ATEC β€” Alphatec Holdings Inc

Ownership history in CONGRESS ASSET MANAGEMENT CO  Β·  9 quarters on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported Alphatec Holdings Inc (ATEC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows ATEC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONGRESS ASSET MANAGEMENT CO's position in Alphatec Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATEC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONGRESS ASSET MANAGEMENT CO held ATEC β€” position size vs. price
% of Fund (quarterly)    ATEC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 435,715 +62,152 +16.6% 0.03% $4.7M 2026-04-14 $11.52
2025 Q4 REDUCED 373,563 -10,771 -2.8% 0.06% $7.9M 2026-01-09 $22.65
2025 Q3 REDUCED 384,334 -3,801 -1.0% 0.04% $5.6M 2025-10-10 $13.14
2025 Q2 REDUCED 388,135 -44,777 -10.3% 0.03% $4.3M 2025-07-16 $10.63
2025 Q1 REDUCED 432,912 -2,054 -0.5% 0.03% $4.4M 2025-04-11 $9.75
2024 Q4 ADDED 434,966 +305,296 +235.4% 0.03% $4.0M 2025-01-30 $11.75
2024 Q3 REDUCED 129,670 -1,479 -1.1% 0.00% $721K 2024-10-28 $5.27
2024 Q2 REDUCED 131,149 -1,454 -1.1% 0.01% $1.4M 2024-08-02 $6.30
2024 Q1 INITIATED 132,603 β€” β€” 0.01% $1.8M 2024-04-11 $13.78

FAQ About CONGRESS ASSET MANAGEMENT CO and ATEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONGRESS ASSET MANAGEMENT CO reported owning ATEC?

CONGRESS ASSET MANAGEMENT CO reported ATEC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ATEC position in CONGRESS ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for ATEC was 0.06% in 2025 Q4.

What is the latest reported ATEC position on this page?

The most recent filing on this page is 2026 Q1, when CONGRESS ASSET MANAGEMENT CO reported 435,715 shares, equal to 0.03% of portfolio, with an estimated market value of $4.7M.

What does the chart on this ATEC ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly ATEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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