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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 48,492.0 $1.3M 0.09% +38K +365.7% $26.24 +15.5%
122 PGR PROGRESSIVE CORP Financial Services 6,366.0 $1.3M 0.09% +5K +287.5% $198.24 +2.2%
123 LINE LINEAGE INC Real Estate 36,519.0 $1.2M 0.09% +18K +97.7% $32.76 +22.3%
124 RC READY CAPITAL CORP Real Estate 705,596.0 $1.1M 0.08% +587K +496.9% $1.62 +12.3%
125 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,837.0 $1.1M 0.08% +5K +197.5% $166.07 +7.3%
126 COF CAPITAL ONE FINL CORP Financial Services 6,147.0 $1.1M 0.08% +2K +63.4% $182.43 +2.3%
127 MMM 3M CO Industrials 7,347.0 $1.1M 0.08% +3K +87.1% $145.23 +4.4%
128 BOOT BOOT BARN HLDGS INC Consumer Cyclical 7,100.0 $1.0M 0.07% +3K +64.3% $146.36 +5.6%
129 GD GENERAL DYNAMICS CORP Industrials 2,759.0 $947K 0.07% +251.0 +10.0% $343.22 -1.3%
130 GABC GERMAN AMERN BANCORP INC Financial Services 22,380.0 $935K 0.07% +8K +54.7% $41.79 +3.8%
131 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,831.0 $917K 0.07% +2K +43.7% $157.28 -3.7%
132 EA ELECTRONIC ARTS INC Communication Services 4,427.0 $903K 0.07% +3K +311.4% $203.87 -1.0%
133 SN SHARKNINJA INC Consumer Cyclical 8,462.0 $896K 0.06% +2K +32.4% $105.90 -3.7%
134 TENB TENABLE HLDGS INC Technology 52,742.0 $892K 0.06% +18K +53.6% $16.92 +50.8%
135 KRNY KEARNY FINL CORP MD Financial Services 117,961.0 $891K 0.06% +9K +7.9% $7.55 +8.7%
136 JACK JACK IN THE BOX INC Consumer Cyclical 91,796.0 $888K 0.06% +16K +21.4% $9.67 +17.4%
137 TDOC TELADOC HEALTH INC Healthcare 150,298.0 $819K 0.06% +130K +640.0% $5.45 +18.9%
138 EVRG EVERGY INC Utilities 9,760.0 $800K 0.06% +6K +129.6% $81.92 +2.1%
139 VTR VENTAS INC Real Estate 9,522.0 $779K 0.06% +5K +108.2% $81.78 +8.3%
140 VYX NCR VOYIX CORPORATION Technology 113,666.0 $720K 0.05% +35K +45.1% $6.33 +2.2%
Page 7 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%