ATCHNYSEFinance ServicesFiscal year ends June 30Also trades as ATCHW
AtlasClear Holdings, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 24, 2026
$0.16−0.00 (-2.04%)
Close on Oct 19, 2026
- Market cap
- $14.86M
- P/E (TTM)
- 8.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
11M
Shares held, 13F filers
Institutional holders
29
6 new, 2 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $163.15K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jonas Grossman | 43,056 | 9.90% | 13G (passive) amendment | Dec 31, 2024 |
| Quantum Ventures LLC | 1,614,998 | 13.00% | 13D (active) amendment | Feb 9, 2024 |
| Funicular Funds, LP | 12,669,232 | 9.90% | 13G (passive) | Oct 10, 2025 |
| John Schaible | 1,135,874 | 8.60% | 13D (active) amendment | Feb 9, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ATCH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 2,287,180 | – | $450.12K | +413,629 | 0.00% |
| Vanguard Capital Management LLC | 2,033,948 | – | $400.69K | +469,796 | 0.00% |
| Geode Capital Management, LLC | 1,495,777 | – | $294.51K | −13,186 | 0.00% |
| Vanguard Fiduciary Trust Co | 1,015,647 | – | $200.08K | +267,772 | 0.00% |
| Cary Street Partners Financial LLC | 904,586 | – | $178.02K | +650,000 | 0.00% |
| HighTower Advisors, LLC | 896,000 | – | $176.33K | +62,426 | 0.00% |
| UBS Group AG | 824,985 | – | $162.52K | −35,598 | 0.00% |
| State Street Corp | 432,800 | – | $85.18K | +200,000 | 0.00% |
| Virtu Financial LLC | 415,562 | – | $82 | +367,794 | 0.00% |
| Northern Trust Corp | 319,842 | – | $62.95K | −12,539 | 0.00% |
| Arkadios Wealth Advisors | 80,000 | – | $15.74K | +40,000 | 0.00% |
| Diversify Advisory Services, LLC | 61,000 | – | $10.98K | New | 0.00% |
| Diversify Wealth Management, LLC | 61,000 | – | $10.98K | – | 0.00% |
| Fairway Wealth LLC | 50,000 | – | $9.84K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 44,888 | – | $8.83K | +25,986 | 0.00% |
| Susquehanna International Group, Llp | 43,008 | – | $8.46K | New | 0.00% |
| Aqr Capital Management LLC | 34,024 | – | $6.70K | −59,148 | 0.00% |
| Sentinus, LLC | 34,024 | – | $6.70K | −59,148 | 0.00% |
| XTX Topco Ltd | 21,442 | – | $4.22K | New | 0.00% |
| Bank Of Montreal /Can/ | 20,000 | – | $3.94K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 11M | 6 / 11 | 5 / 2 | 3M | 0M |
| Q1 2026 | 25 | 9M | 8 / 7 | 3 / 6 | 5M | 2M |
| Q4 2025 | 24 | 8M | 3 / 10 | 2 / 5 | 6M | 0M |
| Q3 2025 | 26 | 3M | 17 / 5 | 2 / 1 | 3M | 0M |
| Q2 2025 | 10 | 0M | 4 / 2 | 1 / 3 | 0M | 0M |
| Q1 2025 | 9 | 0M | 8 / 0 | 1 / 0 | 0M | 0M |
| Q4 2024 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ATCH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 1,745,453 | – | $343.51K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 788,732 | – | $184.88K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 226,044 | – | $52.98K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 199,525 | – | $46.77K | 0.00% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 149,336 | – | $29.39K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 139,159 | – | $27.39K | 0.00% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -39,100 | – | -$7.69K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Sandip I. Patel | CFO & General Counsel, Director | 905,130 | Sep 28, 2026 |
| John Schaible | Executive Chairman, Director | 1,086,842 | Sep 28, 2026 |
| Craig Ridenhour | President, Director | 1,086,842 | Sep 28, 2026 |
| Thomas Jon Hammond | Director | 500,706 | Sep 28, 2026 |
| Steven J. Carlson | Director | 15,000 | Sep 28, 2026 |
| Fintech Holdings Corp. Atlas | 10% owner | 126,151 | Apr 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven J. Carlson Director | Sep 25, 2026 | Award | +5,000 | $0.19 | $950 | 15,000 |
| Craig Ridenhour President, Director | Sep 25, 2026 | Award | +50,000 | $0.19 | $9.50K | 1,086,842 |
| Steven J. Carlson Director | Sep 25, 2026 | Buy | +5,000 | $0.19 | $950 | 15,000 |
| Craig Ridenhour President, Director | Sep 25, 2026 | Buy | +50,000 | $0.19 | $9.50K | 1,086,842 |
| John Schaible Executive Chairman, Director | Sep 25, 2026 | Award | +64,900 | $0.19 | $12.33K | 1,086,842 |
| Sandip I. Patel CFO & General Counsel, Director | Sep 25, 2026 | Buy | +50,000 | $0.20 | $10.00K | 905,130 |
| John Schaible Executive Chairman, Director | Sep 25, 2026 | Buy | +64,900 | $0.19 | $12.33K | 1,086,842 |
| Sandip I. Patel CFO & General Counsel, Director | Sep 25, 2026 | Award | +50,000 | $0.20 | $10.00K | 905,130 |
| Steven J. Carlson Director | Sep 24, 2026 | Award | +10,000 | $0.20 | $2.00K | 10,000 |
| Craig Ridenhour President, Director | Sep 24, 2026 | Award | +50,000 | $0.20 | $10.00K | 1,036,842 |
| Steven J. Carlson Director | Sep 24, 2026 | Buy | +10,000 | $0.20 | $2.00K | 10,000 |
| Craig Ridenhour President, Director | Sep 24, 2026 | Buy | +50,000 | $0.20 | $10.00K | 1,036,842 |
| John Schaible Executive Chairman, Director | Sep 24, 2026 | Award | +35,100 | $0.21 | $7.37K | 1,021,942 |
| Thomas Jon Hammond Director | Sep 24, 2026 | Award | +500,000 | $0.20 | $100.00K | 500,706 |
| Sandip I. Patel CFO & General Counsel, Director | Sep 24, 2026 | Buy | +50,000 | $0.22 | $11.00K | 855,130 |
| John Schaible Executive Chairman, Director | Sep 24, 2026 | Buy | +35,100 | $0.21 | $7.37K | 1,021,942 |
| Sandip I. Patel CFO & General Counsel, Director | Sep 24, 2026 | Award | +50,000 | $0.22 | $11.00K | 855,130 |
| Thomas Jon Hammond Director | Sep 24, 2026 | Buy | +500,000 | $0.20 | $100.00K | 500,706 |
| Craig Ridenhour President, Director | Jul 14, 2026 | Award | +286,842 | – | – | 986,842 |
| Craig Ridenhour President, Director | Jul 14, 2026 | Award | +700,000 | – | – | 700,000 |
| Fintech Holdings Corp. Atlas 10% owner | Jan 22, 2025 | Other | +27,282 | $4.64 | $126.59K | 126,151 |
| Fintech Holdings Corp. Atlas 10% owner | Nov 19, 2024 | Sale | −2,083 | $12.99 | $27.06K | 98,869 |
| Fintech Holdings Corp. Atlas 10% owner | Nov 18, 2024 | Sale | −6,250 | $15.93 | $99.56K | 100,952 |
| Fintech Holdings Corp. Atlas 10% owner | Aug 23, 2024 | Other | +46,471 | $17.29 | $803.48K | 84,911 |
| Fintech Holdings Corp. Atlas 10% owner | Aug 23, 2024 | Other | +2,565 | $51.72 | $132.66K | 107,202 |
| Robert G. McBey Chief Executive Officer, Director | Apr 8, 2024 | Other | +6,914 | – | – | 956,914 |
| Robert G. McBey Chief Executive Officer, Director | Feb 9, 2024 | Other | +950,000 | – | – | 950,000 |
| Fintech Holdings Corp. Atlas 10% owner | Feb 9, 2024 | Other | +3,490,000 | – | – | 3,490,000 |
| Thomas Jon Hammond Director | Feb 9, 2024 | Other | +1,515 | – | – | 42,348 |
| John Schaible Chief Strategy Officer, Director | Feb 9, 2024 | Other | +391,901 | – | – | 432,734 |
| Steven J. Carlson Director | Feb 9, 2024 | Other | +87,380 | – | – | 128,213 |
| Sandip I. Patel Director | Feb 9, 2024 | Other | +201,860 | – | – | 243,194 |
| Richard Barber Chief Financial Officer | Feb 9, 2024 | Other | +25,000 | – | – | 25,000 |
| Ventures LLC Quantum 10% owner | Feb 9, 2024 | Other | +2,000,000 | – | – | 5,796,335 |
| Ventures LLC Quantum 10% owner | Feb 9, 2024 | Other | −4,181,339 | – | – | 1,614,996 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert G. McBey Officer | Feb 24, 2025 | 12,007 | $48.00K | Feb 24, 2025 | note Conversion |