OakChart

Andersen Group Inc

ANDGConsumer Cyclical·Personal Services·USA·Mid·NYSE·Nov 10 • 3:59 PM ET

65.770.00 (0.00%)
2026-11-11 14:46 CET
Market cap
895.35 USD m
Revenue, TTM
913.04 USD m
Net income, TTM
108.27 USD m
Free cash flow, TTM
168.32 USD m
EPS diluted, TTM
8.56
P/E
7.69
Compare

Price

ANDG against its 20, 50 and 200-day averages
2050200beatmissearnings
30.0040.0050.0060.0070.001.6M3.2MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ANDGclose 65.7720-day 63.2350-day 58.47200-day 40.7565.77

3.9% under 68.41 on 5 Nov 2026. Last 15 sessions, 13.2% high to low

Profile

ANDG
52-week range, 95% of the way up
18.1268.41

Andersen Group, Inc. is a holding company, which engages in providing tax, valuation, financial advisory, and related consulting services. It offers its services to individuals and family offices, businesses, and institutional clients in the United States. The company was founded on April 15, 2025 and is headquartered in San Francisco, CA.

Employees2300
IPODec 17, 2025
ATR, 14d2.53
Rel volume0.00
Short float19.35%
Insider own0.55%
Inst own124.22%

Snapshot

6 groups

Valuation

Index-
Market Cap7.43B
Enterprise Value8.47B
Income108.27M
Sales913.04M
Book/sh-57.55
Cash/sh1.57
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees2300
IPODec 17, 2025

Ratios

P/E7.69
Forward P/E28.80
PEG3.71
P/S8.14
P/B-
P/C41.82
P/FCF44.15
EV/EBITDA59.76
EV/Sales9.28
Quick Ratio2.19
Current Ratio2.19
Debt/Eq-
LT Debt/Eq-
Option/ShortNo / Yes

Earnings

EPS (ttm)8.56
EPS next Y2.28
EPS next Q1.09
EPS this Y-4.36%
EPS next Y22.10%
EPS next 5Y7.77%
EPS past 3/5Y- -
Sales past 3/5Y14.55% -
EPS Y/Y TTM154.85%
Sales Y/Y TTM17.95%
EPS Q/Q99.00%
Sales Q/Q23.68%
EarningsNov 12 AMC
EPS/Sales Surpr.297.35% 9.20%

Ownership

Insider Own0.55%
Insider Trans-34.98%
Inst Own124.22%
Inst Trans1.75%
ROA22.00%
ROE206.05%
ROIC-
Gross Margin34.12%
Oper. Margin14.47%
Profit Margin11.86%
SMA204.02%
SMA5012.49%
SMA20061.39%
Trades-

Technical

Shs Outstand13.61M
Shs Float13.54M
Short Float19.35%
Short Ratio5.21
Short Interest2.62M
52W High68.41 -3.86%
52W Low18.12 262.97%
Volatility4.74% 3.98%
ATR (14)2.53
RSI (14)64.94
Beta-
Rel Volume0.00
Avg Volume502.55K
Volume0

Performance

Perf Week0.14%
Perf Month14.07%
Perf Quarter31.54%
Perf Half Y80.79%
Perf YTD153.64%
Perf Year-
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.88
Target Price61.29
Prev Close65.77
Price65.77
Change %0.00%

Analyst ratings

latest 8 of 8
DateActionAnalystRating changeTargetImplied
Sep 08, 2026InitiatedBBMO Capital MarketsMarket Perform$58-11.8%
Jan 12, 2026InitiatedWWilliam BlairOutperform
Jan 12, 2026InitiatedWWells FargoEqual Weight$25-62.0%
Jan 12, 2026InitiatedUUBSBuy$28-57.4%
Jan 12, 2026InitiatedTTruistBuy$32-51.3%
Jan 12, 2026InitiatedRRobert W. BairdOutperform$40-39.2%
Jan 12, 2026InitiatedMMorgan StanleyEqual-Weight$22-66.6%
Jan 12, 2026InitiatedDDeutsche BankBuy$30-54.4%

Peers

Mkt cap
TickerCompanyMkt cap
HRBH&R Block Inc6.37B
CBZCbiz Inc3.01B
FCNFTI Consulting Inc5.33B
HURNHuron Consulting Group Inc2.62B
CRAICRA International Inc1.24B
BAHBooz Allen Hamilton Holding Corp10.34B
ACNAccenture plc151.22B
EXPOExponent Inc4.06B
ICFIICF International Inc1.49B
RGPResources Connection Inc96.12M

Insider trading

7 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Durable Capital Partners LP10% OwnerJul 07 '26Sale40.01336,73613,472,8071,333,749Jul 09 04:16 PM
Gunderson Robert V JRDirectorMay 20 '26Buy35.822,36784,78615,000May 22 04:23 PM
OLSON RONALD LDirectorDec 18 '25Buy16.007,896126,3367,896Dec 22 04:14 PM
JOYCE JOHN RDirectorDec 18 '25Buy16.0010,422166,75210,422Dec 22 04:12 PM
Gunderson Robert V JRDirectorDec 18 '25Buy16.0012,633202,12812,633Dec 22 04:10 PM
Nicolai JohnDirectorDec 18 '25Buy16.009,475151,6009,475Dec 22 04:10 PM
Durable Capital Partners LP10% OwnerDec 17 '25Buy20.82357,9857,454,0601,670,485Dec 19 05:00 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 689.41B
FPXFirst Trust US Equity Opportunities ETFAUM: 1.34B
VBVanguard Morningstar Small-Cap ETFAUM: 79.96B
VXFVanguard Extended Market Index ETFAUM: 30.61B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.82B
SCHASchwab U.S. Small-Cap ETFAUM: 22.32B
SFLOVictoryShares Small Cap Free Cash Flow ETFAUM: 886.99M
ITOTiShares Core S&P Total U.S. Stock Market ETFAUM: 95.65B
SCHBSchwab U.S. Broad Market ETFAUM: 44.22B
MMSCFirst Trust Multi-Manager Small Cap Opportunities ETFAUM: 51.89M

News

latest 14 of 88
  • Andersen Group Expands Global Platform with Five New Acquisition Agreements Across the U.S., India and Europe (Business Wire)
  • Andersen Heads Into Q3 Near Highs As Conservative EBITDA Guidance Faces Its First Test (Earnings Whispers)
  • Stanford Tax Scholar Rebecca Lester to Join Andersen Institute Advisory Board (Business Wire)
  • Andersen Group Closes Three Strategic Acquisitions, Further Accelerating Global Expansion (Business Wire)
  • Andersen to Announce Third-Quarter 2026 Financial Results (Business Wire)
  • Loading…
  • Andersen Group expands global footprint with four consulting buyouts (International Accounting Bulletin)
  • Andersen Group Closes Four Consulting Acquisitions, Accelerating Global Expansion (Business Wire)
  • Andersen Group Appoints Daniel DePaoli and Peter Coscia to Board of Directors (Business Wire)
  • Andersen Group Expands in Europe and Africa with Three Strategic Acquisitions (Business Wire)
  • Andersen Group Inc. Announces Resolution of Limited Security Incident (Business Wire)
  • Andersen Completes UK Acquisition, Expanding Presence in Key Global Market (Business Wire)
  • Andersen Group shares rise 3% after Baird raises price target (InvestorsHub)
  • Andersen Announces Closing of Secondary Offering and Full Exercise of the Underwriters' Option to Purchase Additional Shares (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-12-1.090--333.627
2026Q22026-08-120.3450.087-0.090217.66199.316
2026Q12026-05-120.5570.4450.033240.75232.846
2025Q42026-03-170.067-0.252-0.184170.35157.44
2025Q32025-12-031.115-8.784284.2--
2026Q4---0.118--201.847
2027Q1--0.682--293.65
2027Q2--0.353--261.385
2027Q3--1.351--402.695
2027Q4---0.082--245.575
2028Q1--0.792--336.721
2028Q2--0.431--302.481
2028Q3--1.514--456.571
2028Q4---0.089--278.621

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY1.9561.590-1.173838.69824.99
2026FY-1.871--992.82
2027FY-2.284--1,175
2028FY-2.449--1,283

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-10-27700333.62330339.2
2026Q3S2026-10-22713333.68330339.2
2026Q3S2026-09-07713333.62330339.2
2026Q3S2026-09-04713333.63330339.2
2026Q3S2026-08-13613334.07330339.2
2026Q3S2026-08-12600340.25326357
2026Q3S2026-07-27600340.25326357
2026Q3S2026-05-13650340.25326357
2026Q3S2026-03-18611332.03324342.2
2026Q3S2026-01-09300330.65324342.24
2026Q3R2026-10-275000.810.531.03
2026Q3R2026-09-045130.810.531.03
2026Q3R2026-08-134130.860.531.03
2026Q3R2026-08-124000.990.831.10

Estimate history

EPS, annual9.38210.656-0.1848.5571
Period202320242025TTM
EPS, quarterly0.4697.717-0.7673.998-7.5888.784-0.1840.033-0.076
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual639.111731.593838.692913.04
Period202320242025TTM
Sales, quarterly158.653247.618142.41208.067175.991284.288170.346240.746217.658
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual12.6512.6512.6513.472
Period202320242025MRQ
Shares, quarterly12.6512.6512.6512.6512.6512.6512.6512.6513.472
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Total Revenue913.04838.69731.59639.11
Cost of Goods Sold Incl. D&A601.48604.09470.10407.59
Gross Profit311.55234.60261.49231.52
Selling, General and Administrative Excl. Other179.42169.35131.95114.66
Other Operating Expense0.000.000.000.00
Operating Income132.1465.25129.54116.86
Interest Expense13.311.440.060.14
Unusual Expense199.75200.540.000.00
Net Income Before Taxes-68.54-127.17137.20120.94
Income Taxes8.573.002.402.26
Consolidated Net Income-77.12-130.17134.80118.68
Net Income From Continuing Operations108.27-2.32134.80118.68
Net Income108.27-2.32134.80118.68
EPS (Recurring)18.7110.9110.669.38
EPS (Basic, Before Extraordinaries)8.56-0.1810.669.38
EPS (Diluted)8.56-0.1810.669.38
EBITDA141.8174.25137.87124.55
Non-Operating Income (Expense)12.389.567.724.22
Other After Tax Adjustments0.000.000.000.00
Stock Option Compensation Expense240.84269.02--
Price To Earnings Ratio7.697.695.04-
Price To Sales Ratio0.550.39--
Gross Margin34.1227.9735.7436.23
Operating Margin14.477.7817.7118.28
Net Margin11.86-0.2818.4318.57
Shares Outstanding13.4712.6512.6512.65
Market Capitalization895.35895.35282.04-

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue217.66240.75170.35284.29175.99208.07142.41247.62
Cost of Goods Sold Incl. D&A176.08168.66130.28126.47227.28120.06120.26120.95
Gross Profit41.5872.0940.06157.82-51.2988.0122.15126.67
Selling, General and Administrative Excl. Other49.5743.9645.4040.4853.8835.3635.0129.03
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income-7.9928.13-5.34117.33-105.1752.65-12.8797.64
Interest Expense5.896.231.170.020.100.140.020.02
Unusual Expense0.944.05194.770.000.000.000.000.00
Net Income Before Taxes-10.1720.55-197.91118.98-102.9554.71-9.8899.35
Income Taxes-0.072.81-2.047.87-6.974.13-0.171.73
Consolidated Net Income-10.0917.74-195.87111.11-95.9850.58-9.7197.62
Net Income From Continuing Operations-1.010.49-2.32111.11-95.9850.58-9.7197.62
Net Income-1.010.49-2.32111.11-95.9850.58-9.7197.62
EPS (Recurring)-0.030.2210.598.78-7.594.00-0.777.72
EPS (Basic, Before Extraordinaries)-0.080.04-0.188.78-7.594.00-0.777.72
EPS (Diluted)-0.080.03-0.188.78-7.594.00-0.777.72
EBITDA-5.4630.40-3.10119.97-103.1354.74-10.7099.69
Non-Operating Income (Expense)4.642.713.371.672.322.203.001.73
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense38.1436.03161.225.45----
Price To Earnings Ratio7.695.435.095.04----
Price To Sales Ratio0.550.460.39-----
Gross Margin19.1029.9423.5255.51-29.1442.3015.5551.16
Operating Margin-3.6711.68-3.1341.27-59.7625.30-9.0339.43
Net Margin-0.460.21-1.3639.08-54.5424.31-6.8139.42
Shares Outstanding13.4712.6512.6512.6512.6512.6512.6512.65
Market Capitalization895.35344.08285.23282.04----

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY
Cash & Short Term Investments258.46110.4890.32
Short Term Receivables129.05121.11113.24
Inventories0.000.000.00
Other Current Assets24.5314.7913.70
Total Current Assets412.04246.38217.25
Net Property, Plant & Equipment117.80109.65112.20
Total Investments and Advances0.008.075.81
Long-Term Note Receivable0.442.181.77
Intangible Assets32.6232.4132.46
Deferred Tax Assets-0.090.00
Other Assets2.240.000.00
Total Assets565.14398.77369.48
Short Term Debt Incl. Current Port. of LT Debt66.3317.1814.93
Accounts Payable12.007.4710.49
Income Tax Payable0.660.670.77
Other Current Liabilities116.8269.1248.42
Total Current Liabilities195.8194.4474.61
Long Term Debt394.2090.9096.13
Provision for Risks Charges1.920.000.00
Deferred Tax Liabilities0.380.540.56
Other Liabilities1.2116.6420.69
Total Liabilities593.52202.53191.98
Non-Equity Reserves0.000.000.00
Preferred Stock - Carrying Value0.000.000.00
Common Equity-134.73196.25177.50
Total Shareholders Equity-134.73196.25177.50
Accumulated Minority Interest106.350.000.00
Total Equity-28.38196.25177.50
Total Liabilities & Stockholders Equity565.14398.77369.48
Book Value Per Share-10.6515.5114.03
Tangible Book Value Per Share-13.2312.9511.47
Full-Time Employees2,300--
Price to Book Ratio-1.141.06-
Return on Assets-0.4835.09-
Return on Equity-7.5672.13-
Return on Invested Capital-0.9046.9443.37
Quick Ratio2.102.612.91
Current Ratio2.102.612.91

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Net Income-77.12-130.17134.80118.68
Depreciation9.679.018.327.69
Other Funds (Non Cash)321.07344.8914.6211.53
Funds from Operations253.71223.22157.65138.08
Extraordinary Item0.000.000.000.00
Changes in Working Capital-65.15-38.60-5.33-20.01
Cash from Operating Activities188.56184.62152.31118.07
Capital Expenditures-20.98-11.06-9.22-5.50
Net Assets From Acquisitions0.770.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.00
Purchase or Sale of Investments9.3522.78-5.07-6.68
Purchase of Investments0.000.00-28.20-36.96
Sale Or Maturity of Investments9.3522.7823.1330.29
Other Uses-1.70-2.87-6.29-4.13
Other Sources0.881.762.113.69
Cash from Investing Activities-11.6910.61-18.46-12.62
Cash Dividends Paid-213.66-212.15-116.05-90.30
Change in Capital Stock182.55180.13-0.610.00
Repurchase of Common Pref Stock0.000.000.000.00
Sale of Common Pref Stock182.55180.13-0.610.00
Proceedsfrom Stock Options182.55180.13-0.610.00
Issuance or Reduction of Debt, Net-49.03-0.12-0.10-0.14
Change in Long Term Debt-49.03-0.12-0.10-0.14
Issuance of Long Term Debt0.000.000.000.00
Reduction of Long Term Debt-49.03-0.12-0.10-0.14
Net Financing Active Other Cash Flow0.00-0.80-0.80-0.80
Other Financing Activities Uses0.00-0.80-0.80-0.80
Cash from Financing Activities-80.14-32.94-117.57-91.24
Net Change in Cash96.69162.2916.2914.20
Free Cash Flow168.32174.27143.72113.17
Preferred Dividends (Cash Flow)-0.000.000.00
Deferred Taxes & Investment Tax Credit--0.51-0.100.17

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments177.70211.91258.4677.0588.19-
Short Term Receivables202.58220.43129.05217.09159.78-
Inventories0.000.000.000.000.00-
Other Current Assets25.1621.4424.5319.6123.17-
Total Current Assets405.44453.79412.04313.75271.14-
Net Property, Plant & Equipment124.25119.48117.80114.91104.82-
Total Investments and Advances0.000.000.000.002.04-
Intangible Assets38.5532.7232.6232.5432.47-
Deferred Tax Assets----0.27-
Other Assets2.252.222.248.040.00-
Total Assets571.49608.57565.14470.95412.64-
Short Term Debt Incl. Current Port. of LT Debt65.1764.7666.3316.7516.09-
Accounts Payable14.6011.7912.0014.0513.86-
Income Tax Payable0.422.770.662.710.00-
Other Current Liabilities105.28113.00116.8271.5495.53-
Total Current Liabilities185.46192.32195.81105.04125.47-
Long Term Debt349.22383.95394.2094.6386.44-
Provision for Risks Charges0.000.001.922.382.38-
Deferred Tax Liabilities--0.380.57--
Other Liabilities5.353.601.211.030.00-
Total Liabilities540.03579.88593.52203.65214.29-
Non-Equity Reserves0.000.000.000.000.00-
Preferred Stock - Carrying Value0.000.000.000.000.00-
Common Equity-775.28-780.09-134.73267.29198.35-
Total Shareholders Equity-775.28-780.09-134.73267.29198.35-
Accumulated Minority Interest806.74808.78106.350.000.00-
Total Equity31.4528.69-28.38267.29198.35-
Total Liabilities & Stockholders Equity571.49608.57565.14470.95412.64-
Book Value Per Share-57.55-61.67-10.6521.1315.68-
Tangible Book Value Per Share-60.41-64.25-13.2318.5613.11-
Full-Time Employees--2,3002,3002,200-
Price to Book Ratio-1.14-2.551.071.06--
Return on Assets22.00-13.15---
Return on Equity--206.05---
Return on Invested Capital---0.9030.70-33.70-
Quick Ratio2.192.362.102.992.16-
Current Ratio2.192.362.102.992.16-

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Net Income-10.0917.74-195.87111.11--
Depreciation2.522.272.242.64--
Other Funds (Non Cash)51.8050.58208.3010.40--
Funds from Operations44.1970.4914.27124.75--
Extraordinary Item0.000.000.000.00--
Changes in Working Capital25.49-74.3668.45-84.73--
Cash from Operating Activities69.68-3.8782.7240.02--
Capital Expenditures-9.26-3.90-5.87-1.95--
Net Assets From Acquisitions0.770.000.000.00--
Sale of Fixed Assets and Businesses0.000.000.000.00--
Purchase or Sale of Investments3.043.101.072.14--
Purchase of Investments0.000.000.000.00--
Sale Or Maturity of Investments3.043.101.072.14--
Other Uses-0.850.00-0.40-0.45--
Other Sources0.010.400.080.39--
Cash from Investing Activities-6.30-0.40-5.110.12--
Cash Dividends Paid-59.18-24.38-81.78-48.32--
Preferred Dividends (Cash Flow)0.000.000.000.00--
Change in Capital Stock0.00-1.21186.63-2.87--
Repurchase of Common Pref Stock0.000.000.000.00--
Sale of Common Pref Stock0.00-1.21186.63-2.87--
Proceedsfrom Stock Options0.00-1.21186.63-2.87--
Issuance or Reduction of Debt, Net-35.34-13.62-0.03-0.04--
Change in Long Term Debt-35.34-13.62-0.03-0.04--
Issuance of Long Term Debt0.000.000.000.00--
Reduction of Long Term Debt-35.34-13.62-0.03-0.04--
Net Financing Active Other Cash Flow0.000.000.000.00--
Other Financing Activities Uses0.000.000.000.00--
Cash from Financing Activities-94.52-39.20104.83-51.24--
Net Change in Cash-31.18-43.47182.43-11.10--
Free Cash Flow60.62-7.5777.0338.24--

Revenue breakdown

Alternative Investment Funds2024: 68.92M 2025: 72.91M
Business Tax Services2024: 261.05M 2025: 291.80M
Private Client Services2024: 364.66M 2025: 431.81M
Valuation Services2024: 36.96M 2025: 42.17M
US Central Region2024: 135.63M 2025: 159.53M
US East Region2024: 272.35M 2025: 325.91M
US West Region2024: 323.61M 2025: 353.25M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3019.35%2.6M13.5M457.85K
2026-10-1518.21%2.5M13.5M466.21K
2026-09-3022.27%3.0M13.5M479.54K
2026-09-1514.37%1.9M13.5M453.76K
2026-08-3115.43%2.1M13.5M444.15K
2026-08-1418.07%2.4M13.5M355.15K
2026-07-3121.37%2.9M13.4M336.24K
2026-07-1520.63%2.8M13.4M307.35K
2026-06-3021.42%2.9M13.4M300.91K
2026-06-1516.30%2.2M13.4M317.08K
2026-05-2912.57%1.7M13.4M298.25K
2026-05-1510.21%1.4M13.4M294.20K
2026-04-3011.69%1.5M12.6M323.51K
2026-04-1516.43%2.1M12.6M321.37K
2026-03-3129.05%3.1M10.8M342.93K
2026-03-1323.16%2.5M10.8M442.91K
2026-02-2723.86%2.6M10.8M494.34K
2026-02-1323.89%2.6M10.8M564.39K
2026-01-3015.59%1.7M10.8M610.94K
2026-01-1511.20%1.2M10.8M810.49K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-30SCHEDULE 13GSEC
2026-10-29SCHEDULE 13G/ASEC
2026-10-28SCHEDULE 13G/ASEC
2026-10-16SCHEDULE 13G/ASEC
2026-10-158-KCurrent report2026-08-11SEC
2026-10-148-KCurrent report2026-10-13SEC
2026-10-07SCHEDULE 13G/ASEC
2026-08-20424B4SEC
2026-08-19EFFECTEffectiveness filing by commission orderSEC
2026-08-17S-1General form of registration statement for all companies including face-amount certificate companiesSEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-13SCHEDULE 13GSEC
2026-08-1210-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-128-KCurrent report2026-08-12SEC
2026-08-05SCHEDULE 13GSEC
2026-08-03SCHEDULE 13GSEC
2026-07-30SCHEDULE 13G/ASEC
2026-07-28SCHEDULE 13G/ASEC
2026-07-27SCHEDULE 13G/ASEC
2026-07-15DRSSEC
2026-07-094Statement of changes in beneficial ownership of securities2026-07-07SEC
2026-06-298-KCurrent report2026-06-25SEC
2026-06-238-KCurrent report2026-06-22SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-15SCHEDULE 13G/ASEC
2026-05-15SCHEDULE 13GSEC
2026-05-15SCHEDULE 13G/ASEC
2026-05-1210-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-128-KCurrent report2026-05-12SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070013.47M1
2026-060000
2026-0584.79K100
2026-040000
2026-030000
2026-020000
2026-010000
2025-128.10M500
2025-110000

Institutional holders

Manager% owned
BROWN ADVISORY INC16.07%
Durable Capital Partners LP12.40%
JPMORGAN CHASE & CO10.49%
Telemark Asset Management, LLC7.31%
FRANKLIN RESOURCES INC6.71%
BAMCO INC /NY/6.69%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC6.67%
J. Goldman & Co LP5.94%
ROYCE & ASSOCIATES LP5.28%
DRIEHAUS CAPITAL MANAGEMENT LLC4.17%

Funds

Fund% owned
BARON SMALL CAP FUND6.68%
Franklin Small Cap Growth Fund5.20%
JPMorgan Value Advantage Fund4.28%
Royce Small-Cap Total Return Fund4.12%
Brown Advisory Small-Cap Growth Fund2.75%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.55%
SmallCap Growth Fund I2.55%
JPMorgan Small Cap Equity Fund2.35%
ROYCE SMALL-CAP TRUST, INC.2.02%
Royce Small-Cap Fund1.63%

OakChart. ANDG. Cached 15 minutes.