STOCK TITAN

Adage and principals report 8.56% stake in Atara (NASDAQ: ATRA)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Atara Biotherapeutics reports a reported 8.56% ownership position held by Adage Capital Management and affiliated individuals.

Adage Capital Management, L.P., together with Robert Atchinson and Phillip Gross, states shared dispositive and voting power over 700,000 shares of Common Stock. The filing calculates the percentage using 8,178,114 shares outstanding as of March 10, 2026. The statement is a joint Schedule 13G disclosure of beneficial ownership and identifies the Reporting Persons and their business addresses.

Positive

  • None.

Negative

  • None.

Insights

Adage and two principals report a sizable passive stake in Atara.

The filing shows 700,000 shares held with shared voting and dispositive power, equal to 8.56% of the 8,178,114 shares outstanding as of March 10, 2026. The statement is a Schedule 13G joint filing and identifies the reporting structure and addresses.

Voting and disposition are disclosed as shared rather than sole; cash‑flow treatment and any plans to buy or sell are not stated in the excerpt. Subsequent filings would provide any updates to position or intentions.

Filing clarifies attribution and managerial roles behind the reported stake.

The filing attributes holdings to ACM as investment manager and to Messrs. Atchinson and Gross in their managerial roles for related entities. It includes the business office address and cites the Company’s Form 10‑K for the share count used in the percentage calculation.

Disclosure preserves that filing is not an admission of beneficial ownership by any Reporting Person; any rights to dividends or proceeds on behalf of others are not expanded upon in the excerpt.

Reported shares held 700,000 shares shared voting and dispositive power reported on Schedule 13G
Percent of class 8.56% calculated using shares outstanding as of <date>March 10, 2026</date>
Shares outstanding used 8,178,114 shares outstanding as of <date>March 10, 2026</date> per Company Form 10‑K
CUSIP 046513206 Atara Biotherapeutics Common Stock CUSIP
Schedule 13G regulatory
"This statement is filed by: Adage Capital Management, L.P."
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.
shared dispositive power financial
"Shared Dispositive Power 700,000.00"
beneficially owned regulatory
"Amount beneficially owned: The information required by Item 4(a)"
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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Adage report in Atara Biotherapeutics (ATRA)?

The filing reports a 700,000‑share position, representing 8.56% of common stock. The percentage uses 8,178,114 shares outstanding as of March 10, 2026, per Atara’s Form 10‑K.

Who are the reporting persons in the Schedule 13G for ATRA?

The statement is filed by Adage Capital Management, L.P. and two individuals, Robert Atchinson and Phillip Gross, in their managerial roles for related Adage entities.

Does the Schedule 13G state whether the stake is passive or active?

The form type (Schedule 13G) and disclosed shared powers indicate a passive beneficial‑ownership filing. The excerpt does not state any plans to acquire or dispose of shares.

How was the ownership percentage calculated in the filing for ATRA?

The percentage is calculated using 8,178,114 shares outstanding reported in Atara’s Form 10‑K for the year ended December 31, 2025, as of March 10, 2026.

What voting and dispositive powers are reported by the filers?

The cover rows show 0 sole voting/dispositive power and 700,000 shared voting and dispositive power, reflecting shared authority over the reported shares.





046513206

(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





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Adage Capital Management, L.P.
Signature:/s/ Robert Atchinson
Name/Title:By: Adage Capital Partners, L.L.C., its General Partner, By: Robert Atchinson, Managing Member
Date:05/13/2026
Robert Atchinson
Signature:/s/ Robert Atchinson
Name/Title:Robert Atchinson, Individually
Date:05/13/2026
Phillip Gross
Signature:/s/ Phillip Gross
Name/Title:Phillip Gross, Individually
Date:05/13/2026
Exhibit Information

Exhibit 99.1: Joint Filing Agreement