Andersen Group Inc. has 22 Schedule 13D or 13G filings on record since 2025-12-29. 10 holders' latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Brown Advisory Inc | 16.64% | 2,241,090 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Durable Capital Partners LP | 13.2% | 1,670,485 | SCHEDULE 13G, 2025-12-29 | 2025-12-17 |
| Driehaus Capital Management LLC | 10.49% | 1,412,934 | SCHEDULE 13G, 2026-08-05 | 2026-07-31 |
| Jpmorgan Chase & Co. | 10.4% | 1,412,823 | SCHEDULE 13G/A, 2026-07-27 | 2026-06-30 |
| Royce & Associates LP | 8.44% | 1,137,589 | SCHEDULE 13G/A, 2026-07-30 | 2026-06-30 |
| Bamco Inc | 7.12% | 900,149 | SCHEDULE 13G, 2026-05-15 | 2026-03-31 |
| Franklin Resources, Inc. | 6.7% | 904,544 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| Kayne Anderson Rudnick Investment Management, LLC | 6.7% | 898,626 | SCHEDULE 13G, 2026-08-13 | 2026-06-30 |
| J. Goldman & Co LP | 5.94% | 800,605 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Telemark Asset Management, LLC | 5.3% | 720,000 | SCHEDULE 13G, 2026-08-03 | 2026-07-28 |
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-29 | Durable Capital Partners LP | 13.2% | SCHEDULE 13G |
| 2026-01-07 | Jpmorgan Chase & Co. | 14% | SCHEDULE 13G |
| 2026-01-20 | Royce & Associates LP | 6.08% | SCHEDULE 13G |
| 2026-01-29 | Franklin Resources, Inc. | 7.9% | SCHEDULE 13G |
| 2026-02-05 | Brown Advisory Inc | 15.3% | SCHEDULE 13G |
| 2026-02-12 | Brown Advisory Inc | 15.3% | SCHEDULE 13G/A |
| 2026-02-17 | J. Goldman & Co LP | 9.17% | SCHEDULE 13G |
| 2026-02-17 | Driehaus Capital Management LLC | 5.44% | SCHEDULE 13G |
| 2026-03-03 | Royce & Associates LP | 11.55% | SCHEDULE 13G/A |
| 2026-03-06 | Brown Advisory Inc | 23.29% | SCHEDULE 13G/A |
| 2026-04-29 | Franklin Resources, Inc. | 8.9% | SCHEDULE 13G/A |
| 2026-05-15 | Driehaus Capital Management LLC | 4.43% | SCHEDULE 13G/A |
| 2026-05-15 | Bamco Inc | 7.12% | SCHEDULE 13G |
| 2026-05-15 | Brown Advisory Inc | 19.89% | SCHEDULE 13G/A |
| 2026-07-27 | Jpmorgan Chase & Co. | 10.4% | SCHEDULE 13G/A |
| 2026-07-28 | Franklin Resources, Inc. | 6.7% | SCHEDULE 13G/A |
| 2026-07-30 | Royce & Associates LP | 8.44% | SCHEDULE 13G/A |
| 2026-08-03 | Telemark Asset Management, LLC | 5.3% | SCHEDULE 13G |
| 2026-08-05 | Driehaus Capital Management LLC | 10.49% | SCHEDULE 13G |
| 2026-08-13 | Kayne Anderson Rudnick Investment Management, LLC | 6.7% | SCHEDULE 13G |
| 2026-08-14 | J. Goldman & Co LP | 5.94% | SCHEDULE 13G/A |
| 2026-08-14 | Brown Advisory Inc | 16.64% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.