Fathom Holdings (FTHM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.0%.
Who owns Fathom Holdings?
Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Prometheus Foundation, 7.9% (13D filed Mar 24, 2025) and Scott N. Flanders, 6.6% (13G filed Mar 21, 2025). Harley Joshua is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Vanguard Capital Management (2.2% of the shares), Jane Street Group (1.5%) and Vazirani Asset Management (1.2%).
Which institutions hold the most Fathom Holdings shares?
Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:
- 1. Vanguard Capital Management: 2.2%
- 2. Jane Street Group: 1.5%
- 3. Vazirani Asset Management: 1.2%
- 4. Veradace Capital Management: 1.0%
- 5. Prelude Capital Management: 1.0%
- 6. FNY Investment Advisers: 0.9%
- 7. Geode Capital Management: 0.7%
- 8. AMG National Trust Bank: 0.6%
- 9. North Star Asset Management: 0.6%
- 10. HRT Financial: 0.5%
How much of Fathom Holdings do institutions own?
The 42 institutions that file 13F reported 13.6% of the shares as of Jun 30, 2026.
Sources:13D by Prometheus Foundation (Mar 24, 2025) ↗13G by Scott N. Flanders (Mar 21, 2025) ↗All of the company's proxy statements on EDGAR ↗
13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Mar 27, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Fathom Holdings revenue
Fathom Holdings reported annual revenue of $420.5 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- JB Capital Partners$70.6K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of FTHM (all 13F filers)
- Vanguard Capital Management732 KIndex manager · 2.14% of the company+9,600
- Jane Street Group494 KBank or trading desk · 1.44% of the company+424 K
- Vazirani Asset Management394 KType not verified · 1.15% of the company+394 K
- Veradace Capital Management342 KType not verified · 1.00% of the company−136 K
- Prelude Capital Management318 KType not verified · 0.93% of the company+318 K
- FNY Investment Advisers283 KType not verified · 0.83% of the company+283 K
- Geode Capital Management218 KIndex manager · 0.64% of the company−39 K
- AMG National Trust Bank208 KWealth adviser · 0.61% of the company0
- North Star Asset Management204 KType not verified · 0.60% of the company+204 K
- HRT Financial152 KBank or trading desk · 0.44% of the company+135 K
- Shares
- 732 K
- Change
- +9,600
- % of the company
- 2.14%
See more
- Type
- Index manager
- Value
- $740K
- Shares
- 494 K
- Change
- +424 K
- % of the company
- 1.44%
See more
- Type
- Bank or trading desk
- Value
- $499K
- Vazirani Asset Management
- Shares
- 394 K
- Change
- +394 K
- % of the company
- 1.15%
See more
- Type
- Type not verified
- Value
- $398K
- Veradace Capital Management
- Shares
- 342 K
- Change
- −136 K
- % of the company
- 1.00%
See more
- Type
- Type not verified
- Value
- $345K
- Shares
- 318 K
- Change
- +318 K
- % of the company
- 0.93%
See more
- Type
- Type not verified
- Value
- $322K
- FNY Investment Advisers
- Shares
- 283 K
- Change
- +283 K
- % of the company
- 0.83%
See more
- Type
- Type not verified
- Value
- $285K
- Shares
- 218 K
- Change
- −39 K
- % of the company
- 0.64%
See more
- Type
- Index manager
- Value
- $221K
- Shares
- 208 K
- Change
- 0
- % of the company
- 0.61%
See more
- Type
- Wealth adviser
- Value
- $210K
- Shares
- 204 K
- Change
- +204 K
- % of the company
- 0.60%
See more
- Type
- Type not verified
- Value
- $206K
- Shares
- 152 K
- Change
- +135 K
- % of the company
- 0.44%
See more
- Type
- Bank or trading desk
- Value
- $153K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Held by institutions (13F)
Institutions (13F): 13.6% of the shares · top 10: 10.2% · in index firms: 26.6% of the institutional total
Q2 2026: 13.6%
Shares reported by the 42 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Mar 27, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.
Fundamentals
12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.
- Operating margin
- -5.1%
- Net margin
- -6.3%
- ROE
- -106.9%
- Revenue (TTM)
- $407M
- Revenue growth
- 4.3%
- Net income (TTM)
- $-25.5M
- Net debt / EBITDA
- —
- Free cash flow (TTM)
- $-13.6M
- Quality vs sector
- —
This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.
Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated
Shares outstanding: buybacks and dilution
2025: 28.2 M
- 1 year
- +39.3%
- 3 years
- +76.2%
- 5 years
- +147.2%
- Buybacks (FY 2025)
- no data
- Share issuance
- no data
- Stock-based compensation
- $3.7M0.9% of revenue
- Dividends paid
- no data
From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.
Earnings quality and debt
- Operating cash flow ÷ net income (12 months)
- no datanot calculated with negative net income
- Debt due within 12 months
- $25.0M5.57 times cash and investments
- Year 1$5.5M
- Year 2$0
- Year 3$0
- Year 4$0
- Year 5$0
- Later$80.0K
From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Notice of delisting or failure to meet a listing rule (Item 3.01)
Notice of delisting or failure to meet a listing rule (Item 3.01)
«Fathom Holdings Inc. Receives Notification from Nasdaq Regarding Late Filing of Form 10-Q»
Notice of delisting or failure to meet a listing rule (Item 3.01)
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
«Fathom Holdings Inc. Signs Agreement to Be Acquired by Bed Bath & Beyond, Representing a Transformational Opportunity to Expand Fathom’s Market Reach and…»
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
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