FORGENT POWER SOLUTIONS INC (FPS)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
355
Reporting holders
$9.7B
Reported value
2.7%
Held as options
+145
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | $1.1B | 20,501,387 | 2.35% | new | NEW |
| FMR LLC | $587.0M | 10,508,562 | 0.03% | 2q | +23.0%+$109.6M |
| Jupiter Topco LLC | $472.5M | 8,457,260 | 0.19% | new | FIRST |
| Invesco Ltd. | $399.1M | 7,144,743 | 0.03% | 2q | +15.9%+$54.9M |
| BlackRock, Inc. | $372.4M | 6,666,695 | 0.01% | 2q | +30.5%+$87.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $317.6M | 5,685,919 | 0.01% | 2q | +51.6%+$108.0M |
| UBS Group AG | $315.2M | 5,641,827 | 0.04% | 2q | +142.7%+$185.3M |
| FRANKLIN RESOURCES INC | $288.0M | 5,155,338 | 0.06% | 2q | +48.4%+$93.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $272.9M | 4,884,628 | 0.01% | 2q | +58.6%+$100.8M |
| Jericho Capital Asset Management L.P. | $247.4M | 4,429,000 | 2.04% | new | NEW |
| BAMCO INC /NY/ | $227.5M | 4,072,575 | 0.34% | 2q | -12.9%-$33.6M |
| Value Aligned Research Advisors, LLC | $176.4M | 3,158,622 | 0.44% | new | NEW |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $140.6M | 2,516,270 | 0.42% | new | NEW |
| JANE STREET GROUP, LLC | $134.6M | 1,397,302 | 0.01% | 2q | +130.5%+$76.2M |
| Zimmer Partners, LP | $126.9M | 2,271,217 | 2.92% | 2q | +16.4%+$17.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $125.4M | 2,244,537 | 0.01% | 2q | +136.1%+$72.3M |
| STATE STREET CORP | $118.1M | 2,113,904 | 0.00% | 2q | +448.8%+$96.6M |
| BNP PARIBAS FINANCIAL MARKETS | $116.4M | 2,084,601 | 0.04% | new | NEW |
| Granahan Investment Management, LLC | $101.0M | 1,807,608 | 3.60% | 2q | -12.7%-$14.7M |
| AMERIPRISE FINANCIAL INC | $95.4M | 1,709,803 | 0.02% | 2q | +70.0%+$39.3M |
| RENAISSANCE TECHNOLOGIES LLC | $93.3M | 1,669,700 | 0.13% | new | NEW |
| Phoenix Financial Ltd. | $92.8M | 1,662,217 | 0.63% | new | NEW |
| GOLDMAN SACHS GROUP INC | $92.7M | 1,623,779 | 0.01% | 2q | +215.7%+$63.3M |
| Stephens Investment Management Group LLC | $90.3M | 1,616,102 | 0.97% | 2q | +100.7%+$45.3M |
| ALLIANCEBERNSTEIN L.P. | $89.4M | 3,055,363 | 0.03% | 2q | +40.6%+$25.8M |
| CITADEL ADVISORS LLC | $88.5M | 712,784 | 0.01% | 2q | -84.1%-$469.4M |
| Burkehill Global Management, LP | $83.8M | 1,500,000 | 3.03% | 2q | -11.8%-$11.2M |
| PRINCIPAL FINANCIAL GROUP INC | $78.8M | 1,411,301 | 0.04% | 2q | -21.8%-$22.0M |
| Woodline Partners LP | $77.4M | 1,385,109 | 0.24% | 2q | +12.5%+$8.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $76.6M | 1,370,928 | 0.25% | new | NEW |
| Blackstone Inc. | $76.5M | 1,370,000 | 0.23% | 2q | +138.3%+$44.4M |
| Assenagon Asset Management S.A. | $76.4M | 1,367,762 | 0.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $75.1M | 320,642 | 0.01% | 2q | HELD |
| Driehaus Capital Management LLC | $74.5M | 1,334,384 | 0.43% | 2q | -3.6%-$2.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $71.6M | 1,281,556 | 0.10% | 2q | +80.5%+$31.9M |
| TWO SIGMA INVESTMENTS, LP | $70.2M | 1,257,128 | 0.05% | 2q | +37.5%+$19.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $69.7M | 1,247,131 | 0.05% | 2q | +258.8%+$50.3M |
| DEUTSCHE BANK AG\ | $68.2M | 1,221,679 | 0.02% | 2q | +20.9%+$11.8M |
| Ghisallo Capital Management LLC | $65.6M | 1,175,000 | 1.29% | 2q | -36.5%-$37.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $64.8M | 1,160,552 | 0.01% | 2q | +53.7%+$22.6M |
| Sixth Street Partners Management Company, L.P. | $64.8M | 1,160,552 | 0.01% | new | NEW |
| Cable Car Capital, LP | $58.6M | 1,049,200 | 1.26% | new | NEW |
| Yaupon Capital Management LP | $55.9M | 1,000,000 | 1.10% | 2q | +150.0%+$33.5M |
| Avala Global LP | $54.8M | 980,783 | 2.02% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $49.7M | 889,864 | 0.00% | 2q | +141.0%+$29.1M |
| VANGUARD FIDUCIARY TRUST CO | $46.5M | 832,836 | 0.01% | 2q | +57.9%+$17.1M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $46.1M | 825,726 | 0.81% | 2q | +17.8%+$7.0M |
| MILLENNIUM MANAGEMENT LLC | $43.5M | 770,318 | 0.02% | 2q | -36.9%-$25.4M |
| CloudAlpha Capital Management Limited/Hong Kong | $39.7M | 711,329 | 1.13% | new | NEW |
| Sandhill Capital Partners LLC | $39.7M | 709,880 | 3.22% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $39.5M | 706,973 | 0.03% | new | NEW |
| Spyglass Capital Management LLC | $39.4M | 705,361 | 2.13% | new | NEW |
| FRED ALGER MANAGEMENT, LLC | $39.4M | 704,882 | 0.13% | 2q | +875.8%+$35.3M |
| MORGAN STANLEY | $38.9M | 696,443 | 0.00% | 2q | +115.9%+$20.9M |
| Point72 Asset Management, L.P. | $36.0M | 644,618 | 0.04% | 2q | -59.0%-$51.7M |
| JPMORGAN CHASE & CO | $36.0M | 650,011 | 0.00% | 2q | -56.7%-$47.0M |
| TUDOR INVESTMENT CORP ET AL | $35.8M | 261,760 | 0.05% | 2q | -14.8%-$6.2M |
| Jain Global LLC | $35.2M | 630,699 | 0.14% | 2q | -58.8%-$50.3M |
| SOROS FUND MANAGEMENT LLC | $35.1M | 629,106 | 0.43% | 2q | +515.6%+$29.4M |
| RAYMOND JAMES FINANCIAL INC | $35.1M | 627,773 | 0.01% | 2q | +139.7%+$20.4M |
| NORTHERN TRUST CORP | $33.6M | 600,781 | 0.00% | 2q | +224.9%+$23.2M |
| ExodusPoint Capital Management, LP | $32.9M | 588,339 | 0.21% | 2q | -63.8%-$58.0M |
| Wealth High Governance Asset Management Ltda. | $32.4M | 579,176 | 3.44% | new | NEW |
| Nuveen, LLC | $30.8M | 550,719 | 0.01% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $30.7M | 550,000 | 1.24% | 2q | +83.3%+$14.0M |
| Select Equity Group, L.P. | $30.4M | 544,263 | 0.15% | 2q | +47.8%+$9.8M |
| Pictet Asset Management Holding SA | $29.0M | 519,248 | 0.03% | 2q | +10.2%+$2.7M |
| LMR Partners LLP | $27.1M | 485,000 | 0.10% | 2q | -17.3%-$5.7M |
| Science & Technology Partners, L.P. | $26.1M | 468,000 | 4.41% | new | NEW |
| NEXT CENTURY GROWTH INVESTORS LLC | $25.7M | 460,047 | 1.36% | 2q | +58.7%+$9.5M |
| Hudson Bay Capital Management LP | $24.9M | 345,247 | 0.07% | 2q | -36.6%-$14.4M |
| WCM INVESTMENT MANAGEMENT, LLC | $24.7M | 448,666 | 0.04% | 2q | -28.2%-$9.7M |
| Walleye Capital LLC | $24.2M | 432,684 | 0.09% | 2q | +243.1%+$17.1M |
| Encompass Capital Advisors LLC | $23.7M | 424,476 | 0.84% | 2q | -78.0%-$83.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.1M | 413,941 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $22.8M | 407,309 | 0.00% | 2q | -6.9%-$1.7M |
| THAMES CAPITAL MANAGEMENT LLC | $22.3M | 398,912 | 1.83% | new | NEW |
| Aperture Investors, LLC | $20.2M | 360,862 | 1.82% | 2q | -54.6%-$24.3M |
| Covalis Capital LLP | $19.6M | 350,000 | 1.10% | 2q | +7.4%+$1.4M |
| AXIOM INVESTORS LLC /DE | $19.2M | 343,185 | 0.17% | new | NEW |
| Caption Management, LLC | $19.1M | 17,000 | 0.09% | new | NEW |
| Qube Research & Technologies Ltd | $19.1M | 341,678 | 0.02% | 2q | +50.6%+$6.4M |
| VICTORY CAPITAL MANAGEMENT INC | $18.7M | 335,062 | 0.01% | 2q | +116.0%+$10.1M |
| GLYNN CAPITAL MANAGEMENT LLC | $18.7M | 334,753 | 5.15% | 2q | -2.0%-$375.0K |
| Goodlander Investment Management, LLC | $18.4M | 330,000 | 5.56% | 2q | -76.1%-$58.7M |
| Mizuho Markets Cayman LP | $18.3M | 327,712 | 0.69% | new | NEW |
| Bank of New York Mellon Corp | $18.2M | 326,317 | 0.00% | 2q | +813.0%+$16.2M |
| BW Gestao de Investimentos Ltda. | $17.9M | 320,824 | 0.35% | 2q | -40.6%-$12.2M |
| MAPLELANE CAPITAL, LLC | $17.9M | 320,000 | 0.32% | 2q | -71.3%-$44.5M |
| Verition Fund Management LLC | $16.9M | 303,164 | 0.04% | 2q | -39.8%-$11.2M |
| Laurion Capital Management LP | $16.4M | 293,800 | 0.42% | 2q | -58.0%-$22.7M |
| Swiss National Bank | $15.9M | 284,700 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $15.5M | 278,126 | 0.00% | 2q | -9.9%-$1.7M |
| FEDERATED HERMES, INC. | $15.4M | 276,200 | 0.02% | new | NEW |
| Squarepoint Ops LLC | $13.4M | 240,607 | 0.01% | 2q | -55.2%-$16.6M |
| AMERICAN CENTURY COMPANIES INC | $12.9M | 231,490 | 0.01% | 2q | HELD |
| D. E. Shaw & Co., Inc. | $12.7M | 228,174 | 0.01% | 2q | -81.1%-$54.8M |
| Jump Financial, LLC | $12.6M | 224,707 | 0.10% | new | NEW |
| Wealth High Governance Capital Ltda | $12.3M | 220,824 | 3.69% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $12.2M | 218,624 | 0.02% | 2q | -1.3%-$161.2K |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 355 | $9.7B | 170,226,747 | 196 | 80 | 65 | 2.7% |
| Q1 2026 | 210 | $3.5B | 117,775,395 | 210 | 0 | 0 | 1.0% |