Free · no sign-up · Q2 2026

Which funds own FTDR

Frontdoor Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $151m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $151m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 3; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Renaissance Technologies LLC Quantitative · $72.6bn book	$146m	0.2%	1,877,487	+$48m+27,700	Added
PDT Partners LLC Quantitative · $1.9bn book	$5.2m	0.3%	67,242	+$400k-23,770	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Marshall Wace LLP · Quantitative$29m held before
Tudor Investment Corp · Macro$6.9m held before

Ownership through time

At least 6 of the 95 managers whose filings are on file listed FTDR in Q2 2026, against 3 in Q4 2018. The same number as in Q1 2026: 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Janus Henderson Group Ltd1,220,768 to 1,467,368 shares+$19m
AllianceBernstein LP1,935,733 to 2,030,565 shares+$5.0m
Renaissance Technologies LLC1,849,787 to 1,877,487 shares+$2.1m

Largest decreases, by shares

Arrowstreet Capital LP1,461,003 to 1,358,130 shares-$8.0m
PDT Partners LLC91,012 to 67,242 shares-$1.8m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Renaissance Technologies LLC	Q3 2019	$146m	$146m
Janus Henderson Group Ltd	Q4 2018	$364m	$114m
AllianceBernstein LP	Q1 2026	$112m	$107m
Arrowstreet Capital LP	Q2 2019	$105m	$105m
PDT Partners LLC	Q1 2024	$6.4m	$5.2m
Caxton Associates LLP	Q2 2020	$2.6m	$867k
T. Rowe Price Associates Inc	Q4 2018	$336m	last listed Q1 2019
Capital Research Global Investors	Q3 2019	$279m	last listed Q1 2022
Durable Capital Partners LP	Q1 2021	$113m	last listed Q2 2021
Maverick Capital Ltd	Q4 2019	$74m	last listed Q3 2025
Marshall Wace LLP	Q1 2019	$47m	last listed Q4 2021
First Eagle Investment Management LLC	Q4 2018	$39m	last listed Q2 2020
Capital World Investors	Q1 2020	$31m	last listed Q1 2021
Two Sigma Advisers LP	Q2 2019	$28m	last listed Q2 2020
Hudson Bay Capital Management LP	Q2 2019	$28m	last listed Q1 2023
Two Sigma Investments LP	Q2 2019	$25m	last listed Q3 2019

What FTDR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around FTDR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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