Frontdoor, Inc. (FTDR) shareholders
FTDRNasdaqServices-To Dwellings & Other BuildingsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 11/3014% above fair value
$96.64+1.22 (+1.28%)
Close on Nov 13, 2026Market cap $6.66BP/E 24.1Yield –
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 · 7 sales
Net sold $24.95M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 10,408,652 | 14.30% | 13G (passive) amendment | Sep 30, 2025 |
| 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 |
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% | $126.71M | +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)
390 funds held FTDR in Q2 2026, 45% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 199,335 | 0.29% | Nov 13, 2026 |
| Jason L. Bailey | SVP & Chief Financial Officer | 22,087 | 0.03% | Oct 5, 2026 |
| Sally J. Shanks | VP, Controller & CAO | 578 | 0.00% | Aug 27, 2026 |
| Jeffrey Fiarman | SVP & Chief Legal Officer | 20,023 | 0.03% | Aug 12, 2026 |
| Kathryn M. Collins | SVP & Chief Revenue Officer | 30,322 | 0.04% | Aug 12, 2026 |
| Evan Iverson | SVP & Chief Operating Officer | 214 | 0.00% | Aug 12, 2026 |
| Balakrishnan A. Ganesh | SVP & Chief Technology Officer | 17,153 | 0.02% | Jul 16, 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 |
|---|---|---|---|---|---|---|
| William C. Cobb CEO, Director | Nov 12, 2026 | Sale(10b5-1 plan) | −96,418 | $96.69 | $9.32M | 184,335 |
| William C. Cobb CEO, Director | Nov 12, 2026 | Option exercise | +96,418 | $26.42 | $2.55M | 280,753 |
| William C. Cobb CEO, Director | Nov 11, 2026 | Sale(10b5-1 plan) | −39,216 | $97.26 | $3.81M | 184,335 |
| William C. Cobb CEO, Director | Nov 11, 2026 | Option exercise | +39,216 | $26.42 | $1.04M | 223,551 |
| William C. Cobb CEO, Director | Nov 10, 2026 | Sale(10b5-1 plan) | −73,113 | $99.17 | $7.25M | 184,335 |
| William C. Cobb CEO, Director | Nov 10, 2026 | Option exercise | +73,113 | $26.42 | $1.93M | 257,448 |
| Jason L. Bailey SVP & Chief Financial Officer | Oct 1, 2026 | Tax withholding | −762 | $73.12 | $55.72K | 22,087 |
| Jason L. Bailey SVP & Chief Financial Officer | Oct 1, 2026 | Option exercise | +3,126 | – | – | 22,849 |
| 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 |
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 float
4.80%
3M shares short
Days to cover
5.0
At 1M shares a day
Change since last report
-5.9%
From 3M shares
Short volume, 20 days
49.1%
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 Frontdoor's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,636 shares on Sep 11, 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 |
|---|---|---|---|---|---|
| William C. Cobb Officer | Nov 10, 2026 | 208,747 | $20.73M | Nov 10, 2026 | Employment related - performance stock options |
| Jeffrey Fiarman Officer | Aug 10, 2026 | 13,000 | $1.11M | Aug 10, 2026 | Stock Award |
| Evan Iverson Officer | Aug 10, 2026 | 18,190 | $1.72M | Aug 10, 2026 | Employment related - stock award |
| Kathryn M. Collins 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 |
| Jessica P. Ross 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 |
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