Vault-13

ANDERSEN GROUP INC ANDG

CL A · Common Stock · CUSIP 033853102

86 institutional holders +20 vs Q1 2026
16,630,42716.6m shares reported held*
$627.5mreported value*
30 new 32 added 13 reduced 10 sold out net bought ≈ $32.4m (+858.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.73.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 65Q1 26: 66Q2 26: 8686Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202565
Q1 202666
Q2 202686

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 26: 37 bought or addedQ1 26: 32 cut or sold outQ1 26Q2 26: 62 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20263732
Q2 20266223

Biggest buyers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC New +898,626+898.6k
Azora Capital LP New +222,996+223.0k
UBS Group AG Added +222,073+222.1k
TWO SIGMA INVESTMENTS, LP Added +159,603+159.6k
TUDOR INVESTMENT CORP ET AL New +145,271+145.3k
JONES FINANCIAL COMPANIES LLLP Added +132,910+132.9k
NATIXIS ADVISORS, LLC Added +132,613+132.6k
MORGAN STANLEY Added +107,944+107.9k
MILLENNIUM MANAGEMENT LLC Added +88,359+88.4k
GOLDMAN SACHS GROUP INC New +75,463+75.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -446,757-446.8k
J. Goldman & Co LP Reduced -399,395-399.4k
BROWN ADVISORY INC Reduced -273,683-273.7k
ROYCE & ASSOCIATES LP Reduced -271,129-271.1k
FRANKLIN RESOURCES INC Reduced -225,779-225.8k
Alyeska Investment Group, L.P. Sold out -225,000-225.0k
Allspring Global Investments Holdings, LLC Sold out -130,856-130.9k
Freestone Grove Partners LP Sold out -66,795-66.8k
Woodline Partners LP Sold out -50,000-50.0k
SEI INVESTMENTS CO Reduced -41,308-41.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Durable Capital Partners LP 13G · institution new · filed 2025-12-29 13.2% new 1.7m≈ $63.0m 2025-12-29
BROWN ADVISORY INC 13G · institution -5.9 pts · filed 2026-10-07 10.7% -5.9 pts 0 2026-10-07
DRIEHAUS CAPITAL MANAGEMENT LLC 13G · institution +6.1 pts · filed 2026-08-05 10.5% +6.1 pts 1.4m≈ $53.3m 2026-08-05
ROYCE & ASSOCIATES LP 13G · exempt (held before listing) -3.1 pts · filed 2026-07-30 8.4% -3.1 pts 1.1m≈ $42.9m 2026-07-30
BAMCO INC /NY/ 13G · institution new · filed 2026-05-15 7.1% new 900.1k≈ $34.0m 2026-05-15
JPMORGAN CHASE & CO 13G · institution -3.5 pts · filed 2026-10-16 6.9% -3.5 pts 1.3m≈ $48.2m 2026-10-16
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2026-08-13 6.7% new 898.6k≈ $33.9m 2026-08-13
J. Goldman & Co LP 13G · institution -3.2 pts · filed 2026-08-14 5.9% -3.2 pts 800.6k≈ $30.2m 2026-08-14
Telemark Asset Management, LLC 13G · passive investor new · filed 2026-08-03 5.3% new 720.0k≈ $27.2m 2026-08-03

Fell to 5% or below in the last year: FRANKLIN TEMPLETON INC (3.5%, 2026-10-28)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 4 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20254$646.8k0——
Q1 20260—0——
Q2 20261$84.8k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-07 Durable Capital Partners LP 10% owner · See footnote (1) Sold 336,736 $40.01 $13.5m336.7k shares -20%
2026-05-20 Gunderson Robert V JR Director Bought 2,367 $35.82 $84.8k2.4k shares +19%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BROWN ADVISORY INC 0.13% of their portfolio BALTIMORE, MD 2,165,6452.2m $81.7m $81.7m 0.13% Reduced -273.7k -273,683
2 Durable Capital Partners LP 0.61% of their portfolio Bethesda, MD 1,670,4851.7m $63.0m $63.0m 0.61% Unchanged
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,412,8231.4m $53.6m $53.6m 0.00% Reduced -446.8k -446,757
4 ROYCE & ASSOCIATES LP 0.35% of their portfolio New York, NY 1,137,5861.1m $42.9m $42.9m 0.35% Reduced -271.1k -271,129
5 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 904,544904.5k $34.1m $34.1m 0.01% Reduced -225.8k -225,779
6 BAMCO INC /NY/ 0.05% of their portfolio NEW YORK, NY 901,874901.9k $34.0m $34.0m 0.05% Added +1.7k +1,725
7 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.11% of their portfolio LOS ANGELES, CA 898,626898.6k $33.9m $33.9m 0.11% New
8 J. Goldman & Co LP 1.06% of their portfolio NEW YORK, NY 800,605800.6k $30.2m $30.2m 1.06% Reduced -399.4k -399,395
9 Driehaus Capital Management LLC 0.12% of their portfolio Chicago, IL 562,112562.1k $21.2m $21.2m 0.12% Added +1.9k +1,905
10 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 511,827511.8k $19.3m $19.3m 0.00% Added +2.0k +2,028
11 Telemark Asset Management, LLC 1.36% of their portfolio BOSTON, MA 500,000500.0k $18.9m $18.9m 1.36% Unchanged
12 SEVEN GRAND MANAGERS, LLC 0.76% of their portfolio BRONXVILLE, NY 500,000500.0k $18.9m $18.9m 0.76% Unchanged
13 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 394,866394.9k $14.9m $14.9m 0.01% Added +14.8k +14,832
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 310,065310.1k $11.7m $11.7m 0.00% Added +222.1k +222,073
15 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 239,916239.9k $9.0m $9.0m 0.01% Added +18.4k +18,449
16 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 238,973239.0k $9.0m $9.0m 0.01% Added +159.6k +159,603
17 BlackRock, Inc. 0.00% of their portfolio New York, NY 226,203226.2k $8.5m $8.5m 0.00% Added +35.1k +35,055
18 Azora Capital LP 0.35% of their portfolio MIAMI, FL 222,996223.0k $8.4m $8.4m 0.35% New
19 ArrowMark Colorado Holdings LLC 0.34% of their portfolio Denver, CO 219,369219.4k $8.3m $8.3m 0.34% Added +40.3k +40,263
20 Ghisallo Capital Management LLC 0.15% of their portfolio BOSTON, MA 200,000200.0k $7.5m $7.5m 0.15% Unchanged
21 TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio AUSTIN, TX 165,000165.0k $6.2m $6.2m 0.02% Unchanged
22 Burkehill Global Management, LP 0.20% of their portfolio NEW YORK, NY 150,000150.0k $5.7m $5.7m 0.20% Unchanged
23 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 146,971147.0k $5.5m $5.5m 0.00% Added +3.2k +3,193
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 146,667146.7k $5.4m $5.4m 0.00% Added +132.9k +132,910
25 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 146,457146.5k $5.5m $5.5m 0.01% Added +132.6k +132,613
26 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 145,271145.3k $5.5m $5.5m 0.02% New
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 121,731121.7k $4.6m $4.6m 0.00% Added +107.9k +107,944
28 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 116,700116.7k $4.4m $4.4m 0.01% Added +54.7k +54,700
29 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 97,04797.0k $3.7m $3.7m 0.00% Added +88.4k +88,359
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 85,90685.9k $3.2m $3.2m 0.00% Added +62.0k +62,003
31 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 82,34982.3k $3.1m $3.1m 0.00% Added +4.2k +4,202
32 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 80,34180.3k $3.0m $3.0m 0.00% Reduced -41.3k -41,308
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,46375.5k $2.8m $2.8m 0.00% New
34 SOROS FUND MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 72,60072.6k $2.7m $2.7m 0.04% Added +22.6k +22,600
35 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 70,66370.7k $2.7m $2.7m 0.00% New
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 69,80169.8k $2.6m $2.6m 0.00% Added +68.1k +68,116
37 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 61,80061.8k $2.3m $2.3m 0.00% Added +23.7k +23,700
38 Voleon Capital Management LP 0.04% of their portfolio BERKELEY, CA 61,37661.4k $2.3m $2.3m 0.04% New
39 Hound Partners, LLC 0.26% of their portfolio NEW YORK, NY 60,00060.0k $2.3m $2.3m 0.26% Unchanged
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,50756.5k $2.1m $2.1m 0.00% New
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 54,30254.3k $2.0m $2.0m 0.00% Added +35.7k +35,666
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 45,62345.6k $1.7m $1.7m 0.00% Added +32.8k +32,771
43 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 42,98943.0k $1.6m $1.6m 0.00% New
44 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 41,64241.6k $1.6m $1.6m 0.00% Added +14.3k +14,271
45 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 38,84838.8k $1.5m $1.5m 0.00% Added +25.1k +25,126
46 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 33,09633.1k $1.2m $1.2m 0.00% Added +29.3k +29,259
47 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 29,96830.0k $1.1m $1.1m 0.00% New
48 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 28,49328.5k $1.1m $1.1m 0.02% New
49 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 27,44227.4k $1.0m $1.0m 0.01% New
50 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,71724.7k $932.3k $932.3k 0.00% Reduced -289 -289
51 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,00523.0k $867.7k $867.7k 0.00% Added +9.2k +9,245
52 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 17,98618.0k $678.4k $678.4k 0.00% New
53 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 17,51817.5k $660.8k $660.8k 0.01% Reduced -30.3k -30,291
54 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 15,70715.7k $592.5k $592.5k 0.00% New
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,44315.4k $582.5k $582.5k 0.00% New
56 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 15,00015.0k $565.8k $565.8k 0.02% Reduced -25.0k -25,000
57 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 13,20713.2k $498.2k $498.2k 0.02% Reduced -4.8k -4,823
58 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 13,13113.1k $495.3k $495.3k 0.00% New
59 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,56111.6k $436.0k $436.0k 0.00% New
60 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 11,14811.1k $420.5k $420.5k 0.02% New
61 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,00710.0k $377.5k $377.5k 0.00% Added +3 +3
62 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 9,6759.7k $365.0k $365.0k 0.02% New
63 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 9,3209.3k $351.6k $351.6k 0.00% New
64 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 8,8338.8k $333.2k $333.2k 0.00% Reduced -8.1k -8,084
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,7256.7k $254.0k $254.0k 0.00% Added +6.6k +6,625
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,1766.2k $233.0k $233.0k 0.00% Added +5.8k +5,825
67 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,0006.0k $226.3k $226.3k 0.00% Unchanged
68 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 5,0005.0k $188.6k $188.6k 0.00% New
69 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,6094.6k $173.9k $173.9k 0.00% Reduced -1.4k -1,390
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,2034.2k $158.5k $158.5k 0.00% Added +234 +234
71 Aster Capital Management (DIFC) Ltd 0.03% of their portfolio DUBAI, C0 3,3383.3k $125.9k $125.9k 0.03% New
72 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,5631.6k $59.0k $59.0k 0.00% Added +1.0k +1,022
73 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 684684 $26.0k $26.0k 0.00% Unchanged
74 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 674674 $25.4k $25.4k 0.00% New
75 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 404404 $15.2k $15.2k 0.00% New
76 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 330330 $12.4k $12.4k 0.00% New
77 Grove Bank & Trust 0.00% of their portfolio Miami, FL 250250 $9.4k $9.4k 0.00% New
78 American Capital Advisory, LLC 0.00% of their portfolio KETCHUM, ID 237237 $8.9k $8.9k 0.00% Unchanged
79 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 120120 $4.5k $4.5k 0.00% New
80 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 100100 $3.8k $3.8k 0.00% First filing
81 FMR LLC 0.00% of their portfolio BOSTON, MA 4444 $1.7k $1.7k 0.00% New
82 ENTRUST FINANCIAL LLC 0.00% of their portfolio WAYNE, PA 4444 $1.7k $1.7k 0.00% New
83 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 4242 $1.6k $1.6k 0.00% Reduced -63 -63
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2525 $943 $943 0.00% New
85 Atlantic Edge Private Wealth Management, LLC 0.00% of their portfolio JACKSONVILLE, FL 2525 $943 $943 0.00% New
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 88 $302 $302 0.00% Added +5 +5