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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 9 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UAL UNITED AIRLS HLDGS INC Industrials 32,285.0 $3.0M 0.21% -8K -19.2% $92.07 +6.5%
162 AUGO AURA MINERALS INC Basic Materials 36,402.0 $3.0M 0.21% NEW $81.60 -7.7%
163 ENVA ENOVA INTL INC Financial Services 21,867.0 $3.0M 0.21% NEW $135.83 +18.5%
164 TEAM ATLASSIAN CORPORATION Technology 43,346.0 $3.0M 0.21% NEW $68.25 +26.3%
165 NIC NICOLET BANKSHARES INC Financial Services 19,903.0 $3.0M 0.21% NEW $148.62 -4.2%
166 HOOD ROBINHOOD MKTS INC Financial Services 42,564.0 $2.9M 0.21% NEW $69.30 +9.6%
167 CUZ COUSINS PPTYS INC Real Estate 130,249.0 $2.9M 0.21% NEW $22.57 +17.1%
168 GLOB GLOBANT S A Technology 63,443.0 $2.9M 0.21% -66K -51.0% $46.11 -11.9%
169 NDSN NORDSON CORP Industrials 10,978.0 $2.9M 0.21% NEW $266.06 +7.8%
170 CVCO CAVCO INDS INC DEL Consumer Cyclical 5,939.0 $2.9M 0.21% NEW $484.29 +1.5%
171 ORIC ORIC PHARMACEUTICALS INC Healthcare 226,804.0 $2.9M 0.21% -63K -21.8% $12.67 -33.2%
172 BSY BENTLEY SYS INC Technology 80,683.0 $2.8M 0.20% +70K +641.0% $35.12 -5.1%
173 FELE FRANKLIN ELEC INC Industrials 30,456.0 $2.8M 0.20% NEW $92.17 +4.9%
174 HURN HURON CONSULTING GROUP INC Industrials 21,972.0 $2.8M 0.20% -24K -51.8% $127.49 -17.4%
175 POR PORTLAND GEN ELEC CO Utilities 52,789.0 $2.8M 0.20% NEW $52.77 -5.8%
176 ZM ZOOM COMMUNICATIONS INC Technology 34,469.0 $2.8M 0.20% NEW $80.39 +23.7%
177 NOC NORTHROP GRUMMAN CORP Industrials 4,054.0 $2.8M 0.20% NEW $682.24 -19.2%
178 EXPAND ENERGY CORPORATION 24,670.0 $2.7M 0.19% NEW $109.78
179 PRDO PERDOCEO ED CORP Consumer Defensive 72,593.0 $2.7M 0.19% +28K +64.6% $37.21 -9.1%
180 PD PAGERDUTY INC Technology 432,762.0 $2.7M 0.19% +359K +482.8% $6.21 +13.5%
Page 9 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%