ATERIAN INC (ATER)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
Institutions report 709,677 shares against 17,966,910 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $294.4K | 223,030 | 0.00% | 5q | +358.5%+$230.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $137.6K | 47,818 | 0.00% | 10q | +29.3%+$31.1K |
| BlackRock, Inc. | $95.4K | 72,289 | 0.00% | 8q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $80.7K | 61,128 | 0.00% | 10q | -54.3%-$96.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | $75.3K | 57,047 | 0.00% | 2q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $69.3K | 52,500 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $65.1K | 49,348 | 0.00% | 4q | +53.3%+$22.7K |
| STATE STREET CORP | $63.4K | 48,014 | 0.00% | 10q | +100.0%+$31.7K |
| XTX Topco Ltd | $41.3K | 31,280 | 0.00% | 5q | -46.0%-$35.2K |
| VANGUARD FIDUCIARY TRUST CO | $34.3K | 25,994 | 0.00% | 2q | HELD |
| GROUP ONE TRADING LLC | $18.5K | options only | 0.00% | new | OPTIONS |
| NORTHERN TRUST CORP | $17.4K | 13,165 | 0.00% | 10q | +21.0%+$3.0K |
| UBS Group AG | $16.8K | 12,704 | 0.00% | 10q | +131.0%+$9.5K |
| IMC-Chicago, LLC | $14.0K | options only | 0.00% | new | OPTIONS |
| SIMPLEX TRADING, LLC | $10.8K | 6,172 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $5.0K | 3,795 | 0.00% | 10q | +158.9%+$3.1K |
| JPMORGAN CHASE & CO | $3.7K | 2,784 | 0.00% | 10q | HELD |
| Vanguard Global Advisers, LLC | $2.1K | 1,574 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $765 | 581 | 0.00% | 10q | +151.5% |
| SBI Securities Co., Ltd. | $411 | 311 | 0.00% | 7q | -1.3% |
| BNP PARIBAS FINANCIAL MARKETS | $96 | 73 | 0.00% | 10q | HELD |
| STANCE CAPITAL LLC | $48 | 36 | 0.00% | 2q | HELD |
| PROATHLETE WEALTH MANAGEMENT LLC | $27 | 21 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $13 | 10 | 0.00% | new | NEW |
| MORGAN STANLEY | $2 | 1 | 0.00% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1 | 1 | 0.00% | 10q | HELD |
| TD Waterhouse Canada Inc. | $1 | 1 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-02 | 13D | Michelle Chiam Sin Ling INDIVIDUAL | 10.0% |
| 2026-10-02 | 13D | Chang Woei Jiann INDIVIDUAL | 10.0% |
| 2026-09-29 | 13D/A | Lazar David E. INDIVIDUAL | 3.1% |
| 2026-09-10 | 13D | Lazar David E. INDIVIDUAL | 95.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-10-02 | Directors or officers departed or appointed Auditor changed | filing |
| 2026-09-29 | 2026-09-23 | Change of control Directors or officers departed or appointed | filing |
| 2026-09-08 | 2026-09-02 | Delisting notice Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $1.0M | 709,677 | 6 | 8 | 3 | 10.5% |
| Q1 2026 | 27 | $311.8K | 530,101 | 4 | 4 | 4 | 2.6% |
| Q4 2025 | 30 | $343.3K | 482,537 | 5 | 7 | 8 | 2.1% |
| Q3 2025 | 32 | $656.5K | 585,409 | 7 | 5 | 7 | 6.6% |
| Q2 2025 | 30 | $1.2M | 644,930 | 7 | 3 | 11 | 9.8% |
| Q1 2025 | 31 | $2.2M | 861,210 | 6 | 12 | 4 | 19.2% |
| Q4 2024 | 31 | $2.5M | 758,962 | 2 | 5 | 10 | 27.4% |
| Q3 2024 | 31 | $2.9M | 748,283 | 7 | 5 | 6 | 26.3% |
| Q2 2024 | 29 | $2.6M | 672,592 | 7 | 5 | 3 | 28.2% |
| Q1 2024 | 28 | $2.1M | 533,286 | 29 | 1 | 0 | 31.6% |
| Q4 2023 | 45 | $2.6M | 6,451,001 | 4 | 7 | 13 | 12.4% |
| Q3 2023 | 42 | $2.7M | 7,330,822 | 2 | 3 | 18 | 11.8% |
| Q2 2023 | 60 | $5.1M | 10,034,627 | 16 | 5 | 25 | 10.0% |
| Q1 2023 | 63 | $14.5M | 15,021,157 | 9 | 16 | 17 | 11.6% |
| Q4 2022 | 70 | $20.1M | 14,976,135 | 10 | 24 | 13 | 42.4% |
| Q3 2022 | 77 | $34.0M | 21,161,302 | 11 | 25 | 22 | 19.9% |
| Q2 2022 | 80 | $42.4M | 13,842,870 | 23 | 25 | 15 | 29.9% |
| Q1 2022 | 78 | $56.4M | 19,468,134 | 12 | 23 | 26 | 16.6% |
| Q4 2021 | 82 | $68.8M | 10,862,869 | 19 | 26 | 21 | 35.3% |
| Q3 2021 | 88 | $228.5M | 12,602,114 | 28 | 29 | 17 | 41.0% |
| Q2 2021 | 86 | $210.7M | 11,177,061 | 90 | 1 | 0 | 22.4% |
| Q1 2021 | 3 | $392.0K | 13,490 | 2 | 0 | 1 | 0.0% |
| Q4 2020 | 1 | $21.0K | 1,270 | 0 | 0 | 0 | 0.0% |