ABXNYSEInvestment AdviceFiscal year ends December 31Also trades as ABXL
Abacus Global Management, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$7.85+0.05 (+0.64%)
Close on Oct 19, 2026
- Market cap
- $772.89M
- P/E (TTM)
- 28.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27M
Shares held, 13F filers
Institutional holders
150
40 new, 21 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 20 sales
Net sold $6.65M
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 |
|---|---|---|---|---|
| Pillo Portsmouth Holding Company, LLC | 5,932,882 | 6.32% | 13D (active) | Dec 2, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ABX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,323,337 | – | $24.88M | +206,470 | 0.20% |
| BlackRock, Inc. | 2,283,996 | – | $24.46M | −445,082 | 0.00% |
| Mendon Capital Advisors Corp | 1,800,000 | – | $19.28M | −149,321 | 6.82% |
| RMB Capital Management, LLC | 1,700,000 | – | $18.21M | −100,000 | 0.28% |
| Ashford Capital Management Inc | 1,670,673 | – | $17.89M | +805,773 | 1.92% |
| Vanguard Capital Management LLC | 1,597,471 | – | $17.11M | −234,139 | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,106,706 | – | $12.93M | −223,432 | 0.02% |
| Alta Fundamental Advisers LLC | 1,097,639 | – | $11.76M | – | 3.53% |
| Morgan Stanley | 999,868 | – | $10.71M | −54,780 | 0.00% |
| CSM Advisors, LLC | 965,729 | – | $10.34K | +58,264 | 0.22% |
| State Of Wisconsin Investment Board | 872,323 | – | $9.34M | −93,719 | 0.02% |
| State Street Corp | 850,762 | – | $9.11M | −2,432 | 0.00% |
| Geode Capital Management, LLC | 762,850 | – | $8.17M | −133,723 | 0.00% |
| QTR Family Wealth, LLC | 641,685 | – | $6.87M | +13,107 | 2.39% |
| Kennedy Capital Management LLC | 628,030 | – | $6.73M | −11,773 | 0.12% |
| Franklin Resources Inc | 464,884 | – | $4.98M | −6,444 | 0.00% |
| Jane Street Group, LLC | 405,980 | – | $4.35M | +54,349 | 0.00% |
| Alyeska Investment Group, L.P. | 403,061 | – | $4.32M | −473,555 | 0.01% |
| National Philanthropic Trust | 375,000 | – | $4.02M | −125,000 | 0.06% |
| Northern Trust Corp | 350,821 | – | $3.76M | +29,322 | 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 | 150 | 27M | 40 / 39 | 48 / 21 | 4M | 3M |
| Q1 2026 | 134 | 27M | 37 / 38 | 34 / 23 | 5M | 5M |
| Q4 2025 | 123 | 29M | 24 / 38 | 45 / 23 | 3M | 4M |
| Q3 2025 | 123 | 31M | 47 / 38 | 27 / 28 | 8M | 15M |
| Q2 2025 | 105 | 38M | 16 / 24 | 59 / 668 | 4M | 912M |
| Q1 2025 | 770 | 952M | 113 / 271 | 253 / 86 | 116M | 204M |
| Q4 2024 | 763 | 1.04B | 124 / 250 | 253 / 95 | 167M | 140M |
| Q3 2024 | 743 | 1.02B | 92 / 247 | 255 / 76 | 109M | 69M |
| Q2 2024 | 732 | 1.02B | 98 / 249 | 246 / 80 | 127M | 112M |
| Q1 2024 | 728 | 1.01B | 102 / 249 | 238 / 94 | 112M | 144M |
| Q4 2023 | 729 | 1.04B | 91 / 218 | 264 / 86 | 140M | 111M |
| Q3 2023 | 732 | 1.01B | 85 / 212 | 264 / 70 | 69M | 85M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ABX | Value | % of fund | As of |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 1,700,000 | – | $18.21M | 7.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,200,445 | – | $12.86M | 0.00% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 827,253 | – | $8.86M | 0.63% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 783,390 | – | $8.39M | 0.28% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 775,193 | – | $8.30M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 357,314 | – | $3.83M | 0.00% | Jun 30, 2026 |
| Putnam Small Cap Value Fund | 315,599 | – | $2.83M | 0.95% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 308,421 | – | $3.18M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 207,298 | – | $1.86M | 0.01% | May 31, 2026 |
| Brighthouse Small Cap Value Portfolio | 195,909 | – | $2.10M | 0.29% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 194,089 | – | $2.08M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 168,518 | – | $1.51M | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 152,978 | – | $1.37M | 0.01% | May 31, 2026 |
| Putnam VT Small Cap Value Fund | 119,945 | – | $1.28M | 1.05% | Jun 30, 2026 |
| Grandeur Peak Global Contrarian Fund | 101,919 | – | $1.05M | 0.73% | Jul 31, 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 |
|---|---|---|---|
| Jay J. Jackson | Chief Executive Officer, Director, 10% owner | 10,397,430 | Aug 14, 2026 |
| William Hugh McCauley JR | COO and CFO | 915,260 | Aug 21, 2026 |
| Samantha Butcher | President of Life Solutions | 424,688 | Jul 28, 2026 |
| Elena Plesco | Chief Investment Officer | 874,778 | Jun 5, 2026 |
| Alexei Solomon | CAO and Treasurer | 25,768 | Apr 27, 2026 |
| Katwijk Cornelis Michiel van | Director | 35,059 | Mar 16, 2026 |
| Adam Samuel Gusky | Director | 89,662 | Mar 16, 2026 |
| Mary Beth Schulte | Director | 68,070 | Mar 16, 2026 |
| Karla Radka | Director | 35,059 | Mar 16, 2026 |
| Thomas Wingett Corbett JR | Director | 45,059 | Mar 16, 2026 |
| Kevin Scott Kirby | 10% owner | 12,592,267 | Sep 23, 2026 |
| Sean McNealy | 10% owner | 12,593,159 | Sep 23, 2026 |
| Matthew Ganovsky | 10% owner | 8,651,148 | Sep 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew Ganovsky 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −22,800 | $7.74 | $176.47K | 8,651,148 |
| Sean McNealy 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −22,700 | $7.74 | $175.70K | 12,506,952 |
| Kevin Scott Kirby 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −22,745 | $7.74 | $176.05K | 12,506,060 |
| Kevin Scott Kirby 10% owner | Sep 22, 2026 | Sale(10b5-1 plan) | −21,100 | $8.01 | $169.01K | 12,528,805 |
| Sean McNealy 10% owner | Sep 22, 2026 | Sale(10b5-1 plan) | −21,100 | $8.01 | $169.01K | 12,529,652 |
| Matthew Ganovsky 10% owner | Sep 22, 2026 | Sale(10b5-1 plan) | −21,312 | $8.01 | $170.71K | 8,673,948 |
| Kevin Scott Kirby 10% owner | Sep 21, 2026 | Sale(10b5-1 plan) | −36,400 | $8.13 | $295.93K | 12,549,905 |
| Sean McNealy 10% owner | Sep 21, 2026 | Sale(10b5-1 plan) | −35,854 | $8.13 | $291.49K | 12,550,752 |
| Matthew Ganovsky 10% owner | Sep 21, 2026 | Sale(10b5-1 plan) | −36,000 | $8.13 | $292.68K | 8,695,260 |
| Kevin Scott Kirby 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −24,000 | $8.79 | $210.96K | 12,586,305 |
| Sean McNealy 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −24,000 | $8.79 | $210.96K | 12,586,606 |
| Matthew Ganovsky 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −24,000 | $8.79 | $210.96K | 8,731,260 |
| William Hugh McCauley JR COO and CFO | Aug 20, 2026 | Sale | −125,000 | $9.10 | $1.14M | 915,260 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | Aug 12, 2026 | Sale | −196,000 | $8.77 | $1.72M | 10,397,430 |
| Matthew Ganovsky 10% owner | Aug 3, 2026 | Sale | −38,333 | $10.31 | $395.21K | 8,755,260 |
| Sean McNealy 10% owner | Aug 3, 2026 | Sale | −38,333 | $10.31 | $395.21K | 12,610,606 |
| Kevin Scott Kirby 10% owner | Aug 3, 2026 | Sale | −38,334 | $10.31 | $395.22K | 12,610,305 |
| William Hugh McCauley JR Chief Financial Officer | Jul 3, 2026 | Tax withholding | −65,583 | $11.86 | $777.81K | 1,040,260 |
| Samantha Butcher President of Life Solutions | Jul 3, 2026 | Tax withholding | −62,753 | $11.86 | $744.25K | 424,688 |
| Matthew Ganovsky 10% owner | May 8, 2026 | Tax withholding | −27,773 | $9.08 | $252.18K | 8,793,593 |
| William Hugh McCauley JR Chief Financial Officer | May 8, 2026 | Tax withholding | −46,927 | $9.08 | $426.10K | 1,105,843 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | May 8, 2026 | Tax withholding | −95,770 | $9.08 | $869.59K | 10,593,430 |
| Kevin Scott Kirby 10% owner | May 8, 2026 | Tax withholding | −27,773 | $9.08 | $252.18K | 12,648,639 |
| Sean McNealy Director, 10% owner | May 8, 2026 | Tax withholding | −27,773 | $9.08 | $252.18K | 12,648,939 |
| Thomas Wingett Corbett JR Director | Mar 12, 2026 | Award | +17,327 | $10.10 | $175.00K | 45,059 |
| Katwijk Cornelis Michiel van Director | Mar 12, 2026 | Award | +17,327 | $10.10 | $175.00K | 35,059 |
| Adam Samuel Gusky Director | Mar 12, 2026 | Award | +17,327 | $10.10 | $175.00K | 86,644 |
| Matthew Ganovsky Co-Founder and President, 10% owner | Mar 12, 2026 | Award | +211,742 | $10.10 | $2.14M | 8,821,366 |
| Mary Beth Schulte Director | Mar 12, 2026 | Award | +20,792 | $10.10 | $210.00K | 55,070 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Mar 12, 2026 | Award | +211,742 | $10.10 | $2.14M | 12,676,412 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | Mar 12, 2026 | Award | +730,144 | $10.10 | $7.37M | 10,689,200 |
| Karla Radka Director | Mar 12, 2026 | Award | +17,327 | $10.10 | $175.00K | 35,059 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Mar 12, 2026 | Award | +211,742 | $10.10 | $2.14M | 12,676,712 |
| William Hugh McCauley JR Chief Financial Officer | Mar 12, 2026 | Award | +357,770 | $10.10 | $3.61M | 1,152,770 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Feb 18, 2026 | Sale | −2,386 | $8.38 | $19.99K | 12,464,970 |
| Matthew Ganovsky Co-Founder and President, 10% owner | Feb 18, 2026 | Sale | −2,386 | $8.38 | $19.99K | 8,609,624 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Feb 18, 2026 | Sale | −2,386 | $8.38 | $19.99K | 12,464,670 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Feb 13, 2026 | Award | +8,000 | $8.40 | $67.20K | 12,467,356 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | Feb 13, 2026 | Award | +8,000 | $8.40 | $67.20K | 9,959,056 |
| Matthew Ganovsky Co-Founder and President, 10% owner | Feb 13, 2026 | Award | +8,000 | $8.40 | $67.20K | 8,612,010 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Feb 13, 2026 | Award | +8,000 | $8.40 | $67.20K | 12,467,056 |
| Matthew Ganovsky Co-Founder and President, 10% owner | Aug 6, 2025 | Gift | −1,500,000 | – | – | 8,514,154 |
| William Hugh McCauley JR Chief Financial Officer | Jul 3, 2025 | Award | +283,333 | – | – | 795,000 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Jun 4, 2025 | Buy | +86,207 | $5.77 | $497.41K | 86,207 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Jun 4, 2025 | Buy | +86,207 | $5.77 | $497.41K | 86,207 |
| William Hugh McCauley JR Chief Financial Officer | Jun 4, 2025 | Buy | +33,000 | $5.82 | $192.06K | 87,000 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Jun 4, 2025 | Buy | +86,207 | $5.77 | $497.41K | 12,455,707 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Jun 4, 2025 | Buy | +86,207 | $5.77 | $497.41K | 12,447,415 |
| Mary Beth Schulte Director | Apr 2, 2025 | Award | +12,278 | – | – | 34,278 |
| Thomas Wingett Corbett JR Director | Apr 2, 2025 | Award | +10,232 | – | – | 27,732 |
| Karla Radka Director | Apr 2, 2025 | Award | +10,232 | – | – | 17,732 |
| Katwijk Cornelis Michiel van Director | Apr 2, 2025 | Award | +10,232 | – | – | 17,732 |
| Adam Samuel Gusky Director | Apr 2, 2025 | Award | +10,232 | – | – | 69,317 |
| Sean McNealy Co-Founder and President, Director, 10% owner | Dec 20, 2024 | Sale | −75,800 | $8.00 | $606.40K | 12,361,500 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | Dec 20, 2024 | Sale | −75,800 | $8.00 | $606.40K | 10,486,200 |
| Jay J. Jackson Chief Executive Officer, Director, 10% owner | Dec 20, 2024 | Gift | −625,000 | – | – | 9,861,200 |
| Matthew Ganovsky Co-Founder and President, 10% owner | Dec 20, 2024 | Sale | −75,800 | $8.00 | $606.40K | 10,014,154 |
| Kevin Scott Kirby Co-Founder and President, 10% owner | Dec 20, 2024 | Sale | −75,800 | $8.00 | $606.40K | 12,361,200 |
| Adam Samuel Gusky Director | Dec 16, 2024 | Buy | +3,000 | $7.75 | $23.25K | 55,085 |
| Adam Samuel Gusky Director | Dec 16, 2024 | Buy | +4,000 | $7.70 | $30.80K | 59,085 |
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 |
|---|---|---|---|---|---|
| Ganovsky Matthew 10% Shareholder | Sep 18, 2026 | 500,000 | $4.54M | Sep 18, 2026 | Restricted Stock Units |
| Scott Kirby Kevin 10% Shareholder | Sep 18, 2026 | 500,000 | $4.54M | Sep 18, 2026 | Restricted Stock Units |
| McNealy Sean 10% Shareholder | Sep 18, 2026 | 500,000 | $4.54M | Sep 18, 2026 | Transfer |
| Hugh McCauley William Officer, CFO and COO | Aug 19, 2026 | 125,000 | $1.16M | Aug 19, 2026 | RSU |
| J. Jackson Jay Chairman and CEO | Aug 12, 2026 | 196,000 | $1.75M | Aug 12, 2026 | Founder's Shares |