Cross-institution positioning
Oct 8, 2026Reduction leaning. 1 accumulating, 3 reducing, 1 exited across 5 comparable institutions.
Source: Schedule 13 researchREZI Institutional Ownership
RESIDEO TECHNOLOGIES, INC.
Latest stored close $17.07 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
52/100
5 tracked · 5 comparable
Latest filing
Oct 8, 2026
Positive breadth
1 positive · 4 negative
Recent close
$17.07
Research confidence
Medium
Institutional Research 34/100 · 1 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Oct 8, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 52/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 4 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
Institutional
46/100
Insiders
77/100
Fundamentals
51/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 3 purchases by 3 reporting owners and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 12, 20266 non-amendment material events in the last 90 days; 3 capital-related filing/events (2 equity-related, 0 debt-related); Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 12, 2026Revenue +2.0% YoY; Net income +111.8% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 2% through its reported 52-week range; -30.9% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Dimensional Fund Advisors.
Filed Oct 8, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Oct 8, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed Sep 8, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
State Street
Filed Nov 10, 2025
Direction locked
BlackRock
Filed Oct 17, 2025
Direction locked
BlackRock
Filed Jan 22, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed Sep 8, 2026
Vanguard Group
Filed Mar 27, 2026
State Street
Filed Nov 10, 2025
BlackRock
Filed Oct 17, 2025
BlackRock
Filed Jan 22, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth3Multi-insider
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | TEICH ANDREW C | AGrant, award, or other acquisition | Common Stock | 944 | $17.96 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | LAZAR JACK R | AGrant, award, or other acquisition | Common Stock | 1.8K | $17.96 | Direct | Oct 5, 2026 |
| Sep 1, 2026 | HARRISON SHANE R | AGrant, award, or other acquisition | Common Stock | 51.2K | $0.00 | Direct | Sep 3, 2026 |
| Aug 17, 2026 | Mehta Amit Ashvin | POpen-market or private purchase | Common Stock | 10.9K | $20.68 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Foster Joshua Peter | POpen-market or private purchase | Common Stock | 15.3K | $20.58 | Direct | Aug 17, 2026 |
| Aug 14, 2026 | SURRAN THOMAS A | POpen-market or private purchase | Common Stock | 15.0K | $20.46 | Direct | Aug 17, 2026 |
| Aug 13, 2026 | Campelli Andrew | AGrant, award, or other acquisition | Common Stock | 6.4K | $0.00 | Direct | Aug 14, 2026 |
| Aug 3, 2026 | SURRAN THOMAS A | AGrant, award, or other acquisition | Common Stock | 45.1K | $0.00 | Direct | Aug 5, 2026 |
| Aug 3, 2026 | CD&R Investment Associates XII, Ltd., CD&R Associates XII, L.P., CD&R Channel Holdings, L.P., CD&R Channel Holdings II, L.P. | DDisposition to issuer · derivative | Series A Preferred Stock | 149.6K | — | Indirect | Aug 4, 2026 |
| Jul 7, 2026 | Kutz Jeffrey | FTax/price withholding or payment | Common Stock | 2.5K | $32.14 | Direct | Jul 9, 2026 |
| Jul 1, 2026 | TEICH ANDREW C | AGrant, award, or other acquisition | Common Stock | 4.8K | $31.55 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | LAZAR JACK R | AGrant, award, or other acquisition | Common Stock | 1.0K | $31.55 | Direct | Jul 2, 2026 |
| Jun 3, 2026 | DENINGER PAUL F | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | LAZAR JACK R | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | TEICH ANDREW C | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Hostetler Cynthia Lynn | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Wienbar Sharon L | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Yusuf Kareem | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Kushner Brian | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Richardson Nina | AGrant, award, or other acquisition | Common Stock | 5.5K | $0.00 | Direct | Jun 5, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related3
90-day equity-related2
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 12, 2026 | 8-K | 2.02, 5.02, 9.01 | Results of operations / financial condition; Director or executive change; Financial statements / exhibits | — | Filing |
| Aug 7, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Aug 7, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Aug 7, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Aug 4, 2026 | 8-K | 1.01, 2.01, 3.03, 5.02, 7.01, 8.01, 9.01 | Material definitive agreement; Acquisition or disposition of assets; Material modification of security-holder rights; Director or executive change; Regulation FD disclosure; Other event; Financial statements / exhibits | Equity | Filing |
| Jul 13, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 1, 2026 | 8-K | 1.01, 2.03, 7.01, 9.01 | Material definitive agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits | Debt | Filing |
| Jun 24, 2026 | 8-K | 1.01, 8.01, 9.01 | Material definitive agreement; Other event; Financial statements / exhibits | — | Filing |
| Jun 5, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jun 4, 2026 | 8-K | 1.01, 2.03, 5.02, 9.01 | Material definitive agreement; New direct financial obligation; Director or executive change; Financial statements / exhibits | Debt | Filing |
| May 12, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 11, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$2.0B
Q2 2026
+2.0% YoY 10-Q filed Aug 12, 2026
Operating income
$131.0M
Q2 2026
-26.0% YoY 10-Q filed Aug 12, 2026
Operating margin
6.6%
Q2 2026
-2.5 pts YoY 10-Q filed Aug 12, 2026
Net income
$97.0M
Q2 2026
+111.8% YoY 10-Q filed Aug 12, 2026
Diluted EPS
$0.51
Q2 2026
+109.1% YoY 10-Q filed Aug 12, 2026
Operating cash flow
$3.0M
YTD through Jul 4, 2026
-97.8% YoY 10-Q filed Aug 12, 2026
Free cash flow
$-62.0M
YTD through Jul 4, 2026
-173.8% YoY 10-Q filed Aug 12, 2026
Cash & equivalents
$549.0M
As of Jul 4, 2026
-27.1% YoY 10-Q filed Aug 12, 2026
Long-term debt
$3.6B
As of Jul 4, 2026
+79.7% YoY 10-Q filed Aug 12, 2026
Assets
$8.8B
As of Jul 4, 2026
+3.1% YoY 10-Q filed Aug 12, 2026
Liabilities
$5.8B
As of Jul 4, 2026
-2.1% YoY 10-Q filed Aug 12, 2026
Stockholders’ equity
$3.0B
As of Jul 4, 2026
+15.0% YoY 10-Q filed Aug 12, 2026
Shares outstanding
151.8M
As of Aug 5, 2026
+2.1% YoY 10-Q filed Aug 12, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 4, 2026 | $2.0B | +2.0% |
| Ended Apr 4, 2026 | $1.9B | +8.0% |
| Ended Sep 27, 2025 | $1.9B | +2.0% |
| Ended Jun 28, 2025 | $1.9B | +22.3% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $7.5B | +10.5% |
| Ended Dec 31, 2024 | $6.8B | +8.3% |
| Ended Dec 31, 2023 | $6.2B | -2.0% |
| Ended Dec 31, 2022 | $6.4B | +9.0% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$18.71
View live quote ↗
52-week low
$18.50
Sep 10, 2026
52-week high
$31.52
Oct 27, 2025
Below 52-week high
40.6%
Split-adjusted 52-week range · 1 split in this window
Historical prices and the 52-week high/low are normalized to the current share basis so prices before and after a stock split remain directly comparable.
- Aug 4, 2026: 1,437-for-1,000 forward split.
1W return
-4.7%
1M return
-8.7%
3M return
-15.0%
6M return
-19.9%
YTD return
-23.4%
1Y return
-30.9%
30-day volatility
80.4%
90-day volatility
71.7%
1Y max drawdown
-39.8%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 24 filing(s) · 21 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Sep 30, 2026 observed Oct 8, 2026 filed · 8d Schedule 13G amendment | Exit below reporting threshold | 7.4M -469.0K | 4.90% -0.50 pts | $18.15 | $17.20 | $17.07 |
| Fidelity / FMR CIK0000315066 | Aug 31, 2026 observed Sep 8, 2026 filed · 8d Schedule 13G amendment | Reported accumulation | 16.7K +5.1K | 11.00% +3.30 pts | $19.36 | $19.46 | $17.07 |
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Initial Schedule 13G | Initial Schedule 13G | 11.7K | 7.70% | $21.64 | $26.07 | $17.07 |
Explore more institutional activity
Related research
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