SCHEDULE: Gagnon Entities Adjust Ameresco Stake Reporting

Gagnon entities report a combined 5.0% beneficial ownership in Ameresco, Inc. following a Schedule 13G filing.

Summary

• Gagnon Securities LLC, Gagnon Advisors, LLC, and Neil Gagnon have collectively reported beneficial ownership of 1,762,866 shares of Ameresco, Inc. Class A Common Stock.
• This represents 5.0% of the total outstanding shares, based on 35,066,211 shares as of July 31, 2026.
• Neil Gagnon holds direct voting and dispositive power over 153,541 shares.
• Gagnon Securities LLC manages accounts holding 951,125 shares with shared voting power and 999,794 shares with shared dispositive power, disclaiming beneficial ownership.
• Gagnon Advisors, LLC manages a private investment fund holding 472,798 shares with shared voting and dispositive power, also disclaiming beneficial ownership.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, primarily reflecting a change in beneficial ownership reporting rather than a significant shift in company performance or strategy.

Positives

• The filing clarifies the reporting structure and beneficial ownership among related entities and individuals.
• The aggregate ownership of 5.0% indicates a significant, though not controlling, stake in Ameresco, Inc.

Negatives

• The filing does not contain financial performance data or strategic updates, limiting insight into company operations.
• The disclaimer of beneficial ownership for a substantial portion of shares managed by Gagnon entities may obscure the ultimate beneficial owners.

Risks

• Potential for future changes in beneficial ownership that could impact market dynamics.
• The reporting persons disclaim beneficial ownership of securities held in various accounts and funds, which could lead to uncertainty regarding ultimate control or influence.

Future Outlook

This filing is a reporting of beneficial ownership and does not contain forward-looking statements or guidance regarding the company's future performance.

Management Comments

• Gagnon Securities LLC and Mr. Gagnon expressly disclaim beneficial ownership of all securities held in the Accounts.
• Gagnon Advisors and Mr. Gagnon expressly disclaim beneficial ownership of all securities held by GIA.
• The Reporting Persons disclaim beneficial ownership of all such securities (held in accounts not exceeding 5% of the class).

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant individual shareholders to report their holdings. This filing indicates a substantial, but not controlling, interest in Ameresco, Inc. by entities associated with Neil Gagnon.

Stakeholder Impact

• Shareholders: The reporting of a 5.0% stake by Gagnon entities may influence market perception and trading activity.
• Management: May be aware of significant shareholder interests and potential influence.
• Creditors: No direct impact indicated by this filing.

Next Steps

• Continued monitoring of Ameresco, Inc.'s stock performance and any future filings by Gagnon entities.

Key Dates

Keywords

Ameresco, Schedule 13G, Beneficial Ownership, Gagnon Securities, Gagnon Advisors, Neil Gagnon, Common Stock, SEC Filing