Fathom Holdings Inc. is classed by the SEC under Real Estate Agents & Managers (For Others) (industry code 6531), based in Cary, NC. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $420 million and a loss of $20 million (its filed statements).
Brokerage businessReal Estate Agents & Managers (For Others)Cary, NCfilings since 20188 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6531, Real Estate Agents & Managers (For Others)); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 3.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 2.4 out of ten, present 3.6 out of ten, future 4.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 1.5 out of ten. 6 warning events since 2018; the latest 2026-08-25. 15th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 4.6 out of ten. +24.8% a year over 7 filed years; profitable in 0 of 7. 46th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 0.9 out of ten. CrossAssetData estimate 0.9/10, confidence 35 of 100 (one part). 9th percentile among 17 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.4 out of ten. ROE -54%: lost 54¢ per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar. 34th percentile among 16 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 3.2 out of ten. bottom 32% of 17 in its family; net margin -4.8%. 32nd percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 4.7 out of ten. bottom 47% of 12 in its family for leadership; chief executive since 2024. 47th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 2.1 out of ten. bottom 21% of 17 in its family for room to expand. 21st percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 3.4 out of ten. bottom 34% of 17 in its family for growth drivers. 34th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.8 out of ten. top 32% of 15 in its family for expectations against reality. 68th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-30 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-13 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-03-30 (on EDGAR). Newest filing: Form 8-K, 2026-10-05. Filings on record since 2018. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Real Estate Brokerage 96%, Mortgage 3%, Technology 1%. As tagged in its annual report (Form 10-K, filed 2026-03-30).
Who runs it
Fregenal, Marco (Chief Executive Officer); Harley, Joshua (Chief Executive Officer); Muller, Laura L. (President); Weinmann, Daniel (Chief Financial Officer); Giuggio, Samantha (Chief Broker Officer); Flanders, Scott N (director); Hood, David C. (director); Murray, Stephen H. (director); Rothstein, Adam (director); Venable, Jennifer B. (director). 10 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.