FPS — FORGENT POWER SOLUTIONS INC
As of Q2 2026, 38 SEC-registered investment managers reported holding FPS (FORGENT POWER SOLUTIONS INC) in their latest 13F filings, with a combined reported value of $4.39B across 79.37M shares. That is +34.1% by share count (+20.17M shares) versus the previous quarter, while reported value moved +153.6%. Ownership is concentrated: the five largest holders account for 64.2% of reported value and the top ten for 83.0%.
Compared with the prior quarter, 10 opened new positions, 17 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FPS is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Coatue Management history | Q2 2026 | 20.50M | $1.15B | 2.52% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 10.51M | $587.01M | 0.03% | Add |
| Invesco Ltd history | Q2 2026 | 7.14M | $399.11M | 0.03% | Add |
| BlackRock Inc history | Q2 2026 | 6.67M | $372.40M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 5.64M | $315.15M | 0.04% | Add |
| Franklin Resources history | Q2 2026 | 5.16M | $287.98M | 0.07% | Add |
| Baron Funds history | Q2 2026 | 4.07M | $227.49M | 0.55% | Reduce |
| Janus Henderson Group history | Q1 2026 | 7.77M | $227.42M | 0.11% | New |
| Geode Capital Management history | Q2 2026 | 2.24M | $125.43M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 1.67M | $93.27M | 0.13% | New |
| Goldman Sachs Group history | Q2 2026 | 1.66M | $92.66M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 1.58M | $88.49M | 0.01% | Reduce |
| Principal Global Investors history | Q2 2026 | 1.41M | $78.84M | 0.04% | Reduce |
| Two Sigma Investments history | Q2 2026 | 1.26M | $70.22M | 0.05% | Add |
| Deutsche Bank AG history | Q2 2026 | 1.22M | $68.24M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.16M | $64.83M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 889.86K | $49.71M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 777.92K | $43.45M | 0.02% | Reduce |
| Davidson Kempner Capital Management history | Q1 2026 | 1.40M | $40.84M | 0.61% | New |
| Morgan Stanley history | Q2 2026 | 696.44K | $38.90M | 0.00% | Add |
New Positions (Q2 2026)
- Coatue Management 20.50M sh · $1.15B
- Renaissance Technologies 1.67M sh · $93.27M
- JPMorgan Chase & Co 650.01K sh · $35.98M
- Norges Bank Investment Management 200.00K sh · $11.17M
- Amundi US 155.66K sh · $8.70M
- Polen Capital Management 50.33K sh · $2.81M
- Steadfast Capital Management 27.00K sh · $1.51M
- Manulife Financial 15.14K sh · $845.89K
- PNC Financial Services 9.31K sh · $519.83K
- T. Rowe Price Associates 705.97K sh · $39.44K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 7.77M sh · $227.42M
- Davidson Kempner Capital Management sold 1.40M sh · $40.84M
- Viking Global Investors sold 650.00K sh · $19.03M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2026 | Q2 2026 |
|---|---|---|
| Coatue Management | — | 20.50M |
| Fidelity Management & Research (FMR) | 8.55M | 10.51M |
| Invesco Ltd | 6.16M | 7.14M |
| BlackRock Inc | 5.11M | 6.67M |
| UBS Group AG | 2.32M | 5.64M |
| Franklin Resources | 3.47M | 5.16M |
| Baron Funds | 4.67M | 4.07M |
| Geode Capital Management | 950.60K | 2.24M |
| Renaissance Technologies | — | 1.67M |
| Goldman Sachs Group | 514.42K | 1.66M |
| Citadel Advisors | 4.83M | 1.58M |
| Principal Global Investors | 1.80M | 1.41M |
| Two Sigma Investments | 914.23K | 1.26M |
| Deutsche Bank AG | 1.01M | 1.22M |
| Charles Schwab Investment Management | 755.28K | 1.16M |
| Bank of America Corp | 369.26K | 889.86K |
| Millennium Management | 1.22M | 777.92K |
| Morgan Stanley | 322.52K | 696.44K |
| Point72 Asset Management | 1.82M | 644.62K |
| JPMorgan Chase & Co | — | 650.01K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details