Forgent Power Solutions Class AFPS

13F holders, Q2 2026 (June 30)
370holders +157
206new positions
52sold out
9famous investors
$55.36avg. 13F price*

At the end of Q2 2026, 370 institutions reported holding Forgent Power Solutions Class A (FPS) in their 13F filings, up 157 from Q1 2026. 206 opened new positions and 52 sold out. The largest holders were Coatue Management ($1.1B), FMR LLC ($587.0M) and Jupiter Topco LLC ($472.5M). 9 famous investors held it, including Philippe Laffont (2.4% of Coatue Management's portfolio), George Soros (0.6% of Soros Fund Management's portfolio) and Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio).

Company
Forgent Power Solutions Class A
CUSIP
34631F102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2026: 213Q1 2026Q2 2026: 370Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions206$3.0B
Exits52$364.4M

All 13F filers, Q1 2026 → Q2 2026: 85,710,068 shares bought and 34,395,447 shares sold, net +51,314,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

Coatue Management 2.35% New 20,501,387 $1.1B
FMR LLC 0.03% Add +22.9% 10,508,562 $587.0M
Jupiter Topco LLC 0.19% — 8,457,260 $472.5M
Invesco Ltd. 0.03% Add +15.9% 7,144,743 $399.1M
BlackRock, Inc. 0.01% Add +30.5% 6,666,695 $372.4M
Vanguard Capital Management LLC 0.01% Add +51.5% 5,685,919 $317.6M
UBS Group AG 0.05% Add +142.7% 5,641,827 $315.2M
Franklin Resources Inc. 0.06% Add +48.4% 5,155,338 $288.0M
Vanguard Portfolio Management LLC 0.01% Add +58.6% 4,884,628 $272.9M
Jericho Capital Asset Management L.P. 2.04% New 4,429,000 $247.4M
Baron Capital (BAMCO) 0.34% Reduce -12.9% 4,072,575 $227.5M
Value Aligned Research Advisors, LLC 1.05% New 3,158,622 $176.4M
William Blair Investment Management, LLC 0.42% New 2,516,270 $140.6M
Zimmer Partners, LP 3.00% Add +16.4% 2,271,217 $126.9M
Geode Capital Management, LLC 0.01% Add +136.1% 2,244,537 $125.4M
State Street Corp. 0.00% Add +448.8% 2,113,904 $118.1M
BNP Paribas Financial Markets 0.06% New 2,084,601 $116.4M
Granahan Investment Management, LLC 3.60% Reduce -12.7% 1,807,608 $101.0M
Ameriprise Financial Inc. 0.02% Add +240.0% 1,709,803 $95.4M
Renaissance Technologies 0.13% New 1,669,700 $93.3M
Phoenix Financial Ltd. 0.63% New 1,662,217 $92.8M
Goldman Sachs Group Inc. 0.01% Add +215.7% 1,623,779 $90.7M
Stephens Investment Management Group LLC 0.97% Add +100.7% 1,616,102 $90.3M
Alliancebernstein L.P. 0.03% Add +40.6% 3,055,363 $89.4M
Burkehill Global Management, LP 3.15% Reduce -11.8% 1,500,000 $83.8M
Principal Financial Group Inc. 0.04% Reduce -21.8% 1,411,301 $78.8M
Jane Street Group, LLC 0.05% Add +130.6% 1,397,302 $78.1M
Woodline Partners LP 0.24% Add +12.5% 1,385,109 $77.4M
Westfield Capital Management Co. LP 0.25% New 1,370,928 $76.6M
Blackstone Inc. 0.25% Add +138.3% 1,370,000 $76.5M
Driehaus Capital Management LLC 0.43% Reduce -3.6% 1,334,384 $74.5M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +80.5% 1,281,556 $71.6M
Two Sigma Investments, LP 0.06% Add +37.5% 1,257,128 $70.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +258.8% 1,247,131 $69.7M
Deutsche Bank AG 0.02% Add +20.9% 1,221,679 $68.2M
Ghisallo Capital Management LLC 1.60% Reduce -36.5% 1,175,000 $65.6M
Charles Schwab Investment Management Inc. 0.01% Add +53.7% 1,160,552 $64.8M
Yaupon Capital Management LP 1.86% Add +150.0% 1,000,000 $55.9M
Avala Global LP 2.02% New 980,783 $54.8M
Bank of America Corp. 0.00% Add +141.0% 889,864 $49.7M
Vanguard Fiduciary Trust Co. 0.01% Add +57.9% 832,836 $46.5M
Summit Partners Public Asset Management, LLC 1.20% Add +17.8% 825,726 $46.1M
Millennium Management 0.03% Reduce -36.9% 770,318 $43.0M
Citadel Advisors 0.02% Reduce -84.1% 712,784 $39.8M
CloudAlpha Capital Management Limited/Hong Kong 3.92% New 711,329 $39.7M
Sandhill Capital Partners LLC 3.22% New 709,880 $39.7M
Voya Investment Management LLC 0.04% New 706,973 $39.5M
T. Rowe Price Associates Inc. 0.00% New 705,966 $39.4M
Spyglass Capital Management LLC 2.13% New 705,361 $39.4M
Fred Alger Management, LLC 0.13% Add +875.8% 704,882 $39.4M
Morgan Stanley 0.00% Add +115.9% 696,443 $38.9M
Assenagon Asset Management S.A. 0.05% New 683,881 $38.2M
Point72 Asset Management 0.06% Reduce -59.0% 644,618 $36.0M
JPMorgan Chase & Co. 0.00% Reduce -56.7% 650,011 $36.0M
Jain Global LLC 0.45% Reduce -58.8% 630,699 $35.2M
Soros Fund Management 0.61% Add +515.6% 629,106 $35.1M
Raymond James Financial Inc. 0.01% Add +139.7% 627,773 $35.1M
Northern Trust Corp. 0.00% Add +224.9% 600,781 $33.6M
ExodusPoint Capital Management, LP 0.30% Reduce -63.9% 588,339 $32.9M
Wealth High Governance Asset Management Ltda. 3.44% New 579,176 $32.4M
Nuveen, LLC 0.01% New 550,719 $30.8M
Seven Grand Managers, LLC 1.24% Add +83.3% 550,000 $30.7M
Select Equity Group, L.P. 0.16% Add +47.8% 544,263 $30.4M
Cable Car Capital, LP 0.64% New 524,600 $29.3M
Pictet Asset Management Holding SA 0.03% Add +10.2% 519,248 $29.0M
LMR Partners LLP 0.24% Reduce -17.4% 485,000 $27.1M
Science & Technology Partners, L.P. 4.41% New 468,000 $26.1M
Next Century Growth Investors LLC 1.36% Add +58.8% 460,047 $25.7M
WCM Investment Management, LLC 0.04% Reduce -28.2% 448,666 $24.7M
Walleye Capital LLC 0.13% Add +243.1% 432,684 $24.2M
Encompass Capital Advisors LLC 1.02% Reduce -78.0% 424,476 $23.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 413,941 $23.1M
Royal Bank of Canada 0.00% Reduce -6.9% 407,309 $22.8M
Thames Capital Management LLC 1.83% New 398,912 $22.3M
Aperture Investors, LLC 2.14% Reduce -54.6% 360,862 $20.2M
Covalis Capital LLP 1.11% Add +7.5% 350,000 $19.6M
Hudson Bay Capital Management LP 0.10% Reduce -36.6% 345,247 $19.3M
Axiom Investors LLC 0.17% New 343,185 $19.2M
Qube Research & Technologies Ltd 0.02% Add +50.6% 341,678 $19.1M
Victory Capital Management Inc. 0.01% Add +116.0% 335,062 $18.7M
Glynn Capital Management LLC 5.15% Reduce -2.0% 334,753 $18.7M
Goodlander Investment Management, LLC 5.56% Reduce -76.1% 330,000 $18.4M
Mizuho Markets Cayman LP 0.69% New 327,712 $18.3M
Bank of New York Mellon Corp 0.00% Add +813.0% 326,317 $18.2M
BW Gestao de Investimentos Ltda. 0.43% Reduce -40.6% 320,824 $17.9M
Susquehanna International Group, LLP 0.02% New 320,642 $17.9M
Maplelane Capital, LLC 0.75% Reduce -71.3% 320,000 $17.9M
Laurion Capital Management LP 1.24% Reduce -58.0% 293,800 $16.4M
Swiss National Bank 0.01% New 284,700 $15.9M
Wells Fargo & Company 0.00% Add +80.2% 278,126 $15.5M
Federated Hermes, Inc. 0.02% New 276,200 $15.4M
Tudor Investment Corporation 0.06% Reduce -14.8% 261,760 $14.6M
Squarepoint Ops LLC 0.03% Reduce -55.2% 240,607 $13.4M
Cooper Creek Partners Management LLC 0.56% New 239,363 $13.4M
American Century Companies Inc. 0.01% Reduce -0.1% 231,490 $12.9M
D. E. Shaw & Co. 0.01% Reduce -81.1% 228,174 $12.7M
Jump Financial, LLC 0.12% New 224,707 $12.6M
Wealth High Governance Capital Ltda 3.69% New 220,824 $12.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -1.3% 218,624 $12.2M
Sei Investments Co. 0.01% Add +147.4% 212,545 $11.9M

"% of holder's portfolio" is FPS's weight in each manager's 13F, not the share of Forgent Power Solutions Class A the manager owns.

Show all 370 holders