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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 16 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VZ VERIZON COMMUNICATIONS INC Communication Services 27,891.0 $1.4M 0.10% NEW $50.20 -4.7%
302 CURB CURBLINE PPTYS CORP Real Estate 54,250.0 $1.4M 0.10% +19K +54.5% $25.79 +11.2%
303 SDGR SCHRODINGER INC Healthcare 123,001.0 $1.4M 0.10% NEW $11.36 +8.5%
304 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 72,738.0 $1.4M 0.10% NEW $19.15 -6.1%
305 AXSM AXSOME THERAPEUTICS INC. Healthcare 8,191.0 $1.4M 0.10% NEW $169.02 +38.2%
306 ST SENSATA TECHNOLOGIES HLDG PL Technology 38,886.0 $1.4M 0.10% NEW $35.22 +35.5%
307 WLY WILEY JOHN & SONS INC Communication Services 35,852.0 $1.4M 0.10% -50K -58.2% $38.10 +8.6%
308 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 162,848.0 $1.3M 0.10% NEW $8.25 +10.9%
309 WEN WENDYS CO Consumer Cyclical 193,270.0 $1.3M 0.10% +16K +8.8% $6.95 +11.5%
310 CYTK CYTOKINETICS INC Healthcare 20,350.0 $1.3M 0.10% NEW $65.91 +18.4%
311 MS MORGAN STANLEY Financial Services 8,150.0 $1.3M 0.10% NEW $164.57 +21.8%
312 SPT SPROUT SOCIAL INC Technology 235,142.0 $1.3M 0.10% +58K +32.7% $5.70 +19.3%
313 VTS VITESSE ENERGY INC Energy 73,353.0 $1.3M 0.10% +9K +13.2% $18.16 +1.1%
314 KO COCA COLA CO Consumer Defensive 17,278.0 $1.3M 0.09% +3K +18.3% $76.05 +6.7%
315 SCSC SCANSOURCE INC Technology 35,797.0 $1.3M 0.09% NEW $36.30 +18.7%
316 FICO FAIR ISAAC CORP Technology 1,209.0 $1.3M 0.09% -2K -56.8% $1067.54 +15.0%
317 CINF CINCINNATI FINL CORP Financial Services 8,119.0 $1.3M 0.09% NEW $157.35 +7.0%
318 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 48,492.0 $1.3M 0.09% +38K +365.7% $26.24 +15.5%
319 DXCM DEXCOM INC Healthcare 20,106.0 $1.3M 0.09% NEW $62.80 +14.5%
320 PGR PROGRESSIVE CORP Financial Services 6,366.0 $1.3M 0.09% +5K +287.5% $198.24 +2.2%
Page 16 of 33  ·  641 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%