Advantage Solutions Inc. (ADV) shareholders
ADVNasdaqServices-Business Services, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 5/3080% below fair value
$30.51−0.91 (-2.90%)
Close on Nov 13, 2026Market cap $391.21MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32.5%
4M of 13M shares
Institutional holders
87
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 |
|---|---|---|---|---|
| Aaron Weitman Joint filing with CastleKnight Master Fund LP (5.50%), CastleKnight Fund GP LLC (5.50%) and 3 more | 18,138,473 | 5.50% | 13G (passive) | Mar 19, 2026 |
| Karman Topco L.P. | 6,998,347 | 52.60% | 13D (active) amendment | May 14, 2026 |
| CastleKnight Management GP LLC Joint filing with CastleKnight Master Fund LP (5.90%), CastleKnight Fund GP LLC (5.90%) and 3 more | 757,354 | 5.90% | 13G (passive) amendment | Jun 30, 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% |
| Atairos Partners GP, Inc. | 439,430 | 3.43% | $19.00M | – | 46.23% |
| 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% |
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 | 87 | 4M | 32.5% | 28 / 31 | 14 / 9 | 1M | 0M |
| Q1 2026 | 69 | 4M | 31.5% | 17 / 23 | 20 / 48 | 1M | 0M |
| Q4 2025 | 102 | 4M | 32.4% | 14 / 30 | 31 / 26 | 0M | 0M |
| Q3 2025 | 117 | 4M | 31.7% | 27 / 34 | 28 / 18 | 0M | 0M |
| Q2 2025 | 109 | 4M | 31.7% | 19 / 30 | 39 / 26 | 0M | 0M |
| Q1 2025 | 117 | 4M | 32.0% | 17 / 35 | 43 / 19 | 0M | 0M |
| Q4 2024 | 120 | 4M | 32.1% | 16 / 44 | 30 / 19 | 0M | 0M |
| Q3 2024 | 123 | 4M | 32.0% | 17 / 46 | 31 / 11 | 1M | 0M |
| Q2 2024 | 119 | 4M | 32.0% | 24 / 51 | 28 / 18 | 1M | 0M |
| Q1 2024 | 114 | 4M | 30.3% | 17 / 40 | 39 / 13 | 1M | 0M |
| Q4 2023 | 111 | 4M | 29.9% | 20 / 53 | 21 / 10 | 1M | 0M |
| Q3 2023 | 101 | 3M | 24.6% | 20 / 33 | 24 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
110 funds held ADV in Q2 2026, 71% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
14.98%
1M shares short
Days to cover
12.0
At 0M shares a day
Change since last report
+7.9%
From 1M shares
Short volume, 20 days
52.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Advantage Solutions's stock actually held short. Settlement fails (shares not delivered on time) peaked at 21,357 shares on Oct 1, 2026 over the last 90 days.
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 |
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