阿特里庫爾公司
US ˙ NasdaqGM ˙ US04963C2098

SecurityATRC / AtriCure, Inc.
InstitutionWasatch Advisors Inc
Wasatch Advisors Inc ownership in ATRC / AtriCure, Inc.
Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2013-02-11 2013-02-11 13G/A
2012-02-14 2012-02-14 13G/A

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F ATRICURE COM 04963C209 253,931 -99,946 -28.24 7,245 -48.25 0.0481
2026-02-12 2025-12-31 13F ATRICURE COM 04963C209 353,877 -54,878 -13.43 13,999 -2.84
2025-11-14 2025-09-30 13F ATRICURE COM 04963C209 408,755 -98,067 -19.35 14,409 -13.25 0.0775
2025-08-14 2025-06-30 13F ATRICURE COM 04963C209 506,822 15,250 3.10 16,609 4.73 0.0869
2025-05-15 2025-03-31 13F ATRICURE COM 04963C209 491,572 -115,792 -19.06 15,858 -14.56 0.0885
2025-02-13 2024-12-31 13F ATRICURE COM 04963C209 607,364 -161,888 -21.04 18,561 -13.95 0.0919
2024-11-14 2024-09-30 13F ATRICURE COM 04963C209 769,252 -20,562 -2.60 21,570 19.93 0.1057
2024-08-14 2024-06-30 13F ATRICURE COM 04963C209 789,814 69,137 9.59 17,984 -17.96 0.0962
2024-04-18 2024-03-31 13F ATRICURE COM 04963C209 720,677 200,799 38.62 21,923 18.15 0.1147
2024-02-14 2023-12-31 13F ATRICURE COM 04963C209 519,878 -43,410 -7.71 18,554 -24.80 0.1022
2023-11-14 2023-09-30 13F ATRICURE COM 04963C209 563,288 -44,844 -7.37 24,672 -17.81 0.1559
2023-08-08 2023-06-30 13F ATRICURE COM 04963C209 608,132 196 0.03 30,017 19.12 0.1817
2023-05-12 2023-03-31 13F ATRICURE COM 04963C209 607,936 173,354 39.89 25,199 30.65 0.1569
2023-02-14 2022-12-31 13F ATRICURE COM 04963C209 434,582 -4,443 -1.01 19,287 12.35 0.1298
2022-11-14 2022-09-30 13F ATRICURE COM 04963C209 439,025 145,195 49.41 17,166 42.98 0.1193
2022-08-12 2022-06-30 13F ATRICURE COM 04963C209 293,830 -4,718 -1.58 12,006 -38.76 0.0759
2022-05-13 2022-03-31 13F ATRICURE COM 04963C209 298,548 76,765 34.61 19,606 27.14 0.0965
2022-02-15 2021-12-31 13F Atricure COM 04963C209 221,783 -356 -0.16 15,421 -0.19 0.0629
2021-11-12 2021-09-30 13F ATRICURE COM 04963C209 222,139 1,709 0.78 15,450 -11.65 0.0628
2021-08-12 2021-06-30 13F ATRICURE COM 04963C209 220,430 -255,222 -53.66 17,487 -43.89 0.0710
2021-05-10 2021-03-31 13F ATRICURE COM 04963C209 475,652 -65,893 -12.17 31,165 3.37 0.1399
2021-02-12 2020-12-31 13F ATRICURE COM 04963C209 541,545 -381,437 -41.33 30,148 -18.14 0.1484
2020-11-10 2020-09-30 13F ATRICURE COM 04963C209 922,982 115,395 14.29 36,827 1.45 0.2342
2020-08-12 2020-06-30 13F ATRICURE COM 04963C209 807,587 58,736 7.84 36,301 44.32 0.2626
2020-05-08 2020-03-31 13F ATRICURE COM 04963C209 748,851 66,298 9.71 25,154 13.36 0.2619
2020-02-13 2019-12-31 13F ATRICURE COM 04963C209 682,553 -5,294 -0.77 22,190 29.35 0.1820
2019-11-14 2019-09-30 13F ATRICURE COM 04963C209 687,847 16,011 2.38 17,155 -14.43 0.1634
2019-08-07 2019-06-30 13F ATRICURE COM 04963C209 671,836 106,475 18.83 20,048 32.36 0.1953
2019-05-08 2019-03-31 13F ATRICURE COM 04963C209 565,361 166,578 41.77 15,146 24.12 0.1651
2019-02-14 2018-12-31 13F ATRICURE COM 04963C209 398,783 -1,006 -0.25 12,203 -12.87 0.1626
2018-11-07 2018-09-30 13F Atricure COM 04963C209 399,789 32,050 8.72 14,005 40.80 0.1600
2018-08-02 2018-06-30 13F Atricure COM 04963C209 367,739 -19,051 -4.93 9,947 25.32 0.1197
2018-05-02 2018-03-31 13F Atricure COM 04963C209 386,790 -35,214 -8.34 7,937 3.12 0.1026
2018-01-16 2017-12-31 13F Atricure COM 04963C209 422,004 -1,959 -0.46 7,697 -18.84 0.1021
2017-11-08 2017-09-30 13F Atricure COM 04963C209 423,963 -13,341 -3.05 9,484 -10.57 0.1288
2017-08-16 2017-06-30 13F Atricure COM 04963C209 437,304 -25,940 -5.60 10,605 19.55 0.1478
2017-05-15 2017-03-31 13F Atricure COM 04963C209 463,244 -12,055 -2.54 8,871 -4.63 0.1308
2017-02-14 2016-12-31 13F Atricure COM 04963C209 475,299 -28,000 -5.56 9,302 16.83 0.1405
2016-11-08 2016-09-30 13F Atricure COM 04963C209 503,299 28,762 6.06 7,962 18.75 0.1185
2016-08-15 2016-06-30 13F Atricure COM 04963C209 474,537 57,610 13.82 6,705 -5.07 0.1026
2016-05-16 2016-03-31 13F Atricure COM 04963C209 416,927 -9,689 -2.27 7,063 -26.22 0.1079
2016-02-16 2015-12-31 13F Atricure COM 04963C209 426,616 19 0.00 9,573 2.42 0.1319
2015-11-13 2015-09-30 13F Atricure COM 04963C209 426,597 -95,907 -18.36 9,347 -27.40 0.1249
2015-08-03 2015-06-30 13F Atricure COM 04963C209 522,504 -93,383 -15.16 12,874 2.01 0.1403
2015-05-14 2015-03-31 13F Atricure COM 04963C209 615,887 -11 -0.00 12,620 2.66 0.1310
2015-02-17 2014-12-31 13F Atricure COM 04963C209 615,898 -22,405 -3.51 12,293 30.83 0.1275
2014-11-14 2014-09-30 13F Atricure COM 04963C209 638,303 -6,637 -1.03 9,396 -20.74 0.0984
2014-08-14 2014-06-30 13F Atricure COM 04963C209 644,940 5,665 0.89 11,854 -1.42 0.1152
2014-05-13 2014-03-31 13F Atricure COM 04963C209 639,275 -196,349 -23.50 12,025 -22.96 0.1166
2014-02-14 2013-12-31 13F Atricure COM 04963C209 835,624 -46,246 -5.24 15,609 61.20 0.1532
2013-11-14 2013-09-30 13F Atricure COM 04963C209 881,870 27,771 3.25 9,683 19.34 0.1004
2013-08-14 2013-06-30 13F Atricure COM 04963C209 854,099 854,099 8,114 0.0889
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.