Fathom Holdings Inc. (FTHM) shareholders
Close on Nov 13, 2026Market cap $3.24MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Joshua Harley | 5,845,311 | 27.80% | 13D (active) amendment | Oct 3, 2024 |
| Prometheus Foundation Joint filing with Leonard Esmond (7.86%) | 2,117,824 | 7.86% | 13D (active) | Mar 17, 2025 |
| Scott N. Flanders | 1,788,890 | 6.58% | 13G (passive) | Mar 14, 2025 |
| Marco Fregenal | 1,511,262 | 7.30% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FTHM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 732,186 | 2.14% | $739.51K | +9,600 | 0.00% |
| Jane Street Group, LLC | 494,187 | 1.44% | $499.13K | +423,936 | 0.00% |
| Vazirani Asset Management LLC | 394,274 | 1.15% | $398.22K | New | 1.96% |
| Veradace Capital Management LLC | 342,000 | 1.00% | $345.42K | −136,145 | 0.26% |
| Prelude Capital Management, LLC | 318,356 | 0.93% | $321.54K | New | 0.02% |
| FNY Investment Advisers, LLC | 282,850 | 0.83% | $285.00K | New | 0.10% |
| Geode Capital Management, LLC | 218,358 | 0.64% | $220.63K | −38,824 | 0.00% |
| AMG National Trust Bank | 207,590 | 0.61% | $209.67K | – | 0.00% |
| North Star Asset Management Inc | 204,101 | 0.60% | $206.14K | New | 0.01% |
| Hrt Financial LP | 151,940 | 0.44% | $153.00K | +134,620 | 0.00% |
| Susquehanna International Group, Llp | 140,333 | 0.41% | $141.74K | +9,863 | 0.00% |
| Virtu Financial LLC | 108,872 | 0.32% | $110.00K | +95,841 | 0.00% |
| Union Square Park Capital Management, LLC | 98,453 | 0.29% | $99.44K | −264,426 | 0.04% |
| Vanguard Fiduciary Trust Co | 92,283 | 0.27% | $93.21K | – | 0.00% |
| Concurrent Investment Advisors, LLC | 81,467 | 0.24% | $82.28K | New | 0.00% |
| Renaissance Technologies LLC | 79,700 | 0.23% | $80.50K | −68,107 | 0.00% |
| Jb Capital Partners LP | 69,882 | 0.20% | $70.58K | – | 0.01% |
| XTX Topco Ltd | 62,747 | 0.18% | $63.37K | +43,999 | 0.00% |
| StoneX Group Inc. | 58,945 | 0.17% | $45.66K | −5,823 | 0.00% |
| Northern Trust Corp | 48,414 | 0.14% | $48.90K | +13,754 | 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 | 42 | 4M | 13.0% | 6 / 8 | 11 / 10 | 2M | 1M |
| Q1 2026 | 47 | 3M | 9.6% | 14 / 8 | 11 / 5 | 1M | 0M |
| Q4 2025 | 41 | 3M | 9.5% | 8 / 10 | 8 / 4 | 1M | 0M |
| Q3 2025 | 38 | 3M | 8.5% | 12 / 6 | 8 / 7 | 2M | 0M |
| Q2 2025 | 33 | 1M | 3.8% | 3 / 7 | 8 / 8 | 0M | 0M |
| Q1 2025 | 38 | 2M | 4.6% | 5 / 13 | 5 / 7 | 0M | 1M |
| Q4 2024 | 40 | 2M | 6.5% | 12 / 10 | 6 / 4 | 0M | 0M |
| Q3 2024 | 33 | 2M | 6.5% | 5 / 9 | 8 / 8 | 0M | 1M |
| Q2 2024 | 37 | 3M | 8.0% | 9 / 9 | 6 / 5 | 0M | 1M |
| Q1 2024 | 33 | 3M | 9.0% | 2 / 10 | 6 / 9 | 0M | 1M |
| Q4 2023 | 40 | 4M | 10.9% | 10 / 9 | 9 / 5 | 1M | 0M |
| Q3 2023 | 35 | 3M | 9.7% | 4 / 12 | 6 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
7 funds held FTHM in Q2 2026, 78% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FTHM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 541,054 | 1.58% | $546.46K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 191,132 | 0.56% | $193.04K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 139,542 | 0.41% | $79.55K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 34,805 | 0.10% | $19.84K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 27,091 | 0.08% | $15.44K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 4,444 | 0.01% | $2.53K | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -1,500 | -0.00% | -$1.52K | -0.00% | 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 |
|---|---|---|---|---|
| Marco Fregenal | Chief Executive Officer, Director | 1,574,759 | 4.60% | Mar 27, 2026 |
| Daniel Weinmann | Chief Financial Officer | 107,605 | 0.31% | Jun 26, 2026 |
| Laura L. Muller | President | – | – | Feb 11, 2026 |
| Samantha Giuggio | Chief Broker Officer | 107,967 | 0.32% | Jul 8, 2025 |
| Joanne Zach | Chief Financial Officer | 252,510 | 0.74% | Jan 14, 2025 |
| Jennifer B. Venable | Director | 152,284 | 0.45% | Aug 21, 2025 |
| Scott N. Flanders | Director | 1,666,641 | 4.87% | Aug 21, 2025 |
| David C. Hood | Director | 165,998 | 0.49% | Aug 21, 2025 |
| Adam Rothstein | Director | 913,046 | 2.67% | Aug 21, 2025 |
| Stephen H. Murray | Director | 349,145 | 1.02% | Aug 21, 2025 |
| Joshua Harley | 10% owner | 5,208,784 | 15.23% | Sep 2, 2025 |
| Capital Partners Iii L. P. Remy | 10% owner | – | – | Mar 27, 2025 |
| ReMY Holdings, Inc. | 10% owner | – | – | Mar 27, 2025 |
| Foundation Prometheus | 10% owner | – | – | Mar 27, 2025 |
| Mark S. Siegel | 10% owner | 2,117,824 | 6.19% | Mar 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marco Fregenal Chief Executive Officer, Director | Mar 26, 2026 | Gift | −39,342 | – | – | 1,419,703 |
| Marco Fregenal Chief Executive Officer, Director | Feb 9, 2026 | Gift | −31,306 | – | – | 1,459,045 |
| Marco Fregenal Chief Executive Officer, Director | Jan 8, 2026 | Gift | −66,668 | – | – | 1,490,351 |
| Marco Fregenal Chief Executive Officer, Director | Dec 31, 2025 | Award | +42,079 | $1.01 | $42.50K | 1,557,019 |
| Marco Fregenal Chief Executive Officer, Director | Dec 23, 2025 | Gift | −33,024 | – | – | 1,514,940 |
| Marco Fregenal Chief Executive Officer, Director | Oct 28, 2025 | Gift | −35,000 | – | – | 1,547,964 |
| Marco Fregenal Chief Executive Officer, Director | Sep 30, 2025 | Award | +23,611 | $1.80 | $42.50K | 1,582,964 |
| Joshua Harley 10% owner | Aug 28, 2025 | Sale | −92,395 | $2.38 | $219.90K | 3,135,406 |
| Joshua Harley 10% owner | Aug 28, 2025 | Sale | +92,395 | $2.38 | $219.90K | 3,135,406 |
| Marco Fregenal Chief Executive Officer, Director | Aug 28, 2025 | Gift | −60,000 | – | – | 1,559,353 |
| Stephen H. Murray Director | Aug 20, 2025 | Award | +82,645 | – | – | 349,145 |
| Scott N. Flanders Director | Aug 20, 2025 | Award | +82,645 | – | – | 1,576,641 |
| Adam Rothstein Director | Aug 20, 2025 | Award | +82,645 | – | – | 913,046 |
| Jennifer B. Venable Director | Aug 20, 2025 | Award | +82,645 | – | – | 152,284 |
| David C. Hood Director | Aug 20, 2025 | Award | +82,645 | – | – | 165,998 |
| Marco Fregenal Chief Executive Officer, Director | Jul 29, 2025 | Gift | −52,147 | – | – | 1,619,353 |
| Joshua Harley 10% owner | Jul 23, 2025 | Sale | −1,100 | $1.49 | $1.64K | 3,227,801 |
| Joshua Harley 10% owner | Jul 22, 2025 | Sale | −81,691 | $1.59 | $129.89K | 3,228,901 |
| Joshua Harley 10% owner | Jul 21, 2025 | Sale | −50,717 | $1.46 | $74.05K | 3,310,592 |
| Joshua Harley 10% owner | Jul 18, 2025 | Sale | −22,883 | $1.32 | $30.21K | 3,361,309 |
| Joshua Harley 10% owner | Jul 17, 2025 | Sale | −10,231 | $1.36 | $13.91K | 3,384,192 |
| Joshua Harley 10% owner | Jul 16, 2025 | Sale | −34,478 | $1.33 | $45.86K | 3,394,423 |
| Samantha Giuggio Chief Broker Officer | Jul 3, 2025 | Sale | −2,146 | $1.38 | $2.96K | 102,543 |
| Marco Fregenal Chief Executive Officer, Director | May 7, 2025 | Gift | −70,000 | – | – | 1,671,500 |
| Marco Fregenal Chief Executive Officer, Director | Apr 23, 2025 | Award | +76,239 | $0.79 | $60.23K | 1,741,500 |
| Samantha Giuggio Chief Broker Officer | Apr 1, 2025 | Sale | −12,841 | $0.72 | $9.25K | 104,689 |
| Adam Rothstein Director | Mar 17, 2025 | Award | +56,117 | – | – | 830,401 |
| Stephen H. Murray Director | Mar 14, 2025 | Buy | +138,773 | $0.72 | $99.92K | 266,500 |
| Scott N. Flanders Director | Mar 14, 2025 | Buy | +693,866 | $0.72 | $499.58K | 1,493,996 |
| Samantha Giuggio Chief Broker Officer | Jan 10, 2025 | Sale | −160 | $1.52 | $243 | 117,530 |
| Joanne Zach Chief Financial Officer | Jan 2, 2025 | Sale | −865 | $1.50 | $1.30K | 252,510 |
| Samantha Giuggio Chief Broker Officer | Jan 2, 2025 | Sale | −678 | $1.50 | $1.02K | 117,690 |
| Scott N. Flanders Director | Dec 11, 2024 | Gift | −90,000 | – | – | 800,130 |
| Scott N. Flanders Director | Dec 10, 2024 | Buy | +5,487 | $1.95 | $10.70K | 890,130 |
| Marco Fregenal Chief Executive Officer | Dec 10, 2024 | Gift | −70,000 | – | – | 1,465,261 |
| Scott N. Flanders Director | Nov 27, 2024 | Buy | +20,000 | $1.95 | $39.00K | 884,643 |
| Scott N. Flanders Director | Nov 26, 2024 | Buy | +20,000 | $1.95 | $39.00K | 864,643 |
| Scott N. Flanders Director | Nov 25, 2024 | Buy | +1,041 | $1.85 | $1.93K | 844,643 |
| Scott N. Flanders Director | Nov 22, 2024 | Buy | +18,914 | $1.84 | $34.80K | 843,602 |
| Marco Fregenal Chief Executive Officer, Director | Nov 15, 2024 | Award | +200,000 | – | – | 1,665,261 |
| David C. Hood Director | Nov 15, 2024 | Buy | +5,000 | $1.86 | $9.30K | 83,353 |
| Jennifer B. Venable Director | Nov 15, 2024 | Buy | +5,248 | $1.86 | $9.76K | 69,639 |
| Stephen H. Murray Director | Nov 14, 2024 | Buy | +20,000 | $1.95 | $39.00K | 127,727 |
| Marco Fregenal Chief Executive Officer, Director | Nov 14, 2024 | Buy | +29,500 | $1.94 | $57.23K | 1,535,261 |
| Joanne Zach Chief Financial Officer | Nov 5, 2024 | Award | +100,000 | – | – | 253,375 |
| Marco Fregenal Chief Executive Officer | Oct 14, 2024 | Award | +54,499 | – | – | 1,505,761 |
| Samantha Giuggio Chief Broker Officer | Oct 14, 2024 | Award | +7,318 | – | – | 118,368 |
| Joshua Harley 10% owner | Oct 3, 2024 | Gift | +1,399,518 | – | – | 3,428,901 |
| Joshua Harley 10% owner | Sep 13, 2024 | Gift | −200,000 | – | – | 2,029,383 |
| Scott N. Flanders Director | Sep 12, 2024 | Buy | +100,000 | $2.85 | $285.00K | 824,688 |
| Joshua Harley 10% owner | Sep 12, 2024 | Sale | −100,000 | $2.85 | $285.00K | 2,229,383 |
| Marco Fregenal Chief Executive Officer, Director | Sep 9, 2024 | Gift | −60,000 | – | – | 1,451,262 |
| Ravila Gupta Director | Aug 19, 2024 | Award | +43,478 | – | – | 60,333 |
| David C. Hood Director | Aug 19, 2024 | Award | +43,478 | – | – | 78,353 |
| Stephen H. Murray Director | Aug 19, 2024 | Award | +43,478 | – | – | 107,727 |
| Scott N. Flanders Director | Aug 19, 2024 | Award | +43,478 | – | – | 724,688 |
| Jennifer B. Venable Director | Aug 19, 2024 | Award | +43,478 | – | – | 64,391 |
| Samantha Giuggio Chief Broker Officer | Jul 5, 2024 | Sale | −14 | $1.70 | $24 | 98,973 |
| Scott N. Flanders Director | Jun 10, 2024 | Buy | +10,000 | $1.86 | $18.60K | 681,210 |
| Scott N. Flanders Director | Jun 7, 2024 | Buy | +15,832 | $1.89 | $29.92K | 671,210 |
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)
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 Fathom's stock actually held short. Settlement fails (shares not delivered on time) peaked at 283,557 shares on Sep 25, 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 |
|---|---|---|---|---|---|
| Joshua Harley 10% Stockholder, Employee | Aug 28, 2025 | 92,395 | $158.92K | Aug 28, 2025 | Conversion of Series B shares to Common shares |
| Joshua Harley 10% Stockholder, Employee | Jul 22, 2025 | 125,000 | $186.25K | Jul 22, 2025 | Conversion of Series B shares to Common Shares |
| Joshua Harley 10% Stockholder, Employee | Jul 21, 2025 | 50,000 | $66.50K | Jul 21, 2025 | Conversion of Series B shares to Common Shares |
| Joshua Harley 10% Stockholder, Employee | Jul 18, 2025 | 50,000 | $68.00K | Jul 18, 2025 | Conversion of Series B shares to Common shares |
| Joshua Harley 10% Stockholder, Employee | Jul 16, 2025 | 50,000 | $63.50K | Jul 16, 2025 | Conversion of Series B shares to Common Shares |
| Joshua Harley Officer, Director, 10% Stockholder | Sep 12, 2023 | 486 | $2.43K | Sep 12, 2023 | Conversion of Series B Shares to Common Shares |
| Joshua Harley Officer, Director, 10% Stockholder | Sep 8, 2023 | 10,000 | $58.30K | Sep 8, 2023 | Conversion of Series B Shares to Common Shares |
| Joshua Harley Officer, Director, 10% Stockholder | Sep 6, 2023 | 2,500 | $15.00K | Sep 6, 2023 | Conversion of Series B Shares to Common Shares |
| Joshua Harley Officer, Director, 10% Stockholder | Sep 5, 2023 | 2,500 | $15.75K | Sep 5, 2023 | Conversion of Series B Shares to Common Shares |
| Joshua Harley Officer, Director, 10% Stockholder | Aug 29, 2023 | 804 | $5.15K | Aug 29, 2023 | Conversion of Series B Shares to Common Shares |
| Sampson Glenn A. Director | May 12, 2023 | 10,000 | $55.00K | May 12, 2023 | Conversion of Series B Shares to Common Shares |
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