Emerald Mutual Fund Advisers Trust Increases Stock Holdings in Alphatec Holdings, Inc. $ATEC

Posted by Stanley Muller on Jul 14th, 2026

Emerald Mutual Fund Advisers Trust lifted its stake in Alphatec Holdings, Inc. (NASDAQ:ATEC – Free Report) by 27.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,156,826 shares of the medical technology company’s stock after buying an additional 246,773 shares during the period. Emerald Mutual Fund Advisers Trust’s holdings in Alphatec were worth $12,586,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Emerald Advisers LLC raised its position in Alphatec by 10.4% in the 1st quarter. Emerald Advisers LLC now owns 1,807,307 shares of the medical technology company’s stock valued at $19,664,000 after purchasing an additional 169,578 shares during the last quarter. Principal Financial Group Inc. increased its stake in Alphatec by 166.9% in the first quarter. Principal Financial Group Inc. now owns 293,001 shares of the medical technology company’s stock valued at $3,188,000 after purchasing an additional 183,230 shares during the period. Avid Wealth Partners LLC raised its holdings in shares of Alphatec by 29.1% in the first quarter. Avid Wealth Partners LLC now owns 75,062 shares of the medical technology company’s stock valued at $817,000 after buying an additional 16,933 shares during the last quarter. Kornitzer Capital Management Inc. KS purchased a new stake in shares of Alphatec in the first quarter valued at about $1,088,000. Finally, Summit Securities Group LLC acquired a new stake in shares of Alphatec during the first quarter worth about $29,000. Institutional investors and hedge funds own 66.35% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on ATEC. Canaccord Genuity Group decreased their price target on Alphatec from $25.00 to $23.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Piper Sandler reiterated an “overweight” rating and issued a $14.00 price objective (down from $25.00) on shares of Alphatec in a research note on Wednesday, May 6th. Lake Street Capital reissued a “buy” rating and set a $15.00 price target on shares of Alphatec in a research note on Wednesday, May 6th. Weiss Ratings raised Alphatec from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, May 6th. Finally, Stifel Nicolaus decreased their target price on Alphatec from $16.00 to $13.00 and set a “buy” rating on the stock in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Alphatec currently has a consensus rating of “Moderate Buy” and an average target price of $17.46.

Check Out Our Latest Research Report on Alphatec

Alphatec Stock Performance

Shares of ATEC opened at $9.74 on Tuesday. The company has a current ratio of 1.90, a quick ratio of 1.12 and a debt-to-equity ratio of 40.35. The stock has a market cap of $1.50 billion, a P/E ratio of -11.88 and a beta of 0.85. The company has a 50-day moving average of $8.36 and a two-hundred day moving average of $12.12. Alphatec Holdings, Inc. has a 12-month low of $6.82 and a 12-month high of $23.29.

Insider Activity at Alphatec

In other news, Director Karen K. Mcginnis sold 6,050 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $8.01, for a total transaction of $48,460.50. Following the completion of the transaction, the director directly owned 94,671 shares of the company’s stock, valued at $758,314.71. This trade represents a 6.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 13.48% of the stock is owned by corporate insiders.

Alphatec Company Profile

(Free Report)

Alphatec Holdings, Inc (NASDAQ: ATEC) is a medical technology company focused on the design, development and commercialization of products for the surgical correction of degenerative spinal conditions. The company’s portfolio centers on interbody implants, biologics, fixation devices and surgical planning tools intended to improve patient outcomes in spinal fusion procedures. Alphatec’s flagship offerings include customizable interbody cages, bone graft materials and specialized instrumentation designed for minimally invasive and open spinal surgeries.

Founded as Alphatec Spine in 1985 and rebranded as Alphatec Holdings in 2018, the company has grown from a single-product organization into a multi-platform innovator in the spine market.