AtriCure, Inc.
US ˙ NasdaqGM ˙ US04963C2098

SecurityATRC / AtriCure, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership21,305 shares
Latest Disclosed Value $ 607,832
Truist Financial Corp reports 0.52% increase in ownership of ATRC / AtriCure, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 21,305 shares of AtriCure, Inc. (US:ATRC) valued at $607,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 21,194 shares of AtriCure, Inc.. This represents a change in shares of 0.52% during the quarter. The current value of the position is $558,191 USD.

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)
2026-04-27 2026-03-31 13F ATRICURE COM 04963C209 21,305 111 0.52 608 -27.57 0.0004
2026-02-02 2025-12-31 13F ATRICURE COM 04963C209 21,194 234 1.12 838 13.55 0.0011
2025-11-03 2025-09-30 13F ATRICURE COM 04963C209 20,960 -246 -1.16 739 6.34 0.0010
2025-07-18 2025-06-30 13F ATRICURE COM 04963C209 21,206 2,198 11.56 695 13.21 0.0010
2025-04-29 2025-03-31 13F ATRICURE COM 04963C209 19,008 3,291 20.94 613 27.71 0.0010
2025-01-31 2024-12-31 13F ATRICURE COM 04963C209 15,717 403 2.63 480 11.89 0.0008
2024-11-13 2024-09-30 13F ATRICURE COM 04963C209 15,314 130 0.86 429 24.35 0.0007
2024-08-21 2024-06-30 13F ATRICURE COM 04963C209 15,184 1,842 13.81 346 -14.81 0.0005
2024-05-13 2024-03-31 13F ATRICURE COM 04963C209 13,342 422 3.27 406 -12.15 0.0006
2024-02-02 2023-12-31 13F ATRICURE COM 04963C209 12,920 -2,541 -16.43 461 -31.91 0.0007
2023-11-14 2023-09-30 13F ATRICURE COM 04963C209 15,461 -25 -0.16 677 -11.39 0.0011
2023-08-01 2023-06-30 13F ATRICURE COM 04963C209 15,486 -1,040 -6.29 764 11.53 0.0013
2023-05-05 2023-03-31 13F ATRICURE COM 04963C209 16,526 -4,083 -19.81 685 -25.05 0.0012
2023-02-17 2022-12-31 13F ATRICURE COM 04963C209 20,609 -5,988 -22.51 915 -12.20 0.0016
2022-10-26 2022-09-30 13F ATRICURE COM 04963C209 26,597 1,574 6.29 1,041 1.76 0.0020
2022-07-22 2022-06-30 13F ATRICURE COM 04963C209 25,023 3,961 18.81 1,023 -26.03 0.0019
2022-04-22 2022-03-31 13F ATRICURE COM 04963C209 21,062 185 0.89 1,383 -4.69 0.0022
2022-02-14 2021-12-31 13F ATRICURE COM 04963C209 20,877 907 4.54 1,451 4.46 0.0022
2021-11-05 2021-09-30 13F ATRICURE COM 04963C209 19,970 -247 -1.22 1,389 -13.40 0.0023
2021-08-16 2021-06-30 13F ATRICURE COM 04963C209 20,217 1,464 7.81 1,604 30.62 0.0026
2021-05-17 2021-03-31 13F ATRICURE COM 04963C209 18,753 12,114 182.47 1,228 231.89 0.0021
2021-11-19 2020-12-31 13F/A-1 ATRICURE COM 04963C209 6,639 513 8.37 370 51.02 0.0007
2021-02-18 2020-12-31 13F ATRICURE COM 04963C209 9,784 3,658 545 0.0010
2021-11-05 2020-09-30 13F/A-1 ATRICURE COM 04963C209 6,126 841 15.91 245 2.94 0.0005
2020-11-13 2020-09-30 13F ATRICURE COM 04963C209 6,126 841 245 0.0005
2021-11-16 2020-06-30 13F/A-1 ATRICURE COM 04963C209 5,285 5,285 238 0.0005
2020-08-14 2020-06-30 13F ATRICURE COM 04963C209 5,285 238 0.0005
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.