FTDRNasdaqServices-To Dwellings & Other BuildingsFiscal year ends December 31
Frontdoor, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$79.84+0.84 (+1.06%)
Close on Oct 19, 2026
- Market cap
- $5.68B
- P/E (TTM)
- 21.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
72M of 69M shares
Institutional holders
388
67 new, 41 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $4.57M
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 |
|---|---|---|---|---|
| Boston Partners | 5,185,474 | 7.38% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 4,752,582 | 6.73% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,732,718 | 5.28% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 3,516,349 | 5.00% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 10,408,652 | 14.30% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FTDR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,078,123 | 16.08% | $859.55M | +75,537 | 0.01% |
| Boston Partners | 5,367,121 | 7.79% | $416.05M | +438,024 | 0.37% |
| Vanguard Portfolio Management LLC | 4,787,074 | 6.95% | $371.43M | +97,632 | 0.02% |
| State Street Corp | 3,516,349 | 5.10% | $272.83M | +35,936 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 3,318,654 | 4.82% | $257.49M | +676,741 | 0.70% |
| Vanguard Capital Management LLC | 3,165,669 | 4.60% | $245.62M | −14,414 | 0.01% |
| Geode Capital Management, LLC | 2,368,805 | 3.44% | $183.82M | +136,848 | 0.01% |
| Alliancebernstein L.P. | 2,030,565 | 2.95% | $107.34M | +94,832 | 0.04% |
| Renaissance Technologies LLC | 1,877,487 | 2.73% | $145.67M | +27,700 | 0.20% |
| Reinhart Partners, LLC. | 1,684,065 | 2.44% | $130.67M | +64,561 | 2.98% |
| Goldman Sachs Group Inc | 1,683,369 | 2.44% | $130.61M | +993,098 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 1,633,038 | 2.37% | $126.71K | +619,531 | 0.01% |
| Morgan Stanley | 1,515,164 | 2.20% | $117.56M | −93,603 | 0.01% |
| Jupiter Topco LLC | 1,467,368 | 2.13% | $113.87M | New | 0.05% |
| Swedbank AB | 1,375,600 | 2.00% | $106.73M | +92,000 | 0.09% |
| Arrowstreet Capital, Limited Partnership | 1,358,130 | 1.97% | $105.38M | −102,873 | 0.05% |
| Dimensional Fund Advisors LP | 1,316,288 | 1.91% | $102.12M | +136,912 | 0.02% |
| FMR LLC | 1,197,710 | 1.74% | $92.93M | −712,851 | 0.00% |
| Wasatch Advisors LP | 1,031,860 | 1.50% | $80.06M | −1,281 | 0.52% |
| Northern Trust Corp | 928,902 | 1.35% | $72.07M | +25,478 | 0.01% |
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 | 388 | 72M | 100.0% | 67 / 138 | 138 / 41 | 7M | 5M |
| Q1 2026 | 367 | 72M | 100.0% | 61 / 138 | 134 / 41 | 15M | 11M |
| Q4 2025 | 355 | 76M | 100.0% | 39 / 141 | 139 / 56 | 9M | 5M |
| Q3 2025 | 382 | 73M | 100.0% | 60 / 126 | 156 / 38 | 6M | 7M |
| Q2 2025 | 363 | 74M | 100.0% | 81 / 112 | 143 / 43 | 9M | 9M |
| Q1 2025 | 329 | 74M | 100.0% | 55 / 131 | 108 / 62 | 8M | 8M |
| Q4 2024 | 341 | 76M | 100.0% | 49 / 109 | 138 / 32 | 6M | 7M |
| Q3 2024 | 330 | 77M | 100.0% | 72 / 106 | 119 / 20 | 20M | 8M |
| Q2 2024 | 280 | 79M | 100.0% | 49 / 105 | 99 / 36 | 6M | 11M |
| Q1 2024 | 270 | 84M | 100.0% | 36 / 107 | 98 / 47 | 9M | 9M |
| Q4 2023 | 283 | 84M | 100.0% | 69 / 94 | 97 / 28 | 13M | 9M |
| Q3 2023 | 245 | 81M | 100.0% | 38 / 93 | 82 / 14 | 6M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FTDR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,231,352 | 6.14% | $328.31M | 0.29% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 2,914,144 | 4.23% | $226.11M | 0.97% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,230,668 | 3.24% | $173.08M | 0.01% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 2,136,453 | 3.10% | $165.77M | 1.31% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,839,200 | 2.67% | $142.70M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,611,278 | 2.34% | $125.02M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 930,434 | 1.35% | $72.19M | 0.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 805,308 | 1.17% | $62.48M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 782,742 | 1.14% | $56.85M | 0.17% | Jul 31, 2026 |
| Fidelity Small Cap Growth Fund | 765,640 | 1.11% | $55.61M | 0.63% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 661,470 | 0.96% | $51.32M | 0.33% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 643,534 | 0.93% | $49.93M | 0.30% | Jun 30, 2026 |
| Oberweis Small-Cap Opportunities Fund | 633,800 | 0.92% | $49.18M | 1.73% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 631,155 | 0.92% | $48.97M | 0.60% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 601,390 | 0.87% | $46.66M | 0.52% | 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 |
|---|---|---|---|---|
| William C. Cobb | CEO, Director | 211,564 | 0.31% | Apr 1, 2026 |
| Sally J. Shanks | VP, Controller & CAO | 578 | 0.00% | Aug 27, 2026 |
| Evan Iverson | SVP & Chief Operating Officer | 214 | 0.00% | Aug 12, 2026 |
| Kathryn M. Collins | SVP & Chief Revenue Officer | 30,322 | 0.04% | Aug 12, 2026 |
| Jeffrey Fiarman | SVP & Chief Legal Officer | 20,023 | 0.03% | Aug 12, 2026 |
| Balakrishnan A. Ganesh | SVP & Chief Technology Officer | 17,153 | 0.02% | Jul 16, 2026 |
| Jason L. Bailey | SVP & Chief Financial Officer | 19,723 | 0.03% | Apr 1, 2026 |
| Jessica P. Ross | SVP & CFO | 16,341 | 0.02% | Apr 1, 2025 |
| Chastitie Brim | VP, Controller & CAO | 15,510 | 0.02% | Apr 1, 2025 |
| Hilla Sferruzza | Director | 2,112 | 0.00% | Jul 1, 2026 |
| Anna C. Catalano | Director | 36,349 | 0.05% | May 15, 2026 |
| Liane J. Pelletier | Director | 32,349 | 0.05% | May 15, 2026 |
| Dennis Howard | Director | 3,314 | 0.00% | May 15, 2026 |
| Peter L. Cella | Director | 65,801 | 0.10% | May 15, 2026 |
| Darrin Steve Boland | Director | 28,391 | 0.04% | May 15, 2026 |
| Christopher L. Clipper | Director | 23,391 | 0.03% | May 15, 2026 |
| Brian P. McAndrews | Director | 32,184 | 0.05% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sally J. Shanks VP, Controller & CAO | Aug 25, 2026 | Tax withholding | −258 | $82.75 | $21.35K | 578 |
| Sally J. Shanks VP, Controller & CAO | Aug 25, 2026 | Option exercise | +836 | – | – | 836 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Aug 10, 2026 | Option exercise | +10,000 | $26.42 | $264.20K | 30,322 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Aug 10, 2026 | Sale | −10,000 | $88.98 | $889.80K | 20,322 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Aug 10, 2026 | Sale | −13,000 | $85.11 | $1.11M | 20,023 |
| Evan Iverson SVP & Chief Operating Officer | Aug 10, 2026 | Sale | −18,190 | $85.50 | $1.56M | 214 |
| Balakrishnan A. Ganesh SVP & Chief Technology Officer | Jul 14, 2026 | Option exercise | +5,746 | – | – | 17,153 |
| Balakrishnan A. Ganesh SVP & Chief Technology Officer | Jul 14, 2026 | Tax withholding | −2,571 | $74.79 | $192.29K | 14,582 |
| Balakrishnan A. Ganesh SVP & Chief Technology Officer | Jul 14, 2026 | Tax withholding | −1,928 | $74.79 | $144.20K | 16,963 |
| Balakrishnan A. Ganesh SVP & Chief Technology Officer | Jul 14, 2026 | Option exercise | +4,309 | – | – | 18,891 |
| Hilla Sferruzza Director | Jun 29, 2026 | Award | +2,112 | – | – | 2,112 |
| Brian P. McAndrews Director | May 13, 2026 | Award | +2,836 | – | – | 32,184 |
| Dennis Howard Director | May 13, 2026 | Award | +2,836 | – | – | 3,289 |
| Darrin Steve Boland Director | May 13, 2026 | Award | +2,836 | – | – | 23,391 |
| Christopher L. Clipper Director | May 13, 2026 | Award | +2,836 | – | – | 23,391 |
| Anna C. Catalano Director | May 13, 2026 | Award | +2,836 | – | – | 36,349 |
| Peter L. Cella Director | May 13, 2026 | Award | +2,836 | – | – | 35,801 |
| Liane J. Pelletier Director | May 13, 2026 | Award | +2,836 | – | – | 32,349 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 31, 2026 | Tax withholding | −3,250 | $51.95 | $168.84K | 32,843 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 31, 2026 | Option exercise | +7,012 | – | – | 36,093 |
| Evan Iverson SVP & Chief Operating Officer | Mar 31, 2026 | Tax withholding | −1,798 | $51.95 | $93.41K | 18,190 |
| Evan Iverson SVP & Chief Operating Officer | Mar 31, 2026 | Option exercise | +6,574 | – | – | 19,988 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 31, 2026 | Option exercise | +6,574 | – | – | 23,276 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 31, 2026 | Tax withholding | −2,954 | $51.95 | $153.46K | 20,322 |
| William C. Cobb CEO, Director | Mar 31, 2026 | Option exercise | +28,048 | – | – | 196,564 |
| William C. Cobb CEO, Director | Mar 31, 2026 | Tax withholding | −12,229 | $51.95 | $635.30K | 184,335 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 31, 2026 | Tax withholding | −427 | $51.95 | $22.18K | 19,723 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 31, 2026 | Option exercise | +1,753 | – | – | 20,150 |
| William C. Cobb CEO, Director | Mar 27, 2026 | Option exercise | +34,696 | – | – | 183,644 |
| William C. Cobb CEO, Director | Mar 27, 2026 | Tax withholding | −15,128 | $55.84 | $844.75K | 168,516 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 27, 2026 | Option exercise | +1,893 | – | – | 18,858 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 27, 2026 | Tax withholding | −461 | $55.84 | $25.74K | 18,397 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 27, 2026 | Option exercise | +6,308 | – | – | 19,537 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 27, 2026 | Tax withholding | −2,835 | $55.84 | $158.31K | 16,702 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 27, 2026 | Tax withholding | −4,386 | $55.84 | $244.91K | 29,081 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 27, 2026 | Option exercise | +9,463 | – | – | 33,467 |
| Evan Iverson SVP & Chief Operating Officer | Mar 27, 2026 | Tax withholding | −1,036 | $55.84 | $57.85K | 13,414 |
| Evan Iverson SVP & Chief Operating Officer | Mar 27, 2026 | Option exercise | +3,785 | – | – | 14,450 |
| William C. Cobb CEO, Director | Mar 25, 2026 | Option exercise | +32,342 | – | – | 163,050 |
| William C. Cobb CEO, Director | Mar 25, 2026 | Tax withholding | −14,102 | $59.25 | $835.54K | 148,948 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 25, 2026 | Tax withholding | −558 | $59.25 | $33.06K | 16,965 |
| Jason L. Bailey SVP & Chief Financial Officer | Mar 25, 2026 | Option exercise | +1,825 | – | – | 17,523 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 25, 2026 | Tax withholding | −2,813 | $59.25 | $166.67K | 13,229 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Mar 25, 2026 | Option exercise | +6,259 | – | – | 16,042 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 25, 2026 | Tax withholding | −3,626 | $59.25 | $214.84K | 24,004 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 25, 2026 | Option exercise | +7,824 | – | – | 27,630 |
| Evan Iverson SVP & Chief Operating Officer | Mar 25, 2026 | Option exercise | +5,216 | – | – | 12,092 |
| Evan Iverson SVP & Chief Operating Officer | Mar 25, 2026 | Tax withholding | −1,427 | $59.25 | $84.55K | 10,665 |
| Dennis Howard Director | Mar 17, 2026 | Award | +453 | – | – | 453 |
| Jeffrey Fiarman SVP & Chief Legal Officer | Mar 3, 2026 | Sale | −15,000 | $67.60 | $1.01M | 19,806 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Aug 15, 2025 | Sale | −9,429 | $59.02 | $556.50K | 9,783 |
| Jeffrey Fiarman SVP, CLO & Secretary | Aug 7, 2025 | Sale | −129,673 | $56.15 | $7.28M | 34,646 |
| Jeffrey Fiarman SVP, CLO & Secretary | Aug 7, 2025 | Option exercise | +72,124 | $26.42 | $1.91M | 164,319 |
| Jeffrey Fiarman SVP, CLO & Secretary | Aug 7, 2025 | Option exercise | +18,299 | $35.56 | $650.71K | 68,707 |
| Jeffrey Fiarman SVP, CLO & Secretary | Aug 7, 2025 | Option exercise | +23,488 | $24.74 | $581.09K | 92,195 |
| Jeffrey Fiarman SVP, CLO & Secretary | Aug 7, 2025 | Option exercise | +15,762 | $34.48 | $543.47K | 50,408 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Jun 9, 2025 | Tax withholding | −2,449 | $57.94 | $141.90K | 19,212 |
| Kathryn M. Collins SVP & Chief Revenue Officer | Jun 9, 2025 | Option exercise | +5,427 | – | – | 21,661 |
| William C. Cobb CEO, Director | Jun 1, 2025 | Tax withholding | −5,141 | $55.01 | $282.81K | 119,259 |
| William C. Cobb CEO, Director | Jun 1, 2025 | Option exercise | +11,789 | – | – | 124,400 |
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 |
|---|---|---|---|---|---|
| Jeffrey Fiarman Officer | Aug 10, 2026 | 13,000 | $1.11M | Aug 10, 2026 | Stock Award |
| Iverson Evan Officer | Aug 10, 2026 | 18,190 | $1.72M | Aug 10, 2026 | Employment related - stock award |
| Collins Kathryn Officer | Aug 10, 2026 | 10,000 | $889.48K | Aug 10, 2026 | Employment related - stock options |
| Jeffrey Fiarman Officer | Mar 3, 2026 | 15,000 | $1.01M | Mar 3, 2026 | Stock Award |
| Jeffrey Fiarman Officer | Mar 3, 2026 | 15,000 | $1.01M | Mar 3, 2026 | Stock Award |
| Chastitie Former Officer | Dec 10, 2025 | 25,698 | $1.38M | Dec 10, 2025 | Employment related - Nonqualified Stock Option |
| Ross Jessica Officer | Nov 17, 2025 | 55,740 | $2.79M | Nov 17, 2025 | Vesting of a Stock Award |
| Kathryn M. Collins Officer | Aug 15, 2025 | 9,429 | $556.48K | Aug 15, 2025 | Vesting of a Stock Award |
| Jeffrey Fiarman Officer | Aug 7, 2025 | 129,673 | $7.28M | Aug 7, 2025 | Exercise of Stock Awards |
| Evan Iverson Officer | May 8, 2025 | 14,577 | $778.62K | May 8, 2025 | ESPP Purchase |
| Evan Iverson Officer | Dec 11, 2024 | 16,000 | $941.49K | Dec 11, 2024 | Vesting of a Stock Award |
| Kathryn M. Collins Officer | Dec 10, 2024 | 25,784 | $1.50M | Dec 10, 2024 | Exercise of Stock Awards |
| Chastitie Brim Officer | Aug 14, 2024 | 8,650 | $400.07K | Aug 14, 2024 | Exercise of Stock Awards |
| Jeffrey Fiarman Officer | Aug 7, 2024 | 11,500 | $515.26K | Aug 7, 2024 | Stock Option Exercise |
| Jeffrey Fiarman Officer | Nov 7, 2023 | 4,250 | $152.47K | Nov 7, 2023 | stock award |