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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 11 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPG PPG INDS INC Basic Materials 5,805.0 $620K 0.04% NEW $106.88 +0.8%
202 APPN APPIAN CORP Technology 25,634.0 $618K 0.04% NEW $24.11 -11.4%
203 CTRE CARETRUST REIT INC Real Estate 16,841.0 $617K 0.04% NEW $36.65 +12.3%
204 REGCO REGENCY CTRS CORP Real Estate 8,154.0 $617K 0.04% NEW $75.66 -70.4%
205 DLTR DOLLAR TREE INC Consumer Defensive 5,624.0 $616K 0.04% NEW $109.51 -13.3%
206 BHF BRIGHTHOUSE FINL INC Financial Services 10,200.0 $611K 0.04% NEW $59.88 +4.3%
207 CXM SPRINKLR INC Technology 101,607.0 $610K 0.04% NEW $6.00 -12.2%
208 PICS NV 58,228.0 $608K 0.04% NEW $10.45
209 NSP INSPERITY INC Industrials 22,117.0 $598K 0.04% NEW $27.04 +18.7%
210 VRSK VERISK ANALYTICS INC Industrials 3,122.0 $592K 0.04% NEW $189.75 -9.8%
211 IT GARTNER INC Technology 3,728.0 $590K 0.04% NEW $158.34 +1.1%
212 AFRM AFFIRM HLDGS INC Technology 12,726.0 $583K 0.04% NEW $45.82 +42.3%
213 EE EXCELERATE ENERGY INC Utilities 16,931.0 $566K 0.04% NEW $33.42 +7.8%
214 RYN RAYONIER INC Real Estate 27,286.0 $563K 0.04% NEW $20.62 -1.3%
215 WYNN WYNN RESORTS LTD Consumer Cyclical 5,503.0 $559K 0.04% NEW $101.55 -4.2%
216 BENITEC BIOPHARMA INC 52,463.0 $559K 0.04% NEW $10.65
217 CCI CROWN CASTLE INC Real Estate 6,848.0 $557K 0.04% NEW $81.31 +12.5%
218 OSBC OLD SECOND BANCORP INC DEL Financial Services 26,934.0 $543K 0.04% NEW $20.16 +4.6%
219 KREF KKR REAL ESTATE FIN TR INC Real Estate 88,597.0 $542K 0.04% NEW $6.12 +5.9%
220 MKC MCCORMICK & CO INC Consumer Defensive 10,699.0 $540K 0.04% NEW $50.44 -5.2%
Page 11 of 17  ·  331 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%