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Jefferies Financial Group’s Alphatec Holdings ATEC Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-595,937
Closed -$12.5M – 1732
2025
Q4 		$12.5M Buy
595,937
+540,937
+984% +$10M 0.06% 277
2025
Q3 		$800K Buy
+55,000
New +$766K ﹤0.01% 942

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jefferies Financial Group's ATEC Position: Q1 2026 in Review

Jefferies Financial Group sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 595,937 shares — an estimated $12.5M sold.

Jefferies Financial Group first reported a position in ATEC in Q3 2025 and held it in 2 quarters. The position peaked at $12.5M in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Jefferies Financial Group reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 595,937 Alphatec Holdings shares in Q1 2026, an estimated $12.5M.
  • Jefferies Financial Group first reported a position in Alphatec Holdings in Q3 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Alphatec Holdings position peaked at $12.5M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.