Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fathom Holdings Inc (FTHM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — FTHM

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FTHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
42 funds currently hold this stock — 89% of the 3.0-year high of 47 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 39% buying

15 buying23 selling
Last quarter: 23 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 5 → 13 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 26% medium ■ 31% new
18 out of 42 hedge funds have held FTHM 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.
💰

Value +113% but shares only +32% — price-driven

Value
+112%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +113%, but actual share count only changed +32%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~6 new funds/quarter

3 → 12 → 5 → 13 → 6 new funds/Q
New funds entering each quarter: 12 → 5 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 35% newcomers

■ 42% veterans ■ 23% 1-2yr ■ 35% new
Entry-cohort mix of 43 holders: 18 (42%) are 2+ year veterans, 10 entered 1–2 years ago, and 15 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
9 of 41 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FTHM

In 2026 Q2, 15 hedge funds were net buyers of FTHM (6 opened a new position, 9 added to an existing one), while 23 reduced or exited (12 trimmed, 11 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: FTHM

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

Market Analysis: FTHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTHM

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FTHM
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 47 -12.77%
13F Shares 5M 4M 32.46%
Total Value $4M $2M 112.54%
New Positions 6 13 -7
Increased Positions 7 9 -2
Closed Positions 11 4 +7
Reduced Positions 13 9 +4
Total Calls 1 0 100%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: FTHM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 FTHM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vazirani Asset Management LLC 1.96% 394,274 $398K
2 Veradace Capital Management LLC 0.26% 342,000 $345K
3 Union Square Park Capital Management, LLC 0.04% 98,453 $99K
4 Prelude Capital Management, LLC 0.02% 318,356 $322K
5 Jb Capital Partners LP 0.01% 69,882 $71K
6 Aristides Capital LLC 0.01% 42,966 $43K
7 North Star Asset Management Inc 0.01% 204,101 $206K
8 Requisite Capital Management, LLC 0.01% 38,610 $39K
9 AMG National Trust Bank 0.00% 207,590 $210K
10 StoneX Group Inc. 0.00% 58,945 $46K
11 Ascentis Wealth Management, LLC 0.00% 11,980 $12K
12 Teamwork Financial Advisors, LLC 0.00% 12,402 $13K
13 XTX Topco Ltd 0.00% 62,747 $63K
14 Concurrent Investment Advisors, LLC 0.00% 81,467 $82K
15 Hrt Financial LP 0.00% 151,940 $153K
16 Sapient Capital LLC 0.00% 12,500 $13K
17 Renaissance Technologies LLC 0.00% 79,700 $80K
18 Jane Street Group, LLC 0.00% 494,187 $499K
19 Rothschild Investment LLC 0.00% 1,000 $1K
20 Tower Research Capital LLC (TRC) 0.00% 919 —
21 Vanguard Fiduciary Trust Co 0.00% 92,283 $93K
22 Citadel Advisors LLC 0.00% 160,300 $162K
23 Vanguard Capital Management LLC 0.00% 732,186 $740K
24 HighTower Advisors, LLC 0.00% 12,500 $13K
25 Susquehanna International Group, LLP 0.00% 140,333 $142K
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 — Fathom Holdings Inc (FTHM)

What does the Smart Money Trend signal show for FTHM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FTHM?

Heavy selling pressure — only 39% buying: Last quarter: 23 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FTHM holders?

Smaller funds dominant — 10% AUM from top-100: 9 of 41 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTHM?

43% of holders stayed for 2+ years: 18 out of 42 hedge funds have held FTHM 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.

Full history →