ANDGNYSEServices-Business Services, NECFiscal year ends December 31
Andersen Group Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$58.65+0.38 (+0.65%)
Close on Oct 19, 2026
- Market cap
- $777.76M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
14.7%
17M of 113M shares
Institutional holders
86
31 new, 10 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
7 buys · 1 sales
Net sold $5.29M
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 |
|---|---|---|---|---|
| Franklin Resources, Inc. | 904,544 | 6.70% | 13G (passive) amendment | Jun 30, 2026 |
| Ronald Baron | 900,149 | 7.12% | 13G (passive) | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 898,626 | 6.70% | 13G (passive) | Jun 30, 2026 |
| Jay G. Goldman | 800,605 | 5.94% | 13G (passive) amendment | Jun 30, 2026 |
| Telemark Asset Management, LLC | 720,000 | 5.30% | 13G (passive) | Jul 28, 2026 |
| Brown Advisory Inc | 2,241,090 | 16.64% | 13G (passive) amendment | Jun 30, 2026 |
| Durable Capital Partners LP | 1,670,485 | 13.20% | 13G (passive) | Dec 17, 2025 |
| Driehaus Capital Management LLC | 1,412,934 | 10.49% | 13G (passive) | Jul 31, 2026 |
| JPMorgan Chase & Co. | 1,278,125 | 6.90% | 13G (passive) amendment | Sep 30, 2026 |
| Royce & Associates LP | 1,137,589 | 8.44% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ANDG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,165,645 | 1.92% | $81.69M | −273,683 | 0.13% |
| Durable Capital Partners LP | 1,670,485 | 1.48% | $63.01M | – | 0.61% |
| JPMorgan Chase & Co | 1,412,823 | 1.25% | $53.59M | −446,757 | 0.00% |
| Royce & Associates LP | 1,137,586 | 1.01% | $42.91M | −271,129 | 0.35% |
| Franklin Resources Inc | 904,544 | 0.80% | $34.12M | −225,779 | 0.01% |
| Bamco Inc /Ny/ | 901,874 | 0.80% | $34.02M | +1,725 | 0.05% |
| Kayne Anderson Rudnick Investment Management LLC | 898,626 | 0.80% | $33.90M | New | 0.11% |
| J. Goldman & Co LP | 800,605 | 0.71% | $30.20M | −399,395 | 0.78% |
| Driehaus Capital Management LLC | 562,112 | 0.50% | $21.20M | +1,905 | 0.12% |
| Vanguard Capital Management LLC | 511,827 | 0.45% | $19.31M | +2,028 | 0.00% |
| Telemark Asset Management, LLC | 500,000 | 0.44% | $18.86M | – | 1.36% |
| Seven Grand Managers, LLC | 500,000 | 0.44% | $18.86M | – | 0.76% |
| Citadel Advisors LLC | 394,866 | 0.35% | $14.89M | +14,832 | 0.00% |
| UBS Group AG | 310,065 | 0.27% | $11.70M | +222,073 | 0.00% |
| Russell Investments Group, Ltd. | 239,916 | 0.21% | $9.05M | +18,449 | 0.01% |
| Two Sigma Investments, LP | 238,973 | 0.21% | $9.01M | +159,603 | 0.01% |
| BlackRock, Inc. | 226,203 | 0.20% | $8.53M | +35,055 | 0.00% |
| Azora Capital LP | 222,996 | 0.20% | $8.41M | New | 0.35% |
| ArrowMark Colorado Holdings LLC | 219,369 | 0.19% | $8.27M | +40,263 | 0.34% |
| Ghisallo Capital Management LLC | 200,000 | 0.18% | $7.54M | – | 0.15% |
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 | 17M | 14.7% | 31 / 32 | 13 / 10 | 3M | 2M |
| Q1 2026 | 66 | 16M | 14.0% | 20 / 20 | 17 / 17 | 5M | 2M |
| Q4 2025 | 65 | 14M | 12.0% | 65 / 0 | 0 / 0 | 14M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ANDG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Small Cap Fund | 900,000 | 0.80% | $33.95M | 1.19% | Jun 30, 2026 |
| Franklin Small Cap Growth Fund | 700,595 | 0.62% | $33.16M | 1.34% | Jul 31, 2026 |
| JPMorgan Value Advantage Fund | 576,625 | 0.51% | $21.75M | 0.25% | Jun 30, 2026 |
| Royce Small-Cap Total Return Fund | 555,432 | 0.49% | $20.95M | 2.21% | Jun 30, 2026 |
| Brown Advisory Small-Cap Growth Fund | 370,366 | 0.33% | $13.97M | 2.35% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 344,004 | 0.30% | $12.98M | 0.00% | Jun 30, 2026 |
| SmallCap Growth Fund I | 342,926 | 0.30% | $16.23M | 0.65% | Jul 31, 2026 |
| JPMorgan Small Cap Equity Fund | 316,860 | 0.28% | $11.95M | 0.42% | Jun 30, 2026 |
| Royce Small-Cap Fund | 219,776 | 0.19% | $8.29M | 0.39% | Jun 30, 2026 |
| Virtus KAR Small-Cap Value Fund | 176,291 | 0.16% | $6.65M | 1.11% | Jun 30, 2026 |
| Tax-Managed U.S. Mid & Small Cap Fund | 163,998 | 0.15% | $7.76M | 0.38% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 156,086 | 0.14% | $5.89M | 0.01% | Jun 30, 2026 |
| NYLIM VP Small Cap Growth Portfolio | 133,321 | 0.12% | $5.03M | 1.17% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 92,782 | 0.08% | $3.50M | 0.09% | Jun 30, 2026 |
| Driehaus Micro Cap Growth Fund | 88,559 | 0.08% | $3.34M | 0.56% | 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 | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Lawrence Vorsatz | See Remarks, Director | – | – | Feb 4, 2026 |
| William L. Deckelman Jr | Chief Legal Counsel | – | – | Dec 16, 2025 |
| Neal Livingston | Chief Financial Officer | – | – | Dec 16, 2025 |
| Daniel DePaoli | Country Managing Director | – | – | Dec 16, 2025 |
| Peter Coscia | See Remarks | – | – | Dec 16, 2025 |
| Robert V. Gunderson JR | Director | 15,000 | 0.01% | May 22, 2026 |
| Susan L. Decker | Director | – | – | Apr 28, 2026 |
| John Nicolai | Director | 9,475 | 0.01% | Dec 22, 2025 |
| Ronald L. Olson | Director | 7,896 | 0.01% | Dec 22, 2025 |
| John R. Joyce | Director | 10,422 | 0.01% | Dec 22, 2025 |
| Joseph Karczewski | Director | – | – | Dec 16, 2025 |
| Dorice Elizabeth Pepin | Director | – | – | Dec 16, 2025 |
| Capital Partners LP Durable | 10% owner | 1,333,749 | 1.18% | Jul 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Capital Partners LP Durable 10% owner | Jul 7, 2026 | Sale | −336,736 | $40.01 | $13.47M | 1,333,749 |
| Robert V. Gunderson JR Director | May 20, 2026 | Buy | +2,367 | $35.82 | $84.79K | 15,000 |
| Ronald L. Olson Director | Dec 18, 2025 | Buy | +7,896 | $16.00 | $126.34K | 7,896 |
| John R. Joyce Director | Dec 18, 2025 | Buy | +10,422 | $16.00 | $166.75K | 10,422 |
| Robert V. Gunderson JR Director | Dec 18, 2025 | Buy | +12,633 | $16.00 | $202.13K | 12,633 |
| John Nicolai Director | Dec 18, 2025 | Buy | +9,475 | $16.00 | $151.60K | 9,475 |
| Capital Partners LP Durable 10% owner | Dec 17, 2025 | Buy | +107,985 | $21.36 | $2.31M | 1,670,485 |
| Capital Partners LP Durable 10% owner | Dec 17, 2025 | Buy | +250,000 | $20.59 | $5.15M | 1,562,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.