Forgent Power Solutions, Inc.
FPS- Exchange
- NYSE
- Industry
- Electrical Industrial Apparatus
- SEC CIK
- 0002080126
In the last 90 days, Forgent Power Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 370 institutions reported holding it in 13F filings for Q2 2026, worth $9.38B in total; superinvestors Coatue Management and Soros Fund Management hold it.
13F holders, Q2 2026
Institutional positions in Forgent Power Solutions, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 370
- +159 vs. Q1 2026
- Shares held
- 169.4M
- +60.0M (+54.8%) vs. Q1 2026
- Total value
- $9.38B
- +$6.18B (+193.1%) vs. Q1 2026
- New holders
- 211
- 85 more added
- Sold out
- 52
- 64 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $9.38B |
| Q1 2026 | 213 | $3.43B |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Forgent Power Solutions, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Capital LLC | 432,684 | $24.2M | 0.11% | +306,578+243.1% | Added |
| WCM Investment Management, LLC | 448,666 | $24.7M | 0.04% | −176,412−28.2% | Reduced |
| Next Century Growth Investors LLC | 460,047 | $25.7M | 1.36% | +170,247+58.7% | Added |
| Science & Technology Partners, L.P. | 468,000 | $26.1M | 4.41% | +468,000 | New |
| LMR Partners LLP | 485,000 | $27.1M | 0.20% | −101,789−17.3% | Reduced |
| Pictet Asset Management Holding SA | 519,248 | $29.0M | 0.03% | +48,059+10.2% | Added |
| Cable Car Capital LLC | 524,600 | $29.3M | 0.63% | +524,600 | New |
| Select Equity Group, L.P. | 544,263 | $30.4M | 0.16% | +175,936+47.8% | Added |
| Seven Grand Managers, LLC | 550,000 | $30.7M | 1.24% | +250,000+83.3% | Added |
| Nuveen, LLC | 550,719 | $30.8M | 0.01% | +550,719 | New |
| Wealth High Governance Asset Management Ltda. | 579,176 | $32.4M | 3.44% | +579,176 | New |
| ExodusPoint Capital Management, LP | 588,339 | $32.9M | 0.30% | −1,039,151−63.8% | Reduced |
| Northern Trust Corp | 600,781 | $33.6M | 0.00% | +415,881+224.9% | Added |
| Raymond James Financial Inc | 627,773 | $35.1M | 0.01% | +365,905+139.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 629,106 | $35.1M | 0.46% | +526,906+515.6% | Added |
| Jain Global LLC | 630,699 | $35.2M | 0.41% | −900,770−58.8% | Reduced |
| JPMorgan Chase & Co | 650,011 | $36.0M | 0.00% | −849,669−56.7% | Reduced |
| Point72 Asset Management, L.P. | 644,618 | $36.0M | 0.06% | −925,906−59.0% | Reduced |
| Assenagon Asset Management S.A. | 683,881 | $38.2M | 0.05% | +683,881 | New |
| Morgan Stanley | 696,443 | $38.9M | 0.00% | +373,925+115.9% | Added |
| Fred Alger Management, LLC | 704,882 | $39.4M | 0.13% | +632,645+875.8% | Added |
| Spyglass Capital Management LLC | 705,361 | $39.4M | 2.13% | +705,361 | New |
| Price T Rowe Associates Inc | 705,966 | $39.4M | 0.00% | +705,966 | New |
| Voya Investment Management LLC | 706,973 | $39.5M | 0.03% | +706,973 | New |
| Sandhill Capital Partners LLC | 709,880 | $39.7M | 3.22% | +709,880 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 711,329 | $39.7M | 3.92% | +711,329 | New |
| Citadel Advisors LLC | 712,784 | $39.8M | 0.02% | −3,781,397−84.1% | Reduced |
| Millennium Management LLC | 770,318 | $43.0M | 0.03% | −449,756−36.9% | Reduced |
| Summit Partners Public Asset Management, LLC | 825,726 | $46.1M | 1.20% | +125,000+17.8% | Added |
| Vanguard Fiduciary Trust Co | 832,836 | $46.5M | 0.01% | +305,527+57.9% | Added |
| Bank of America Corp | 889,864 | $49.7M | 0.00% | +520,608+141.0% | Added |
| Avala Global LP | 980,783 | $54.8M | 2.02% | +980,783 | New |
| Yaupon Capital Management LP | 1,000,000 | $55.9M | 1.86% | +600,000+150.0% | Added |
| Charles Schwab Investment Management Inc | 1,160,552 | $64.8M | 0.01% | +405,268+53.7% | Added |
| Ghisallo Capital Management LLC | 1,175,000 | $65.6M | 1.29% | −675,000−36.5% | Reduced |
| Deutsche Bank AG | 1,221,679 | $68.2M | 0.02% | +211,047+20.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,247,131 | $69.7M | 0.05% | +899,585+258.8% | Added |
| Two Sigma Investments, LP | 1,257,128 | $70.2M | 0.05% | +342,899+37.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,281,556 | $71.6M | 0.10% | +571,556+80.5% | Added |
| Driehaus Capital Management LLC | 1,334,384 | $74.5M | 0.43% | −49,739−3.6% | Reduced |
| Blackstone Group Inc. | 1,370,000 | $76.5M | 0.25% | +795,000+138.3% | Added |
| Westfield Capital Management Co LP | 1,370,928 | $76.6M | 0.25% | +1,370,928 | New |
| Woodline Partners LP | 1,385,109 | $77.4M | 0.24% | +153,984+12.5% | Added |
| Jane Street Group, LLC | 1,397,302 | $78.1M | 0.05% | +791,217+130.5% | Added |
| Principal Financial Group Inc | 1,411,301 | $78.8M | 0.04% | −393,523−21.8% | Reduced |
| Burkehill Global Management, LP | 1,500,000 | $83.8M | 3.03% | −200,000−11.8% | Reduced |
| Alliancebernstein L.P. | 3,055,363 | $89.4M | 0.03% | +881,779+40.6% | Added |
| Stephens Investment Management Group LLC | 1,616,102 | $90.3M | 0.97% | +810,685+100.7% | Added |
| Goldman Sachs Group Inc | 1,623,779 | $90.7M | 0.01% | +1,109,361+215.7% | Added |
| Phoenix Holdings Ltd. | 1,662,217 | $92.8M | 0.63% | +1,662,217 | New |
| Renaissance Technologies LLC | 1,669,700 | $93.3M | 0.13% | +1,669,700 | New |
| Ameriprise Financial Inc | 1,709,803 | $95.4M | 0.02% | +1,206,873+240.0% | Added |
| Granahan Investment Management Inc | 1,807,608 | $101.0M | 3.60% | −263,476−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,084,601 | $116.4M | 0.06% | +2,084,601 | New |
| State Street Corp | 2,113,904 | $118.1M | 0.00% | +1,728,704+448.8% | Added |
| Geode Capital Management, LLC | 2,244,537 | $125.4M | 0.01% | +1,293,933+136.1% | Added |
| Zimmer Partners, LP | 2,271,217 | $126.9M | 3.00% | +320,697+16.4% | Added |
| William Blair Investment Management, LLC | 2,516,270 | $140.6M | 0.42% | +2,516,270 | New |
| Value Aligned Research Advisors, LLC | 3,158,622 | $176.4M | 1.05% | +3,158,622 | New |
| Bamco Inc | 4,072,575 | $227.5M | 0.34% | −602,008−12.9% | Reduced |
| Jericho Capital Asset Management L.P. | 4,429,000 | $247.4M | 2.04% | +4,429,000 | New |
| Vanguard Portfolio Management LLC | 4,884,628 | $272.9M | 0.01% | +1,804,252+58.6% | Added |
| Franklin Resources Inc | 5,155,338 | $288.0M | 0.06% | +1,681,717+48.4% | Added |
| UBS Group AG | 5,641,827 | $315.2M | 0.05% | +3,317,141+142.7% | Added |
| Vanguard Capital Management LLC | 5,685,919 | $317.6M | 0.01% | +1,934,147+51.6% | Added |
| BlackRock, Inc. | 6,666,695 | $372.4M | 0.01% | +1,557,493+30.5% | Added |
| Invesco Ltd. | 7,144,743 | $399.1M | 0.03% | +982,060+15.9% | Added |
| Jupiter Topco LLC | 8,457,260 | $472.5M | 0.19% | +8,457,260 | New |
| FMR LLC | 10,508,562 | $587.0M | 0.03% | +1,961,728+23.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 20,501,387 | $1.15B | 2.35% | +20,501,387 | New |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −1,395,147−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,342,800−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,074,925−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −974,601−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −549,002−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −528,663−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −518,024−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −493,472−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −362,600−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −322,673−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −236,888−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −227,427−100.0% | Sold out |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −184,863−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −162,761−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −117,933−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −103,316−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −100,185−100.0% | Sold out |
| Hound Partners, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −97,600−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |