Forgent Power Solutions, Inc. (FPS) Institutional Ownership Changes & 13F Activity

Forgent Power Solutions, Inc. (FPS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Coatue Management Llc, Invesco Ltd., Jericho Capital Asset Management L.P., Citadel Advisors Llc, and Value Aligned Research Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+200200$11.17KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+15,14315,143$845.89KQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+8,6628,662$483.87KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-3,781,397-84.1%712,784$39.82MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+125125$6.98KQ2 2026Sep 02, 2026
California State Teachers Retirement SystemBuy+163,746163,746$9.15MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+683,881683,881$38.20MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcBuy+3030$1.68KQ2 2026Aug 20, 2026
Pin Oak Investment Advisors IncBuy+380380$21.00Q2 2026Aug 18, 2026
Value Aligned Research Advisors, LlcBuy+3,158,6223,158,622$176.44MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcSell-150,000-50.0%150,000$8.38MQ2 2026Aug 17, 2026
Formula Growth LtdSell-52,517-63.4%30,335$1.69MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+36,42136,421$2.03MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1919$1.06KQ2 2026Aug 17, 2026
Coatue Management LlcBuy+20,501,38720,501,387$1.15BQ2 2026Aug 14, 2026
Invesco Ltd.Buy+7,144,7437,144,743$399.11MQ2 2026Aug 14, 2026
Jericho Capital Asset Management L.P.Buy+4,429,0004,429,000$247.40MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,709,8031,709,803$95.45MQ2 2026Aug 14, 2026
Encompass Capital Advisors LlcSell-1,501,223-78.0%424,476$23.71MQ2 2026Aug 14, 2026
Blackstone Inc.Buy+1,370,0001,370,000$76.53MQ2 2026Aug 14, 2026
Holocene Advisors, LpSell-1,345,803-91.6%122,946$6.87MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+1,109,361+215.7%1,623,779$90.70MQ2 2026Aug 14, 2026
Goodlander Investment Management, LlcSell-1,050,000-76.1%330,000$18.43MQ2 2026Aug 14, 2026
Avala Global LpBuy+980,783980,783$54.79MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-980,336-81.1%228,174$12.75MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Sell-925,906-59.0%644,618$36.01MQ2 2026Aug 14, 2026
Jain Global LlcSell-900,770-58.8%630,699$35.23MQ2 2026Aug 14, 2026
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am MainBuy+899,585+258.8%1,247,131$69.66MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+881,779+40.6%3,055,363$89.43MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+791,217+130.5%1,397,302$78.05MQ2 2026Aug 14, 2026
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Frequently asked questions about FPS activity

  • Which institutional owners are buying FPS?

    Institutional owners buying FPS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FPS activity?

    "Buy" means an investor increased their reported position in FPS compared to the prior reporting period. This reflects growing exposure to Forgent Power Solutions, Inc. (FPS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FPS increasing?

    Institutional interest in FPS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.