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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 12 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CLVT CLARIVATE PLC Technology 211,419.0 $535K 0.04% NEW $2.53 -4.3%
222 SKYWARD SPECIALTY INS GROUP 12,147.0 $531K 0.04% NEW $43.68
223 STAA STAAR SURGICAL CO Healthcare 28,304.0 $529K 0.04% NEW $18.70 +76.7%
224 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,822.0 $529K 0.04% NEW $290.29 +3.1%
225 OUTFRONT MEDIA INC 19,664.0 $521K 0.04% NEW $26.50
226 SFNC SIMMONS FIRST NATL CORP Financial Services 25,928.0 $504K 0.04% NEW $19.45 +9.4%
227 JBL JABIL INC Technology 1,887.0 $501K 0.04% NEW $265.63 +34.2%
228 BGS B & G FOODS INC Consumer Defensive 101,533.0 $488K 0.04% NEW $4.81 -11.6%
229 JANUS LIVING INC 20,209.0 $476K 0.03% NEW $23.57
230 CDP COPT DEFENSE PROPERTIES Real Estate 15,459.0 $473K 0.03% NEW $30.60 +5.6%
231 AMCX AMC NETWORKS INC Communication Services 69,380.0 $471K 0.03% NEW $6.79 +32.5%
232 ULTA ULTA BEAUTY INC Consumer Cyclical 899.0 $470K 0.03% NEW $522.71 -5.7%
233 YSS YORK SPACE SYSTEMS INC Technology 20,881.0 $463K 0.03% NEW $22.17 +16.6%
234 DOW DOW HLDGS INC Basic Materials 11,070.0 $461K 0.03% NEW $41.65 -13.8%
235 FCF FIRST COMWLTH FINL CORP PA Financial Services 26,047.0 $458K 0.03% NEW $17.58 +6.6%
236 GLPI GAMING & LEISURE P Real Estate 10,281.0 $456K 0.03% NEW $44.37 +7.1%
237 BLMN BLOOMIN BRANDS INC Consumer Cyclical 83,480.0 $451K 0.03% NEW $5.40 +43.5%
238 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,298.0 $448K 0.03% NEW $345.15 -11.2%
239 HCI HCI GROUP INC Financial Services 2,888.0 $447K 0.03% NEW $154.61 +2.5%
240 DELL DELL TECHNOLOGIES INC Technology 2,719.0 $446K 0.03% NEW $164.13 +54.1%
Page 12 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%