Is Fathom Holdings Inc. financially healthy?

Fathom Holdings Inc. scores 3 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Its Altman Z-score puts it in the grey zone. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of Fathom Holdings Inc.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are GEODE CAPITAL MANAGEMENT, LLC (trimming), CITADEL ADVISORS LLC (trimming), RENAISSANCE TECHNOLOGIES LLC (trimming). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

Fathom Holdings Inc. (FTHM)

Nasdaq · Common Stock · Real Estate Agents & Managers (For Others)

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

3 / 8

FAILReturn on assets positiveROA -26.0%
FAILOperating cash flow positiveOCF -21M
PASSReturn on assets improving-28.6% → -26.0%
FAILCash flow exceeds earningsOCF -21M vs NI -20M
PASSLong-term debt ratio falling12.6% → 7.2% of assets
FAILCurrent ratio improving1.29 → 1.06
FAILNo share dilution20M → 28M shares
FAILGross margin improvingno gross profit reported
PASSAsset turnover improving4.45× → 5.39×

Altman Z-score

2.82grey

Bankruptcy-risk screen combining working capital, retained earnings, operating income, market value against liabilities, and asset turnover. Above 2.99 is the safe zone; below 1.81 is distress.

Cash conversion: 101.1%
Share count change: 39.3%

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2020	$176.8M	−$1.3M	−$1.3M	5.9%	11,404,262
FY2021	$330.2M	−$12.5M	−$12.6M	—	14,269,078
FY2022	$413.0M	−$27.6M	−$7.5M	—	16,001,367
FY2023	$345.2M	−$24.0M	−$10.6M	—	16,265,993
FY2024	$335.2M	−$21.6M	−$4.7M	—	20,244,255
FY2025

Ownership flow

6 institutions tracked — 0 added, 4 reduced.

Institutional holders of Fathom Holdings Inc. and their share-count change
Manager	Kind	Shares	Change	Value
RENAISSANCE TECHNOLOGIES LLC	Hedge fund	79,700	−68,107	$80,497
GEODE CAPITAL MANAGEMENT, LLC	Index	218,358	−38,824	$220,633
CITADEL ADVISORS LLC	Hedge fund	160,300	−35,477	$161,903
MORGAN STANLEY	Active fund	1	−5,500	$1

Identity

CIK: 0001753162
FIGI: BBG00RFFH1L6
SIC: 6531 · Real Estate Agents & Managers (For Others)
Incorporated: NC
Headquarters: CARY, NC

Ownership

Institutional: 15.1%
Institutions: 50
Insiders: 37.4%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Questions about Fathom Holdings Inc.

Is Fathom Holdings Inc. financially healthy?: Fathom Holdings Inc. scores 3 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Its Altman Z-score puts it in the grey zone. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of Fathom Holdings Inc.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are GEODE CAPITAL MANAGEMENT, LLC (trimming), CITADEL ADVISORS LLC (trimming), RENAISSANCE TECHNOLOGIES LLC (trimming). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

This page is one panel of the terminal

The structure map above is the Corporate Blueprint, and in the desktop it is interactive — click any entity to re-centre the map on it and walk the ownership chain. It sits alongside the screener, the scorecard and the filings lab on one desk, on your machine.

Download the terminal See pricing

Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.