Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Frontdoor Inc (FTDR)

360 + 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
↑ +12
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — FTDR

Based on 362 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 (96% of max)

96% of all-time peak
362 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 — +11% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

195 buying181 selling
Last quarter: 195 funds bought or added vs 181 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new FTDR position: 81 → 59 → 42 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
212 out of 362 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 → 81 → 59 → 42 → 60 new funds/Q
New funds entering each quarter: 81 → 59 → 42 → 60. 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.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Of 366 current holders: 232 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
50 of 362 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 195 hedge funds were net buyers of FTDR (60 opened a new position, 135 added to an existing one), while 181 reduced or exited (133 trimmed, 48 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 34% of total institutional value in FTDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 362.

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

-- --

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

Is It Too Late to Buy Frontdoor Inc (FTDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FTDR has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
FTDR
+31.2%
XLY
+8.9%

FTDR outperformed XLY by +22.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FTDR
+12.8%
XLY
+1.9%

Since the filing became public, FTDR outperformed XLY by +10.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FTDR
360 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 360 350 2.86%
13F Shares 71M 72M -1.56%
Total Value $3.64B $4.08B -10.79%
New Positions 59 42 +17
Increased Positions 135 138 -3
Closed Positions 49 69 -20
Reduced Positions 131 134 -3
Total Calls 4 2 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: FTDR

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Institutional Holders (2026 Q1)

360 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Breach Inlet Capital Management, LLC 7.23% 416,792 $22.0M
2 Permit Capital, LLC 3.55% 197,600 $10.4M
3 Reinhart Partners, LLC. 2.46% 1,619,504 $85.6M
4 Oberweis Asset Management Inc/ 1.12% 717,960 $38.0M
5 Nia Impact Advisors, LLC 1.05% 44,707 $2.4M
6 Tributary Capital Management, LLC 0.86% 167,372 $8.8M
7 Moody Aldrich Partners LLC 0.78% 81,632 $4.3M
8 Globeflex Capital L P 0.73% 91,267 $4.8M
9 Oxford Asset Management LLP 0.49% 21,344 $1.1M
10 Clark Estates Inc/Ny 0.48% 38,000 $2.0M
11 Fuller & Thaler Asset Management, INC. 0.47% 2,641,913 $139.7M
12 Isthmus Partners, LLC 0.43% 77,669 $4.1M
13 Brant Point Investment Management LLC 0.43% 62,800 $3.3M
14 Eventide Asset Management, LLC 0.42% 486,232 $25.7M
15 Motley Fool Wealth Management, LLC 0.42% 71,059 $3.8M
16 Wasatch Advisors LP 0.36% 1,033,141 $54.6M
17 Hussman Strategic Advisors, INC. 0.36% 31,500 $1.7M
18 Twinbeech Capital LP 0.29% 52,620 $2.8M
19 PDT Partners, LLC 0.28% 91,012 $4.8M
20 Virtus Advisers, LLC 0.28% 11,489 $607K
21 Fenimore Asset Management Inc 0.28% 239,209 $12.6M
22 Boston Partners 0.27% 4,929,097 $260.7M
23 Integrated Quantitative Investments LLC 0.26% 27,625 $1.5M
24 Fox Run Management, L.L.C. 0.24% 26,292 $1.4M
25 Fort Washington Investment Advisors Inc /Oh/ 0.23% 799,843 $42.3M
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: 195 funds bought or added vs 181 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?

Strong quality — 34% AUM from major funds: 50 of 362 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FTDR?

59% of holders stayed for 2+ years: 212 out of 362 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.

Is it too late to buy Frontdoor Inc (FTDR) following the 2026 Q1 hedge fund 13F filings?

As of today, FTDR has moved +12.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +10.9%. Since the quarter end (March 31, 2026), FTDR has gained +31.2% vs +8.9% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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