ADVNasdaqServices-Business Services, NECFiscal year ends December 31
Advantage Solutions Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$27.70−1.36 (-4.68%)
Close on Oct 19, 2026
- Market cap
- $357.80M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.0%
4M of 13M shares
Institutional holders
86
28 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $367.99K
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 |
|---|---|---|---|---|
| CastleKnight Management GP LLC | 757,354 | 5.90% | 13G (passive) amendment | Jun 30, 2026 |
| Karman Topco L.P. | 6,998,347 | 52.60% | 13D (active) amendment | May 14, 2026 |
| Aaron Weitman | 18,138,473 | 5.50% | 13G (passive) | Mar 19, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ADV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Leonard Green & Partners, L.P. | 618,000 | 4.82% | $26.72M | – | 2.78% |
| CVC Management Holdings II Ltd. | 611,600 | 4.77% | $26.45M | – | 5.67% |
| CastleKnight Management LP | 581,347 | 4.53% | $25.14M | −166,976 | 0.34% |
| BlackRock, Inc. | 339,775 | 2.65% | $14.69M | +58,486 | 0.00% |
| Vanguard Capital Management LLC | 200,310 | 1.56% | $8.66M | −33,322 | 0.00% |
| Geode Capital Management, LLC | 126,287 | 0.98% | $5.46M | +10,264 | 0.00% |
| Bain Capital Investors LLC | 115,600 | 0.90% | $5.00M | – | 0.10% |
| Charles Schwab Investment Management Inc | 101,381 | 0.79% | $4.38M | −30,467 | 0.00% |
| Dimensional Fund Advisors LP | 96,609 | 0.75% | $4.18M | −60,452 | 0.00% |
| State Street Corp | 90,502 | 0.71% | $3.91M | +3,190 | 0.00% |
| Walleye Capital LLC | 59,863 | 0.47% | $2.59M | New | 0.01% |
| Bank Of America Corp /De/ | 51,427 | 0.40% | $2.22M | New | 0.00% |
| Invesco Ltd. | 47,467 | 0.37% | $2.05M | New | 0.00% |
| Aqr Capital Management LLC | 46,323 | 0.36% | $2.00M | +32,797 | 0.00% |
| Bridgeway Capital Management, LLC | 45,199 | 0.35% | $1.95M | −8,822 | 0.03% |
| Stoic Point Capital Management LLC | 45,165 | 0.35% | $1.95M | −7,921 | 1.62% |
| Vanguard Portfolio Management LLC | 43,276 | 0.34% | $1.87M | +6,363 | 0.00% |
| Renaissance Technologies LLC | 40,531 | 0.32% | $1.75M | +7,056 | 0.00% |
| American Century Companies Inc | 40,108 | 0.31% | $1.73M | New | 0.00% |
| Empowered Funds, LLC | 37,699 | 0.29% | $1.63M | −16,322 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | 4M | 29.0% | 28 / 32 | 13 / 9 | 1M | 0M |
| Q1 2026 | 68 | 4M | 28.1% | 67 / 1 | 0 / 0 | 4M | 0M |
| Q4 2025 | 1 | 0M | 0.0% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q3 2025 | 1 | 0M | 0.0% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ADV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 144,810 | 1.13% | $6.26M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 113,083 | 0.88% | $4.89M | 0.01% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 72,693 | 0.57% | $2.72M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 48,947 | 0.38% | $2.12M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 47,339 | 0.37% | $1.86M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 42,161 | 0.33% | $1.82M | 0.01% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 37,699 | 0.29% | $1.63M | 0.07% | Jun 30, 2026 |
| Inspire Small/Mid Cap ETF | 23,380 | 0.18% | $874.88K | 0.28% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 22,971 | 0.18% | $859.57K | 0.00% | May 31, 2026 |
| iShares U.S. Small-Cap Equity Factor ETF | 22,669 | 0.18% | $889.53K | 0.02% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 20,291 | 0.16% | $759.29K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 19,380 | 0.15% | $725.20K | 0.00% | May 31, 2026 |
| Vanguard Communication Services Index Fund | 15,184 | 0.12% | $568.19K | 0.01% | May 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 13,287 | 0.10% | $521.38K | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 10,967 | 0.09% | $430.35K | 0.00% | 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 | % of shares | Latest filing |
|---|---|---|---|---|
| David A. Peacock | Chief Executive Officer, Director | 217,164 | 1.69% | May 20, 2026 |
| Jeffrey Stephen Harsh | COO, Branded Services | 18,173 | 0.14% | Sep 4, 2026 |
| Christopher Growe | Chief Financial Officer | 51,302 | 0.40% | Jun 25, 2026 |
| Michael Larry Taylor | See Remarks | 54,337 | 0.42% | Jun 16, 2026 |
| Daniel Gore | Chief Accounting Officer | 22,665 | 0.18% | May 1, 2026 |
| George Ricardo Johnson | See Remarks | 25,907 | 0.20% | May 1, 2026 |
| Andrea Young | COO, Experiential Services | 524,085 | 4.09% | Jun 4, 2025 |
| Dean General | COO, Branded Services | 158,450 | 1.24% | Apr 3, 2025 |
| Jack Anthony Pestello | COO, Branded Services | 284,576 | 2.22% | Feb 14, 2025 |
| Jody L. Macedonio | Director | 16,043 | 0.13% | May 29, 2026 |
| James M. Kilts | Director | 78,236 | 0.61% | May 29, 2026 |
| David J. West | Director | 18,134 | 0.14% | May 29, 2026 |
| Brian K. Ratzan | Director | 30,750 | 0.24% | May 29, 2026 |
| Virginie Costa | Director | 18,655 | 0.15% | May 29, 2026 |
| Robin Manherz | Director | 18,197 | 0.14% | May 29, 2026 |
| Deborah Poole | Director | 16,307 | 0.13% | May 29, 2026 |
| Xiaofeng Yao | Director | – | – | Feb 23, 2026 |
| Thomas Brian Turner | Director | – | – | Feb 23, 2026 |
| Cameron Breitner | Director | 204,302 | 1.59% | May 29, 2025 |
| Topco L.P. Karman | 10% owner | 6,998,347 | 54.58% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey Stephen Harsh COO, Branded Services | Sep 2, 2026 | Tax withholding | −530 | $31.92 | $16.92K | 18,173 |
| Christopher Growe Chief Financial Officer | Jun 23, 2026 | Gift | −7,202 | – | – | 34,340 |
| Christopher Growe Chief Financial Officer | Jun 23, 2026 | Gift | +7,202 | – | – | 16,962 |
| Christopher Growe Chief Financial Officer | Jun 12, 2026 | Option exercise | +3,971 | – | – | 43,704 |
| Christopher Growe Chief Financial Officer | Jun 12, 2026 | Tax withholding | −2,162 | $39.20 | $84.75K | 41,542 |
| Michael Larry Taylor See Remarks | Jun 12, 2026 | Tax withholding | −3,403 | $39.20 | $133.40K | 54,337 |
| Michael Larry Taylor See Remarks | Jun 12, 2026 | Option exercise | +7,092 | – | – | 57,740 |
| Robin Manherz Director | May 27, 2026 | Award | +4,477 | – | – | 18,197 |
| Deborah Poole Director | May 27, 2026 | Award | +4,477 | – | – | 16,307 |
| Brian K. Ratzan Director | May 27, 2026 | Award | +4,477 | – | – | 30,750 |
| Virginie Costa Director | May 27, 2026 | Award | +4,477 | – | – | 18,655 |
| David J. West Director | May 27, 2026 | Award | +4,477 | – | – | 18,134 |
| James M. Kilts Director | May 27, 2026 | Award | +4,477 | – | – | 78,236 |
| Jody L. Macedonio Director | May 27, 2026 | Award | +4,477 | – | – | 16,043 |
| David A. Peacock Chief Executive Officer, Director | May 19, 2026 | Buy | +800 | $34.60 | $27.68K | 217,164 |
| David A. Peacock Chief Executive Officer, Director | May 18, 2026 | Buy | +800 | $34.60 | $27.68K | 216,364 |
| Topco L.P. Karman 10% owner | May 14, 2026 | Other | −190,324 | – | – | 6,998,347 |
| Michael Larry Taylor See Remarks | Apr 29, 2026 | Award | +23,692 | – | – | 50,648 |
| Daniel Gore Chief Accounting Officer | Apr 29, 2026 | Award | +16,000 | – | – | 22,665 |
| Christopher Growe Chief Financial Officer | Apr 29, 2026 | Award | +25,846 | – | – | 39,733 |
| Jeffrey Stephen Harsh COO, Branded Services | Apr 29, 2026 | Award | +12,923 | – | – | 18,703 |
| David A. Peacock Chief Executive Officer, Director | Apr 29, 2026 | Award | +56,000 | – | – | 4,045,102 |
| George Ricardo Johnson See Remarks | Apr 29, 2026 | Award | +13,462 | – | – | 25,907 |
| Christopher Growe Chief Financial Officer | Apr 20, 2026 | Tax withholding | −496 | $33.76 | $16.74K | 13,887 |
| Michael Larry Taylor See Remarks | Apr 20, 2026 | Tax withholding | −387 | $33.76 | $13.07K | 26,956 |
| George Ricardo Johnson See Remarks | Apr 6, 2026 | Tax withholding | −1,401 | $23.55 | $32.99K | 12,445 |
| Christopher Growe Chief Financial Officer | Apr 6, 2026 | Tax withholding | −1,701 | $23.55 | $40.06K | 14,383 |
| Michael Larry Taylor COO, Retailer Services | Apr 6, 2026 | Tax withholding | −1,291 | $23.55 | $30.40K | 27,343 |
| Daniel Gore Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,785 | $19.19 | $34.25K | 6,665 |
| James M. Kilts Director | Mar 23, 2026 | Buy | +30,999 | $0.79 | $24.49K | 1,596,659 |
| James M. Kilts Director | Mar 20, 2026 | Buy | +33,554 | $0.77 | $25.84K | 1,565,660 |
| James M. Kilts Director | Mar 11, 2026 | Buy | +16,759 | $0.70 | $11.73K | 1,532,106 |
| James M. Kilts Director | Mar 10, 2026 | Buy | +75,368 | $0.69 | $52.00K | 1,515,347 |
| David A. Peacock Chief Executive Officer, Director | Mar 9, 2026 | Option exercise | +287,736 | – | – | 3,989,102 |
| James M. Kilts Director | Mar 9, 2026 | Buy | +66,499 | $0.61 | $40.56K | 1,439,979 |
| Christopher Growe Chief Financial Officer | Mar 6, 2026 | Buy | +50,000 | $0.60 | $30.00K | 244,021 |
| David A. Peacock Chief Executive Officer, Director | Mar 5, 2026 | Buy | +200,000 | $0.64 | $128.00K | 3,701,366 |
| David A. Peacock Chief Executive Officer, Director | Feb 4, 2026 | Tax withholding | −57,167 | $1.14 | $65.17K | 3,501,366 |
| Jeffrey Stephen Harsh COO, Branded Services | Sep 2, 2025 | Award | +144,508 | – | – | 144,508 |
| Michael Larry Taylor COO, Retailer Services | Jun 12, 2025 | Tax withholding | −37,753 | $1.54 | $58.14K | 715,866 |
| Michael Larry Taylor COO, Retailer Services | Jun 12, 2025 | Option exercise | +116,279 | – | – | 753,619 |
| Christopher Growe Chief Financial Officer | Jun 12, 2025 | Option exercise | +65,116 | – | – | 440,877 |
| Christopher Growe Chief Financial Officer | Jun 12, 2025 | Tax withholding | −38,768 | $1.54 | $59.70K | 402,109 |
| James M. Kilts Director | Jun 6, 2025 | Buy | +9,700 | $1.29 | $12.51K | 1,373,480 |
| James M. Kilts Director | Jun 5, 2025 | Buy | +15,755 | $1.24 | $19.54K | 1,363,780 |
| James M. Kilts Director | Jun 4, 2025 | Buy | +5,494 | $1.29 | $7.09K | 1,348,025 |
| James M. Kilts Director | Jun 3, 2025 | Buy | +23,314 | $1.24 | $28.91K | 1,342,531 |
| James M. Kilts Director | Jun 2, 2025 | Buy | +16,491 | $1.21 | $19.95K | 1,319,217 |
| Michael Larry Taylor COO, Retailer Services | Jun 2, 2025 | Tax withholding | −2,166 | $1.15 | $2.49K | 637,340 |
| Michael Larry Taylor COO, Retailer Services | Jun 2, 2025 | Option exercise | +4,147 | – | – | 639,506 |
| Andrea Young COO, Experiential Services | Jun 2, 2025 | Option exercise | +8,293 | – | – | 524,085 |
| Andrea Young COO, Experiential Services | Jun 2, 2025 | Tax withholding | −9,601 | $1.15 | $11.04K | 514,484 |
| James M. Kilts Director | May 30, 2025 | Buy | +19,627 | $1.23 | $24.14K | 1,302,726 |
| James M. Kilts Director | May 29, 2025 | Buy | +11,400 | $1.28 | $14.59K | 1,283,099 |
| James M. Kilts Director | May 28, 2025 | Award | +141,129 | – | – | 1,271,699 |
| James M. Kilts Director | May 28, 2025 | Buy | +10,003 | $1.27 | $12.70K | 1,130,570 |
| Robin Manherz Director | May 28, 2025 | Award | +141,129 | – | – | 343,004 |
| David J. West Director | May 28, 2025 | Award | +141,129 | – | – | 341,427 |
| Brian K. Ratzan Director | May 28, 2025 | Award | +141,129 | – | – | 656,827 |
| Cameron Breitner Director | May 28, 2025 | Award | +141,129 | – | – | 204,302 |
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 |
|---|---|---|---|---|---|
| David A. Peacock Officer, Director | Feb 3, 2026 | 65,796 | $65.17K | Feb 3, 2026 | Restricted Stock Vesting |
| Andrea Young Former Officer | Sep 12, 2025 | 52,632 | $98.95K | Sep 12, 2025 | Restricted Stock Vesting |
| Deborah Poole Director | Mar 12, 2025 | 34,000 | $58.41K | Mar 12, 2025 | Restricted Stock Vesting |
| Andrea Young Officer | Nov 21, 2024 | 66,000 | $226.53K | Nov 21, 2024 | Restricted Stock Vesting |