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
107,972,569
Total reported value
$1,569,900,011
% of total 13F portfolios
0%
Share change
+7,134,850
Value change
+$108,816,889
Number of holders
267
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, 267 institutional investors reported holding 107,972,569 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 3,288,457 $69,241,024 +$9,514,586 $21.04 21
2025 Q3 107,972,569 $1,569,900,011 +$108,816,889 $14.54 267
2025 Q2 100,894,463 $1,119,970,530 +$110,166,950 $11.10 235
2025 Q1 90,896,433 $921,707,723 +$71,854,145 $10.14 229
2024 Q4 84,665,682 $777,612,878 +$17,311,717 $9.18 226
2024 Q3 82,952,438 $461,127,100 -$103,492,411 $5.56 212
2024 Q2 93,387,152 $975,892,590 +$16,871,194 $10.45 214
2024 Q1 91,603,639 $1,263,405,807 +$14,543,640 $13.79 221
2023 Q4 90,194,008 $1,363,122,567 +$315,244,959 $15.11 203
2023 Q3 69,651,493 $903,432,680 -$22,862,184 $12.97 197
2023 Q2 69,346,783 $1,246,643,684 +$192,282,709 $17.98 206
2023 Q1 58,955,439 $919,622,439 +$91,055,783 $15.60 180
2022 Q4 53,948,533 $666,376,152 +$42,733,511 $12.35 178
2022 Q3 51,212,100 $447,703,298 +$8,939,700 $8.74 158
2022 Q2 50,262,413 $328,716,139 -$25,412,480 $6.54 155
2022 Q1 52,926,640 $608,103,433 -$3,097,119 $11.50 158
2021 Q4 53,379,624 $610,594,414 +$742,182 $11.43 168
2021 Q3 53,122,080 $647,555,735 +$102,423,130 $12.19 162
2021 Q2 44,464,433 $681,071,254 +$7,084,913 $15.32 147
2021 Q1 43,986,567 $691,446,933 +$36,230,930 $15.79 154
2020 Q4 42,379,116 $615,344,983 +$251,413,241 $14.52 148
2020 Q3 24,935,808 $165,664,969 -$336,837 $6.64 96
2020 Q2 24,796,696 $116,558,931 +$6,024,975 $4.70 87
2020 Q1 24,500,636 $84,557,757 -$11,590,274 $3.45 105
2019 Q4 25,341,123 $179,785,392 +$12,016,434 $7.09 106
2019 Q3 23,386,430 $117,414,704 +$59,057,345 $5.02 90
2019 Q2 11,615,241 $52,741,944 +$22,281,932 $4.54 60
2019 Q1 7,024,068 $18,593,000 -$1,284,000 $2.65 38
2018 Q4 8,073,206 $18,489,000 -$3,108,976 $2.29 39
2018 Q3 9,191,593 $30,971,000 +$419,222 $3.37 42
2018 Q2 9,085,984 $27,074,000 +$13,404,080 $2.98 37
2018 Q1 4,588,221 $14,727,000 +$5,043,156 $3.21 21
2017 Q4 3,050,762 $8,118,000 +$1,230,295 $2.66 24
2017 Q3 2,624,254 $5,928,000 -$97,566 $2.26 19
2017 Q2 2,832,350 $5,255,000 +$1,036,758 $1.85 23
2017 Q1 2,256,188 $5,256,000 +$273,899 $2.33 23
2016 Q4 2,055,331 $6,598,000 +$872,252 $3.21 27
2016 Q3 1,292,605 $12,146,000 +$12,146,000 $9.40 26
2016 Q2 0 $0 -$8,000 $21.04 0
2016 Q1 2,831 $8,000 $2.83 1