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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.4B AUM 641 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 163 Added 137 Reduced 246 Exited
Page 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRDO PERDOCEO ED CORP Consumer Defensive 72,593.0 $2.7M 0.19% +28K +64.6% $37.21 -9.1%
82 PD PAGERDUTY INC Technology 432,762.0 $2.7M 0.19% +359K +482.8% $6.21 +13.5%
83 RKT ROCKET COS INC Financial Services 188,310.0 $2.7M 0.19% +84K +81.2% $14.25 -4.4%
84 GRAB GRAB HOLDINGS LIMITED Technology 709,450.0 $2.6M 0.19% +695K +4933.4% $3.66 -2.7%
85 IEX IDEX CORP Industrials 13,539.0 $2.6M 0.18% +8K +132.5% $189.55 +8.5%
86 BAC BANK AMERICA CORP Financial Services 52,642.0 $2.6M 0.18% +35K +203.0% $48.75 +5.6%
87 HBNC HORIZON BANCORP IND Financial Services 154,724.0 $2.6M 0.18% +139K +881.9% $16.57 +11.2%
88 CXT CRANE NXT CO Industrials 63,015.0 $2.6M 0.18% +57K +1000.7% $40.59 -1.3%
89 MTCH MATCH GROUP INC NEW Communication Services 83,252.0 $2.6M 0.18% +54K +181.5% $30.71 +16.1%
90 ACVA ACV AUCTIONS INC Consumer Cyclical 577,338.0 $2.4M 0.17% +96K +19.9% $4.24 +39.2%
91 SUPN SUPERNUS PHARMACEUTICALS Healthcare 45,749.0 $2.4M 0.17% +41K +913.0% $51.69 -5.8%
92 FRME FIRST MERCHANTS CORP Financial Services 59,404.0 $2.3M 0.17% +22K +56.9% $38.73 +3.9%
93 AWK AMERICAN WTR WKS CO INC NEW Utilities 16,608.0 $2.3M 0.16% +12K +238.1% $136.09 -9.0%
94 BOX BOX INC Technology 92,991.0 $2.2M 0.16% +49K +111.8% $23.64 +7.4%
95 AEBI SCHMIDT HLDG AG 225,849.0 $2.2M 0.16% +48K +27.1% $9.71
96 PURSUIT ATTRACTIONS AND HOSP 59,801.0 $2.2M 0.16% +13K +28.0% $36.63
97 MDU MDU RES GROUP INC Industrials 105,403.0 $2.2M 0.16% +92K +699.7% $20.72 +5.4%
98 GH GUARDANT HEALTH INC Healthcare 23,557.0 $2.2M 0.16% +3K +15.6% $92.37 +27.8%
99 RPD RAPID7 INC Technology 381,240.0 $2.1M 0.15% +246K +182.1% $5.51 +32.7%
100 MCO MOODYS CORP Financial Services 4,771.0 $2.1M 0.15% +1K +44.8% $436.25 +2.1%
Page 5 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 16.9%
Healthcare 15.2%
Consumer Cyclical 14.4%
Technology 14.1%
Financial Services 10.7%
Energy 6.5%
Utilities 5.6%
Basic Materials 4.9%
Consumer Defensive 4.7%
Real Estate 4.1%