Forgent Power Solutions Class AFPS

13F holders, Q1 2026 (March 31)
213holders
8famous investors
$29.25avg. 13F price*

At the end of Q1 2026, 213 institutions reported holding Forgent Power Solutions Class A (FPS) in their 13F filings. The largest holders were FMR LLC ($250.2M), Janus Henderson Group PLC ($227.4M) and Invesco Ltd. ($180.4M). 8 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management'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

InstitutionsTotal Value
New Positions210$3.2B
Exits0$0

Ownership 213 holders

FMR LLC 0.01% New 8,546,834 $250.2M
Janus Henderson Group PLC 0.11% New 7,769,612 $227.4M
Invesco Ltd. 0.02% New 6,162,683 $180.4M
BlackRock, Inc. 0.00% New 5,109,202 $149.5M
Baron Capital (BAMCO) 0.41% New 4,674,583 $136.8M
Citadel Advisors 0.09% New 4,494,181 $131.5M
Vanguard Capital Management LLC 0.00% — 3,751,772 $109.8M
Franklin Resources Inc. 0.03% New 3,473,621 $101.7M
Vanguard Portfolio Management LLC 0.00% — 3,080,376 $90.2M
UBS Group AG 0.01% New 2,324,686 $68.0M
Alliancebernstein L.P. 0.02% New 2,173,584 $63.6M
Granahan Investment Management, LLC 2.93% New 2,071,084 $60.6M
Zimmer Partners, LP 1.46% New 1,950,520 $57.1M
Encompass Capital Advisors LLC 2.30% New 1,925,699 $56.4M
Ghisallo Capital Management LLC 1.50% New 1,850,000 $54.1M
Principal Financial Group Inc. 0.03% New 1,804,824 $52.8M
Burkehill Global Management, LP 2.60% New 1,700,000 $49.8M
ExodusPoint Capital Management, LP 0.47% New 1,627,490 $47.6M
Point72 Asset Management 0.08% New 1,570,524 $46.0M
Jain Global LLC 0.61% New 1,531,469 $44.8M
Holocene Advisors, LP 0.10% New 1,468,749 $43.0M
JPMorgan Chase & Co. 0.00% New 1,499,680 $41.9M
Davidson Kempner Capital Management LP 1.12% New 1,395,147 $40.8M
Driehaus Capital Management LLC 0.30% New 1,384,123 $40.5M
Goodlander Investment Management, LLC 13.97% New 1,380,000 $40.4M
Balyasny Asset Management L.P. 0.08% New 1,342,800 $39.3M
Woodline Partners LP 0.14% New 1,231,125 $36.0M
Millennium Management 0.03% New 1,220,074 $35.7M
D. E. Shaw & Co. 0.03% New 1,208,510 $35.4M
Maplelane Capital, LLC 2.74% New 1,116,246 $32.7M
Cinctive Capital Management LP 2.07% New 1,074,925 $31.5M
Deutsche Bank AG 0.01% New 1,010,632 $29.6M
HITE Hedge Asset Management LLC 1.61% New 974,601 $28.5M
Geode Capital Management, LLC 0.00% New 950,604 $27.8M
Two Sigma Investments, LP 0.02% New 914,229 $26.8M
Stephens Investment Management Group LLC 0.32% New 805,417 $23.6M
Aperture Investors, LLC 2.94% New 795,064 $23.3M
Charles Schwab Investment Management Inc. 0.00% New 755,284 $22.1M
Moore Capital Management, LP 0.86% New 736,424 $21.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 710,000 $20.8M
Summit Partners Public Asset Management, LLC 0.95% New 700,726 $20.5M
Laurion Capital Management LP 2.03% New 700,000 $20.5M
Viking Global Investors 0.05% New 650,000 $19.0M
Marshall Wace, LLP 0.02% New 649,634 $19.0M
Jane Street Group, LLC 0.02% New 606,085 $17.7M
WCM Investment Management, LLC 0.04% New 625,078 $17.5M
LMR Partners LLP 0.20% New 586,789 $17.2M
Blackstone Inc. 0.07% New 575,000 $16.8M
Ilex Capital Partners (UK) LLP 0.40% New 549,002 $16.1M
Hudson Bay Capital Management LP 0.11% New 544,538 $15.9M
BW Gestao de Investimentos Ltda. 0.70% New 540,000 $15.8M
Squarepoint Ops LLC 0.03% New 537,225 $15.7M
Electron Capital Partners, LLC 0.73% New 528,663 $15.5M
Vanguard Fiduciary Trust Co. 0.00% — 527,309 $15.4M
Park West Asset Management LLC 1.34% New 518,024 $15.2M
Goldman Sachs Group Inc. 0.00% New 514,418 $15.1M
Verition Fund Management LLC 0.15% New 503,300 $14.7M
Ameriprise Financial Inc. 0.00% New 502,930 $14.7M
J. Goldman & Co LP 0.67% New 493,472 $14.4M
TCW Group Inc. 0.11% New 477,503 $14.0M
Pictet Asset Management Holding SA 0.01% New 471,189 $13.8M
Alyeska Investment Group, L.P. 0.04% New 450,000 $13.2M
Royal Bank of Canada 0.00% New 437,585 $12.8M
Yaupon Capital Management LP 0.58% New 400,000 $11.7M
State Street Corp. 0.00% New 385,200 $11.3M
Bank of America Corp. 0.00% New 369,256 $10.8M
Select Equity Group, L.P. 0.06% New 368,327 $10.8M
Engle Capital Management, L.P. 3.62% New 362,600 $10.6M
Monashee Investment Management LLC 6.62% New 350,000 $10.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 347,546 $10.2M
Glynn Capital Management LLC 4.78% New 341,467 $10.0M
Dnca Finance 0.56% New 328,000 $9.6M
Covalis Capital LLP 0.59% New 325,741 $9.5M
SIR Capital Management, L.P. 0.88% New 322,673 $9.4M
Morgan Stanley 0.00% New 322,518 $9.4M
Tudor Investment Corporation 0.05% New 307,281 $9.0M
Seven Grand Managers, LLC 0.59% New 300,000 $8.8M
Capstone Investment Advisors, LLC 0.10% New 300,000 $8.8M
Alberta Investment Management Corp 0.06% New 300,000 $8.8M
Interval Partners, LP 0.30% New 298,887 $8.7M
Next Century Growth Investors LLC 0.61% New 289,800 $8.5M
Crestwood Capital Management, L.P. 5.63% New 280,000 $8.2M
Aventail Capital Group, LP 0.40% New 279,486 $8.2M
Maven Securities LTD 0.47% New 275,250 $8.1M
Discovery Capital Management, LLC / CT 0.42% New 275,000 $8.0M
Boothbay Fund Management, LLC 0.18% New 263,899 $7.7M
Schonfeld Strategic Advisors LLC 0.06% New 263,321 $7.7M
Raymond James Financial Inc. 0.00% New 261,868 $7.7M
Weiss Asset Management LP 0.18% New 236,888 $6.9M
American Century Companies Inc. 0.00% New 231,835 $6.8M
Adage Capital Partners Gp, L.L.C. 0.01% New 227,427 $6.7M
Qube Research & Technologies Ltd 0.01% New 226,842 $6.6M
Lykos Global Management, LP 21.68% New 225,000 $6.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 221,510 $6.5M
Kingdon Capital Management, L.L.C. 0.98% New 200,000 $5.9M
DNB Asset Management AS 0.02% New 191,293 $5.6M
Northern Trust Corp. 0.00% New 184,900 $5.4M
Roubaix Capital, LLC 2.53% New 184,863 $5.4M
Shay Capital LLC 0.72% New 172,860 $5.1M
Element Capital Management LLC 1.87% New 162,761 $4.8M
Pentwater Capital Management LP 0.03% New 160,000 $4.7M
Victory Capital Management Inc. 0.00% New 155,132 $4.5M
Wells Fargo & Company 0.00% New 154,386 $4.5M
Diametric Capital, LP 1.11% New 144,593 $4.2M
Engineers Gate Manager LP 0.05% New 133,752 $3.9M
Walleye Capital LLC 0.02% New 126,106 $3.7M
Lazard Asset Management LLC 0.01% New 122,255 $3.6M
Longaeva Partners L.P. 0.17% New 118,411 $3.5M
Portolan Capital Management, LLC 0.18% New 117,933 $3.5M
XTX Topco Ltd 0.06% New 116,962 $3.4M
CenterBook Partners LP 0.16% New 103,316 $3.0M
Soros Fund Management 0.06% New 102,200 $3.0M
Munro Partners 0.10% New 100,185 $2.9M
DLD Asset Management, LP 0.88% New 100,000 $2.9M
Hound Partners, LLC 0.37% New 100,000 $2.9M
Valiant Capital Management, L.P. 0.23% New 100,000 $2.9M
Siren, L.L.C. 0.08% New 100,000 $2.9M
Polymer Capital Management (US) LLC 0.42% New 97,600 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% New 96,120 $2.8M
ABN AMRO Bank N.V. 0.03% New 88,000 $2.6M
Sei Investments Co. 0.00% New 85,922 $2.5M
Readystate Asset Management LP 0.26% New 85,001 $2.5M
Arosa Capital Management LP 1.64% New 85,000 $2.5M
SMA Capital LLC 1.07% New 85,000 $2.5M
Wolverine Asset Management LLC 0.13% New 85,000 $2.5M
Formula Growth Ltd. 1.09% New 82,852 $2.4M
GeoSphere Capital Management, LLC 1.28% New 72,854 $2.1M
Shellback Capital, LP 0.30% New 72,500 $2.1M
Fred Alger Management, LLC 0.01% New 72,237 $2.1M
Caitong International Asset Management Co., Ltd 0.39% New 71,173 $2.1M
Brooklands Fund Management Ltd 2.53% New 66,015 $1.9M
Tortoise Capital Advisors, L.L.C. 0.02% New 62,692 $1.8M
Symmetry Investments LP 0.40% New 56,000 $1.6M
State of Wisconsin Investment Board 0.00% New 55,500 $1.6M
Troluce Capital Advisors LLC 0.17% New 55,000 $1.6M
Sculptor Capital LP 0.04% New 50,000 $1.5M
HBK Investments L P 0.02% New 50,000 $1.5M
Renaissance Capital LLC 1.05% New 38,439 $1.4M
Resolute Capital Asset Partners LLC 0.72% New 46,600 $1.4M
DigitalBridge Group, Inc. 0.09% New 45,582 $1.3M
Rithm Capital Corp. 2.29% New 45,000 $1.3M
Teacher Retirement System of Texas 0.01% New 45,000 $1.3M
New York State Common Retirement Fund 0.00% New 41,813 $1.2M
Gillson Capital LP 0.10% New 40,000 $1.2M
Bank of New York Mellon Corp 0.00% New 35,740 $1.0M
Cramer Rosenthal McGlynn LLC 0.08% New 35,271 $1.0M
Aire Advisors, LLC 0.19% New 35,000 $1.0M
Vanguard Global Advisers, LLC 0.00% — 34,631 $1.0M
KLCM Advisors, Inc. 0.08% New 30,000 $878K
Texas Permanent School Fund Corp. 0.03% New 30,000 $878K
Cetera Investment Advisers 0.00% New 28,763 $842K
Citigroup Inc. 0.00% New 27,405 $802K
Prelude Capital Management, LLC 0.05% New 22,498 $659K
Empyrean Capital Partners, LP 0.02% New 20,000 $585K
Concentric Capital Strategies, LP 0.05% New 19,927 $583K
Legal & General Group Plc 0.00% New 18,919 $554K
SIH Partners, LLLP 0.02% New 18,655 $546K
Anson Funds Management LP 0.07% New 18,381 $538K
Mosaic Advisors LLC 0.79% New 15,000 $527K
Envestnet Asset Management Inc. 0.00% New 17,817 $522K
Jones Financial Companies LLLP 0.00% New 16,426 $503K
LPL Financial LLC 0.00% New 16,411 $480K
Vestmark Advisory Solutions, Inc. 0.01% New 16,087 $471K
Harbor Capital Advisors, Inc. 0.04% New 16,042 $470K
Graham Capital Management, L.P. 0.02% New 16,000 $468K
Mane Global Capital Management LP 0.05% New 15,829 $463K
Natixis Advisors, LLC 0.00% New 15,755 $461K
Brevan Howard Capital Management LP 0.00% New 14,047 $411K
Sanctuary Advisors, LLC 0.00% New 12,148 $356K
Round Rock Advisors LLC 0.05% New 12,059 $353K
Corigliano Investment Advisers, LLC 0.14% New 12,000 $351K
Baird Financial Group, Inc. 0.00% New 11,818 $346K
Janney Montgomery Scott LLC 0.00% New 11,483 $336K
Captrust Financial Advisors 0.00% New 10,053 $294K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,562 $280K
Walser Wealth Management Company, A Ltd Liability Co 0.11% New 8,622 $252K
Foundations Investment Advisors, LLC 0.00% New 8,622 $252K
Axq Capital, LP 0.03% New 8,264 $242K
Connable Office Inc. 0.02% New 8,000 $234K
OneDigital Investment Advisors LLC 0.00% New 8,000 $234K
Cerity Partners LLC 0.00% New 7,463 $223K
Commonwealth Equity Services, LLC 0.00% New 7,505 $220K
US Bancorp \de 0.00% New 7,229 $212K
OMERS ADMINISTRATION Corp 0.00% New 7,200 $211K
R Squared Ltd 0.11% New 6,958 $204K
Barclays PLC 0.00% New 6,304 $185K
Assetmark, Inc. 0.00% New 4,421 $129K
Pension & Wealth Management Advisors, Inc. 0.04% New 4,068 $119K
RiverPark Advisors, LLC 0.05% New 3,734 $109K
Group One Trading LLC 0.00% New 1,952 $57K
Itau Unibanco Holding S.A. 0.00% New 1,700 $50K
Rockefeller Capital Management L.P. 0.00% New 1,012 $30K
Hollencrest Capital Management 0.00% New 1,000 $29K
Osaic Holdings, Inc. 0.00% New 974 $29K
Strategic Investment Solutions, Inc. 0.01% New 800 $23K
IFP Advisors, Inc 0.00% New 750 $22K
Triumph Capital Management 0.00% New 700 $20K
NewEdge Advisors, LLC 0.00% New 480 $14K
Advisory Services Network, LLC 0.00% New 446 $13K
Allworth Financial LP 0.00% New 412 $12K
MCF Advisors LLC 0.00% New 317 $9K
Quantbot Technologies LP 0.00% New 195 $6K
Tradewinds Capital Management, LLC 0.00% New 172 $5K
SBI Securities Co., Ltd. 0.00% New 152 $4K
Ascentis Independent Advisors 0.00% New 140 $4K
Gilpin Wealth Management, LLC 0.00% New 100 $3K
Steward Partners Investment Advisory, LLC 0.00% New 69 $2K
MRP Capital Investments, LLC 0.00% New 65 $2K
Fifth Third Bancorp 0.00% New 54 $2K
Rothschild Investment LLC 0.00% New 50 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 39 $1K
Huntington National Bank 0.00% New 33 $966
GAMMA Investing LLC 0.00% New 13 $381

"% 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.