Public record / Tickers / ATRC

ATRC — AtriCure, Inc.

Both disclosure regimes on one name: who in Congress filed about ATRC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
12
all PTR rows naming ATRC
Members · 12m
1
2 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
221
top-221 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-08-20 → filed 2026-09-10. Ranked over every ATRC row by the provable lower bound, never a point estimate.

1 member · 2 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ATRC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ATRC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-20 +21d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-03 +35d$1K–$15K
2025-06-06Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-06 +31d$1K–$15K
2024-08-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 07-19 +27d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 06-18 +21d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in ATRC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ATRC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ATRC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ATRICURE INC

Merged timeline of congressional filings and notable-manager moves on ATRC
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+33,517 sh
2026-05-14Caxton Associates 13Fadd+3,587 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ATRC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ALLIANCEBERNSTEIN L.P.$129M1
2BlackRock, Inc.$115M1
3WELLINGTON MANAGEMENT GROUP LLP$96.5M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$77.1M1
5VANGUARD CAPITAL MANAGEMENT LLC$61.5M1
6NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$51.5M1
7STATE STREET CORP$37.2M1
8GEODE CAPITAL MANAGEMENT, LLC$35.0M1
9Divisadero Street Capital Management, LP$33.1M1
10BNP Paribas Asset Management Holding S.A.$30.3M1
11DIMENSIONAL FUND ADVISORS LP$28.5M1
12Champlain Investment Partners, LLC$27.7M1
13KENNEDY CAPITAL MANAGEMENT LLC$23.8M1
14BANK OF AMERICA CORP /DE/$21.9M1
15TWO SIGMA INVESTMENTS, LP$21.4M1
16VOYA INVESTMENT MANAGEMENT LLC$20.5M1
17MORGAN STANLEY$20.5M1
18DAFNA Capital Management LLC$17.0M1
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/$16.7M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.8M1
21Qube Research & Technologies Ltd$13.0M1
22NORTHERN TRUST CORP$12.8M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$12.3M1
24Grandeur Peak Global Advisors, LLC$10.9M1
25WCM INVESTMENT MANAGEMENT, LLC$10.2M1
26OSTERWEIS CAPITAL MANAGEMENT INC$10.0M1
27Connor, Clark & Lunn Investment Management Ltd.$9.9M1
28VANGUARD FIDUCIARY TRUST CO$9.8M1
29FMR LLC$9.6M1
30Nuveen, LLC$9.6M1
31RENAISSANCE TECHNOLOGIES LLC$8.8M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.9M1
33First Eagle Investment Management, LLC$7.5M1
34SEI INVESTMENTS CO$7.4M1
35WASATCH ADVISORS LP$7.2M1
36PANAGORA ASSET MANAGEMENT INC$6.5M1
37Amundi$6.4M1
38Universal- Beteiligungs- und Servicegesellschaft mbH$6.1M1
39RAYMOND JAMES FINANCIAL INC$6.1M1
40NICHOLAS COMPANY, INC.$5.8M1
41FIRST TRUST ADVISORS LP$5.4M1
42AQR CAPITAL MANAGEMENT LLC$5.3M1
43Advisors Capital Management, LLC$5.2M1
44MILLENNIUM MANAGEMENT LLC$5.1M1
45STATE OF WISCONSIN INVESTMENT BOARD$4.8M1
46ADAGE CAPITAL PARTNERS GP, L.L.C.$4.3M1
47Trexquant Investment LP$4.1M1
48Bank of New York Mellon Corp$3.7M1
49PARADIGM CAPITAL MANAGEMENT INC/NY$3.5M1
50Allianz Asset Management GmbH$3.5M1
51Schonfeld Strategic Advisors LLC$2.9M1
52Swiss National Bank$2.8M1
53VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.8M1
54CITADEL ADVISORS LLC$2.5M1
55Man Group plc$2.4M1
56HighMark Wealth Management LLC$2.4M1
57Invesco Ltd.$2.2M1
58Emerald Investment Advisers, LLC$2.0M1
59Riverwater Partners LLC$2.0M1
60WELLS FARGO & COMPANY/MN$2.0M1
61UBS Group AG$1.9M1
62PRINCIPAL FINANCIAL GROUP INC$1.8M1
63Orion Porfolio Solutions, LLC$1.7M1
64ENVESTNET ASSET MANAGEMENT INC$1.7M1
65D. E. Shaw & Co., Inc.$1.6M1
66FRANKLIN RESOURCES INC$1.6M1
67LAZARD ASSET MANAGEMENT LLC$1.5M1
68AMERIPRISE FINANCIAL INC$1.5M1
69DEUTSCHE BANK AG\$1.4M1
70B. Metzler seel. Sohn & Co. AG$1.4M1
71VANGUARD ASSET MANAGEMENT, Ltd$1.3M1
72Engineers Gate Manager LP$1.2M1
73Legal & General Group Plc$1.2M1
74SCOTIA CAPITAL INC.$1.2M1
75Diversified Trust Co$1.1M1
76SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M1
77Bridgewater Associates, LP$956K1
78Marks Group Wealth Management, Inc$827K1
79US BANCORP \DE\$802K1
80MetLife Investment Management, LLC$762K1
81PERKINS CAPITAL MANAGEMENT INC$745K1
82RICE HALL JAMES & ASSOCIATES, LLC$719K1
83Janus Henderson Group Ltd.$653K1
84MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$647K1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$643K1
86Zurcher Kantonalbank (Zurich Cantonalbank)$642K1
87TEACHER RETIREMENT SYSTEM OF TEXAS$626K1
88TRUIST FINANCIAL CORP$608K1
89LPL Financial LLC$593K1
90EntryPoint Capital, LLC$567K1
91Vanguard Global Advisers, LLC$554K1
92Vident Advisory, LLC$518K1
93BARCLAYS PLC$517K1
94Focus Partners Wealth$517K1
95BALYASNY ASSET MANAGEMENT L.P.$494K1
96Dynamic Technology Lab Private Ltd$487K1
97NEW YORK STATE COMMON RETIREMENT FUND$479K1
98Cresset Asset Management, LLC$454K1
99MIRABELLA FINANCIAL SERVICES LLP$449K1
100Arizona State Retirement System$390K1
101FIDUCIARY TRUST CO$389K1
102Creative Planning$383K1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$379K1
104Valmark Advisers, Inc.$373K1
105Tidal Investments LLC$373K1
106Vanguard Investments Australia, Ltd.$348K1
107Aquatic Capital Management LLC$336K1
108STIFEL FINANCIAL CORP$332K1
109Blue Trust, Inc.$327K1
110COMMERCE BANK$327K1
111DIVERSIFY WEALTH MANAGEMENT, LLC$318K1
112INTECH INVESTMENT MANAGEMENT LLC$315K1
113KLP KAPITALFORVALTNING AS$314K1
114AMERICAN CENTURY COMPANIES INC$304K1
115CAXTON ASSOCIATES LLP$299K1
116MAI Capital Management$284K1
117CANADA PENSION PLAN INVESTMENT BOARD$280K1
118Quantinno Capital Management LP$277K1
119Graham Capital Management, L.P.$273K1
120Brevan Howard Capital Management LP$271K1
121Cornerstone Investment Partners, LLC$262K1
122CWM, LLC$250K1
123Mariner, LLC$247K1
124Vanguard Personalized Indexing Management, LLC$246K1
125MACKENZIE FINANCIAL CORP$240K1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$236K1
127Astra Wealth Partners LLC$230K1
128IEQ CAPITAL, LLC$227K1
129Pictet Asset Management Holding SA$224K1
130AlTi Global, Inc.$208K1
131ProShare Advisors LLC$200K1
132QUADRANT CAPITAL GROUP LLC$160K1
133OSAIC HOLDINGS, INC.$150K1
134Rockefeller Capital Management L.P.$140K1
135CITIGROUP INC$129K1
136Ensign Peak Advisors, Inc$117K1
137Ameritas Investment Partners, Inc.$115K1
138Tower Research Capital LLC (TRC)$103K1
139State of Wyoming$101K1
140SIMPLEX TRADING, LLC$71.7K1
141ROYAL BANK OF CANADA$61.0K1
142FIFTH THIRD BANCORP$50.8K1
143ASSETMARK, INC$42.7K1
144Pinnacle Wealth Planning Services, Inc.$38.9K1
145Smartleaf Asset Management LLC$34.1K1
146Geneos Wealth Management Inc.$32.4K1
147Larson Financial Group LLC$18.9K1
148NISA INVESTMENT ADVISORS, LLC$11.0K1
149Allworth Financial LP$9.2K1
150Sterling Capital Management LLC$9.0K1
151SIGNATUREFD, LLC$8.4K1
152Parkside Financial Bank & Trust$5.5K1
153Mitsubishi UFJ Asset Management Co., Ltd.$5.5K1
154C M BIDWELL & ASSOCIATES LTD$3.3K1
155Private Wealth Management Group, LLC$3.3K1
156SALEM INVESTMENT COUNSELORS INC$3.2K1
157Owl Creek Wealth Partners LLC$3.1K1
158ACADIAN ASSET MANAGEMENT LLC$2.5K1
159HRT FINANCIAL LP$1.9K1
160MATHER GROUP, LLC.$1.6K1
161Truvestments Capital LLC$1.5K1
162Arax Advisory Partners$1.4K1
163Keating Financial Advisory Services, Inc.$1.4K1
164HARBOR CAPITAL ADVISORS, INC.$1.2K1
165ALGERT GLOBAL LLC$1.2K1
166Investors Portfolio Services LLC$1.1K1
167GSA CAPITAL PARTNERS LLP$1.0K1
168TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.0K1
169True Wealth Design, LLC$9131
170Basecamp Wealth Advisors LLC$6561
171Optiver Holding B.V.$5141
172SJS Investment Consulting Inc.$3141
173Caitong International Asset Management Co., Ltd$2001
174PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1761
175CANADA LIFE ASSURANCE Co$1161
176State of Alaska, Department of Revenue$811
177KBC Group NV$421
178Avion Wealth$01
179M&T BANK CORP$01
180VANGUARD GROUP INC$01
181Clearstead Advisors, LLC$01
182HSBC HOLDINGS PLC$01
183COMERICA BANK$01
184AMALGAMATED BANK$01
185OBERWEIS ASSET MANAGEMENT INC/$01
186VIRGINIA RETIREMENT SYSTEMS ET Al$01
187DEERFIELD MANAGEMENT COMPANY, L.P.$01
188VICTORY CAPITAL MANAGEMENT INC$01
189PRUDENTIAL FINANCIAL INC$01
190CIBC Private Wealth Group LLC$01
191NORGES BANK$01
192PRELUDE CAPITAL MANAGEMENT, LLC$01
193Verition Fund Management LLC$01
194TWO SIGMA ADVISERS, LP$01
195FOX RUN MANAGEMENT, L.L.C.$01
196Atria Investments, Inc$01
197Kemnay Advisory Services Inc.$01
198PDT Partners, LLC$01
199JANE STREET GROUP, LLC$01
200Arete Wealth Advisors, LLC$01
201Point72 Asset Management, L.P.$01
202Squarepoint Ops LLC$01
203Versor Investments LP$01
204Stratos Wealth Advisors, LLC$01
205Bridgefront Capital, LLC$01
206ExodusPoint Capital Management, LP$01
207Global Retirement Partners, LLC$01
208Y-Intercept (Hong Kong) Ltd$01
209Brooklyn Investment Group$01
210TFC Financial Management, Inc.$01
211XTX Topco Ltd$01
212F/m Investments LLC$01
213SBI Securities Co., Ltd.$01
214AlphaQuest LLC$01
215SageView Advisory Group, LLC$01
216Dunhill Financial, LLC$01
217Quarry LP$01
218Susquehanna Portfolio Strategies, LLC$01
219Defilade Capital Management, L.P.$01
220Advocate Investing Services LLC$01
221OpenArc Corporate Advisory, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 221 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ATRC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ATRC
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for ATRC · financials and macro

Financials — as filed PLANNED

ATRC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ATRC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing