Holders over time
- ATRC
- VRTX
| Quarter | ATRC | VRTX |
|---|---|---|
| Q3 2020 | 3 holders, $30m | 31 holders, $21.9bn |
| Q4 2020 | 4 holders, $73m | 30 holders, $18.4bn |
| Q1 2021 | 5 holders, $254m | 31 holders, $15.4bn |
| Q2 2021 | 4 holders, $278m | 30 holders, $12.7bn |
| Q3 2021 | 4 holders, $273m | 35 holders, $10.1bn |
| Q4 2021 | 3 holders, $254m | 28 holders, $12.4bn |
| Q1 2022 | 3 holders, $268m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $165m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $162m | 22 holders, $18.4bn |
| Q4 2022 | 2 holders, $159m | 28 holders, $18.4bn |
| Q1 2023 | 3 holders, $155m | 26 holders, $21.4bn |
| Q2 2023 | 4 holders, $211m | 27 holders, $24.7bn |
| Q3 2023 | 4 holders, $201m | 33 holders, $24.3bn |
| Q4 2023 | 3 holders, $125m | 32 holders, $28.6bn |
| Q1 2024 | 2 holders, $140m | 31 holders, $29.8bn |
| Q2 2024 | 2 holders, $109m | 29 holders, $33.4bn |
| Q3 2024 | 4 holders, $151m | 27 holders, $33.5bn |
| Q4 2024 | 4 holders, $157m | 26 holders, $28.5bn |
| Q1 2025 | 10 holders, $284m | 21 holders, $35.4bn |
| Q2 2025 | 6 holders, $335m | 21 holders, $32.3bn |
| Q3 2025 | 4 holders, $290m | 22 holders, $25.9bn |
| Q4 2025 | 6 holders, $381m | 26 holders, $31.8bn |
| Q1 2026 | 3 holders, $178m | 25 holders, $31.8bn |
| Q2 2026 | 3 holders, $125m | 26 holders, $34.6bn |
Atricure Inc
- Holders
- 6
- Reported value
- $381m
- Buyers
- 13
- Sellers
- 14
Breadth -1 among 92 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $31.8bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 92 comparable managers.
Who holds both, Q4 2025
Both (4)
AllianceBernstein LP, Marshall Wace LLP, Neuberger Berman Group LLC, Wellington Management Group LLP
Only ATRC (2)
Only VRTX (22)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Winton Group Ltd, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.