Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 1,890
Total Value: 7801542594
Accession Number: 0001535865-25-000009
Form Type: 13F-HR
CIK: 0001535865
Manager Name: Atria Investments, Inc

Data Enrichment

70% identified

1,322 identified568 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,890 positions • $7,801,542.594K total value

1,890 positions

Manager:

SEC FilingSEC DataHachi Filing

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G3643J108

1179(+49.0%)

Value:

$261.2M(+27.8%)

TRIMBLE INC.

TRMB|896239100

3977(-1.1%)

Value:

$261.1M(-8.1%)

SEACOAST BANKING CORP OF FLORIDA

SBCF|811707801

10144

Value:

$261.0M

Crane NXT, Co.

CXT|224441105

5045(+41.8%)

Value:

$259.3M(+25.2%)

Aptiv PLC

APTV|G3265R107

4358(+17.1%)

Value:

$259.3M(+15.2%)

UNITED THERAPEUTICS Corp

UTHR|91307C102

839(-7.3%)

Value:

$258.6M(-19.0%)

78464A631

1609(+1.2%)

Value:

$258.6M(-1.9%)

ROYAL BANK OF CANADA

RY|780087102

2283(+19.0%)

Value:

$257.3M(+11.3%)

33740U844

6674(-29.6%)

Value:

$256.9M(-29.9%)

National Storage Affiliates Trust

NSA|637870106

6512(+14.0%)

Value:

$256.6M(+18.5%)

66538R748

4385(+0.3%)

Value:

$256.4M(-12.5%)

Archer-Daniels-Midland Co

ADM|039483102

5334(-68.9%)

Value:

$256.1M(-70.4%)

MARKETAXESS HOLDINGS INC

MKTX|57060D108

1182(-7.1%)

Value:

$255.8M(-11.1%)

09661T602

6058(-6.1%)

Value:

$255.2M(-4.0%)

14020V108

7604(+2.2%)

Value:

$254.0M(-2.4%)

FIVE BELOW, INC

FIVE|33829M101

3383(+12.7%)

Value:

$253.5M(-19.6%)

33738R688

14693(-3.7%)

Value:

$253.5M(+2.0%)

APi Group Corp

APG|00187Y100

7085(-40.5%)

Value:

$253.4M(-40.8%)

315948109

3501

Value:

$252.0M

ALLIENT INC

ALNT|019330109

11396

Value:

$250.5M

Instrument	Shares		Other Manager	Value
(cusipG3643J108)✕	1.2K	QoQ +49.05% (+388) YoY NEW(+1.2K)	All Managers (Combined)	$261.2K	QoQ +27.77% (+$56.8K) YoY NEW(+$261.2K)
Trimble Inc.(TRMBcusip896239100)	4.0K	QoQ -1.11% (-45) YoY NEW(+4.0K)	All Managers (Combined)	$261.1K	QoQ -8.12% (-$23.1K) YoY NEW(+$261.1K)
Seacoast Banking Corp Of Florida(SBCFcusip811707801)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$261.0K	QoQ NEW(+$261.0K) YoY NEW(+$261.0K)
Crane Nxt, Co.(CXTcusip224441105)	5.0K	QoQ +41.83% (+1.5K) YoY NEW(+5.0K)	All Managers (Combined)	$259.3K	QoQ +25.21% (+$52.2K) YoY NEW(+$259.3K)
Aptiv Plc(APTVcusipG3265R107)	4.4K	QoQ +17.11% (+637) YoY NEW(+4.4K)	All Managers (Combined)	$259.3K	QoQ +15.22% (+$34.3K) YoY NEW(+$259.3K)
United Therapeutics Corp(UTHRcusip91307C102)	839	QoQ -7.29% (-66) YoY NEW(+839)	All Managers (Combined)	$258.6K	QoQ -19.00% (-$60.7K) YoY NEW(+$258.6K)
(cusip78464A631)✕	1.6K	QoQ +1.19% (-19) YoY NEW(+1.6K)	All Managers (Combined)	$258.6K	QoQ -1.93% (-$5.1K) YoY NEW(+$258.6K)
Royal Bank Of Canada(RYcusip780087102)	2.3K	QoQ +19.03% (+365) YoY NEW(+2.3K)	All Managers (Combined)	$257.3K	QoQ +11.33% (+$26.2K) YoY NEW(+$257.3K)
(cusip33740U844)✕	6.7K	QoQ -29.59% (-2.8K) YoY NEW(+6.7K)	All Managers (Combined)	$256.9K	QoQ -29.85% (-$109.3K) YoY NEW(+$256.9K)
National Storage Affiliates Trust(NSAcusip637870106)	6.5K	QoQ +13.98% (+799) YoY NEW(+6.5K)	All Managers (Combined)	$256.6K	QoQ +18.47% (+$40.0K) YoY NEW(+$256.6K)
(cusip66538R748)✕	4.4K	QoQ +0.27% (-12) YoY NEW(+4.4K)	All Managers (Combined)	$256.4K	QoQ -12.52% (-$36.7K) YoY NEW(+$256.4K)
Archer-Daniels-Midland Co(ADMcusip039483102)	5.3K	QoQ -68.87% (-11.8K) YoY -78.50% (-19.5K)	All Managers (Combined)	$256.1K	QoQ -70.41% (-$609.6K) YoY -83.55% (-$1.3M)
Marketaxess Holdings Inc(MKTXcusip57060D108)	1.2K	QoQ -7.14% (-91) YoY NEW(+1.2K)	All Managers (Combined)	$255.8K	QoQ -11.06% (-$31.8K) YoY NEW(+$255.8K)
(cusip09661T602)✕	6.1K	QoQ -6.10% (-394) YoY NEW(+6.1K)	All Managers (Combined)	$255.2K	QoQ -4.03% (-$10.7K) YoY NEW(+$255.2K)
(cusip14020V108)✕	7.6K	QoQ +2.16% (-161) YoY NEW(+7.6K)	All Managers (Combined)	$254.0K	QoQ -2.42% (-$6.3K) YoY NEW(+$254.0K)
Five Below, Inc(FIVEcusip33829M101)	3.4K	QoQ +12.65% (-380) YoY NEW(+3.4K)	All Managers (Combined)	$253.5K	QoQ -19.58% (-$61.7K) YoY NEW(+$253.5K)
(cusip33738R688)✕	14.7K	QoQ -3.70% (-566) YoY NEW(+14.7K)	All Managers (Combined)	$253.5K	QoQ +2.02% (-$5.0K) YoY NEW(+$253.5K)
Api Group Corp(APGcusip00187Y100)	7.1K	QoQ -40.49% (-4.8K) YoY NEW(+7.1K)	All Managers (Combined)	$253.4K	QoQ -40.84% (-$174.9K) YoY NEW(+$253.4K)
(cusip315948109)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$252.0K	QoQ NEW(+$252.0K) YoY NEW(+$252.0K)
Allient Inc(ALNTcusip019330109)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$250.5K	QoQ NEW(+$250.5K) YoY NEW(+$250.5K)