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Vanguard Portfolio Management (NASDAQ: ATRC) holds 2.74M shares, 5.51%

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

AtriCure Inc reported a Schedule 13G filing showing Vanguard Portfolio Management beneficially owns 2,744,685 shares of Common Stock. The filing states this equals 5.51% of the class as of 03/31/2026 and that Vanguard Portfolio Management has sole dispositive power over 2,744,685 shares and sole voting power for 42,053 shares.

The filing attributes holdings to Vanguard Portfolio Management LLC and affiliated business divisions and is signed on behalf of Vanguard by Ashley Grim on 04/28/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a notable passive stake of 5.51% in AtriCure with dispositive control.

Vanguard Portfolio Management reports beneficial ownership of 2,744,685 shares (5.51%), with sole dispositive power over the full holding and limited sole voting power of 42,053 shares. The position is reported on 03/31/2026 and certified 04/28/2026.

Because this is a Schedule 13G, the filing indicates passive investment reporting rather than an activist intent; subsequent filings would show any change in intent or voting arrangements.

Beneficial ownership 2,744,685 shares reported as of 03/31/2026
Percent of class 5.51% percentage of common stock
Sole voting power 42,053 shares shares with sole voting power
Sole dispositive power 2,744,685 shares shares with sole dispositive power
Filing type Schedule 13G passive reporting of beneficial ownership
Schedule 13G regulatory
"Name of person filing: Vanguard Portfolio Management"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 2744685"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2744685"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act regulatory
"investment company registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.





04963C209

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026

FAQ

What stake does Vanguard Portfolio Management report in AtriCure (ATRC)?

Vanguard Portfolio Management reports beneficial ownership of 2,744,685 shares, representing 5.51% of AtriCure's common stock as of 03/31/2026. The filing lists dispositive and limited voting powers held by Vanguard and affiliates.

Does Vanguard have voting control over the ATRC shares it reports?

The filing shows Vanguard has sole voting power for 42,053 shares and sole dispositive power for 2,744,685 shares. Shared voting or dispositive powers are reported as 0 in the provided excerpt.

What type of SEC filing did Vanguard submit for ATRC and what does it mean?

Vanguard filed a Schedule 13G for AtriCure, indicating passive beneficial ownership reporting under SEC rules. It signals institutional ownership without an expressed intent to influence control unless amended to Schedule 13D.

What dates are relevant in the Vanguard Schedule 13G for ATRC?

The ownership position is reported as of 03/31/2026 in the filing text, and the Schedule 13G was signed and dated by Vanguard's representative on 04/28/2026.

Are Vanguard funds or affiliates included in the reported ATRC holdings?

Yes. The filing states the reported 2,744,685 shares include securities held by Vanguard funds and managed accounts over which Vanguard Portfolio Management LLC or affiliated business divisions exercise dispositive power.