FOANYSEMortgage Bankers & Loan CorrespondentsFiscal year ends December 31
Finance of America Companies Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$11.16+0.14 (+1.27%)
Close on Oct 19, 2026
- Market cap
- $189.73M
- P/E (TTM)
- 3.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.7%
5M of 17M shares
Institutional holders
77
18 new, 30 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
4 buys · 52 sales
Net sold $95.48M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Brian L. Libman | 9,301,359 | 50.81% | 13D (active) amendment | Feb 27, 2026 |
| Beach Point Capital Management LP | 927,837 | 10.80% | 13G (passive) amendment | Mar 31, 2026 |
| Blue Owl Capital Holdings LP | 827,409 | 9.49% | 13G (passive) | Dec 31, 2025 |
| Blackstone Holdings II L.P. | 8,029,817 | 63.10% | 13D (active) amendment | Nov 13, 2025 |
| Beach Point GP LLC | 789,399 | 8.30% | 13G (passive) | Dec 31, 2025 |
| Stephen A. Schwarzman | 4,014,908 | 38.90% | 13D (active) amendment | Dec 4, 2025 |
| Reza Jahangiri | 1,576,243 | 9.49% | 13D (active) amendment | Apr 9, 2026 |
| Bloom Retirement Holdings Inc. | 1,481,039 | 9.49% | 13D (active) amendment | Aug 5, 2026 |
| Cooperman Leon G. | 1,286,068 | 15.00% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FOA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cooperman Leon G | 1,286,068 | 7.43% | $35.39M | – | 1.00% |
| Beach Point Capital Management LP | 927,837 | 5.36% | $25.53M | – | 9.89% |
| BlackRock, Inc. | 304,153 | 1.76% | $8.37M | −75,569 | 0.00% |
| Vanguard Capital Management LLC | 281,039 | 1.62% | $7.73M | −377,052 | 0.00% |
| Brigade Capital Management, LP | 280,476 | 1.62% | $7.72M | +123,476 | 1.44% |
| American Century Companies Inc | 174,786 | 1.01% | $4.81M | −53,830 | 0.00% |
| Dimensional Fund Advisors LP | 135,623 | 0.78% | $3.73M | −281,909 | 0.00% |
| Geode Capital Management, LLC | 115,214 | 0.67% | $3.17M | −67,077 | 0.00% |
| Purpose Unlimited Inc. | 110,021 | 0.64% | $3.03M | – | 0.12% |
| RBF Capital, LLC | 102,320 | 0.59% | $2.82M | −80,214 | 0.12% |
| Corient IA LLC | 91,500 | 0.53% | $2.52M | +84,000 | 2.32% |
| Jacobs Levy Equity Management, Inc | 89,168 | 0.52% | $2.45M | +18,489 | 0.01% |
| State Street Corp | 73,284 | 0.42% | $2.02M | −32,526 | 0.00% |
| Two Sigma Investments, LP | 71,300 | 0.41% | $1.96M | −124,854 | 0.00% |
| Segall Bryant & Hamill, LLC | 66,892 | 0.39% | $1.84M | New | 0.02% |
| Morgan Stanley | 66,100 | 0.38% | $1.82M | −19,209 | 0.00% |
| Prescott Group Capital Management, L.L.C. | 56,206 | 0.32% | $1.55M | – | 0.13% |
| JPMorgan Chase & Co | 48,582 | 0.28% | $1.33M | +4,814 | 0.00% |
| Aqr Capital Management LLC | 46,876 | 0.27% | $1.29M | New | 0.00% |
| Goldman Sachs Group Inc | 42,195 | 0.24% | $1.16M | +20,857 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | 5M | 27.7% | 18 / 20 | 29 / 30 | 0M | 3M |
| Q1 2026 | 90 | 7M | 40.9% | 27 / 29 | 21 / 24 | 2M | 3M |
| Q4 2025 | 89 | 9M | 49.9% | 18 / 28 | 22 / 21 | 2M | 3M |
| Q3 2025 | 93 | 10M | 58.2% | 22 / 28 | 21 / 13 | 1M | 1M |
| Q2 2025 | 84 | 10M | 56.1% | 24 / 26 | 18 / 12 | 1M | 1M |
| Q1 2025 | 72 | 9M | 54.5% | 9 / 28 | 15 / 6 | 1M | 0M |
| Q4 2024 | 69 | 9M | 49.7% | 20 / 24 | 11 / 9 | 4M | 0M |
| Q3 2024 | 58 | 5M | 27.4% | 10 / 25 | 7 / 2 | 2M | 0M |
| Q2 2024 | 51 | 3M | 17.9% | 5 / 44 | 2 / 8 | 3M | 0M |
| Q1 2024 | 54 | 0M | 1.8% | 8 / 22 | 8 / 4 | 0M | 0M |
| Q4 2023 | 50 | 0M | 1.9% | 8 / 19 | 11 / 1 | 0M | 0M |
| Q3 2023 | 43 | 0M | 1.7% | 3 / 11 | 13 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FOA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 209,400 | 1.21% | $5.76M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 145,606 | 0.84% | $2.90M | 0.01% | May 31, 2026 |
| iShares Russell 2000 ETF | 137,682 | 0.80% | $3.79M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 81,622 | 0.47% | $1.56M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 63,594 | 0.37% | $1.75M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 44,482 | 0.26% | $1.22M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 41,089 | 0.24% | $934.77K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 32,175 | 0.19% | $614.54K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 27,357 | 0.16% | $544.95K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 26,028 | 0.15% | $592.14K | 0.00% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 22,930 | 0.13% | $456.77K | 0.00% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 19,293 | 0.11% | $438.92K | 0.00% | Jul 31, 2026 |
| Multi-Manager Small Cap Equity Strategies Fund | 17,367 | 0.10% | $345.95K | 0.03% | May 31, 2026 |
| U.S. Small Cap Portfolio | 17,359 | 0.10% | $394.92K | 0.00% | Jul 31, 2026 |
| First Trust Dow Jones Select MicroCap Index Fund | 16,821 | 0.10% | $462.91K | 0.17% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeremy Prahm | Chief Investment Officer | 165,780 | 0.96% | Sep 22, 2026 |
| Kristen N. Sieffert | President | 129,337 | 0.75% | Sep 3, 2026 |
| Tai A. Thornock | Chief Accounting Officer | 23,110 | 0.13% | Apr 3, 2026 |
| Matthew A. Engel | Chief Financial Officer | 50,948 | 0.29% | Apr 3, 2026 |
| Graham Fleming | Chief Executive Officer | 301,989 | 1.74% | Apr 3, 2026 |
| Lauren Richmond | Chief Legal Officer | 31,067 | 0.18% | Apr 3, 2026 |
| Cory Gardner | Director | 4,570 | 0.03% | May 19, 2026 |
| Lance West | Director | 26,850 | 0.16% | May 19, 2026 |
| Brian L. Libman | Director, 10% owner | 59,518 | 0.34% | May 19, 2026 |
| Andrew Essex | Director | 4,570 | 0.03% | May 19, 2026 |
| Tyson Anwar Pratcher | Director | 26,850 | 0.16% | May 19, 2026 |
| Norma Corio | Director | 31,150 | 0.18% | May 19, 2026 |
| Robert Lord | Director | 22,280 | 0.13% | May 15, 2025 |
| Edmond Safra | 10% owner | 520,188 | 3.01% | Jun 26, 2026 |
| Leon G. Cooperman | 10% owner | 1,286,068 | 7.43% | Mar 16, 2026 |
| Tactical Opportunities Fund - S. - NQ L.P. Blackstone | 10% owner | 1,596,143 | 9.22% | Mar 3, 2026 |
| Tactical Opportunities Fund II - NQ L.P. Blackstone | 10% owner | 24,162,521 | 139.61% | Mar 3, 2026 |
| Urban Holdings L.L.C. BTO | 10% owner | – | – | Mar 3, 2026 |
| Tactical Opportunities Fund - A. (RA) - NQ L.P. Blackstone | 10% owner | 0 | – | Mar 3, 2026 |
| Holdings I/II GP L.L.C. Blackstone | 10% owner | 7,717,103 | 44.59% | Mar 3, 2026 |
| Tactical Opportunities Fund - L. - NQ L.P. Blackstone | 10% owner | – | – | Mar 3, 2026 |
| Tactical Opportunities Fund - N. - NQ L.P. Blackstone | 10% owner | 0 | – | Mar 3, 2026 |
| Tactical Opportunities Fund - I. - NQ L.P. Blackstone | 10% owner | 43,424 | 0.25% | Mar 3, 2026 |
| Tactical Opportunities Fund - O. - NQ L.P. Blackstone | 10% owner | 7,717,103 | 44.59% | Mar 3, 2026 |
| Tactical Opportunities Fund - C. - NQ L.P. Blackstone | 10% owner | 43,228 | 0.25% | Mar 3, 2026 |
| Urban Holdings II L.P. BTO | 10% owner | 3,574 | 0.02% | Mar 3, 2026 |
| Family Tactical Opportunities Investment Partnership NQ - ESC L.P. Blackstone | 10% owner | 43,228 | 0.25% | Mar 3, 2026 |
| Tactical Opportunities Fund - NQ L.P. Blackstone | 10% owner | – | – | Mar 3, 2026 |
| - Nq L.L.C. Btoa | 10% owner | 31,177,679 | 180.15% | Mar 3, 2026 |
| Holdings II L.P. Blackstone | 10% owner | 1,596,142 | 9.22% | Mar 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeremy Prahm Chief Investment Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −6,000 | $13.98 | $83.88K | 161,856 |
| Jeremy Prahm Chief Investment Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −6,000 | $16.82 | $100.92K | 167,856 |
| Kristen N. Sieffert President | Sep 1, 2026 | Sale(10b5-1 plan) | −750 | $17.55 | $13.16K | 124,762 |
| Jeremy Prahm Chief Investment Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −6,000 | $19.87 | $119.22K | 173,856 |
| Jeremy Prahm Chief Investment Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −6,000 | $21.73 | $130.38K | 179,856 |
| Jeremy Prahm Chief Investment Officer | Aug 6, 2026 | Sale(10b5-1 plan) | −6,000 | $22.26 | $133.56K | 185,856 |
| Kristen N. Sieffert President | Aug 3, 2026 | Sale(10b5-1 plan) | −750 | $23.61 | $17.71K | 125,512 |
| Jeremy Prahm Chief Investment Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −6,000 | $25.60 | $153.60K | 191,856 |
| Kristen N. Sieffert President | Jul 1, 2026 | Sale(10b5-1 plan) | −750 | $27.36 | $20.52K | 126,262 |
| Jeremy Prahm Chief Investment Officer | Jun 29, 2026 | Sale(10b5-1 plan) | −6,000 | $25.34 | $152.04K | 197,856 |
| Jeremy Prahm Chief Investment Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −8,860 | $20.49 | $181.54K | 203,856 |
| Kristen N. Sieffert President | Jun 1, 2026 | Sale(10b5-1 plan) | −750 | $19.64 | $14.73K | 127,012 |
| Jeremy Prahm Chief Investment Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −8,252 | $19.55 | $161.33K | 212,716 |
| Jeremy Prahm Chief Investment Officer | May 18, 2026 | Sale(10b5-1 plan) | −6,000 | $19.68 | $118.08K | 220,968 |
| Cory Gardner Director | May 15, 2026 | Option exercise | +4,570 | – | – | 4,570 |
| Lance West Director | May 15, 2026 | Option exercise | +4,570 | – | – | 26,850 |
| Norma Corio Director | May 15, 2026 | Option exercise | +4,570 | – | – | 31,150 |
| Tyson Anwar Pratcher Director | May 15, 2026 | Option exercise | +4,570 | – | – | 26,850 |
| Andrew Essex Director | May 15, 2026 | Option exercise | +4,570 | – | – | 4,570 |
| Brian L. Libman Director, 10% owner | May 15, 2026 | Option exercise | +4,570 | – | – | 35,344 |
| Jeremy Prahm Chief Investment Officer | May 7, 2026 | Sale(10b5-1 plan) | −5,228 | $21.39 | $111.83K | 226,968 |
| Kristen N. Sieffert President | May 1, 2026 | Sale(10b5-1 plan) | −750 | $19.54 | $14.66K | 127,762 |
| Jeremy Prahm Chief Investment Officer | Apr 20, 2026 | Sale(10b5-1 plan) | −6,000 | $23.01 | $138.06K | 232,196 |
| Jeremy Prahm Chief Investment Officer | Apr 6, 2026 | Sale(10b5-1 plan) | −5,228 | $17.83 | $93.22K | 238,196 |
| Kristen N. Sieffert President | Apr 1, 2026 | Tax withholding | −14,946 | $16.60 | $248.10K | 114,067 |
| Kristen N. Sieffert President | Apr 1, 2026 | Option exercise | +13,440 | – | – | 92,239 |
| Kristen N. Sieffert President | Apr 1, 2026 | Tax withholding | −4,893 | $16.60 | $81.22K | 87,346 |
| Kristen N. Sieffert President | Apr 1, 2026 | Sale(10b5-1 plan) | −750 | $16.63 | $12.47K | 128,512 |
| Kristen N. Sieffert President | Apr 1, 2026 | Tax withholding | −14,167 | $16.60 | $235.17K | 129,262 |
| Kristen N. Sieffert President | Apr 1, 2026 | Option exercise | +29,362 | – | – | 143,429 |
| Kristen N. Sieffert President | Apr 1, 2026 | Option exercise | +41,667 | – | – | 129,013 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Option exercise | +66,667 | – | – | 299,989 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Option exercise | +40,322 | – | – | 244,955 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Tax withholding | −11,633 | $16.60 | $193.11K | 233,322 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Tax withholding | −26,246 | $16.60 | $435.68K | 273,743 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Option exercise | +32,958 | – | – | 306,701 |
| Graham Fleming Chief Executive Officer | Apr 1, 2026 | Tax withholding | −14,453 | $16.60 | $239.92K | 292,248 |
| Matthew A. Engel Chief Financial Officer | Apr 1, 2026 | Tax withholding | −4,049 | $16.60 | $67.21K | 50,948 |
| Matthew A. Engel Chief Financial Officer | Apr 1, 2026 | Option exercise | +14,082 | – | – | 54,997 |
| Matthew A. Engel Chief Financial Officer | Apr 1, 2026 | Tax withholding | −3,354 | $16.60 | $55.68K | 40,915 |
| Matthew A. Engel Chief Financial Officer | Apr 1, 2026 | Option exercise | +10,833 | – | – | 44,269 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Option exercise | +3,995 | – | – | 23,110 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Option exercise | +4,032 | – | – | 14,682 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,377 | $16.60 | $22.86K | 13,305 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Option exercise | +8,333 | – | – | 21,638 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −2,523 | $16.60 | $41.88K | 19,115 |
| Tai A. Thornock Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,153 | $16.60 | $19.14K | 21,957 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Tax withholding | −1,181 | $16.60 | $19.60K | 31,067 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Option exercise | +4,032 | – | – | 32,248 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Option exercise | +8,333 | – | – | 39,400 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Tax withholding | −2,023 | $16.60 | $33.58K | 37,377 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Option exercise | +3,995 | – | – | 41,372 |
| Lauren Richmond Chief Legal Officer | Apr 1, 2026 | Tax withholding | −973 | $16.60 | $16.15K | 40,399 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Option exercise | +66,667 | – | – | 255,896 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Tax withholding | −15,029 | $16.60 | $249.48K | 243,424 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Option exercise | +40,322 | – | – | 207,616 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Tax withholding | −18,387 | $16.60 | $305.22K | 189,229 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Tax withholding | −30,401 | $16.60 | $504.66K | 225,495 |
| Jeremy Prahm Chief Investment Officer | Apr 1, 2026 | Option exercise | +32,958 | – | – | 258,453 |
| Jeremy Prahm Chief Investment Officer | Mar 23, 2026 | Sale(10b5-1 plan) | −6,000 | $17.50 | $105.00K | 167,294 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeremy Prahm Director | Oct 5, 2026 | 41,610 | $557.99K | Oct 5, 2026 | RSU'S ACQUIRED ON 4/1/24 & 4/2/25 |
| Kristen N. Sieffert Officer | Oct 1, 2026 | 750 | $9.39K | Oct 1, 2026 | RSU's |
| Kristen N. Sieffert Officer | Sep 1, 2026 | 750 | $13.16K | Sep 1, 2026 | RSU's |
| Kristen N. Sieffert Officer | Aug 3, 2026 | 750 | $17.70K | Aug 3, 2026 | RSU's |
| Kristen N. Sieffert Officer | Jul 1, 2026 | 750 | $20.51K | Jul 1, 2026 | RSU's |
| Jeremy Prahm Officer | Jun 29, 2026 | 42,000 | $998.34K | Jun 29, 2026 | RSU / AWARD |
| Kristen N. Sieffert Officer | Jun 1, 2026 | 750 | $14.72K | Jun 1, 2026 | RSU's |
| Kristen N. Sieffert Officer | May 1, 2026 | 750 | $14.65K | May 1, 2026 | RSU's |
| Kristen N. Sieffert Officer | Apr 1, 2026 | 750 | $12.47K | Apr 1, 2026 | RSU's |
| Jeremy Prahm Officer | Mar 23, 2026 | 45,568 | $795.97K | Mar 23, 2026 | RSU/A Award |
| Kristen N. Sieffert Officer | Mar 2, 2026 | 750 | $14.11K | Mar 2, 2026 | RSU's |
| Kristen N. Sieffert Officer | Feb 2, 2026 | 750 | $17.48K | Feb 2, 2026 | RSU's |
| Tai A. Thornock Officer | Jan 16, 2026 | 1,100 | $27.04K | Jan 16, 2026 | Restricted Stock Vesting |
| Kristen N. Sieffert Officer | Jan 2, 2026 | 750 | $18.13K | Jan 2, 2026 | RSU's |
| Tai A. Thornock Officer | Dec 16, 2025 | 1,100 | $25.34K | Dec 16, 2025 | Restricted Stock Vesting |