Chuck Royce's ATEC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 241,053 shares of Alphatec Holdings, Inc. (ATEC) worth $2.62 M, representing 0.03% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in ATEC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 411,654 shares. Largest reduction occurred in Q2 2025, reducing 507,804 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Alphatec Holdings (ATEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphatec Holdings (ATEC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -61,625 | Reduce 20.36% | 241,053 | $10.88 |
| Q4 2025 | -252,016 | Reduce 45.43% | 302,678 | $21.04 |
| Q3 2025 | -85,481 | Reduce 13.35% | 554,694 | $14.54 |
| Q2 2025 | -507,804 | Reduce 44.23% | 640,175 | $11.10 |
| Q1 2025 | +143,478 | Add 14.28% | 1.15 M | $10.14 |
| Q4 2024 | -207,785 | Reduce 17.14% | 1 M | $9.18 |
| Q3 2024 | +165,954 | Add 15.86% | 1.21 M | $5.56 |
| Q2 2024 | +338,529 | Add 47.83% | 1.05 M | $10.45 |
| Q1 2024 | +183,981 | Add 35.12% | 707,803 | $13.79 |
| Q4 2023 | +262,822 | Add 100.70% | 523,822 | $15.11 |
| Q3 2023 | -85,000 | Reduce 24.57% | 261,000 | $12.97 |
| Q1 2023 | -10,000 | Reduce 2.81% | 346,000 | $15.60 |
| Q3 2022 | +77,000 | Add 27.60% | 356,000 | $8.74 |
| Q2 2022 | +25,000 | Add 9.84% | 279,000 | $6.54 |
| Q4 2021 | -343,176 | Reduce 57.47% | 254,000 | $11.43 |
| Q3 2021 | -130,554 | Reduce 17.94% | 597,176 | $12.19 |
| Q2 2021 | -132,106 | Reduce 15.36% | 727,730 | $15.32 |
| Q1 2021 | -55,000 | Reduce 6.01% | 859,836 | $15.79 |
| Q4 2020 | -44,000 | Reduce 4.59% | 914,836 | $14.52 |
| Q3 2020 | +10,000 | Add 1.05% | 958,836 | $6.64 |
| Q2 2020 | +70,000 | Add 7.97% | 948,836 | $4.70 |
| Q1 2020 | +10,000 | Add 1.15% | 878,836 | $3.45 |
| Q4 2019 | +78,382 | Add 9.92% | 868,836 | $7.09 |
| Q3 2019 | +411,654 | Add 108.67% | 790,454 | $5.02 |
| Q2 2019 | +88,800 | Add 30.62% | 378,800 | $4.54 |
| Q1 2019 | +255,000 | Add 728.57% | 290,000 | $2.65 |
| Q4 2018 | +19,432 | Add 124.82% | 35,000 | $2.29 |
| Q3 2018 | +15,568 | New Buy | 15,568 | $3.34 |
Chuck Royce's Alphatec Holdings Investment FAQs
Chuck Royce first purchased Alphatec Holdings, Inc. (ATEC) in Q3 2018, acquiring 15,568 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Alphatec Holdings, Inc. (ATEC) for 31 quarters since Q3 2018.
Chuck Royce's largest addition to Alphatec Holdings, Inc. (ATEC) was in Q3 2019, adding 790,454 shares worth $3.97 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 241,053 shares of Alphatec Holdings, Inc. (ATEC), valued at approximately $2.62 M.
As of the Q1 2026 filing, Alphatec Holdings, Inc. (ATEC) represents approximately 0.03% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Alphatec Holdings, Inc. (ATEC) was 1,212,286 shares, as reported at the end of Q3 2024.