Blue Owl discloses 9.49% stake in FOA

Finance of America Companies Inc. (FOA) received a Schedule 13G from Blue Owl Capital Holdings LP, disclosing beneficial ownership of 827,409 shares of Class A common stock, representing 9.49% of the class.

Accepted by SEC EDGAR 02/12/2026 - 04:30 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Finance of America Companies Inc. (FOA) received a Schedule 13G from Blue Owl Capital Holdings LP, disclosing beneficial ownership of 827,409 shares of Class A common stock, representing 9.49% of the class. These shares are issuable upon conversion of 50,000 shares of Series A Convertible Perpetual Preferred Stock, subject to a conversion blocker that limits beneficial ownership to 9.4%, even though the preferred could otherwise convert into 1,428,571 common shares as of December 31, 2025. Blue Owl reports sole voting and dispositive power over all 827,409 shares and certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the company.

Insights

Equity ownership and governance analyst

Blue Owl discloses a 9.49% economic stake in FOA via convertible preferred shares, filed as a passive Schedule 13G.

Blue Owl Capital Holdings LP reports beneficial ownership of 827,409 Class A common shares of Finance of America Companies Inc., equal to 9.49% of the class. The position is tied to 50,000 shares of Series A Convertible Perpetual Preferred Stock, which can convert into common shares.

The filing notes a conversion blocker that caps beneficial ownership at 9.4%, although the preferred would otherwise be convertible into 1,428,571 common shares as of December 31, 2025. This structure limits reportable ownership while preserving economic exposure through the preferred security.

Because the position is reported on Schedule 13G and Blue Owl certifies it was acquired and is held in the ordinary course of business without a control intent, the disclosure signals a sizable but passive stake. Future FOA filings may clarify any changes in ownership or preferred conversion terms.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake in Finance of America (FOA) did Blue Owl report on Schedule 13G?

Blue Owl Capital Holdings LP reported beneficial ownership of 827,409 shares of FOA Class A common stock, representing 9.49% of the class. These shares are issuable upon conversion of Series A Convertible Perpetual Preferred Stock held by Blue Owl.

How did Blue Owl’s FOA ownership percentage of 9.49% get calculated?

The 9.49% figure is based on 7,891,348 FOA Class A shares outstanding as of November 7, 2025, as disclosed in a Form 10-Q, plus 827,409 additional shares issuable to Blue Owl upon conversion of its Series A preferred stock into common shares.

What security gives Blue Owl exposure to Finance of America (FOA) common stock?

Blue Owl’s exposure comes from 50,000 shares of FOA’s Series A Convertible Perpetual Preferred Stock. As of December 31, 2025, this preferred could convert into 1,428,571 common shares, though a blocker limits currently reportable beneficial ownership.

What is the conversion blocker mentioned in Blue Owl’s FOA Schedule 13G filing?

The conversion blocker limits Blue Owl’s beneficial ownership of FOA common stock to 9.4%, even though its Series A preferred would otherwise be convertible into 1,428,571 common shares. This cap restricts how much ownership can be reported at any given time.

Does Blue Owl seek control of Finance of America according to this Schedule 13G?

No. Blue Owl certifies the FOA securities were acquired and are held in the ordinary course of business, not to change or influence control. The position is reported on passive Schedule 13G, rather than the activist-oriented Schedule 13D framework.

What voting and dispositive power over FOA shares did Blue Owl report?

Blue Owl reports sole voting power and sole dispositive power over 827,409 FOA Class A common shares. It reports zero shared voting power and zero shared dispositive power, indicating centralized decision-making authority within the reporting entity for this position.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

FINANCE OF AMERICA COMPANIES INC.

(Name of Issuer)

Class A Common Stock, par value $0.0001 per share

(Title of Class of Securities)

31738L206

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 31738L206

1

Names of Reporting Persons

Blue Owl Capital Holdings LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 827,409.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 827,409.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

827,409.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.49 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: The reported securities represent 827,409 shares of Class A Common Stock issuable upon conversion of Series A Preferred Stock (as defined below). The percentage of class is calculated based upon 7,891,348 shares of Class A Common Stock outstanding as of November 7, 2025, as reported on the Issuer's Form 10-Q filed with the Securities and Exchange Commission on November 13, 2025, as increased by 827,409 shares of Class A Common Stock issuable upon conversion of Series A Preferred Stock.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: FINANCE OF AMERICA COMPANIES INC.
(b)	Address of issuer's principal executive offices: 5830 Granite Parkway, Suite 400, Plano, Texas, 75024.
Item 2.
(a)	Name of person filing: This statement is filed by the Blue Owl Capital Holdings LP, referred to herein as the "Reporting Person."
(b)	Address or principal business office or, if none, residence: 399 Park Avenue New York, New York 10022
(c)	Citizenship: See response to Item 4 on the cover page.
(d)	Title of class of securities: Class A Common Stock, par value $0.0001 per share
(e)	CUSIP No.: 31738L206
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See response to Item 9 on the cover page. The reported securities represent 827,409 shares of Common Stock issuable upon conversion of 50,000 shares of the Issuer's Series A Convertible Perpetual Preferred Stock Series A Preferred Stock (which, as of December 31, 2025, would be convertible into 1,428,571 shares of Common Stock in the absence of a conversion blocker that limits the holder's beneficial ownership to 9.4%). The filing of this statement shall not be construed as an admission that the Reporting Person is, for the purpose of Section 13(d) or 13(g) of the Exchange Act, the beneficial owner of any securities covered by this statement.
(b)	Percent of class: See response to Item 11 on the cover page.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See response to Item 5 on the cover page.
	(ii) Shared power to vote or to direct the vote: See response to Item 6 on the cover page.
	(iii) Sole power to dispose or to direct the disposition of: See response to Item 7 on the cover page.
	(iv) Shared power to dispose or to direct the disposition of: See response to Item 8 on the cover page.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Blue Owl Capital Holdings LP

Signature:	/s/ Karen Hager
Name/Title:	Karen Hager / Chief Compliance Officer
Date:	02/12/2026