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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 22 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WRBY WARBY PARKER INC Healthcare 32,927.0 $694K 0.05% -61K -65.0% $21.07 +19.1%
422 UDR UDR INC Real Estate 20,418.0 $690K 0.05% NEW $33.78 +12.5%
423 EVH EVOLENT HEALTH INC Healthcare 302,406.0 $689K 0.05% +33K +12.3% $2.28 +73.2%
424 MCK MCKESSON CORP Healthcare 773.0 $669K 0.05% -10K -92.6% $865.36 -11.5%
425 ALL ALLSTATE CORP Financial Services 3,182.0 $660K 0.05% +2K +119.8% $207.34 +4.5%
426 LBRT LIBERTY ENERGY INC Energy 22,841.0 $658K 0.05% -491K -95.5% $28.80 +10.6%
427 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,216.0 $653K 0.05% NEW $203.18 +10.9%
428 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 27,678.0 $647K 0.05% -215K -88.6% $23.39 -0.9%
429 NVR NVR INC Consumer Cyclical 98.0 $646K 0.05% -7.0 -6.7% $6589.83 -8.3%
430 MAN MANPOWERGROUP INC WIS Industrials 21,895.0 $645K 0.05% -45K -67.3% $29.46 -0.3%
431 XPRO EXPRO GROUP HOLDINGS NV Energy 36,772.0 $640K 0.05% -15K -28.3% $17.41 -8.5%
432 CERS CERUS CORP Healthcare 351,214.0 $639K 0.05% NEW $1.82 +48.9%
433 ATO ATMOS ENERGY CORP Utilities 3,449.0 $637K 0.05% NEW $184.72 -3.7%
434 MARA MARA HOLDINGS INC Financial Services 77,755.0 $634K 0.04% -18K -18.4% $8.16 +69.2%
435 HNST HONEST CO INC Consumer Cyclical 215,064.0 $632K 0.04% +204K +1874.7% $2.94 +16.0%
436 MED MEDIFAST INC Consumer Cyclical 61,075.0 $622K 0.04% +40K +193.6% $10.19 +23.6%
437 PPG PPG INDS INC Basic Materials 5,805.0 $620K 0.04% NEW $106.88 +0.8%
438 APPN APPIAN CORP Technology 25,634.0 $618K 0.04% NEW $24.11 -11.4%
439 CTRE CARETRUST REIT INC Real Estate 16,841.0 $617K 0.04% NEW $36.65 +12.3%
440 REGCO REGENCY CTRS CORP Real Estate 8,154.0 $617K 0.04% NEW $75.66 -70.4%
Page 22 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%