management, Inc. | 44,508 | $453.1K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45,000 | $456.3K | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 46,344 | $469.9K | 0.00% | −100.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 46,841 | $475.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 47,300 | $479.6K | 0.02% | +3,000+6.8% | Added |
| Voya Investment Management LLC | 49,561 | $502.5K | 0.00% | +18,605+60.1% | Added |
| Janus Henderson Group PLC | 49,743 | $506.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 50,361 | $510.7K | 0.00% | −2,037−3.9% | Reduced |
| Invesco Ltd. | 50,845 | $515.6K | 0.00% | +6,467+14.6% | Added |
| Corebridge Financial, Inc. | 50,999 | $517.1K | 0.00% | −756−1.5% | Reduced |
| SG Americas Securities, LLC | 56,927 | $577.0K | 0.00% | +12,553+28.3% | Added |
| Manufacturers Life Insurance Company, The | 57,501 | $583.1K | 0.00% | +2,177+3.9% | Added |
| Intech Investment Management LLC | 58,473 | $592.9K | 0.01% | +19,569+50.3% | Added |
| Legato Capital Management LLC | 59,135 | $599.6K | 0.08% | +59,135 | New |
| Creative Planning | 59,197 | $600.3K | 0.00% | +4,392+8.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,987 | $608.3K | 0.00% | +45,027+301.0% | Added |
| Franklin Resources Inc | 60,228 | $610.7K | 0.00% | −4,222−6.6% | Reduced |
| Phillips Financial Management, LLC | 60,553 | $614.0K | 0.05% | 00.0% | Unchanged |
| SEI Investments Co | 61,633 | $625.0K | 0.00% | −45,779−42.6% | Reduced |
| Ieq Capital, LLC | 63,840 | $647.3K | 0.01% | +28,611+81.2% | Added |
| Verition Fund Management LLC | 64,018 | $649.1K | 0.00% | −30,629−32.4% | Reduced |
| Stifel Financial Corp | 65,381 | $663.0K | 0.00% | −88,786−57.6% | Reduced |
| HRT Financial LP | 65,547 | $664.0K | 0.00% | −109,218−62.5% | Reduced |
| Price T Rowe Associates Inc | 66,495 | $675.0K | 0.00% | +25,183+61.0% | Added |
| Wells Fargo & Company | 66,576 | $675.1K | 0.00% | −31,791−32.3% | Reduced |
| Courier Capital LLC | 69,000 | $699.7K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 69,450 | $704.2K | 0.02% | −8,474−10.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 74,005 | $750.4K | 0.00% | +3,196+4.5% | Added |
| Citigroup Inc | 84,603 | $857.9K | 0.00% | −9,023−9.6% | Reduced |
| Western Wealth Management, LLC | 87,050 | $882.7K | 0.06% | +7,614+9.6% | Added |
| Nebula Research & Development LLC | 87,911 | $891.4K | 0.08% | −7,052−7.4% | Reduced |
| Dark Forest Capital Management LP | 91,021 | $923.0K | 0.04% | +91,021 | New |
| Congress Wealth Management LLC | 92,828 | $941.3K | 0.01% | +92,828 | New |
| HighMark Wealth Management LLC | 94,400 | $957.2K | 0.57% | −5,000−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 95,998 | $973.4K | 0.00% | +95,998 | New |
| California State Teachers Retirement System | 98,441 | $998.2K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 100,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 102,130 | $1.04M | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 102,322 | $1.04M | 0.56% | +69,458+211.3% | Added |
| Legal & General Group Plc | 109,909 | $1.11M | 0.00% | −3,508−3.1% | Reduced |
| PDT Partners, LLC | 112,072 | $1.14M | 0.08% | +112,072 | New |
| Bank of Montreal | 115,068 | $1.17M | 0.00% | +115,068 | New |
| Susquehanna International Group, LLP | 127,050 | $1.29M | 0.00% | +75,042+144.3% | Added |
| Trexquant Investment LP | 129,496 | $1.31M | 0.02% | +129,496 | New |
| Barclays PLC | 136,411 | $1.38M | 0.00% | −50,730−27.1% | Reduced |
| Jane Street Group, LLC | 138,136 | $1.40M | 0.00% | −7,664−5.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 140,873 | $1.43M | 0.01% | +114,573+435.6% | Added |
| Algert Global LLC | 145,669 | $1.48M | 0.04% | −19,170−11.6% | Reduced |
| Rhumbline Advisers | 148,749 | $1.51M | 0.00% | +9,661+6.9% | Added |
| Invst, LLC | 158,549 | $1.61M | 0.22% | 00.0% | Unchanged |
| F/M Investments LLC | 171,620 | $1.74M | 0.07% | +48,315+39.2% | Added |
| Prudential Financial Inc | 173,103 | $1.76M | 0.00% | +173,103 | New |
| Perkins Capital Management Inc | 180,517 | $1.83M | 1.93% | −1,050−0.6% | Reduced |
| Squarepoint Ops LLC | 193,521 | $1.96M | 0.00% | +142,562+279.8% | Added |
| UBS Oconnor LLC | 194,237 | $1.97M | 0.05% | −3,755−1.9% | Reduced |
| Jump Financial, LLC | 203,284 | $2.06M | 0.03% | +3,105+1.6% | Added |
| First Trust Advisors LP | 204,187 | $2.07M | 0.00% | +204,187 | New |
| Swiss National Bank | 207,200 | $2.10M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 211,333 | $2.14M | 0.04% | +211,333 | New |
| Renaissance Technologies LLC | 216,468 | $2.19M | 0.00% | −75,632−25.9% | Reduced |
| Zions Bancorporation, National Association | 220,941 | $2.24M | 0.14% | +220,941 | New |
| BNP Paribas Arbitrage, SA | 234,925 | $2.38M | 0.00% | −146,399−38.4% | Reduced |
| Marathon Capital Management | 238,775 | $2.42M | 0.64% | −1,700−0.7% | Reduced |
| Balyasny Asset Management LLC | 263,406 | $2.67M | 0.01% | −82,405−23.8% | Reduced |
| UBS Asset Management Americas Inc | 265,907 | $2.70M | 0.00% | +41,264+18.4% | Added |
| Rock Springs Capital Management LP | 267,500 | $2.71M | 0.16% | +67,500+33.8% | Added |
| DeepCurrents Investment Group LLC | 269,226 | $2.73M | 0.09% | +269,226 | New |
| UBS Group AG | 297,836 | $3.02M | 0.00% | −175,993−37.1% | Reduced |
| Mercer Global Advisors Inc | 300,144 | $3.04M | 0.01% | +11,177+3.9% | Added |
| Two Sigma Advisers, LP | 300,900 | $3.05M | 0.01% | +155,000+106.2% | Added |
| D. E. Shaw & Co., Inc. | 303,397 | $3.08M | 0.00% | +303,397 | New |
| The PNC Financial Services Group, Inc. | 312,954 | $3.17M | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 325,227 | $3.30M | 0.03% | −53,960−14.2% | Reduced |
| Millennium Management LLC | 335,039 | $3.40M | 0.00% | −728,884−68.5% | Reduced |
| Russell Investments Group, Ltd. | 336,463 | $3.41M | 0.00% | +136,577+68.3% | Added |
| Lisanti Capital Growth, LLC | 347,280 | $3.52M | 1.05% | +347,280 | New |
| Kopp Family Office, LLC | 370,360 | $3.76M | 2.60% | +370,360 | New |
| Envestnet Asset Management Inc | 390,414 | $3.96M | 0.00% | +4,754+1.2% | Added |
| Rockefeller Capital Management L.P. | 400,726 | $4.06M | 0.01% | +15,955+4.1% | Added |
| Granite Investment Partners, LLC | 409,196 | $4.15M | 0.21% | −165,347−28.8% | Reduced |
| LPL Financial LLC | 418,061 | $4.21M | 0.00% | +4,826+1.2% | Added |
| Tudor Investment Corp Et Al | 417,666 | $4.24M | 0.04% | −168,199−28.7% | Reduced |
| Congress Asset Management Co | 432,912 | $4.39M | 0.03% | −2,054−0.5% | Reduced |
| Voloridge Investment Management, LLC | 445,090 | $4.51M | 0.02% | −46,837−9.5% | Reduced |
| Parkman Healthcare Partners LLC | 446,106 | $4.52M | 0.54% | +217,772+95.4% | Added |
| JPMorgan Chase & Co | 486,374 | $4.93M | 0.00% | −205,994−29.8% | Reduced |
| Citadel Advisors LLC | 559,069 | $5.67M | 0.01% | +451,400+419.2% | Added |
| Point72 Asset Management, L.P. | 560,467 | $5.68M | 0.02% | −37,536−6.3% | Reduced |
| Motley Fool Asset Management LLC | 625,800 | $6.35M | 0.36% | +625,800 | New |
| Bank of New York Mellon Corp | 645,158 | $6.54M | 0.00% | −17,081−2.6% | Reduced |
| Two Sigma Investments, LP | 647,937 | $6.57M | 0.01% | +276,651+74.5% | Added |
| AQR Capital Management LLC | 676,897 | $6.86M | 0.01% | +47,939+7.6% | Added |
| First Eagle Investment Management, LLC | 710,437 | $7.20M | 0.02% | +52,000+7.9% | Added |
| Lazard Asset Management LLC | 737,624 | $7.48M | 0.01% | +729,276+8,735.9% | Added |
| Cubist Systematic Strategies, LLC | 765,854 | $7.77M | 0.10% | +259,196+51.2% | Added |