Bailard’s AtriCure ATRC Stock Holding History

Bailard’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,500	Closed	-$213K	–	786
2025 Q2	$213K	Buy	+6,500	New	+$211K	0.01%	706

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bailard's ATRC Position: Q3 2025 in Review

Bailard sold out of AtriCure (ATRC) in Q3 2025, closing a stake of 6,500 shares — an estimated $213K sold.

Bailard first reported a position in ATRC in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 223 funds tracked by Wall St. Rank hold ATRC as of Q3 2025.

Bailard reported no remaining AtriCure position as of Q3 2025 after selling out during the quarter.
Bailard sold 6,500 AtriCure shares in Q3 2025, an estimated $213K.
Bailard first reported a position in AtriCure in Q2 2025 and held it in 1 quarter.
Bailard's AtriCure position peaked at $213K in Q2 2025.
223 funds tracked by Wall St. Rank held AtriCure as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.