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[SCHEDULE 13G] AtriCure, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

Wellington Management filed a Schedule 13G reporting beneficial ownership of AtriCure, Inc. common stock on behalf of clients. The reporting group indicates 3,969,269 shares, representing 8.02% of the class. Across the reporting entities, shared voting power is reported as 2,342,505 votes and shared dispositive power as 3,969,269 shares, while one entity lists shared dispositive power of 3,377,947 and a cover-page percent of 6.8% under its entry.

The filing states these securities are owned of record by clients of Wellington's investment advisers and were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control. Reporting entities are identified as holding companies (HC) and investment advisers (IA) under the applicable rules.

Wellington Management ha depositato un Schedule 13G segnalando la detenzione beneficiaria delle azioni ordinarie di AtriCure, Inc. per conto di clienti. Il gruppo segnalante indica 3.969.269 azioni, che rappresentano il 8.02% della classe. Tra le entità segnalanti, il potere di voto condiviso è riportato come 2.342.505 voti e il potere dispositiv o condiviso come 3.969.269 azioni, mentre una entità elenca un potere dispositivo condiviso di 3.377.947 e una percentuale in copertina del 6.8% nella propria voce.

La comunicazione specifica che questi titoli sono intestati a clienti dei consulenti d'investimento di Wellington e sono stati acquisiti e sono detenuti nel normale corso dell'attività, non con l'intento di modificare o influenzare il controllo. Le entità segnalanti sono identificate come società di holding (HC) e consulenti d'investimento (IA) secondo le regole applicabili.

Wellington Management presentó un Schedule 13G informando sobre la propiedad beneficiaria de acciones ordinarias de AtriCure, Inc. en nombre de clientes. El grupo informante indica 3.969.269 acciones, que representan el 8.02% de la categoría. Entre las entidades informantes, el poder de voto compartido se reporta como 2.342.505 votos y el poder dispositvo compartido como 3.969.269 acciones, mientras que una entidad declara un poder dispositivo compartido de 3.377.947 y un porcentaje en la portada del 6.8% en su entrada.

La presentación indica que estos valores están registrados a nombre de clientes de los asesores de inversión de Wellington y fueron adquiridos y se mantienen en el curso ordinario del negocio, no con el propósito de cambiar o influir en el control. Las entidades informantes se identifican como sociedades holding (HC) y asesores de inversión (IA) conforme a las normas aplicables.

Wellington Management는 고객을 대신해 AtriCure, Inc. 보통주에 대한 수익적 소유권을 보고하는 Schedule 13G를 제출했습니다. 보고 그룹은 3,969,269주를 보유하고 있으며 이는 해당 클래스의 8.02%를 차지한다고 명시합니다. 보고 기관 전반에 걸쳐 공동 의결권2,342,505표로, 공동 처분권3,969,269주로 보고되었고, 한 기관은 자신의 항목에 공동 처분권 3,377,947주표지 페이지 비율 6.8%를 기재했습니다.

해당 서류는 이 증권들이 Wellington의 투자 자문사 고객 명의로 등기되어 있으며 영업상의 통상적인 거래과정에서 취득·보유된 것으로, 지배권을 변경하거나 영향을 미칠 목적이 아님을 명시합니다. 보고 기관들은 관련 규정에 따라 지주회사(HC)와 투자자문사(IA)로 식별되어 있습니다.

Wellington Management a déposé un Schedule 13G déclarant la propriété bénéficiaire d'actions ordinaires d'AtriCure, Inc. au nom de clients. Le groupe déclarant indique 3,969,269 actions, représentant 8.02% de la catégorie. Parmi les entités déclarantes, le pouvoir de vote partagé est signalé comme 2,342,505 voix et le pouvoir de disposition partagé comme 3,969,269 actions, tandis qu'une entité inscrit, sous sa rubrique, un pouvoir de disposition partagé de 3,377,947 et un pourcentage en page de garde de 6.8%.

Le dépôt indique que ces titres sont enregistrés au nom de clients des conseillers en investissement de Wellington et ont été acquis et sont détenus dans le cours normal des affaires, et non dans le but de changer ou d'influencer le contrôle. Les entités déclarantes sont identifiées, selon les règles applicables, comme sociétés holding (HC) et conseillers en investissement (IA).

Wellington Management hat ein Schedule 13G eingereicht und meldet darin die wirtschaftliche Eigentümerschaft an Stammaktien der AtriCure, Inc. im Namen von Kunden. Die meldende Gruppe gibt 3.969.269 Aktien an, was 8.02% der Klasse entspricht. Bei den meldenden Einheiten wird das geteilte Stimmrecht mit 2.342.505 Stimmen und das geteilte Verfügungsrecht mit 3.969.269 Aktien angegeben; eine Einheit führt unter ihrem Eintrag ein geteiltes Verfügungsrecht von 3.377.947 und einen Titelblatt-Prozentsatz von 6.8% auf.

Die Einreichung erklärt, dass diese Wertpapiere namens der Kunden der Investmentberater von Wellington eingetragen sind und im normalen Geschäftsverlauf erworben und gehalten werden, nicht zum Zweck, die Kontrolle zu verändern oder zu beeinflussen. Die meldenden Stellen sind gemäß den anwendbaren Regeln als Holdinggesellschaften (HC) und Investmentberater (IA) identifiziert.

Positive
  • Material institutional stake: Reporting group beneficially owns 3,969,269 shares of AtriCure, representing 8.02% of the class.
  • Passive/ordinary-course holding: Filing certifies the securities are held in the ordinary course of business and were not acquired to change or influence control.
Negative
  • None.

Insights

TL;DR: Wellington reports a material passive stake in AtriCure — 3.97M shares (8.02%) held for clients, not to seek control.

Wellington Management's Schedule 13G discloses an aggregate beneficial position of 3,969,269 shares in AtriCure, equal to 8.02% of the outstanding class. The filing shows 0 sole voting power and significant shared voting power (2,342,505), indicating advisory/collective client arrangements rather than direct control. The certification that holdings are in the ordinary course and not intended to influence control is consistent with a passive, regulatory reporting stake rather than an activist posture. Investors should view this as a material institutional ownership disclosure with no explicit change in corporate control intentions.

TL;DR: Ownership is material but declared passive; multiple Wellington entities report shared authorities consistent with adviser-client structures.

The filing identifies several Wellington entities as reporting persons and classifies them as holding companies (HC) and investment advisers (IA). The record shows shared dispositive power of 3,969,269 shares and a statement that no client is known to hold over 5% individually. The Schedule 13G certification expressly states the securities were not acquired to change or influence issuer control, which aligns with passive investor status under Rule 13d-1(c). The presence of differing percentage figures on individual cover pages (for example, 6.8% for one entity) merits attention for reconciliation but does not, by itself, indicate an intent to alter governance.

Wellington Management ha depositato un Schedule 13G segnalando la detenzione beneficiaria delle azioni ordinarie di AtriCure, Inc. per conto di clienti. Il gruppo segnalante indica 3.969.269 azioni, che rappresentano il 8.02% della classe. Tra le entità segnalanti, il potere di voto condiviso è riportato come 2.342.505 voti e il potere dispositiv o condiviso come 3.969.269 azioni, mentre una entità elenca un potere dispositivo condiviso di 3.377.947 e una percentuale in copertina del 6.8% nella propria voce.

La comunicazione specifica che questi titoli sono intestati a clienti dei consulenti d'investimento di Wellington e sono stati acquisiti e sono detenuti nel normale corso dell'attività, non con l'intento di modificare o influenzare il controllo. Le entità segnalanti sono identificate come società di holding (HC) e consulenti d'investimento (IA) secondo le regole applicabili.

Wellington Management presentó un Schedule 13G informando sobre la propiedad beneficiaria de acciones ordinarias de AtriCure, Inc. en nombre de clientes. El grupo informante indica 3.969.269 acciones, que representan el 8.02% de la categoría. Entre las entidades informantes, el poder de voto compartido se reporta como 2.342.505 votos y el poder dispositvo compartido como 3.969.269 acciones, mientras que una entidad declara un poder dispositivo compartido de 3.377.947 y un porcentaje en la portada del 6.8% en su entrada.

La presentación indica que estos valores están registrados a nombre de clientes de los asesores de inversión de Wellington y fueron adquiridos y se mantienen en el curso ordinario del negocio, no con el propósito de cambiar o influir en el control. Las entidades informantes se identifican como sociedades holding (HC) y asesores de inversión (IA) conforme a las normas aplicables.

Wellington Management는 고객을 대신해 AtriCure, Inc. 보통주에 대한 수익적 소유권을 보고하는 Schedule 13G를 제출했습니다. 보고 그룹은 3,969,269주를 보유하고 있으며 이는 해당 클래스의 8.02%를 차지한다고 명시합니다. 보고 기관 전반에 걸쳐 공동 의결권2,342,505표로, 공동 처분권3,969,269주로 보고되었고, 한 기관은 자신의 항목에 공동 처분권 3,377,947주표지 페이지 비율 6.8%를 기재했습니다.

해당 서류는 이 증권들이 Wellington의 투자 자문사 고객 명의로 등기되어 있으며 영업상의 통상적인 거래과정에서 취득·보유된 것으로, 지배권을 변경하거나 영향을 미칠 목적이 아님을 명시합니다. 보고 기관들은 관련 규정에 따라 지주회사(HC)와 투자자문사(IA)로 식별되어 있습니다.

Wellington Management a déposé un Schedule 13G déclarant la propriété bénéficiaire d'actions ordinaires d'AtriCure, Inc. au nom de clients. Le groupe déclarant indique 3,969,269 actions, représentant 8.02% de la catégorie. Parmi les entités déclarantes, le pouvoir de vote partagé est signalé comme 2,342,505 voix et le pouvoir de disposition partagé comme 3,969,269 actions, tandis qu'une entité inscrit, sous sa rubrique, un pouvoir de disposition partagé de 3,377,947 et un pourcentage en page de garde de 6.8%.

Le dépôt indique que ces titres sont enregistrés au nom de clients des conseillers en investissement de Wellington et ont été acquis et sont détenus dans le cours normal des affaires, et non dans le but de changer ou d'influencer le contrôle. Les entités déclarantes sont identifiées, selon les règles applicables, comme sociétés holding (HC) et conseillers en investissement (IA).

Wellington Management hat ein Schedule 13G eingereicht und meldet darin die wirtschaftliche Eigentümerschaft an Stammaktien der AtriCure, Inc. im Namen von Kunden. Die meldende Gruppe gibt 3.969.269 Aktien an, was 8.02% der Klasse entspricht. Bei den meldenden Einheiten wird das geteilte Stimmrecht mit 2.342.505 Stimmen und das geteilte Verfügungsrecht mit 3.969.269 Aktien angegeben; eine Einheit führt unter ihrem Eintrag ein geteiltes Verfügungsrecht von 3.377.947 und einen Titelblatt-Prozentsatz von 6.8% auf.

Die Einreichung erklärt, dass diese Wertpapiere namens der Kunden der Investmentberater von Wellington eingetragen sind und im normalen Geschäftsverlauf erworben und gehalten werden, nicht zum Zweck, die Kontrolle zu verändern oder zu beeinflussen. Die meldenden Stellen sind gemäß den anwendbaren Regeln als Holdinggesellschaften (HC) und Investmentberater (IA) identifiziert.






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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many AtriCure (ATRC) shares does Wellington Management report owning?

The filing reports 3,969,269 shares beneficially owned, representing 8.02% of the class.

Does Wellington Management intend to influence control of AtriCure (ATRC)?

No. The Schedule 13G includes a certification that the securities were acquired and are held in the ordinary course of business and not to change or influence control.

What voting power does Wellington report for AtriCure shares?

Sole voting power is reported as 0; shared voting power across reporting entities is 2,342,505 votes.

Are the shares owned directly by Wellington or on behalf of clients?

The securities are owned of record by clients of Wellington's investment advisers; the filing states no client is known to hold more than 5% individually.

Which Wellington entities filed the Schedule 13G for ATRC?

The filing lists Wellington Management Group LLP and affiliated entities, including Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP.
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