ANDERSEN GROUP INC ANDG
CL A · Common Stock · CUSIP 033853102
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSan Francisco, CA
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 65 |
| Q1 2026 | 66 |
| Q2 2026 | 86 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 37 | 32 |
| Q2 2026 | 62 | 23 |
Biggest buyers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | New | +898.6k |
| Azora Capital LP | New | +223.0k |
| UBS Group AG | Added | +222.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +159.6k |
| TUDOR INVESTMENT CORP ET AL | New | +145.3k |
| JONES FINANCIAL COMPANIES LLLP | Added | +132.9k |
| NATIXIS ADVISORS, LLC | Added | +132.6k |
| MORGAN STANLEY | Added | +107.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +88.4k |
| GOLDMAN SACHS GROUP INC | New | +75.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -446.8k |
| J. Goldman & Co LP | Reduced | -399.4k |
| BROWN ADVISORY INC | Reduced | -273.7k |
| ROYCE & ASSOCIATES LP | Reduced | -271.1k |
| FRANKLIN RESOURCES INC | Reduced | -225.8k |
| Alyeska Investment Group, L.P. | Sold out | -225.0k |
| Allspring Global Investments Holdings, LLC | Sold out | -130.9k |
| Freestone Grove Partners LP | Sold out | -66.8k |
| Woodline Partners LP | Sold out | -50.0k |
| SEI INVESTMENTS CO | Reduced | -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.
| Holder | Stake |
|---|---|
| Durable Capital Partners LP 13G · institution new · filed 2025-12-29 | 13.2% |
| BROWN ADVISORY INC 13G · institution -5.9 pts · filed 2026-10-07 | 10.7% |
| DRIEHAUS CAPITAL MANAGEMENT LLC 13G · institution +6.1 pts · filed 2026-08-05 | 10.5% |
| ROYCE & ASSOCIATES LP 13G · exempt (held before listing) -3.1 pts · filed 2026-07-30 | 8.4% |
| BAMCO INC /NY/ 13G · institution new · filed 2026-05-15 | 7.1% |
| JPMORGAN CHASE & CO 13G · institution -3.5 pts · filed 2026-10-16 | 6.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2026-08-13 | 6.7% |
| J. Goldman & Co LP 13G · institution -3.2 pts · filed 2026-08-14 | 5.9% |
| Telemark Asset Management, LLC 13G · passive investor new · filed 2026-08-03 | 5.3% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 4 | $646.8k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $84.8k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-07 | Durable Capital Partners LP 10% owner · See footnote (1) | Sold | $13.5m336.7k shares |
| 2026-05-20 | Gunderson Robert V JR Director | Bought | $84.8k2.4k shares |
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
| Manager | Shares | Change |
|---|---|---|
| BROWN ADVISORY INC 0.13% of their portfolio | 2.2m $81.7m | Reduced -273.7k |
| Durable Capital Partners LP 0.61% of their portfolio | 1.7m $63.0m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $53.6m | Reduced -446.8k |
| ROYCE & ASSOCIATES LP 0.35% of their portfolio | 1.1m $42.9m | Reduced -271.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 904.5k $34.1m | Reduced -225.8k |
| BAMCO INC /NY/ 0.05% of their portfolio | 901.9k $34.0m | Added +1.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 898.6k $33.9m | New |
| J. Goldman & Co LP 1.06% of their portfolio | 800.6k $30.2m | Reduced -399.4k |
| Driehaus Capital Management LLC 0.12% of their portfolio | 562.1k $21.2m | Added +1.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 511.8k $19.3m | Added +2.0k |
| Telemark Asset Management, LLC 1.36% of their portfolio | 500.0k $18.9m | Unchanged |
| SEVEN GRAND MANAGERS, LLC 0.76% of their portfolio | 500.0k $18.9m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 394.9k $14.9m | Added +14.8k |
| UBS Group AG 0.00% of their portfolio | 310.1k $11.7m | Added +222.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 239.9k $9.0m | Added +18.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 239.0k $9.0m | Added +159.6k |
| BlackRock, Inc. 0.00% of their portfolio | 226.2k $8.5m | Added +35.1k |
| Azora Capital LP 0.35% of their portfolio | 223.0k $8.4m | New |
| ArrowMark Colorado Holdings LLC 0.34% of their portfolio | 219.4k $8.3m | Added +40.3k |
| Ghisallo Capital Management LLC 0.15% of their portfolio | 200.0k $7.5m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 165.0k $6.2m | Unchanged |
| Burkehill Global Management, LP 0.20% of their portfolio | 150.0k $5.7m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 147.0k $5.5m | Added +3.2k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 146.7k $5.4m | Added +132.9k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 146.5k $5.5m | Added +132.6k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 145.3k $5.5m | New |
| MORGAN STANLEY 0.00% of their portfolio | 121.7k $4.6m | Added +107.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 116.7k $4.4m | Added +54.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 97.0k $3.7m | Added +88.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 85.9k $3.2m | Added +62.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 82.3k $3.1m | Added +4.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 80.3k $3.0m | Reduced -41.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 75.5k $2.8m | New |
| SOROS FUND MANAGEMENT LLC 0.04% of their portfolio | 72.6k $2.7m | Added +22.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 70.7k $2.7m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 69.8k $2.6m | Added +68.1k |
| STATE STREET CORP 0.00% of their portfolio | 61.8k $2.3m | Added +23.7k |
| Voleon Capital Management LP 0.04% of their portfolio | 61.4k $2.3m | New |
| Hound Partners, LLC 0.26% of their portfolio | 60.0k $2.3m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 56.5k $2.1m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 54.3k $2.0m | Added +35.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 45.6k $1.7m | Added +32.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 43.0k $1.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 41.6k $1.6m | Added +14.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 38.8k $1.5m | Added +25.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 33.1k $1.2m | Added +29.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 30.0k $1.1m | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 28.5k $1.1m | New |
| Trexquant Investment LP 0.01% of their portfolio | 27.4k $1.0m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 24.7k $932.3k | Reduced -289 |
| Corient Private Wealth LP 0.00% of their portfolio | 23.0k $867.7k | Added +9.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 18.0k $678.4k | New |
| XTX Topco Ltd 0.01% of their portfolio | 17.5k $660.8k | Reduced -30.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 15.7k $592.5k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.4k $582.5k | New |
| READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio | 15.0k $565.8k | Reduced -25.0k |
| Quantbot Technologies LP 0.02% of their portfolio | 13.2k $498.2k | Reduced -4.8k |
| DAVENPORT & Co LLC 0.00% of their portfolio | 13.1k $495.3k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 11.6k $436.0k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 11.1k $420.5k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 10.0k $377.5k | Added +3 |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 9.7k $365.0k | New |
| Walleye Capital LLC 0.00% of their portfolio | 9.3k $351.6k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 8.8k $333.2k | Reduced -8.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.7k $254.0k | Added +6.6k |
| BARCLAYS PLC 0.00% of their portfolio | 6.2k $233.0k | Added +5.8k |
| Allworth Financial LP 0.00% of their portfolio | 6.0k $226.3k | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio | 5.0k $188.6k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.6k $173.9k | Reduced -1.4k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.2k $158.5k | Added +234 |
| Aster Capital Management (DIFC) Ltd 0.03% of their portfolio | 3.3k $125.9k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 1.6k $59.0k | Added +1.0k |
| BESSEMER GROUP INC 0.00% of their portfolio | 684 $26.0k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 674 $25.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 404 $15.2k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 330 $12.4k | New |
| Grove Bank & Trust 0.00% of their portfolio | 250 $9.4k | New |
| American Capital Advisory, LLC 0.00% of their portfolio | 237 $8.9k | Unchanged |
| FIRST HORIZON CORP 0.00% of their portfolio | 120 $4.5k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 100 $3.8k | First filing |
| FMR LLC 0.00% of their portfolio | 44 $1.7k | New |
| ENTRUST FINANCIAL LLC 0.00% of their portfolio | 44 $1.7k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 42 $1.6k | Reduced -63 |
| Arax Advisory Partners 0.00% of their portfolio | 25 $943 | New |
| Atlantic Edge Private Wealth Management, LLC 0.00% of their portfolio | 25 $943 | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 8 $302 | Added +5 |