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Security record · archived quarter

FPS

Forgent Power Solutions, Inc. · Industrials · Electrical Equipment & Parts

31.68 -2.1% mkt cap $8.24B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026
72Tracked holders
+71Δ holders
73.29MShares held
$2.14BReported value
+71New positions
−0Exits
Strongly Rising Conviction score 66/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 104 +32 107.43M $5.92B +38 −5
Q1 2026 72 +71 73.29M $2.14B +71 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 8.55M New $250.17M 0.0% New 1 SEC ↗ ×4
2 Janus Henderson Group Plc 7.77M New $227.42M 0.1% New 1 SEC ↗ ×4
3 Invesco Ltd. 6.16M New $180.38M 0.0% New 1 SEC ↗ ×7
4 BlackRock ✦ (passive) 5.11M New $149.55M 0.0% New 1 SEC ↗ ×8
5 Bamco Inc /Ny/ 4.67M New $136.83M 0.4% New 1 SEC ↗
6 Citadel Advisors ✦ 4.49M New $131.54M 0.1% New 1 SEC ↗
7 Vanguard Capital Management Llc 3.75M n/a $109.81M 0.0% n/c 1 SEC ↗
8 Franklin Resources Inc 3.47M New $101.67M 0.0% New 1 SEC ↗ ×2
9 UBS Group AG 2.32M New $68.04M 0.0% New 1 SEC ↗ ×4
10 Alliancebernstein L.P. 2.17M New $63.62M 0.0% New 1 SEC ↗
11 Principal Financial Group Inc 1.80M New $52.83M 0.0% New 1 SEC ↗
12 Point72 Asset Management ✦ 1.57M New $45.97M 0.1% New 1 SEC ↗
13 Holocene Advisors, LP 1.47M New $42.99M 0.1% New 1 SEC ↗
14 JPMorgan Chase ✦ 1.50M New $41.95M 0.0% New 1 SEC ↗ ×4
15 Balyasny Asset Management L.P. 1.34M New $39.30M 0.1% New 1 SEC ↗
16 Millennium Management ✦ 1.22M New $35.71M 0.0% New 1 SEC ↗
17 D. E. Shaw & Co. ✦ 1.21M New $35.37M 0.0% New 1 SEC ↗
18 Deutsche Bank Ag\ 1.01M New $29.58M 0.0% New 1 SEC ↗ ×2
19 Geode Capital Management ✦ (passive) 950.60K New $27.84M 0.0% New 1 SEC ↗ ×2
20 Two Sigma Investments ✦ 914.23K New $26.76M 0.0% New 1 SEC ↗
21 Charles Schwab Investment… 755.28K New $22.11M 0.0% New 1 SEC ↗
22 Healthcare Of Ontario Pension Plan… 710.00K New $20.78M 0.0% New 1 SEC ↗
23 Viking Global Investors ✦ 650.00K New $19.03M 0.1% New 1 SEC ↗
24 Marshall Wace ✦ 649.63K New $19.01M 0.0% New 1 SEC ↗ ×2
25 Jane Street Group, Llc 606.09K New $17.74M 0.0% New 1 SEC ↗ ×3
26 Wcm Investment Management, Llc 625.08K New $17.48M 0.0% New 1 SEC ↗
27 LMR Partners LLP 586.79K New $17.18M 0.2% New 1 SEC ↗
28 Squarepoint Ops LLC 537.23K New $15.72M 0.0% New 1 SEC ↗
29 Goldman Sachs Group ✦ 514.42K New $15.06M 0.0% New 1 SEC ↗
30 Ameriprise Financial Inc 502.93K New $14.72M 0.0% New 1 SEC ↗ ×2
31 Pictet Asset Management Holding SA 471.19K New $13.79M 0.0% New 1 SEC ↗
32 Alyeska Investment Group, L.P. 450.00K New $13.17M 0.0% New 1 SEC ↗
33 Royal Bank Of Canada 437.58K New $12.81M 0.0% New 1 SEC ↗ ×3
34 State Street Global Advisors ✦ (passive) 385.20K New $11.27M 0.0% New 1 SEC ↗
35 Bank Of America Corp /De/ 369.26K New $10.81M 0.0% New 1 SEC ↗ ×4
36 DZ BANK AG Deutsche Zentral… 347.55K New $10.17M 0.0% New 1 SEC ↗ ×2
37 Morgan Stanley ✦ 322.52K New $9.44M 0.0% New 1 SEC ↗ ×6
38 Tudor Investment Corp Et Al 307.28K New $8.99M 0.0% New 1 SEC ↗
39 Capstone Investment Advisors, Llc 300.00K New $8.78M 0.1% New 1 SEC ↗
40 Raymond James Financial Inc 261.87K New $7.66M 0.0% New 1 SEC ↗ ×2
41 American Century Companies Inc 231.84K New $6.79M 0.0% New 1 SEC ↗
42 Adage Capital Partners ✦ 227.43K New $6.66M 0.0% New 1 SEC ↗
43 Qube Research & Technologies Ltd 226.84K New $6.64M 0.0% New 1 SEC ↗
44 Universal- Beteiligungs- und… 221.51K New $6.48M 0.0% New 1 SEC ↗
45 Northern Trust Corp 184.90K New $5.41M 0.0% New 1 SEC ↗
46 Victory Capital Management Inc 155.13K New $4.54M 0.0% New 1 SEC ↗
47 Wells Fargo & Company/Mn 154.39K New $4.52M 0.0% New 1 SEC ↗ ×2
48 Lazard Asset Management Llc 122.25K New $3.58M 0.0% New 1 SEC ↗
49 Soros Fund Management ✦ 102.20K New $2.99M 0.1% New 1 SEC ↗
50 Sei Investments Co 85.92K New $2.51M 0.0% New 1 SEC ↗
51 State Of Wisconsin Investment Board 55.50K New $1.62M 0.0% New 1 SEC ↗
52 New York State Common Retirement… 41.81K New $1.22M 0.0% New 1 SEC ↗
53 Bank of New York Mellon Corp 35.74K New $1.05M 0.0% New 1 SEC ↗ ×4
54 Cetera Investment Advisers 28.76K New $841,893 0.0% New 1 SEC ↗
55 Citigroup Inc 27.41K New $802,144 0.0% New 1 SEC ↗
56 Legal & General Group Plc 18.92K New $553,665 0.0% New 1 SEC ↗ ×2
57 Envestnet Asset Management Inc 17.82K New $521,504 0.0% New 1 SEC ↗
58 Jones Financial Companies Lllp 16.43K New $503,293 0.0% New 1 SEC ↗
59 LPL Financial LLC 16.41K New $480,350 0.0% New 1 SEC ↗
60 Baird Financial Group, Inc. 11.82K New $345,913 0.0% New 1 SEC ↗
61 Captrust Financial Advisors 10.05K New $294,251 0.0% New 1 SEC ↗
62 Cerity Partners LLC 7.46K New $222,768 0.0% New 1 SEC ↗
63 Commonwealth Equity Services, Llc 7.50K New $219,670 0.0% New 1 SEC ↗
64 Us Bancorp \De\ 7.23K New $211,593 0.0% New 1 SEC ↗ ×2
65 Barclays Plc 6.30K New $184,518 0.0% New 1 SEC ↗ ×2
66 Assetmark, Inc 4.42K New $129,403 0.0% New 1 SEC ↗
67 Group One Trading Llc 1.95K New $57,135 0.0% New 1 SEC ↗
68 Rockefeller Capital Management L.P. 1.01K New $29,621 0.0% New 1 SEC ↗
69 Osaic Holdings, Inc. 974 New $28,509 0.0% New 1 SEC ↗ ×2
70 Fifth Third Bancorp 54 New $1,567 0.0% New 1 SEC ↗
71 Northwestern Mutual Wealth… 39 New $1,142 0.0% New 1 SEC ↗
72 Nomura Asset Management Co Ltd 0 New $0 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Fidelity (FMR) $250.17M 0.0%
Janus Henderson Group Plc $227.42M 0.1%
Invesco Ltd. $180.38M 0.0%
BlackRock $149.55M 0.0%
Bamco Inc /Ny/ $136.83M 0.4%
Citadel Advisors $131.54M 0.1%
Franklin Resources Inc $101.67M 0.0%
UBS Group AG $68.04M 0.0%
Alliancebernstein L.P. $63.62M 0.0%
Principal Financial Group Inc $52.83M 0.0%
Point72 Asset Management $45.97M 0.1%
Holocene Advisors, LP $42.99M 0.1%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 209 holders, 114.06M shares, $3.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G: COATUE MANAGEMENT LLC

View original SEC filing ↗

Aug 13 SC 13G/A: Neos Partners, LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API