DaveManuel.com · Institutional Ownership · Who Owns It
FORGENT POWER SOLUTIONS INC (FPS)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
376
Reporting holders
$9.7B
Reported value
1.4%
Calls
1.1%
Puts
+160
Holder change
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 |
|---|---|---|---|---|---|
| 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 incl. $56.6M options CALL+PUT | 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 | +240.0%+$67.4M |
| 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 incl. $2.0M options PUT | 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 incl. $48.7M options CALL+PUT | 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 | 0.20% | 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 incl. $57.2M options CALL+PUT | 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 |
| Cable Car Capital, LP | $58.6M incl. $29.3M options OPT | 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 incl. $424.5K options CALL | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $39.4M | 705,966 | 0.00% | 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 incl. $21.2M options CALL+PUT | 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 incl. $5.6M options CALL | 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 incl. $18.2M options CALL | 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 |
| 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 | +80.1%+$6.9M |
| FEDERATED HERMES, INC. | $15.4M | 276,200 | 0.02% | new | NEW |
| HRT FINANCIAL LP | $14.7M incl. $5.6M options OPT | 262,333 | 0.03% | new | NEW |
| Squarepoint Ops LLC | $13.4M | 240,607 | 0.01% | 2q | -55.2%-$16.6M |
| COOPER CREEK PARTNERS MANAGEMENT LLC | $13.4M | 239,363 | 0.32% | new | NEW |
| 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 |
Showing the largest 100 of 376 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-21 | Directors or officers departed or appointed | filing |
| 2026-10-22 | 2026-10-21 | Directors or officers departed or appointed | filing |
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 | 90 | $162.7M | 4,342,784 | 37 | 32 | 12 | 0.0% |
| Q2 2026 | 376 | $9.7B | 170,785,103 | 214 | 85 | 64 | 2.8% |
| Q1 2026 | 216 | $3.5B | 117,211,401 | 216 | 0 | 0 | 1.0% |