FORGENT POWER SOLUTIONS INC (FPS)
Institutional ownership reported to the SEC as of Q3 2026, across 3 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GLYNN CAPITAL MANAGEMENT LLC | $12.9M | 345,268 | 3.87% | 3q | +3.1%+$393.7K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.6M | 68,254 | 0.21% | 2q | -51.2%-$2.7M |
| ARMSTRONG ADVISORY GROUP, INC | $137.3K | 3,668 | 0.01% | 2q | -10.2%-$15.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $48.7K | 1,300 | 0.03% | 3q | +333.3%+$37.4K |
| GAMMA Investing LLC | $35.1K | 937 | 0.00% | 3q | +918.5%+$31.6K |
| Farther Finance Advisors, LLC | $21.9K | 585 | 0.00% | 2q | +457.1%+$18.0K |
| MassMutual Private Wealth & Trust, FSB | $20.1K | 537 | 0.00% | 2q | +2340.9%+$19.3K |
| TOTH FINANCIAL ADVISORY CORP | $15.0K | 400 | 0.00% | 2q | +60.0%+$5.6K |
| Grove Bank & Trust | $8.3K | 221 | 0.00% | new | NEW |
| GK Wealth Management LLC | $4.8K | 127 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $1.3K | 35 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $187 | 5 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Coatue Management, L.L.C.with 1 co-filers | 7.5% |
| 2026-08-13 | 13G/A | Neos Partners, LPwith 16 co-filers | 51.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $15.8M | 421,337 | 4 | 6 | 2 | 0.0% |
| Q2 2026 | 375 | $10.0B | 174,911,906 | 214 | 83 | 65 | 3.2% |
| Q1 2026 | 215 | $3.5B | 117,868,237 | 215 | 0 | 0 | 1.0% |