DaveManuel.com · Institutional Ownership · Who Owns It
ATRICURE INC (ATRC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
253
Reporting holders
$1.5B
Reported value
103.7%
Of shares outstanding
0.0%
Calls
0.4%
Puts
+31
Holder change
Institutions report 52,745,467 shares against 50,866,294 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $125.2M | 4,474,548 | 0.00% | 8q | +10.7%+$12.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $97.8M | 3,495,603 | 0.02% | 31q | +3.3%+$3.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $87.5M | 3,127,195 | 0.00% | 2q | +15.7%+$11.9M |
| Hood River Capital Management LLC | $81.3M | 2,905,299 | 0.59% | 9q | -6.8%-$5.9M |
| ALLIANCEBERNSTEIN L.P. | $79.0M | 2,768,365 | 0.03% | 31q | -15.1%-$14.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $61.3M | 2,190,413 | 0.00% | 2q | +1.6%+$969.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $48.5M | 1,734,279 | 0.07% | 3q | -3.9%-$2.0M |
| GOLDMAN SACHS GROUP INC | $44.7M | 1,597,988 | 0.00% | 31q | -4.1%-$1.9M |
| STATE STREET CORP | $38.9M | 1,389,989 | 0.00% | 31q | +6.7%+$2.5M |
| MARSHALL WACE, LLP | $37.3M | 1,333,904 | 0.03% | 14q | -9.1%-$3.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $36.9M | 1,319,687 | 0.00% | 31q | +7.6%+$2.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.3M | 1,296,209 | 0.02% | 2q | +366.8%+$28.5M |
| DIMENSIONAL FUND ADVISORS LP | $29.2M | 1,044,034 | 0.01% | 29q | +4.6%+$1.3M |
| NEUBERGER BERMAN GROUP LLC | $26.6M | 947,982 | 0.02% | 31q | -9.7%-$2.9M |
| GW&K Investment Management, LLC | $26.6M | 949,516 | 0.21% | 31q | -1.4%-$388.9K |
| Champlain Investment Partners, LLC | $26.3M | 938,567 | 0.67% | 28q | -3.4%-$910.6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $25.1M | 897,419 | 0.03% | 31q | -15.4%-$4.6M |
| BANK OF AMERICA CORP /DE/ | $24.5M | 874,370 | 0.00% | 31q | +13.8%+$3.0M |
| KENNEDY CAPITAL MANAGEMENT LLC | $24.0M | 857,787 | 0.42% | 26q | +2.8%+$661.2K |
| Divisadero Street Capital Management, LP | $22.4M | 800,931 | 0.51% | 2q | -31.0%-$10.0M |
| Point72 Asset Management, L.P. | $16.9M | 604,380 | 0.02% | new | NEW |
| DAFNA Capital Management LLC | $16.7M | 597,431 | 3.19% | 31q | HELD |
| First Eagle Investment Management, LLC | $16.7M | 595,286 | 0.01% | 3q | +127.1%+$9.3M |
| Grandeur Peak Global Advisors, LLC | $16.4M | 587,399 | 3.80% | 4q | +53.8%+$5.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $16.2M | 580,621 | 0.01% | 4q | -0.8%-$132.4K |
| First Light Asset Management, LLC | $15.9M | 567,838 | 0.97% | 31q | -22.2%-$4.5M |
| Qube Research & Technologies Ltd | $15.7M | 560,824 | 0.01% | 6q | +23.3%+$3.0M |
| AQR CAPITAL MANAGEMENT LLC | $15.2M | 544,123 | 0.01% | 25q | +191.9%+$10.0M |
| TWO SIGMA INVESTMENTS, LP | $14.7M | 525,795 | 0.01% | 17q | -30.0%-$6.3M |
| FMR LLC | $14.2M | 506,357 | 0.00% | 31q | +50.3%+$4.7M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $14.0M | 501,355 | 0.66% | 6q | +43.4%+$4.2M |
| NORTHERN TRUST CORP | $13.5M | 482,043 | 0.00% | 31q | +7.2%+$907.8K |
| MORGAN STANLEY | $12.8M | 457,798 | 0.00% | 35q | -36.3%-$7.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 423,106 | 0.00% | 31q | -1.6%-$188.2K |
| PANAGORA ASSET MANAGEMENT INC | $10.9M | 389,099 | 0.03% | 20q | +71.1%+$4.5M |
| NORGES BANK | $10.5M | 374,362 | 0.00% | 22q | +74.9%+$4.5M |
| Nuveen, LLC | $10.2M | 365,825 | 0.00% | 6q | +8.6%+$814.2K |
| WCM INVESTMENT MANAGEMENT, LLC | $10.1M | 351,081 | 0.02% | 30q | -2.4%-$249.1K |
| VANGUARD FIDUCIARY TRUST CO | $10.0M | 359,048 | 0.00% | 2q | +4.7%+$453.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $9.4M | 335,541 | 0.02% | 16q | -2.9%-$275.5K |
| HRT FINANCIAL LP | $8.4M | 299,736 | 0.02% | 2q | +346.9%+$6.5M |
| SEI INVESTMENTS CO | $7.9M | 281,310 | 0.01% | 31q | +7.9%+$574.2K |
| RAYMOND JAMES FINANCIAL INC | $7.4M | 266,055 | 0.00% | 7q | +22.7%+$1.4M |
| Amundi | $7.4M | 264,854 | 0.00% | 16q | +17.2%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $6.6M | 234,100 | 0.01% | 17q | -24.2%-$2.1M |
| WASATCH ADVISORS LP | $6.5M | 233,604 | 0.04% | 31q | -8.0%-$568.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.3M | 226,338 | 0.01% | 6q | +5.0%+$302.0K |
| NICHOLAS COMPANY, INC. | $5.7M | 204,595 | 0.10% | 19q | HELD |
| D. E. Shaw & Co., Inc. | $5.4M | 192,824 | 0.00% | 2q | +240.7%+$3.8M |
| CITADEL ADVISORS LLC | $5.3M incl. $321.8K options PUT | 177,339 | 0.00% | 31q | +103.0%+$2.7M |
| Advisors Capital Management, LLC | $4.9M | 174,496 | 0.05% | 22q | -4.3%-$218.7K |
| Meros Investment Management, LP | $4.8M | 170,000 | 1.51% | new | NEW |
| JPMORGAN CHASE & CO | $4.7M | 160,393 | 0.00% | 31q | -6.3%-$316.3K |
| ACADIAN ASSET MANAGEMENT LLC | $4.5M | 161,394 | 0.01% | 7q | +81.6%+$2.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.2M | 151,835 | 0.01% | 23q | -9.3%-$434.2K |
| Bank of New York Mellon Corp | $4.0M | 141,275 | 0.00% | 31q | +8.1%+$297.3K |
| Caption Management, LLC | $3.9M incl. $2.8M options PUT | 39,168 | 0.02% | new | NEW |
| Topline Capital Management, LLC | $3.9M | 138,490 | 1.00% | new | NEW |
| RICE HALL JAMES & ASSOCIATES, LLC | $3.8M | 134,207 | 0.18% | 2q | +432.4%+$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 131,853 | 0.00% | 31q | -76.2%-$11.8M |
| Assenagon Asset Management S.A. | $3.5M | 124,668 | 0.00% | new | NEW |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $3.4M | 123,100 | 0.09% | 31q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $3.2M | 113,330 | 0.06% | 27q | HELD |
| WELLS FARGO & COMPANY/MN | $2.9M | 104,743 | 0.00% | 31q | +51.6%+$997.7K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.8M | 100,000 | 0.00% | 7q | -33.3%-$1.4M |
| Swiss National Bank | $2.7M | 96,500 | 0.00% | 31q | -1.5%-$42.0K |
| AMERIPRISE FINANCIAL INC | $2.7M | 94,897 | 0.00% | 4q | +81.2%+$1.2M |
| LPL Financial LLC | $2.6M | 92,858 | 0.00% | 25q | +346.8%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M incl. $2.2M options CALL+PUT | 14,450 | 0.00% | 16q | -62.7%-$4.3M |
| ExodusPoint Capital Management, LP | $2.4M | 86,356 | 0.02% | new | NEW |
| Invesco Ltd. | $2.4M | 84,847 | 0.00% | 31q | +9.7%+$210.7K |
| HighMark Wealth Management LLC | $2.3M | 83,720 | 0.78% | 18q | HELD |
| Susquehanna Portfolio Strategies, LLC | $2.2M | 80,089 | 0.04% | new | NEW |
| Emerald Investment Advisers, LLC | $2.2M | 79,102 | 0.15% | 2q | +10.6%+$212.9K |
| Bridgewater Associates, LP | $2.1M | 76,307 | 0.01% | 2q | +127.7%+$1.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.0M | 73,079 | 0.00% | 31q | +21.2%+$358.0K |
| Riverwater Partners LLC | $2.0M | 71,596 | 0.59% | 5q | +1.5%+$30.5K |
| PRINCIPAL FINANCIAL GROUP INC | $2.0M | 69,852 | 0.00% | 5q | +8.6%+$155.5K |
| Schonfeld Strategic Advisors LLC | $1.9M | 68,243 | 0.01% | 2q | -32.9%-$935.6K |
| UBS Group AG | $1.8M | 64,186 | 0.00% | 23q | -2.5%-$47.0K |
| RHUMBLINE ADVISERS | $1.8M | 63,916 | 0.00% | 31q | -3.6%-$66.2K |
| DEUTSCHE BANK AG\ | $1.7M | 59,668 | 0.00% | 34q | +18.1%+$256.2K |
| FRANKLIN RESOURCES INC | $1.6M | 58,890 | 0.00% | 12q | +6.1%+$94.4K |
| Granite Investment Partners, LLC | $1.6M | 58,828 | 0.08% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.6M | 58,432 | 0.00% | 31q | -2.5%-$42.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 55,141 | 0.00% | 25q | -4.7%-$76.6K |
| Orion Porfolio Solutions, LLC | $1.5M | 55,105 | 0.01% | 24q | -5.5%-$89.3K |
| Brevan Howard Capital Management LP | $1.5M | 54,447 | 0.01% | 8q | +473.1%+$1.3M |
| Knott David M Jr | $1.4M | 51,400 | 0.76% | 6q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.4M | 50,582 | 0.01% | 15q | -48.0%-$1.3M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.4M | 50,484 | 0.03% | new | NEW |
| DIVERSIFIED TRUST CO | $1.4M | 50,222 | 0.02% | 26q | +25.3%+$283.5K |
| B. Metzler seel. Sohn & Co. AG | $1.4M | 49,876 | 0.01% | 18q | HELD |
| FIRST TRUST ADVISORS LP | $1.4M | 48,407 | 0.00% | 5q | -74.4%-$3.9M |
| Engineers Gate Manager LP | $1.3M | 48,160 | 0.02% | 21q | +12.3%+$147.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.3M | 44,784 | 0.00% | 2q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $1.2M | 42,385 | 0.08% | 6q | +2.0%+$23.4K |
| SCOTIA CAPITAL INC. | $1.2M | 41,495 | 0.00% | 6q | +2.8%+$31.2K |
| IEQ CAPITAL, LLC | $1.2M | 41,484 | 0.01% | 2q | +421.7%+$938.2K |
| Legal & General Group Plc | $1.1M | 39,893 | 0.00% | 31q | -5.7%-$67.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 7.2% |
| 2026-10-05 | 13G/A | BlackRock, Inc. | 15.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | WEHRWEIN SVEN | Director | Sold | 25,000 | $946.0K |
| 2026-08-24 | Dahlquist Karl S. | Chief Legal Officer | Sold | 9,370 | $458.1K |
| 2026-09-02 | Privitera Salvatore | Chief Technical Officer | Sold | 7,763 | $407.6K |
| 2026-09-11 | GROVES REGINA E | Director | Sold | 5,313 | $288.1K |
| 2026-09-23 | Privitera Salvatore | Chief Technical Officer | Sold | 4,519 | $271.1K |
| 2026-07-29 | Noznesky Justin J | Chief Mktg & Strategy Officer | Sold | 6,182 | $239.9K |
| 2026-07-28 | Doraiswamy Vinayak | Chief Scientific Officer | Sold | 6,000 | $233.3K |
| 2026-09-08 | Privitera Salvatore | Chief Technical Officer | Sold | 3,657 | $201.1K |
| 2026-05-15 | Doraiswamy Vinayak | Chief Scientific Officer | Sold | 5,000 | $140.7K |
| 2026-08-05 | Prange Karen | Director | Sold | 3,564 | $138.3K |
| 2026-08-05 | Yuen Maggie | Director | Sold | 3,500 | $134.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 57 | $16.6M | 300,326 | 27 | 9 | 10 | 0.0% |
| Q2 2026 | 253 | $1.5B | 52,745,467 | 51 | 101 | 61 | 0.4% |
| Q1 2026 | 222 | $1.5B | 50,021,272 | 27 | 81 | 59 | 0.0% |
| Q4 2025 | 233 | $1.9B | 48,755,379 | 30 | 87 | 70 | 0.1% |
| Q3 2025 | 223 | $1.7B | 48,380,048 | 33 | 67 | 79 | 0.1% |
| Q2 2025 | 201 | $1.6B | 49,005,860 | 17 | 74 | 70 | 0.1% |
| Q1 2025 | 219 | $1.6B | 50,405,061 | 36 | 75 | 61 | 0.1% |
| Q4 2024 | 214 | $1.4B | 46,550,829 | 33 | 67 | 67 | 0.1% |
| Q3 2024 | 201 | $1.4B | 49,659,015 | 37 | 54 | 77 | 0.1% |
| Q2 2024 | 202 | $1.2B | 51,092,073 | 26 | 99 | 49 | 0.4% |
| Q1 2024 | 223 | $1.6B | 52,072,408 | 33 | 81 | 78 | 0.5% |
| Q4 2023 | 234 | $1.7B | 48,040,313 | 34 | 98 | 65 | 0.2% |
| Q3 2023 | 229 | $2.0B | 45,436,541 | 27 | 84 | 72 | 0.0% |
| Q2 2023 | 224 | $2.2B | 45,052,785 | 24 | 80 | 72 | 0.0% |
| Q1 2023 | 224 | $1.9B | 44,917,202 | 38 | 86 | 52 | 0.0% |
| Q4 2022 | 209 | $2.0B | 44,979,766 | 26 | 67 | 80 | 0.1% |
| Q3 2022 | 200 | $8.7B | 221,510,557 | 22 | 70 | 62 | 0.0% |
| Q2 2022 | 201 | $7.8B | 190,969,227 | 28 | 81 | 52 | 0.0% |
| Q1 2022 | 208 | $10.6B | 160,930,693 | 23 | 67 | 81 | 0.0% |
| Q4 2021 | 214 | $3.9B | 55,738,523 | 24 | 68 | 66 | 0.0% |
| Q3 2021 | 208 | $3.9B | 55,579,823 | 24 | 65 | 77 | 0.1% |
| Q2 2021 | 207 | $4.7B | 59,094,244 | 39 | 62 | 76 | 0.1% |
| Q1 2021 | 185 | $3.8B | 57,661,342 | 29 | 51 | 70 | 0.1% |
| Q4 2020 | 192 | $3.2B | 56,626,268 | 33 | 65 | 51 | 0.1% |
| Q3 2020 | 180 | $2.2B | 55,141,773 | 27 | 70 | 44 | 0.4% |
| Q2 2020 | 187 | $2.4B | 53,478,142 | 50 | 63 | 53 | 0.1% |
| Q1 2020 | 151 | $2.3B | 68,879,628 | 32 | 40 | 57 | 1.1% |
| Q4 2019 | 137 | $1.8B | 55,418,513 | 17 | 49 | 44 | 0.1% |
| Q3 2019 | 137 | $1.4B | 55,539,526 | 17 | 49 | 50 | 0.2% |
| Q2 2019 | 143 | $1.6B | 53,663,112 | 19 | 65 | 35 | 0.4% |
| Q1 2019 | 156 | $1.3B | 46,823,665 | 26 | 64 | 38 | 0.1% |
| Q4 2018 | 148 | $1.5B | 47,831,798 | 8 | 4 | 1 | 0.5% |