Dimensional's passive 5.2% stake adds to a growing list of institutional holders filing 13Gs, suggesting broad-based institutional accumulation. Monitor for any future 13D conversion or additional 13G amendments from these filers, which could signal a shift from passive to active engagement.
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Executive Summary
Dimensional Fund Advisors LP disclosed a 5.2% passive stake in Ameresco, Inc. via Schedule 13G, representing 1,815,018 shares held as of September 30, 2026. This is a new filing by Dimensional, adding to a series of recent 13G filings by other institutional investors (Gagnon Securities, Millennium Management, Wellington Management), indicating sustained institutional interest in the company.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP filed a new Schedule 13G disclosing a 5.2% passive stake in Ameresco, Inc.
- Stake comprises 1,815,018 shares of common stock as of September 30, 2026.
- Dimensional is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940, acting as adviser/sub-adviser to various funds.
- Dimensional disclaims beneficial ownership; all securities are owned by the underlying funds.
- This is a passive filing under Rule 13d-1(b), with no intent to influence or change control of the issuer.
- Prior 13G filings from Gagnon Securities (Aug 2026), Millennium Management (Jul 2026), and Wellington Management (May 2026) show a pattern of institutional accumulation.
Financial Impact
5.2% stake valued at approximately $50-60 million based on recent trading range (no explicit dollar value in filing).
Risk Factors
- No explicit share price or valuation data in filing; stake value is estimated.
- Passive filing status could change if Dimensional or other filers later convert to active (13D) status.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001072 |
| Document: 0000354204-26-001072-index.html | 0000354204-26-001072 |
| Document: 0000354204-26-001072.txt | 0000354204-26-001072 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | SC 13G/A | $20.11 $20.09 | ▲ +0.10% | ▲ +0.38% | $18.32 (+8.90%) |
Oct 8, 2026 18d ago | SC 13G | $21.01 $21.33 | ▲ +1.52% | ▲ +0.92% | $18.32 (−12.80%) |
Sep 10, 2026 6w ago | 8-K | $23.78 $22.68 | ▼ −4.63% | ▼ −4.18% | $18.32 (−22.96%) |
Sep 3, 2026 7w ago | GOVT-CONTRACT | $23.15 $23.93 | ▲ +3.37% | ▲ +3.92% | $18.32 (−20.86%) |
Sep 1, 2026 7w ago | Insider Cluster | $22.60 $21.82 | ▼ −3.45% | ▼ −3.90% | $18.32 (−18.94%) |
Aug 27, 2026 8w ago | Insider Cluster | $21.99 $22.12 | ▲ +0.59% | ▲ +0.89% | $18.32 (−16.69%) |
Aug 26, 2026 8w ago | Insider Cluster | $22.91 $21.99 | ▼ −4.02% | ▼ −3.79% | $18.32 (−20.03%) |
Aug 25, 2026 9w ago | Institutional Cluster | $22.07 $22.16 | ▲ +0.41% | ▲ +0.39% | $18.32 (−16.99%) |
Aug 25, 2026 9w ago | GOVT-CONTRACT | $22.16 $22.91 | ▲ +3.38% | ▲ +2.73% | $18.32 (−17.33%) |
Aug 11, 2026 10w ago | Insider Cluster | $27.61 $27.79 | ▲ +0.65% | ▼ −0.05% | $18.32 (−33.65%) |
US Market Status
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