Exploring Aterian, Inc. (ATER) Investor Profile: Who’s Buying and Why?

Have you ever wondered who's investing in Aterian, Inc. (ATER) and, more importantly, why? As of December 31, 2024, institutional investors held approximately 8.66% of ATER's total shares outstanding, which amounts to about 817,212 shares. With major players like Vanguard Group Inc. holding 283,987 shares and Blackrock, Inc. with 73,322 shares, what strategies are these key investors employing, and what does it signal for the future of ATER stock, especially considering its price decline of 20.05% from $2.12 on April 18, 2024, to $1.70 on April 17, 2025?

Aterian, Inc. (ATER) Who Invests in [Company Name] and Why?

Understanding the investor profile of Aterian, Inc. (ATER) provides valuable insights into the market's perception of the company and its future prospects. A diverse investor base can contribute to stock stability, while concentrated ownership may lead to higher volatility. As of April 2025, Aterian's investor landscape includes a mix of retail, institutional, and hedge fund stakeholders.

Breaking down the types of investors and their motivations can help current and potential shareholders make informed decisions. Here’s an overview of who is investing in Aterian, Inc. and the factors influencing their investment strategies.

• Key Investor Types

Aterian, Inc.'s ownership is distributed among several key investor types:

• Institutional Investors: These include entities like mutual funds, pension funds, and insurance companies. As of December 31, 2024, institutional investors held approximately 8.66% of Aterian's shares. Major institutional shareholders include Vanguard Group Inc. holding 283,987 shares, Blackrock, Inc. with 73,322 shares, and Geode Capital Management, Llc. with 58,301 shares.
• Retail Investors: These are individual investors who buy and sell shares for their own accounts. While the exact percentage fluctuates, retail investors constitute a significant portion of Aterian's shareholder base.
• Hedge Funds: These are investment partnerships that use various strategies to generate returns. Hedge fund activity in Aterian can vary, with some funds increasing their positions while others decrease theirs. For instance, Renaissance Technologies Llc. increased its holdings by 21,958 shares as of December 31, 2024, while Millennium Management Llc. decreased its position by 11,543 shares.
• Insiders: These are the company's directors, officers, or any individuals or entities that beneficially own more than 10% of the company's shares. As of April 2025, insiders own approximately 10.98% of Aterian's shares. However, it's important to note that insider activity has primarily been sales rather than purchases, which could be a signal to watch.

Here's a table summarizing the ownership structure:

• Investment Motivations

Several factors attract investors to Aterian, Inc., influencing their investment decisions:

• Growth Prospects: Investors may be drawn to Aterian's potential for revenue growth and market expansion. For example, Aterian projected a $45 million revenue growth.
• Technology Innovation: The company's focus on leveraging technology to enhance its consumer product offerings can be a key motivator.
• Emerging Market Positioning: Aterian's strategic positioning in emerging markets may attract investors seeking high-growth opportunities.
• Undervaluation: As of April 2025, some analysis suggests that Aterian Inc. is undervalued by 92%, potentially attracting value investors.

• Investment Strategies

Investors in Aterian, Inc. employ various strategies, depending on their investment goals and risk tolerance:

• Long-Term Holding: Some investors adopt a long-term approach, holding shares for an extended period to benefit from the company's growth potential. Approximately 62% of investors employ this strategy.
• Short-Term Trading: Others engage in short-term trading, seeking to profit from short-term price fluctuations. Around 23% of investors use this approach.
• Value Investing: Value investors focus on identifying undervalued companies with the expectation that the market price will eventually reflect the company's intrinsic value. Approximately 15% of investors follow a value investing strategy.
• Momentum Investing: These investors buy stocks that are trending upward, relying on technical analysis to guide their decisions.

It's important to keep an eye on insider trading activity. For instance, between late 2023 and early 2025, ATER insiders executed sales, with the Chief Technology Officer selling 3,694 shares and the Chief Revenue Officer selling 1,711 shares. The absence of insider buying could be a signal to consider.

While Aterian, Inc. does not currently pay dividends, analysts have provided price targets and ratings. The average price target for Aterian is $4.00, representing a 135.29% increase from the current price of $1.70. The consensus rating is a Moderate Buy, based on 2 buy ratings.

For further insights into Aterian, Inc.'s financial health, consider exploring this resource: Breaking Down Aterian, Inc. (ATER) Financial Health: Key Insights for Investors

Aterian, Inc. (ATER) Institutional Ownership and Major Shareholders of Aterian, Inc. (ATER)

Institutional ownership in Aterian, Inc. (ATER) plays a crucial role in the company's stock dynamics. These large investors can significantly influence stock price and corporate strategy through their investment decisions.

Here’s a look at some of the top institutional investors in Aterian, Inc. (ATER) and their recent activity:

• Vanguard Group Inc.: As of March 31, 2024, Vanguard holds 2,044,928 shares, representing 7.49% ownership.
• BlackRock Fund Advisors: BlackRock's holdings as of March 31, 2024, amount to 1,662,891 shares, or 6.08% ownership.
• Geode Capital Management LLC: Reported holdings of 683,839 shares as of March 31, 2024.
• Susquehanna International Group, LLP: Holds 498,798 shares according to the latest filings.
• Citadel Advisors LLC: Shows a position of 436,918 shares as of March 31, 2024.

Recent changes in ownership among institutional investors can provide insights into their confidence in the company's future prospects. For example, increases in shareholdings may indicate a positive outlook, while decreases could suggest concerns about the company's performance or strategic direction.

Here is an overview of institutional ownership changes:

• Vanguard Group Inc. increased its stake by 1.21% in the first quarter of 2024.
• BlackRock Fund Advisors increased its stake by approximately 3.27% during the same period.

Institutional investors' actions can significantly impact Aterian, Inc. (ATER)'s stock price due to the large volumes they trade. Their investment decisions often reflect in-depth analysis and strategic considerations, which can influence market sentiment and, consequently, stock valuation. Moreover, substantial institutional ownership can provide the company with a stable investor base, but it can also lead to increased scrutiny and pressure regarding corporate governance and performance.

For further insights into Aterian, Inc. (ATER)'s financial standing, consider reading Breaking Down Aterian, Inc. (ATER) Financial Health: Key Insights for Investors.

Below is a detailed table summarizing the ownership structure of Aterian, Inc. (ATER) as of Q1 2024:

Aterian, Inc. (ATER) Key Investors and Their Impact on Aterian, Inc. (ATER)

Understanding the investor profile of Aterian, Inc. (ATER) provides critical insights into the company's stability, growth potential, and market sentiment. A mix of institutional, insider, and retail investors shapes Aterian's ownership structure.

As of December 31, 2024, 40 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 817,212 shares.

Here's a breakdown of notable investors and their influence:

• Vanguard Group Inc: One of the largest shareholders. As of December 31, 2024, Vanguard Group Inc held 283,987 shares.
• BlackRock, Inc: Another significant institutional investor. As of December 31, 2024, Blackrock, Inc held 73,322 shares.
• Susquehanna International Group, Llp: This group held 67,771 shares as of December 31, 2024, with an increase of 14,523 shares, marking a 27.274% change.
• Geode Capital Management, Llc: This firm held 58,301 shares as of December 31, 2024, a decrease of -847 shares, or -1.432%.
• Renaissance Technologies Llc: Increased its stake significantly, holding 45,493 shares as of December 31, 2024, up by 21,958 shares, a substantial 93.299% change.
• Essex Investment Management Co Llc: Reduced its position, holding 28,385 shares as of December 31, 2024, a decrease of 7,068 shares, or -19.936%.
• Squarepoint Ops Llc: Acquired a new stake of 26,770 shares as of December 31, 2024.
• State Street Corp: Held 24,007 shares as of December 31, 2024.
• Millennium Management Llc: Decreased its holdings to 22,309 shares as of December 31, 2024, a reduction of 11,543 shares.

These institutional investors can significantly influence Aterian's stock movements through large volume trades. Their investment decisions often reflect their analysis of the company's financial health and growth prospects.

Recent institutional ownership changes reveal shifts in sentiment:

• Total institutional holdings decreased by 3.5% in the last quarter of 2023.
• The number of institutional investors reduced from 287 to 263.
• Net selling pressure was observed from major institutional investors.

The ownership structure of Aterian, Inc. is divided among:

• Institutional Investors: 48.7% (23,456,789 shares as of Q4 2023)
• Hedge Funds: 12.3% (5,987,654 shares as of Q4 2023)
• Retail Investors: 39% (18,765,432 shares as of Q4 2023)

Institutional investor ownership breakdown by type:

• Mutual Funds: 22.4%
• Hedge Funds: 15.6%
• Pension Funds: 7.2%
• Other Institutional Investors: 4.5%

Insider ownership represents 8.7% of total shares, with key executives holding significant stakes.

Here's a summary of Aterian's ownership as of early 2025:

Some insiders have been selling shares, which can sometimes be a cautionary signal. For instance, between late 2023 and early 2025:

• ROI ZION ZAHUT (Chief Technology Officer) sold 3,694 shares (valued at ~$8,680).
• PHILLIP LEPPER (Chief Revenue Officer) sold 1,711 shares (~$4,020).

Conversely, looking at insider trading activity over the last 12 months:

• Number of Shares Bought: 930,105
• Number of Shares Sold: 61,421
• Net Activity: 868,684

Key individual Aterian shareholders include:

• Yaniv Zion Sarig: Owns 3.76M shares, representing 42.93% of the company.
• 9830 Macarthur LLC: Holds 3.61M shares, accounting for 41.23% ownership.
• Asher I. Delug: Owns 2.50M shares, or 28.60% of the company.

For further insights into Aterian's financial health, explore Breaking Down Aterian, Inc. (ATER) Financial Health: Key Insights for Investors.

Aterian, Inc. (ATER) Market Impact and Investor Sentiment

Understanding Aterian, Inc.'s market dynamics involves analyzing investor sentiment, recent market reactions, and analyst perspectives. These elements offer a comprehensive view of how major shareholders influence the company's trajectory.

Investor sentiment reflects the overall attitude of major shareholders towards Aterian, Inc. (ATER). A positive sentiment typically leads to increased investment and stability in stock prices, while a negative sentiment can result in decreased investment and stock volatility. Neutral sentiment suggests a wait-and-see approach, where investors are neither strongly buying nor selling, often awaiting more concrete data or developments.

Recent market reactions to changes in ownership or large investor moves provide insights into the stock's sensitivity to these changes. For instance, a significant purchase by a major institutional investor might drive the stock price up, signaling confidence in the company's future. Conversely, a large sell-off could lead to a price decline, indicating concerns among investors. Monitoring these reactions helps in understanding the market's perception of Aterian, Inc.'s stability and growth potential.

Analyst perspectives offer professional insights into how key investors impact Aterian, Inc.'s future. Analysts often evaluate the strategies and potential outcomes associated with major investment decisions, providing guidance to other investors. Their reports can highlight the potential benefits or risks that large investors bring to the company, influencing overall market confidence.

Institutional investors play a significant role in Aterian's stock performance. According to the latest data, the top institutional holders include:

• Vanguard Group Inc.
• BlackRock Fund Advisors
• Renaissance Technologies LLC
• Citadel Advisors LLC
• Susquehanna International Group, LLP

These institutions manage substantial volumes of Aterian's stock, and their trading activities can significantly influence market prices.

The following table summarizes key ownership data for Aterian, Inc.:

Changes in institutional ownership can be indicative of future stock performance. For example, an increase in institutional holdings might suggest a positive outlook, whereas a decrease could signal concerns.

Keep in mind that insider trading activity, reflecting the buying and selling of shares by company executives and board members, can offer valuable insights. While not always indicative of future stock performance, significant insider purchases might suggest confidence in the company's prospects, whereas sales could raise questions.

For more detailed information on Aterian, Inc.’s background, mission, and ownership structure, refer to: Aterian, Inc. (ATER): History, Ownership, Mission, How It Works & Makes Money