AtriCure, Inc.
US ˙ NasdaqGM ˙ US04963C2098

SecurityATRC / AtriCure, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership997,759 shares
Latest Disclosed Value $ 28,465,965
Dimensional Fund Advisors Lp reports 8.23% increase in ownership of ATRC / AtriCure, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 997,759 shares of AtriCure, Inc. (US:ATRC) valued at $28,466,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 921,897 shares of AtriCure, Inc.. This represents a change in shares of 8.23% during the quarter. The current value of the position is $27,039,269 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)
2026-05-07 2026-03-31 13F ATRICURE COM 04963C209 997,759 75,862 8.23 28,466 -21.95 0.0013
2026-02-12 2025-12-31 13F ATRICURE COM 04963C209 921,897 71,341 8.39 36,472 21.65 0.0077
2025-11-12 2025-09-30 13F ATRICURE COM 04963C209 850,556 30,448 3.71 29,980 11.56 0.0064
2025-08-12 2025-06-30 13F ATRICURE COM 04963C209 820,108 109,064 15.34 26,874 17.17 0.0062
2025-05-13 2025-03-31 13F ATRICURE COM 04963C209 711,044 10,832 1.55 22,936 7.19 0.0057
2025-02-13 2024-12-31 13F ATRICURE COM 04963C209 700,212 136,015 24.11 21,398 35.25 0.0051
2024-11-07 2024-09-30 13F ATRICURE COM 04963C209 564,197 -141,502 -20.05 15,820 -1.56 0.0038
2024-08-09 2024-06-30 13F ATRICURE COM 04963C209 705,699 -274,740 -28.02 16,070 -46.12 0.0042
2024-05-10 2024-03-31 13F ATRICURE COM 04963C209 980,439 -20,722 -2.07 29,825 -16.54 0.0081
2024-02-07 2023-12-31 13F ATRICURE COM 04963C209 1,001,161 9,176 0.93 35,734 -17.76 0.0104
2023-11-09 2023-09-30 13F ATRICURE COM 04963C209 991,985 78,353 8.58 43,449 -3.65 0.0143
2023-08-09 2023-06-30 13F ATRICURE COM 04963C209 913,632 57,528 6.72 45,097 27.09 0.0144
2023-05-12 2023-03-31 13F ATRICURE COM 04963C209 856,104 253,419 42.05 35,485 136,380.77 0.0120
2023-02-09 2022-12-31 13F ATRICURE COM 04963C209 602,685 -93,427 -13.42 27 -99.90 0.0079
2022-11-10 2022-09-30 13F ATRICURE COM 04963C209 696,112 -72,076 -9.38 27,219 -13.28 0.0105
2022-08-12 2022-06-30 13F ATRICURE COM 04963C209 768,188 51,063 7.12 31,388 -33.35 0.0113
2022-05-13 2022-03-31 13F ATRICURE COM 04963C209 717,125 46,705 6.97 47,092 1.03 0.0145
2022-02-09 2021-12-31 13F ATRICURE COM 04963C209 670,420 -8,140 -1.20 46,613 -1.23 0.0141
2021-11-12 2021-09-30 13F ATRICURE COM 04963C209 678,560 88,370 14.97 47,194 0.80 0.0152
2021-08-12 2021-06-30 13F ATRICURE COM 04963C209 590,190 169,957 40.44 46,820 70.06 0.0148
2021-05-14 2021-03-31 13F ATRICURE COM 04963C209 420,233 136,044 47.87 27,531 74.03 0.0091
2021-03-08 2020-12-31 13F/A-2 ATRICURE COM 04963C209 284,189 29,179 11.44 15,820 55.48 0.0057
2021-02-11 2020-12-31 13F ATRICURE COM 04963C209 284,189 29,179 15,820 5,713.3431
2020-11-12 2020-09-30 13F ATRICURE COM 04963C209 255,010 10,545 4.31 10,175 -7.40 0.0043
2020-08-13 2020-06-30 13F ATRICURE COM 04963C209 244,465 39,330 19.17 10,988 59.50 0.0048
2020-05-14 2020-03-31 13F ATRICURE COM 04963C209 205,135 23,717 13.07 6,889 16.80 0.0036
2020-02-14 2019-12-31 13F ATRICURE COM 04963C209 181,418 49,629 37.66 5,898 79.43 0.0021
2019-11-12 2019-09-30 13F ATRICURE COM 04963C209 131,789 85,527 184.88 3,287 138.19 0.0013
2019-08-13 2019-06-30 13F ATRICURE COM 04963C209 46,262 46,262 75.18 1,380 254.76 0.0005
2015-05-14 2015-03-31 13F ATRICURE COM 04963C209 0 -23,675 -100.00 0 -100.00
2015-02-06 2014-12-31 13F ATRICURE COM 04963C209 23,675 -2,733 -10.35 473 21.59 0.0003
2014-11-13 2014-09-30 13F ATRICURE COM 04963C209 26,408 0 0.00 389 -19.79 0.0003
2014-08-08 2014-06-30 13F ATRICURE COM 04963C209 26,408 -14,896 -36.06 485 -37.58 0.0003
2014-05-14 2014-03-31 13F ATRICURE COM 04963C209 41,304 0 0.00 777 0.65 0.0006
2014-02-12 2013-12-31 13F ATRICURE COM 04963C209 41,304 0 0.00 772 70.04 0.0006
2013-11-13 2013-09-30 13F ATRICURE COM 04963C209 41,304 -12,014 -22.53 454 -10.45 0.0004
2013-08-15 2013-06-30 13F ATRICURE COM 04963C209 53,318 53,318 507 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.