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Legato Capital Management’s Alphatec Holdings ATEC Stock Holding History

Legato Capital Management’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
-102,945
Closed -$2.17M – 742
2025
Q4 		$2.17M Buy
102,945
+63,715
+162% +$1.18M 0.19% 170
2025
Q3 		$570K Buy
+39,230
New +$546K 0.06% 428
2025
Q2 		– Sell
-59,135
Closed -$600K – 565
2025
Q1 		$600K Buy
+59,135
New +$635K 0.08% 390
2024
Q3 		– Sell
-107,288
Closed -$1.12M – 566
2024
Q2 		$1.12M Hold
107,288
– – 0.15% 227
2024
Q1 		$1.48M Hold
107,288
– – 0.18% 189
2023
Q4 		$1.62M Sell
107,288
-18,315
-15% -$219K 0.21% 147
2023
Q3 		$1.63M Sell
125,603
-40,835
-25% -$640K 0.24% 138
2023
Q2 		$2.99M Buy
166,438
+83,702
+101% +$1.3M 0.4% 52
2023
Q1 		$1.29M Hold
82,736
– – 0.23% 144
2022
Q4 		$1.02M Buy
+82,736
New +$834K 0.2% 173

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

Legato Capital Management's ATEC Position: Q1 2026 in Review

Legato Capital Management sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 102,945 shares — an estimated $2.17M sold.

Legato Capital Management first reported a position in ATEC in Q4 2022 and held it in 10 quarters. The position peaked at $2.99M in Q2 2023. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Legato Capital Management reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Legato Capital Management sold 102,945 Alphatec Holdings shares in Q1 2026, an estimated $2.17M.
  • Legato Capital Management first reported a position in Alphatec Holdings in Q4 2022 and held it in 10 quarters.
  • Legato Capital Management's Alphatec Holdings position peaked at $2.99M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.