Alphatec Holdings, Inc. - Common Stock, par value $0.0001 per share (ATEC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
ATEC on Nasdaq
Shares outstanding
148,491,921
Price per share
$21.04
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
107,968,451
Total reported value
$1,569,840,011
% of total 13F portfolios
0%
Share change
+7,124,232
Value change
+$108,662,351
Number of holders
266
Price from insider filings
$21.04
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Alphatec Holdings, Inc. - Common Stock, par value $0.0001 per share (ATEC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Squadron Capital LLC 8.9% $259,293,623 13,215,781 Jennifer N. Pritzker 15 Dec 2025

As of 30 Sep 2025, 266 institutional investors reported holding 107,968,451 shares of Alphatec Holdings, Inc. - Common Stock, par value $0.0001 per share (ATEC). This represents 73% of the company’s total 148,491,921 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Alphatec Holdings, Inc. - Common Stock, par value $0.0001 per share (ATEC) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7% 10,370,297 +9% 0% $150,784,120
VANGUARD GROUP INC 4.6% 6,815,058 +2.4% 0% $99,090,942
AMERICAN CENTURY COMPANIES INC 4.3% 6,336,491 +2.6% 0.05% $92,132,607
ROYAL BANK OF CANADA 3.4% 5,012,175 +13% 0.01% $72,878,000
MORGAN STANLEY 2.4% 3,556,744 +86% 0% $51,715,068
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2.2% 3,256,357 -19% 0.12% $47,347,000
DEUTSCHE BANK AG\ 2.1% 3,121,529 +65% 0.02% $45,387,032
Nuveen, LLC 2% 2,911,808 +16% 0.01% $42,337,688
GEODE CAPITAL MANAGEMENT, LLC 1.9% 2,795,561 +3.6% 0% $40,653,337
STATE STREET CORP 1.8% 2,714,953 -1.7% 0% $39,475,417
BANK OF AMERICA CORP /DE/ 1.7% 2,586,587 -7.2% 0% $37,608,976
NEXT CENTURY GROWTH INVESTORS LLC 1.5% 2,279,383 +11% 2.4% $33,142,228
Cerity Partners LLC 1.2% 1,854,156 +0.01% 0.04% $26,959,423
TWO SIGMA INVESTMENTS, LP 1.2% 1,794,324 +59% 0.04% $26,089,471
Walleye Capital LLC 1.1% 1,683,468 +42% 0.2% $24,477,625
EMERALD ADVISERS, LLC 1.1% 1,638,882 -2.7% 0.76% $23,829,344
Penn Capital Management Company, LLC 1.1% 1,562,431 -9.4% 1.7% $22,768,555
GOLDMAN SACHS GROUP INC 1% 1,556,867 +19% 0% $22,636,846
BRAIDWELL LP 1% 1,514,604 -58% 0.65% $22,022,342
NORTHERN TRUST CORP 1% 1,482,947 +0.6% 0% $21,562,051
Driehaus Capital Management LLC 0.95% 1,409,613 -3% 0.15% $20,495,773
Granite Investment Partners, LLC 0.93% 1,380,030 -20% 1.1% $20,065,636
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.87% 1,290,528 0% 2.8% $18,764,277
TWO SIGMA ADVISERS, LP 0.85% 1,255,500 +66% 0.04% $18,254,970
Western Standard LLC 0.85% 1,255,374 0% 9.8% $18,253,138

Institutional Holders of Alphatec Holdings, Inc. - Common Stock, par value $0.0001 per share (ATEC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,976,881 $41,645,464 +$3,717,695 $21.04 16
2025 Q3 107,968,451 $1,569,840,011 +$108,662,351 $14.54 266
2025 Q2 101,074,280 $1,120,020,052 +$110,166,703 $11.10 236
2025 Q1 90,896,433 $921,707,312 +$71,854,143 $10.14 229
2024 Q4 84,648,477 $777,454,511 +$17,153,646 $9.18 226
2024 Q3 82,952,438 $461,126,609 -$103,834,635 $5.56 213
2024 Q2 93,416,161 $976,268,776 -$1,516,290 $10.45 215
2024 Q1 91,603,640 $1,263,406,152 +$32,128,287 $13.79 224
2023 Q4 83,535 $1,262,214 -$1,832,541 $15.11 2
2023 Q3 69,651,493 $903,432,285 -$22,929,305 $12.97 197
2023 Q2 69,346,783 $1,246,643,196 +$191,958,944 $17.98 206
2023 Q1 58,955,439 $919,622,307 +$89,494,959 $15.60 180
2022 Q4 52,692,406 $650,862,067 +$42,347,284 $12.35 176
2022 Q3 51,132,222 $447,005,502 +$9,508,607 $8.74 156
2022 Q2 44,441,022 $290,061,722 -$26,530,522 $6.54 153
2022 Q1 52,910,214 $607,915,433 -$2,255,269 $11.50 156
2021 Q4 52,740,610 $603,290,414 -$1,690,823 $11.43 166
2021 Q3 52,260,230 $637,049,735 +$100,819,639 $12.19 161
2021 Q2 44,300,711 $678,549,254 +$6,561,070 $15.32 147
2021 Q1 43,886,388 $689,864,933 +$37,183,267 $15.79 155
2020 Q4 42,185,307 $612,530,983 +$250,435,491 $14.52 146
2020 Q3 22,808,647 $151,538,969 +$2,491,638 $6.64 93
2020 Q2 24,795,836 $116,554,931 +$6,019,442 $4.70 86
2020 Q1 22,474,217 $77,568,757 -$11,810,316 $3.45 101
2019 Q4 25,279,484 $179,348,392 +$12,358,696 $7.09 105
2019 Q3 23,386,430 $117,414,704 +$59,056,639 $5.02 90
2019 Q2 11,613,941 $52,735,944 +$22,280,275 $4.54 59
2019 Q1 7,016,058 $18,591,000 -$2,546,952 $2.65 37
2018 Q4 8,073,206 $18,489,000 -$3,108,968 $2.29 39
2018 Q3 9,191,593 $30,971,000 +$416,572 $3.37 42
2018 Q2 9,077,355 $27,049,000 +$13,404,078 $2.98 35
2018 Q1 4,579,592 $14,699,000 +$5,043,097 $3.21 19
2017 Q4 3,041,541 $8,093,000 +$1,228,329 $2.66 21
2017 Q3 2,617,535 $5,913,000 -$97,579 $2.26 17
2017 Q2 2,832,350 $5,255,000 +$1,036,367 $1.85 23
2017 Q1 2,249,469 $5,241,000 +$273,895 $2.33 21
2016 Q4 2,049,204 $6,578,000 +$853,065 $3.21 26
2016 Q3 1,288,357 $12,106,000 +$12,106,009 $9.40 24
2016 Q1 2,831 $8,000 $0 $2.83 1