| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 8% | $125,190,744 | 3,969,269 | Wellington Management Group LLP | 30 Jun 2025 | |||
| BlackRock, Inc. | 7.8% | $136,165,391 | 3,862,837 | BlackRock, Inc. | 30 Sep 2025 | |||
| Hood River Capital Management LLC | 6.2% | +3.8% | $122,501,931 | +$6,839,133 | 3,096,611 | +5.9% | Hood River Capital Management LLC | 31 Dec 2025 |
| MACQUARIE GROUP LTD | 4.6% | -9.2% | $80,700,257 | -$7,537,719 | 2,289,369 | -8.5% | Macquarie Group Limited | 30 Sep 2025 |
| Champlain Investment Partners, LLC | 4.4% | -22% | $71,407,964 | -$21,803,353 | 2,137,963 | -23% | Champlain Investment Partners, LLC | 31 Mar 2025 |
As of 31 Dec 2025, 231 institutional investors reported holding 48,726,495 shares of AtriCure, Inc. - Common Stock (ATRC). This represents 98% of the company’s total 49,704,831 outstanding shares.
The largest institutional shareholders of AtriCure, Inc. - Common Stock (ATRC) together control 75% 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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.9% | 4,903,755 | +1.3% | 0% | $193,992,548 |
| BlackRock, Inc. | 8.2% | 4,065,804 | +1.7% | 0% | $160,843,227 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.9% | 3,917,991 | -8.7% | 0.03% | $154,995,724 |
| ALLIANCEBERNSTEIN L.P. | 7.2% | 3,563,582 | +0.14% | 0.04% | $140,975,304 |
| Hood River Capital Management LLC | 6.2% | 3,096,611 | +1.7% | 1.3% | $122,501,931 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 4.1% | 2,038,703 | 0% | 0.12% | $80,651,000 |
| STATE STREET CORP | 2.5% | 1,242,374 | -1.7% | 0% | $49,148,315 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 1,191,498 | +0.04% | 0% | $47,143,730 |
| First Light Asset Management, LLC | 2.4% | 1,175,445 | +32% | 3.6% | $46,500,604 |
| Champlain Investment Partners, LLC | 2.4% | 1,173,605 | -41% | 0.47% | $46,427,814 |
| NEUBERGER BERMAN GROUP LLC | 2.2% | 1,086,326 | -8.8% | 0.03% | $42,998,602 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.9% | 959,294 | +25% | 0.04% | $37,950,000 |
| GW&K Investment Management, LLC | 1.9% | 952,089 | +11% | 0.33% | $37,665,000 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 921,897 | +8.4% | 0.01% | $36,472,238 |
| MARSHALL WACE, LLP | 1.8% | 913,453 | +63% | 0.03% | $36,136,202 |
| GOLDMAN SACHS GROUP INC | 1.8% | 885,062 | +14% | 0.01% | $35,013,053 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.7% | 837,326 | +0.05% | 0.7% | $33,124,617 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.4% | 712,329 | +0.74% | 0.03% | $28,179,735 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 675,731 | -6.8% | 0% | $26,731,929 |
| DAFNA Capital Management LLC | 1.2% | 597,431 | +0.87% | 5.5% | $23,634,370 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1% | 569,723 | -4% | 0% | $22,538,243 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1% | 511,213 | +20% | 0.01% | $20,223,587 |
| NORTHERN TRUST CORP | 0.88% | 438,210 | -5.2% | 0% | $17,335,587 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.88% | 437,883 | +2.3% | 0% | $17,322,651 |
| Defilade Capital Management, L.P. | 0.8% | 397,636 | 0% | 2.1% | $15,730,480 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 48,726,495 | $1,928,008,548 | -$51,637,505 | $39.56 | 231 |
| 2025 Q3 | 48,137,442 | $1,696,572,476 | -$26,346,560 | $35.25 | 219 |
| 2025 Q2 | 48,899,026 | $1,601,933,467 | -$39,427,096 | $32.77 | 197 |
| 2025 Q1 | 50,269,592 | $1,621,969,076 | +$127,818,413 | $32.26 | 217 |
| 2024 Q4 | 46,483,344 | $1,421,304,781 | -$87,630,696 | $30.56 | 209 |
| 2024 Q3 | 49,264,286 | $1,381,109,066 | -$12,223,311 | $28.04 | 198 |
| 2024 Q2 | 50,723,505 | $1,155,009,424 | +$19,813,566 | $22.77 | 194 |
| 2024 Q1 | 49,351,679 | $1,501,026,424 | +$67,021,576 | $30.42 | 218 |
| 2023 Q4 | 47,164,039 | $1,683,028,664 | +$48,077,369 | $35.69 | 230 |
| 2023 Q3 | 45,425,624 | $1,988,207,852 | +$14,251,801 | $43.80 | 224 |
| 2023 Q2 | 45,005,948 | $2,219,137,443 | +$14,004,669 | $49.36 | 219 |
| 2023 Q1 | 44,806,862 | $1,857,210,760 | -$5,467,106 | $41.45 | 219 |
| 2022 Q4 | 44,912,321 | $1,992,625,452 | +$11,085,452 | $44.38 | 207 |
| 2022 Q3 | 44,732,086 | $1,747,349,909 | -$40,042,063 | $39.10 | 201 |
| 2022 Q2 | 44,464,969 | $1,816,797,154 | +$5,915,882 | $40.86 | 196 |
| 2022 Q1 | 44,016,086 | $2,889,958,812 | -$4,881,515 | $65.67 | 206 |
| 2021 Q4 | 44,091,364 | $3,064,833,086 | +$50,071,000 | $69.53 | 211 |
| 2021 Q3 | 43,335,200 | $3,014,938,884 | -$67,863,474 | $69.55 | 206 |
| 2021 Q2 | 44,284,173 | $3,513,197,655 | -$20,715,510 | $79.33 | 206 |
| 2021 Q1 | 44,587,200 | $2,919,424,135 | +$101,599,138 | $65.52 | 184 |
| 2020 Q4 | 44,006,691 | $2,449,180,355 | +$92,888,778 | $55.67 | 191 |
| 2020 Q3 | 42,560,668 | $1,698,181,209 | +$16,788,166 | $39.90 | 178 |
| 2020 Q2 | 41,949,121 | $1,885,283,353 | +$271,715,763 | $44.95 | 184 |
| 2020 Q1 | 36,027,641 | $1,210,074,214 | +$38,131,339 | $33.59 | 151 |
| 2019 Q4 | 34,897,661 | $1,134,489,738 | +$6,242,315 | $32.51 | 136 |
| 2019 Q3 | 34,971,951 | $871,931,403 | +$13,937,979 | $24.94 | 137 |
| 2019 Q2 | 34,463,060 | $1,029,347,018 | +$21,797,776 | $29.84 | 141 |
| 2019 Q1 | 34,483,338 | $923,710,939 | -$1,149,424 | $26.79 | 157 |
| 2018 Q4 | 34,464,747 | $1,053,958,551 | +$87,376,454 | $30.60 | 146 |
| 2018 Q3 | 31,486,078 | $1,102,867,845 | +$24,118,532 | $35.03 | 126 |
| 2018 Q2 | 30,819,604 | $833,657,253 | +$6,641,664 | $27.05 | 106 |
| 2018 Q1 | 30,696,727 | $629,904,807 | +$10,866,556 | $20.52 | 108 |
| 2017 Q4 | 30,239,580 | $551,579,395 | +$5,432,912 | $18.24 | 109 |
| 2017 Q3 | 29,692,968 | $664,222,260 | +$28,363,887 | $22.37 | 114 |
| 2017 Q2 | 28,173,961 | $683,211,428 | -$25,680,378 | $24.25 | 106 |
| 2017 Q1 | 29,274,269 | $560,358,844 | +$61,634,671 | $19.15 | 98 |
| 2016 Q4 | 28,132,992 | $550,550,714 | +$39,513,282 | $19.57 | 99 |
| 2016 Q3 | 26,389,549 | $417,429,910 | +$29,131,174 | $15.82 | 99 |
| 2016 Q2 | 25,645,722 | $362,366,046 | -$7,392,034 | $14.13 | 100 |
| 2016 Q1 | 25,932,783 | $436,449,990 | -$27,162,554 | $16.83 | 113 |
| 2015 Q4 | 26,812,438 | $601,390,870 | -$14,290,126 | $22.44 | 116 |
| 2015 Q3 | 27,006,984 | $591,696,477 | +$313,235 | $21.91 | 120 |
| 2015 Q2 | 27,036,324 | $666,161,962 | +$19,775,170 | $24.64 | 111 |
| 2015 Q1 | 26,265,089 | $538,117,096 | +$27,766,697 | $20.49 | 109 |
| 2014 Q4 | 24,915,260 | $497,299,607 | +$34,977,590 | $19.96 | 104 |
| 2014 Q3 | 23,044,014 | $339,203,923 | +$6,474,716 | $14.72 | 110 |
| 2014 Q2 | 23,012,825 | $421,949,569 | +$8,269,318 | $18.38 | 112 |
| 2014 Q1 | 22,218,123 | $417,693,024 | +$117,712,646 | $18.81 | 113 |