Finance of America Companies Inc. (FOA) shareholders
FOANYSEMortgage Bankers & Loan CorrespondentsFiscal year ends December 31
$10.85−0.09 (-0.82%)
Close on Nov 13, 2026Market cap $187.78MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.7%
5M of 17M shares
Institutional holders
78
19 new, 30 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
4 buys · 56 sales
Net sold $95.69M
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 Joint filing with Libman Family Holdings, LLC (50.51%) | 9,301,359 | 50.81% | 13D (active) amendment | Feb 27, 2026 |
| Blackstone Holdings II L.P. Joint filing with Stephen A. Schwarzman (63.10%), Blackstone Group Management L.L.C. (63.10%) and 22 more | 8,029,817 | 63.10% | 13D (active) amendment | Nov 13, 2025 |
| Stephen A. Schwarzman Joint filing with Blackstone Group Management L.L.C. (38.90%), Blackstone Holdings I/II GP L.L.C. (38.90%) and 22 more | 4,014,908 | 38.90% | 13D (active) amendment | Dec 4, 2025 |
| Reza Jahangiri Joint filing with Bloom Retirement Holdings Inc. (9.49%) | 1,576,243 | 9.49% | 13D (active) amendment | Apr 9, 2026 |
| Bloom Retirement Holdings Inc. Joint filing with Reza Jahangiri (9.49%) | 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 |
| Beach Point Capital Management LP Joint filing with Beach Point GP LLC (10.80%) | 927,837 | 10.80% | 13G (passive) amendment | Mar 31, 2026 |
| Blue Owl Capital Holdings LP | 827,409 | 9.49% | 13G (passive) | Dec 31, 2025 |
| Beach Point GP LLC Joint filing with Beach Point Capital Management LP (8.30%) | 789,399 | 8.30% | 13G (passive) | Dec 31, 2025 |
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 | 78 | 5M | 27.7% | 19 / 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% | 19 / 24 | 11 / 9 | 1M | 0M |
| Q3 2024 | 59 | 8M | 45.9% | 6 / 41 | 10 / 26 | 3M | 1M |
| Q2 2024 | 80 | 5M | 30.7% | 18 / 22 | 26 / 21 | 0M | 1M |
| Q1 2024 | 83 | 5M | 31.7% | 11 / 25 | 21 / 5 | 0M | 0M |
| Q4 2023 | 78 | 6M | 31.8% | 10 / 28 | 21 / 4 | 0M | 0M |
| Q3 2023 | 72 | 5M | 31.2% | 6 / 20 | 21 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
113 funds held FOA in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 148,170 | 0.86% | Nov 9, 2026 |
| Kristen N. Sieffert | President | 127,837 | 0.74% | Nov 4, 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 |
| Lauren Richmond | Chief Legal Officer | 31,067 | 0.18% | Apr 3, 2026 |
| Graham Fleming | Chief Executive Officer | 301,989 | 1.74% | Apr 3, 2026 |
| Andrew Essex | Director | 4,570 | 0.03% | May 19, 2026 |
| Lance West | Director | 26,850 | 0.16% | May 19, 2026 |
| Brian L. Libman | Director, 10% owner | 59,517 | 0.34% | May 19, 2026 |
| Tyson Anwar Pratcher | Director | 26,850 | 0.16% | May 19, 2026 |
| Norma Corio | Director | 31,150 | 0.18% | May 19, 2026 |
| Cory Gardner | Director | 4,570 | 0.03% | 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 | 1,596,142 | 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 | Nov 5, 2026 | Sale(10b5-1 plan) | −6,000 | $11.79 | $70.76K | 144,246 |
| Kristen N. Sieffert President | Nov 2, 2026 | Sale(10b5-1 plan) | −750 | $10.53 | $7.90K | 123,262 |
| Jeremy Prahm Chief Investment Officer | Oct 19, 2026 | Sale(10b5-1 plan) | −5,610 | $10.74 | $60.27K | 150,246 |
| Jeremy Prahm Chief Investment Officer | Oct 5, 2026 | Sale(10b5-1 plan) | −6,000 | $13.20 | $79.20K | 155,856 |
| Kristen N. Sieffert President | Oct 1, 2026 | Sale(10b5-1 plan) | −750 | $12.53 | $9.40K | 124,012 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
2.31%
0M shares short
Days to cover
5.1
At 0M shares a day
Change since last report
-12.7%
From 0M shares
Short volume, 20 days
52.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Finance of America Companies's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,967 shares on Oct 5, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kristen N. Sieffert Officer | Nov 2, 2026 | 750 | $7.89K | Nov 2, 2026 | RSU's |
| 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 |
See a number that looks wrong?