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IEQ Capital’s Alphatec Holdings ATEC Stock Holding History

IEQ Capital’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$904K Buy
104,528
+25,509
+32% +$232K ﹤0.01% 1138
2026
Q1 		$860K Buy
79,019
+20,377
+35% +$297K ﹤0.01% 1104
2025
Q4 		$1.23M Buy
58,642
+7,886
+16% +$146K ﹤0.01% 957
2025
Q3 		$738K Sell
50,756
-20,630
-29% -$287K ﹤0.01% 1126
2025
Q2 		$792K Buy
71,386
+7,546
+12% +$86.7K ﹤0.01% 942
2025
Q1 		$647K Buy
63,840
+28,611
+81% +$307K 0.01% 881
2024
Q4 		$323K Buy
+35,229
New +$281K ﹤0.01% 998

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IEQ Capital's ATEC Position: Q2 2026 in Review

IEQ Capital increased its Alphatec Holdings (ATEC) stake by 32% in Q2 2026, buying an estimated $232K and bringing the position to 104,528 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

IEQ Capital first reported a position in ATEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • IEQ Capital held 104,528 shares of Alphatec Holdings worth $904K as of Q2 2026.
  • IEQ Capital bought 25,509 Alphatec Holdings shares in Q2 2026, an estimated $232K.
  • Alphatec Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1138 holding.
  • IEQ Capital first reported a position in Alphatec Holdings in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's Alphatec Holdings position peaked at $1.23M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.