STOCK TITAN

Boston Partners (FTDR) holds 4.77M shares, 6.75% stake disclosed

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Frontdoor, Inc. reported that Boston Partners beneficially owned 4,767,045 shares of Common Stock, representing 6.75% of the class as of 03/31/2026. The holdings are held for the discretionary accounts of certain clients, and Boston Partners states it has sole dispositive power over 4,767,045 shares and sole voting power over 4,481,272 shares.

Positive

  • None.

Negative

  • None.

Insights

Boston Partners reports a >5% passive stake in Frontdoor held for client accounts.

Boston Partners discloses beneficial ownership of 4,767,045 shares (6.75%) 03/31/2026. The filing attributes sole dispositive power for the full amount and sole voting power for 4,481,272 shares, indicating centralized trading authority within the adviser.

Ownership is reported as held "for the discretionary account of certain clients," so portfolio manager decisions will determine any future activity; subsequent filings would show changes to these holdings.

Schedule 13G/A disclosure cites Rule 13d-3 beneficial ownership treatment.

The amendment states Boston Partners "may be deemed to be a beneficial owner" under Rule 13d-3, and affirms no other person holds >5% dividend/proceeds rights for the reported shares. This frames the filing as a passive institutional disclosure rather than an activist filing.

Material follow-ups to watch in filings include any shifts above or below the 5% threshold or changes to voting/dispositive power that would trigger different reporting obligations.

Beneficial ownership 4,767,045 shares as of 03/31/2026
Percent of class 6.75% as of 03/31/2026
Sole voting power 4,481,272 shares reported in Item 4(c)(i)
Sole dispositive power 4,767,045 shares reported in Item 4(c)(iii)
Filing type Schedule 13G/A beneficial ownership amendment
Schedule 13G/A regulatory
"This Schedule is being filed with respect to 4,767,045 shares"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial owner regulatory
"Boston Partners may be deemed to be a beneficial owner of such Common Stock"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Rule 13d-3 regulatory
"By reason of rule 13d-3 under the act Boston Partners may be deemed"
Rule 13d-3 defines who is treated as the beneficial owner of a company’s shares for U.S. securities disclosure rules — essentially anyone who has the power to vote or direct how shares are voted, or the power to buy or sell them, even if they don’t hold the certificates. For investors this matters because crossing certain ownership thresholds triggers public filing and disclosure obligations and signals potential control or influence, much like having the keys to a car implies you can drive it even if it’s registered to someone else.





35905A109

(CUSIP Number)
03/31/2026

(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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Boston Partners
Signature:/s/ Ali Farooqi
Name/Title:Ali Farooqi / Senior Compliance Manager
Date:05/15/2026

FAQ

What stake in Frontdoor (FTDR) does Boston Partners report?

Boston Partners reports beneficial ownership of 4,767,045 shares, equal to 6.75% of the class. The filing states these shares are held for discretionary client accounts and provides voting and dispositive power breakdowns dated 03/31/2026.

Does Boston Partners control voting or sale decisions for these FTDR shares?

Yes. The filing discloses sole voting power over 4,481,272 shares and sole dispositive power over 4,767,045 shares. Those figures indicate the adviser has authority to vote and to direct sales for the reported shares.

Is the Boston Partners filing passive or an activist 13D for FTDR?

The amendment is a Schedule 13G/A, indicating a passive institutional disclosure rather than an activist Schedule 13D. It cites Rule 13d-3 and describes holdings as discretionary client accounts, consistent with passive reporting.

What date does the reported ownership reflect for FTDR?

The ownership numbers are reported as of 03/31/2026. The signature on the amendment is dated 05/15/2026, which indicates the filing was amended after the reported ownership date.

Does anyone else have rights to dividends or sale proceeds for these FTDR shares?

Boston Partners states that, to its knowledge, no other person has the right to receive dividends or proceeds from sale that represent more than 5% of the outstanding class. The disclosure ties this assertion to the reported shares.