Forgent Power Solutions, Inc. (FPS) — Institutional Holders, Q2 2026

370 institutional investment managers reported a FPS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← FPS stock profile

FPS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

210

Added to

Trimmed

Sold out

Biggest buyers

COATUE MANAGEMENTNew · +20,501,387 sh+$1.1B
Jericho Capital Asset Management L.P.New · +4,429,000 sh+$247.4M
UBS Group AGAdded · +3,317,141 sh+$185.3M
Value Aligned Research AdvisorsNew · +3,158,622 sh+$176.4M
WILLIAM BLAIR INVESTMENT MANAGEMENTNew · +2,516,270 sh+$140.6M

Biggest sellers

CITADEL ADVISORSTrimmed · -3,781,397 sh-$211.2M
Encompass Capital AdvisorsTrimmed · -1,501,223 sh-$83.9M
DAVIDSON KEMPNER CAPITAL MANAGEMENTSold out · -1,395,147 sh-$77.9M
Holocene AdvisorsTrimmed · -1,345,803 sh-$75.2M
BALYASNY ASSET MANAGEMENT L.P.Sold out · -1,342,800 sh-$75.0M

FPS 13F holders ranked 1–100 of 370

Institutional investors reporting a position in Forgent Power Solutions, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	COATUE MANAGEMENT#1 · 20,501,387 sh	20,501,387	$1.1B	2.35%	New
2	FMR#2 · 10,508,562 sh	10,508,562	$587.0M	0.03%	+23.0%
3	Jupiter Topco#3 · 8,457,260 sh	8,457,260	$472.5M	0.19%	—
4	Invesco Ltd.#4 · 7,144,743 sh	7,144,743	$399.1M	0.03%	+15.9%
5	BlackRock#5 · 6,666,695 sh	6,666,695	$372.4M	<0.01%	+30.5%
6	VANGUARD CAPITAL MANAGEMENT#6 · 5,685,919 sh	5,685,919	$317.6M	<0.01%	+51.6%
7	UBS Group AG#7 · 5,641,827 sh	5,641,827	$315.2M	0.04%	+142.7%
8	FRANKLIN RESOURCES#8 · 5,155,338 sh	5,155,338	$288.0M	0.06%	+48.4%
9	VANGUARD PORTFOLIO MANAGEMENT#9 · 4,884,628 sh	4,884,628	$272.9M	0.01%	+58.6%
10	Jericho Capital Asset Management L.P.#10 · 4,429,000 sh	4,429,000	$247.4M	2.04%	New
11	BAMCO#11 · 4,072,575 sh	4,072,575	$227.5M	0.34%	-12.9%
12	Value Aligned Research Advisors#12 · 3,158,622 sh	3,158,622	$176.4M	0.44%	New
13	WILLIAM BLAIR INVESTMENT MANAGEMENT#13 · 2,516,270 sh	2,516,270	$140.6M	0.42%	New
14	Zimmer Partners#14 · 2,271,217 sh	2,271,217	$126.9M	2.92%	+16.4%
15	GEODE CAPITAL MANAGEMENT#15 · 2,244,537 sh	2,244,537	$125.4M	<0.01%	+136.1%
16	STATE STREET#16 · 2,113,904 sh	2,113,904	$118.1M	<0.01%	+448.8%
17	BNP PARIBAS FINANCIAL MARKETS#17 · 2,084,601 sh	2,084,601	$116.4M	0.04%	New
18	Granahan Investment Management#18 · 1,807,608 sh	1,807,608	$101.0M	3.60%	-12.7%
19	AMERIPRISE FINANCIAL#19 · 1,709,803 sh	1,709,803	$95.4M	0.02%	+240.0%
20	RENAISSANCE TECHNOLOGIES#20 · 1,669,700 sh	1,669,700	$93.3M	0.13%	New
21	Phoenix Financial Ltd.#21 · 1,662,217 sh	1,662,217	$92.8M	0.63%	New
22	GOLDMAN SACHS GROUP#22 · 1,623,779 sh	1,623,779	$90.7M	<0.01%	+215.7%
23	Stephens Investment Management Group#23 · 1,616,102 sh	1,616,102	$90.3M	0.97%	+100.7%
24	ALLIANCEBERNSTEIN L.P.#24 · 3,055,363 sh	3,055,363	$89.4M	0.03%	+40.6%
25	Burkehill Global Management#25 · 1,500,000 sh	1,500,000	$83.8M	3.03%	-11.8%
26	PRINCIPAL FINANCIAL GROUP#26 · 1,411,301 sh	1,411,301	$78.8M	0.04%	-21.8%
27	JANE STREET GROUP#27 · 1,397,302 sh	1,397,302	$78.1M	<0.01%	+130.5%
28	Woodline Partners#28 · 1,385,109 sh	1,385,109	$77.4M	0.24%	+12.5%
29	WESTFIELD CAPITAL MANAGEMENT#29 · 1,370,928 sh	1,370,928	$76.6M	0.25%	New
30	Blackstone#30 · 1,370,000 sh	1,370,000	$76.5M	0.20%	+138.3%
31	DRIEHAUS CAPITAL MANAGEMENT#31 · 1,334,384 sh	1,334,384	$74.5M	0.43%	-3.6%
32	HEALTHCARE OF ONTARIO PENSION PLAN FUND#32 · 1,281,556 sh	1,281,556	$71.6M	0.10%	+80.5%
33	TWO SIGMA INVESTMENTS#33 · 1,257,128 sh	1,257,128	$70.2M	0.05%	+37.5%
34	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#34 · 1,247,131 sh	1,247,131	$69.7M	0.05%	+258.8%
35	DEUTSCHE BANK AG\#35 · 1,221,679 sh	1,221,679	$68.2M	0.02%	+20.9%
36	Ghisallo Capital Management#36 · 1,175,000 sh	1,175,000	$65.6M	1.29%	-36.5%
37	CHARLES SCHWAB INVESTMENT MANAGEMENT#37 · 1,160,552 sh	1,160,552	$64.8M	<0.01%	+53.7%
38	Cable Car Capital#38 · 1,049,200 sh	1,049,200	$58.6M	1.26%	New
39	Yaupon Capital Management#39 · 1,000,000 sh	1,000,000	$55.9M	1.10%	+150.0%
40	Avala Global#40 · 980,783 sh	980,783	$54.8M	2.02%	New
41	BANK OF AMERICA#41 · 889,864 sh	889,864	$49.7M	<0.01%	+141.0%
42	VANGUARD FIDUCIARY#42 · 832,836 sh	832,836	$46.5M	0.01%	+57.9%
43	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#43 · 825,726 sh	825,726	$46.1M	0.81%	+17.8%
44	MILLENNIUM MANAGEMENT#44 · 770,318 sh	770,318	$43.0M	0.02%	-36.9%
45	CITADEL ADVISORS#45 · 712,784 sh	712,784	$39.8M	<0.01%	-84.1%
46	CloudAlpha Capital Management Limited/Hong Kong#46 · 711,329 sh	711,329	$39.7M	1.13%	New
47	Sandhill Capital Partners#47 · 709,880 sh	709,880	$39.7M	3.22%	New
48	VOYA INVESTMENT MANAGEMENT#48 · 706,973 sh	706,973	$39.5M	0.03%	New
49	PRICE T ROWE ASSOCIATES#49 · 705,966 sh	705,966	$39.4M	<0.01%	New
50	Spyglass Capital Management#50 · 705,361 sh	705,361	$39.4M	2.13%	New
51	FRED ALGER MANAGEMENT#51 · 704,882 sh	704,882	$39.4M	0.13%	+875.8%
52	MORGAN STANLEY#52 · 696,443 sh	696,443	$38.9M	<0.01%	+115.9%
53	Assenagon Asset Management S.A.#53 · 683,881 sh	683,881	$38.2M	—	New
54	Point72 Asset Management, L.P.#54 · 644,618 sh	644,618	$36.0M	0.04%	-59.0%
55	JPMORGAN CHASE#55 · 650,011 sh	650,011	$36.0M	<0.01%	-56.7%
56	Jain Global#56 · 630,699 sh	630,699	$35.2M	0.14%	-58.8%
57	SOROS FUND MANAGEMENT#57 · 629,106 sh	629,106	$35.1M	0.43%	+515.6%
58	RAYMOND JAMES FINANCIAL#58 · 627,773 sh	627,773	$35.1M	<0.01%	+139.7%
59	NORTHERN#59 · 600,781 sh	600,781	$33.6M	<0.01%	+224.9%
60	ExodusPoint Capital Management#60 · 588,339 sh	588,339	$32.9M	0.21%	New
61	Wealth High Governance Asset Management Ltda.#61 · 579,176 sh	579,176	$32.4M	3.44%	New
62	Nuveen#62 · 550,719 sh	550,719	$30.8M	<0.01%	New
63	SEVEN GRAND MANAGERS#63 · 550,000 sh	550,000	$30.7M	1.24%	+83.3%
64	Select Equity Group, L.P.#64 · 544,263 sh	544,263	$30.4M	0.15%	+47.8%
65	Pictet Asset Management Holding SA#65 · 519,248 sh	519,248	$29.0M	0.03%	+10.2%
66	LMR Partners LLP#66 · 485,000 sh	485,000	$27.1M	0.10%	-17.3%
67	Science & Technology Partners, L.P.#67 · 468,000 sh	468,000	$26.1M	4.41%	New
68	NEXT CENTURY GROWTH INVESTORS#68 · 460,047 sh	460,047	$25.7M	1.36%	+58.7%
69	WCM INVESTMENT MANAGEMENT#69 · 448,666 sh	448,666	$24.7M	0.04%	-28.2%
70	Walleye Capital#70 · 432,684 sh	432,684	$24.2M	0.09%	+243.1%
71	Encompass Capital Advisors#71 · 424,476 sh	424,476	$23.7M	0.84%	-78.0%
72	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#72 · 413,941 sh	413,941	$23.1M	<0.01%	New
73	ROYAL BANK OF CANADA#73 · 407,309 sh	407,309	$22.8M	<0.01%	-6.9%
74	THAMES CAPITAL MANAGEMENT#74 · 398,912 sh	398,912	$22.3M	1.83%	New
75	Aperture Investors#75 · 360,862 sh	360,862	$20.2M	1.82%	-54.6%
76	Covalis Capital LLP#76 · 350,000 sh	350,000	$19.6M	1.10%	+7.4%
77	Hudson Bay Capital Management#77 · 345,247 sh	345,247	$19.3M	0.05%	-36.6%
78	AXIOM INVESTORS#78 · 343,185 sh	343,185	$19.2M	0.17%	New
79	Qube Research & Technologies Ltd#79 · 341,678 sh	341,678	$19.1M	0.02%	+50.6%
80	VICTORY CAPITAL MANAGEMENT#80 · 335,062 sh	335,062	$18.7M	0.01%	+116.0%
81	GLYNN CAPITAL MANAGEMENT#81 · 334,753 sh	334,753	$18.7M	—	-2.0%
82	Goodlander Investment Management#82 · 330,000 sh	330,000	$18.4M	5.56%	-76.1%
83	Mizuho Markets Cayman#83 · 327,712 sh	327,712	$18.3M	0.68%	New
84	Bank of New York Mellon#84 · 326,317 sh	326,317	$18.2M	<0.01%	+813.0%
85	BW Gestao de Investimentos Ltda.#85 · 320,824 sh	320,824	$17.9M	0.35%	-40.6%
86	SUSQUEHANNA INTERNATIONAL GROUP, LLP#86 · 320,642 sh	320,642	$17.9M	<0.01%	New
87	MAPLELANE CAPITAL#87 · 320,000 sh	320,000	$17.9M	0.32%	-71.3%
88	Laurion Capital Management#88 · 293,800 sh	293,800	$16.4M	0.42%	-58.0%
89	Swiss National Bank#89 · 284,700 sh	284,700	$15.9M	<0.01%	New
90	WELLS FARGO & COMPANY#90 · 278,126 sh	278,126	$15.5M	<0.01%	+80.1%
91	FEDERATED HERMES#91 · 276,200 sh	276,200	$15.4M	0.02%	New
92	TUDOR INVESTMENT ET AL#92 · 261,760 sh	261,760	$14.6M	0.02%	-14.8%
93	Squarepoint Ops#93 · 240,607 sh	240,607	$13.4M	0.01%	-55.2%
94	COOPER CREEK PARTNERS MANAGEMENT#94 · 239,363 sh	239,363	$13.4M	0.32%	New
95	AMERICAN CENTURY COMPANIES#95 · 231,490 sh	231,490	$12.9M	<0.01%	-0.1%
96	D. E. Shaw#96 · 228,174 sh	228,174	$12.7M	<0.01%	-81.1%
97	Jump Financial#97 · 224,707 sh	224,707	$12.6M	0.10%	New
98	Wealth High Governance Capital Ltda#98 · 220,824 sh	220,824	$12.3M	3.69%	New
99	Universal- Beteiligungs- und Servicegesellschaft mbH#99 · 218,624 sh	218,624	$12.2M	0.02%	-1.3%
100	SEI INVESTMENTS#100 · 212,545 sh	212,545	$11.9M	0.01%	+147.4%

Funds that sold out of FPS in Q2 2026 (52)

Held FPS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held FPS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT1,395,147 sh	1,395,147	$40.8M
BALYASNY ASSET MANAGEMENT L.P.1,342,800 sh	1,342,800	$39.3M
Cinctive Capital Management1,074,925 sh	1,074,925	$31.5M
HITE Hedge Asset Management974,601 sh	974,601	$28.5M
VIKING GLOBAL INVESTORS650,000 sh	650,000	$19.0M
Ilex Capital Partners (UK) LLP549,002 sh	549,002	$16.1M
Electron Capital Partners528,663 sh	528,663	$15.5M
Park West Asset Management518,024 sh	518,024	$15.2M
J. Goldman493,472 sh	493,472	$14.4M
Alyeska Investment Group, L.P.450,000 sh	450,000	$13.2M
Engle Capital Management, L.P.362,600 sh	362,600	$10.6M
Monashee Investment Management350,000 sh	350,000	$10.2M
SIR Capital Management, L.P.322,673 sh	322,673	$9.4M
Alberta Investment Management300,000 sh	300,000	$8.8M
DISCOVERY CAPITAL MANAGEMENT, / CT275,000 sh	275,000	$8.0M
Weiss Asset Management236,888 sh	236,888	$6.9M
ADAGE CAPITAL PARTNERS GP, L.L.C.227,427 sh	227,427	$6.7M
Lykos Global Management225,000 sh	225,000	$6.6M
KINGDON CAPITAL MANAGEMENT, L.L.C.200,000 sh	200,000	$5.9M
Roubaix Capital184,863 sh	184,863	$5.4M
ELEMENT CAPITAL MANAGEMENT162,761 sh	162,761	$4.8M
Portolan Capital Management117,933 sh	117,933	$3.5M
CenterBook Partners103,316 sh	103,316	$3.0M
Munro Partners100,185 sh	100,185	$2.9M
Hound Partners100,000 sh	100,000	$2.9M
Valiant Capital Management, L.P.100,000 sh	100,000	$2.9M
DLD Asset Management100,000 sh	100,000	$2.9M
Siren, L.L.C.100,000 sh	100,000	$2.9M
Polymer Capital Management (US)97,600 sh	97,600	$2.9M
WOLVERINE ASSET MANAGEMENT85,000 sh	85,000	$2.5M
Arosa Capital Management85,000 sh	85,000	$2.5M
SMA Capital85,000 sh	85,000	$2.5M
GeoSphere Capital Management72,854 sh	72,854	$2.1M
Shellback Capital72,500 sh	72,500	$2.1M
TORTOISE CAPITAL ADVISORS, L.L.C.62,692 sh	62,692	$1.8M
Troluce Capital Advisors55,000 sh	55,000	$1.6M
HBK INVESTMENTS L P50,000 sh	50,000	$1.5M
Sculptor Capital50,000 sh	50,000	$1.5M
DigitalBridge Group45,582 sh	45,582	$1.3M
TEXAS PERMANENT SCHOOL FUND30,000 sh	30,000	$878.1K
Empyrean Capital Partners20,000 sh	20,000	$585.4K
SIH Partners, LLLP18,655 sh	18,655	$546.0K
HARBOR CAPITAL ADVISORS16,042 sh	16,042	$470.0K
Graham Capital Management, L.P.16,000 sh	16,000	$468.3K
Brevan Howard Capital Management14,047 sh	14,047	$411.2K
Janney Montgomery Scott11,483 sh	11,483	$336.0K
AXQ CAPITAL8,264 sh	8,264	$241.9K
R Squared Ltd6,958 sh	6,958	$203.7K
GROUP ONE TRADING, L.P.1,952 sh	1,952	$57.1K
Advisory Services Network446 sh	446	$13.1K
Golden State Equity Partners140 sh	140	$4.1K
MRP Capital Investments65 sh	65	$1.9K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.