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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 24 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OSBC OLD SECOND BANCORP INC DEL Financial Services 26,934.0 $543K 0.04% NEW $20.16 +4.6%
462 KREF KKR REAL ESTATE FIN TR INC Real Estate 88,597.0 $542K 0.04% NEW $6.12 +5.9%
463 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 9,148.0 $542K 0.04% -10K -52.2% $59.27 -19.0%
464 MKC MCCORMICK & CO INC Consumer Defensive 10,699.0 $540K 0.04% NEW $50.44 -5.2%
465 BE BLOOM ENERGY CORP Industrials 3,952.0 $535K 0.04% -42K -91.5% $135.49 +123.3%
466 CLVT CLARIVATE PLC Technology 211,419.0 $535K 0.04% NEW $2.53 -3.2%
467 SKYWARD SPECIALTY INS GROUP 12,147.0 $531K 0.04% NEW $43.68
468 FULC FULCRUM THERAPEUTICS INC Healthcare 69,155.0 $530K 0.04% +9K +14.1% $7.67 -14.3%
469 STAA STAAR SURGICAL CO Healthcare 28,304.0 $529K 0.04% NEW $18.70 +73.6%
470 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,822.0 $529K 0.04% NEW $290.29 +4.2%
471 OEC ORION S.A. Basic Materials 80,433.0 $523K 0.04% -227K -73.8% $6.50 +8.0%
472 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 52,434.0 $521K 0.04% +3K +6.7% $9.94 +2.3%
473 OUTFRONT MEDIA INC 19,664.0 $521K 0.04% NEW $26.50
474 CHE CHEMED CORP NEW Healthcare 1,373.0 $519K 0.04% -7K -83.6% $377.74 +16.3%
475 XEL XCEL ENERGY INC Utilities 6,361.0 $505K 0.04% -53K -89.4% $79.44 +2.1%
476 SFNC SIMMONS FIRST NATL CORP Financial Services 25,928.0 $504K 0.04% NEW $19.45 +9.7%
477 JBL JABIL INC Technology 1,887.0 $501K 0.04% NEW $265.63 +37.2%
478 BGS B & G FOODS INC Consumer Defensive 101,533.0 $488K 0.04% NEW $4.81 -13.3%
479 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 25,988.0 $486K 0.04% -299K -92.0% $18.70 -12.8%
480 JANUS LIVING INC 20,209.0 $476K 0.03% NEW $23.57
Page 24 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%