Andersen Group Inc. reported a Schedule 13G filing showing that Baron-related filers beneficially own 7.12% totaling 900,149 shares of Class A common stock as of 03/31/2026. The filing lists shared voting power and shared dispositive power of 900,149 shares held by BAMCO, Baron Capital Group, Ronald Baron and related entities. The filing states advisory clients of BAMCO and BCM have the right to receive dividends or proceeds from sales in client accounts. The Schedule is signed by Ronald Baron on 05/15/2026.
Positive
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Insights
Baron group reports a 7.12% passive stake with shared voting and dispositive authority.
The Schedule 13G lists 900,149 shares and attributes shared voting power and shared dispositive power to BAMCO, Baron Capital Group, Ronald Baron and related entities as of 03/31/2026. This filing is a beneficial-ownership disclosure under securities rules and reflects aggregated holdings across related filers.
The filing notes advisory clients may hold economic interests; timing and trading intent are not stated. Subsequent filings would show any change in percent ownership or conversion to an active Schedule 13D if holder intent shifts.
Disclosure clarifies control structure: shared power, not sole control, over 900,149 shares.
The document specifies shared voting and shared dispositive power for the reported shares and explains BAMCO and BCM advisory clients may be economic beneficiaries. The filing follows passive-investor Schedule 13G conventions rather than active Schedule 13D language.
Watch for future amendments or Schedule 13D if the group modifies intent or crosses statutory thresholds; the filing itself contains no trading plan or transaction schedule.
Key Figures
Shares beneficially owned:900,149 sharesPercent of class:7.12%CUSIP:033853102+2 more
5 metrics
Shares beneficially owned900,149 sharesBeneficial ownership reported as of <date>03/31/2026</date>
Percent of class<percent>7.12%</percent>Percent of Class A common stock as reported in Schedule 13G
CUSIP033853102Class A common stock CUSIP in the filing
Shared voting power900,149 sharesShared voting power reported for filing persons
Shared dispositive power900,149 sharesShared dispositive power reported for filing persons
Key Terms
Beneficially owned, Shared dispositive power, Schedule 13G, Investment Company Act
4 terms
Beneficially ownedregulatory
"Amount beneficially owned: 900,149 (b) Percent of class: 7.12 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive powerregulatory
"Shared Dispositive Power 900,149.00"
Schedule 13Gregulatory
"Item 1. (a) Name of issuer: Andersen Group Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Actregulatory
"advisory clients of BAMCO and BCM have the right to receive or the power to direct"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Andersen Group Inc.
(Name of Issuer)
Class A common stock, $0.0001 par value
(Title of Class of Securities)
033853102
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
033853102
1
Names of Reporting Persons
BAMCO INC /NY/
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
900,149.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
900,149.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
900,149.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.12 %
12
Type of Reporting Person (See Instructions)
IA, CO
SCHEDULE 13G
CUSIP Number(s):
033853102
1
Names of Reporting Persons
Baron Capital Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
900,149.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
900,149.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
900,149.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.12 %
12
Type of Reporting Person (See Instructions)
CO, HC
SCHEDULE 13G
CUSIP Number(s):
033853102
1
Names of Reporting Persons
Baron Capital Management, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
0.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0 %
12
Type of Reporting Person (See Instructions)
IA, CO
SCHEDULE 13G
CUSIP Number(s):
033853102
1
Names of Reporting Persons
Ronald Baron
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
900,149.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
900,149.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
900,149.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.12 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
033853102
1
Names of Reporting Persons
Baron Small Cap Fund
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
900,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
900,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
900,000.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.11 %
12
Type of Reporting Person (See Instructions)
IV
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Andersen Group Inc.
(b)
Address of issuer's principal executive offices:
333 BUSH ST STE 1700, SAN FRANCISCO, CA, 94104
Item 2.
(a)
Name of person filing:
Baron Capital Group, Inc. ("BCG"),
BAMCO, Inc. ("BAMCO"),
Baron Capital Management, Inc. ("BCM"),
Ronald Baron,
Baron Small Cap Fund ("BSC")
(b)
Address or principal business office or, if none, residence:
767 Fifth Avenue, 49th Floor,
New York, NY 10153
(c)
Citizenship:
BCG, BAMCO and BCM are New York corporations. Ronald Baron is a citizen of the United States. BSC is a series of a Massachusetts Business Trust.
(d)
Title of class of securities:
Class A common stock, $0.0001 par value
(e)
CUSIP Number(s):
033853102
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
900,149
(b)
Percent of class:
7.12 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
900,149
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
900,149
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The advisory clients of BAMCO and BCM have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Issuer's common stock in their accounts. To the best of the Filing Persons' knowledge, no such person has such interest relating to more than 5% of the outstanding class of securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
BAMCO and BCM are subsidiaries of BCG. BSC is an advisory client of BAMCO. Ronald Baron owns a controlling interest in BCG.
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Item 3.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What stake does Baron Capital Group report in ANDG?
The filing reports 900,149 shares, equal to 7.12% of Class A common stock as of 03/31/2026. The ownership is shown with shared voting and dispositive power among Baron-related filers.
Which entities are listed as holders of the 900,149 shares in ANDG?
The Schedule lists BAMCO, Baron Capital Group, Baron Capital Management, Ronald Baron, and Baron Small Cap Fund as filing persons, with shared voting and dispositive power over the reported shares.
Does the filing indicate Baron intends to actively change control of ANDG?
No active intent language is included; the Schedule 13G format signals passive ownership. The filing does not state plans to acquire control or to change voting arrangements.
Do advisory clients of BAMCO or BCM have rights to the shares reported in ANDG?
The filing states advisory clients of BAMCO and BCM have the right to receive dividends or proceeds from sales in client accounts, and the filers report holdings accordingly.
When was the Schedule 13G for ANDG signed?
The Schedule bears signatures by Ronald Baron dated 05/15/2026, reflecting the filing execution date included in the document.
