CM
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Caption Management’s AtriCure ATRC Stock Holding History

Caption Management’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
2026
Q2 		$2.8M Buy
+100,000
New +$2.81M 0.01% 788
2023
Q1 		– Sell
-20,000
Closed -$888K – 1082
2022
Q4 		$888K Buy
+20,000
New +$835K 0.01% 786
2021
Q4 		– Sell
-5,500
Closed -$383K – 1589
2021
Q3 		$383K Buy
+5,500
New +$423K ﹤0.01% 1249

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Caption Management's ATRC Position: Q2 2026 in Review

Caption Management opened a new position in AtriCure (ATRC) in Q2 2026: 39,168 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Caption Management previously reported a position in ATRC as recently as Q2 2024.

Caption Management first reported a position in ATRC in Q3 2021 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Caption Management held 39,168 shares of AtriCure worth $1.1M as of Q2 2026.
  • AtriCure was a new Caption Management position in Q2 2026.
  • AtriCure made up 0.01% of Caption Management's portfolio in Q2 2026, its #1103 holding.
  • Caption Management first reported a position in AtriCure in Q3 2021 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.