Osterweis Capital Management’s AtriCure ATRC Stock Holding History

Osterweis Capital 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	$14M	Buy	501,355 +151,710	+43%	+$4.27M	0.66%	53
2026 Q1	$9.98M	Buy	349,645 +146,070	+72%	+$4.98M	0.51%	59
2025 Q4	$8.05M	Sell	203,575 -118,505	-37%	-$4.34M	0.34%	75
2025 Q3	$11.4M	Buy	322,080 +6,550	+2%	+$226K	0.51%	54
2025 Q2	$10.3M	Buy	315,530 +19,925	+7%	+$648K	0.49%	51
2025 Q1	$9.54M	Buy	+295,605	New	+$11M	0.47%	65
2019 Q4	–	Sell	-162,959	Closed	-$4.06M	–	112
2019 Q3	$4.06M	Buy	+162,959	New	+$4.65M	0.3%	66
2017 Q4	–	Sell	-65,310	Closed	-$1.46M	–	102
2017 Q3	$1.46M	Sell	65,310 -16,988	-21%	-$384K	0.11%	80
2017 Q2	$2M	Sell	82,298 -40,080	-33%	-$852K	0.15%	72
2017 Q1	$2.34M	Buy	+122,378	New	+$2.14M	0.18%	63

Other funds holding ATRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Osterweis Capital Management's ATRC Position: Q2 2026 in Review

Osterweis Capital Management increased its AtriCure (ATRC) stake by 43% in Q2 2026, buying an estimated $4.27M and bringing the position to 501,355 shares worth $14M. The position accounts for 0.66% of the portfolio, ranked #53.

Osterweis Capital Management first reported a position in ATRC in Q1 2017 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Osterweis Capital Management held 501,355 shares of AtriCure worth $14M as of Q2 2026.
Osterweis Capital Management bought 151,710 AtriCure shares in Q2 2026, an estimated $4.27M.
AtriCure made up 0.66% of Osterweis Capital Management's portfolio in Q2 2026, its #53 holding.
Osterweis Capital Management first reported a position in AtriCure in Q1 2017 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

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