Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Frontdoor Inc (FTDR)

380 + Investors. Track Smart Money conviction in FTDR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — FTDR

Based on 365 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
365 hedge funds hold FTDR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

198 buying180 selling
Last quarter: 198 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new FTDR position: 82 → 59 → 42 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
213 out of 365 hedge funds have held FTDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

58 → 82 → 59 → 42 → 61 new funds/Q
New funds entering each quarter: 82 → 59 → 42 → 61. FTDR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 369 holders: 234 (63%) are 2+ year veterans, 49 entered 1–2 years ago, and 86 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
54 of 363 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FTDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FTDR

In 2026 Q1, 198 hedge funds were net buyers of FTDR (61 opened a new position, 137 added to an existing one), while 180 reduced or exited (133 trimmed, 47 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 52% of total institutional value in FTDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 365.

Hedge Fund Ownership: FTDR

How many hedge funds hold FTDR — quarterly history vs. share price
Quarterly hedge fund ownership of FTDR vs. share price

Market Analysis: FTDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTDR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: FTDR
380 + Investors

Track Smart Money conviction in FTDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 380 365 4.11%
13F Shares 72M 72M 0.56%
Total Value $5.31B $3.66B 45.25%
New Positions 66 61 +5
Increased Positions 133 137 -4
Closed Positions 51 47 +4
Reduced Positions 136 132 +4
Total Calls 4 4 -
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: FTDR

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Financial Highlights

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Institutional Holders (2026 Q2)

380 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTDR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FTDR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Breach Inlet Capital Management, LLC 4.99% 192,864 $15.0M
2 Permit Capital, LLC 4.29% 197,600 $15.3M
3 Reinhart Partners, LLC. 2.98% 1,684,065 $130.7M
4 Nia Impact Advisors, LLC 2.55% 79,347 $6.2M
5 Pullen Investment Management, LLC 1.72% 47,795 $3.7M
6 Tributary Capital Management, LLC 1.27% 198,498 $15.4M
7 Oberweis Asset Management Inc/ 1.15% 719,060 $55.8M
8 Globeflex Capital L P 0.91% 91,610 $7.1M
9 Moody Aldrich Partners LLC 0.89% 64,125 $5.0M
10 Aurora Investment Counsel 0.88% 22,070 $1.7M
11 Seizert Capital Partners, LLC 0.73% 229,406 $17.8M
12 Fuller & Thaler Asset Management, INC. 0.70% 3,318,654 $257.5M
13 Clark Estates Inc/Ny 0.68% 38,000 $2.9M
14 Isthmus Partners, LLC 0.57% 76,377 $5.9M
15 Westover Capital Advisors, LLC 0.53% 40,795 $3.2M
16 Wasatch Advisors LP 0.52% 1,031,860 $80.1M
17 Eventide Asset Management, LLC 0.50% 486,594 $37.7M
18 Willis Investment Counsel 0.44% 119,899 $9.3M
19 Fenimore Asset Management Inc 0.38% 239,102 $18.6M
20 Hussman Strategic Advisors, INC. 0.38% 21,000 $1.6M
21 RBF Capital, LLC 0.37% 115,000 $8.9M
22 Boston Partners 0.37% 5,367,121 $416.1M
23 Virtus Advisers, LLC 0.36% 11,938 $926K
24 Integrated Quantitative Investments LLC 0.35% 27,625 $2.1M
25 Convergence Investment Partners, LLC 0.34% 46,498 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Frontdoor Inc (FTDR)

What does the Smart Money Trend signal show for FTDR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FTDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FTDR?

Slight buying edge — 52% buying: Last quarter: 198 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FTDR holders?

Elite ownership — 52% AUM from top-100 funds: 54 of 363 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FTDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FTDR?

58% of holders stayed for 2+ years: 213 out of 365 hedge funds have held FTDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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