$FPS

$25.12 +$0.90 (3.72%) Close

$FPS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 233.7M shares outstanding

Who owns FPS?

By type of holder

Institutions 72.0% Insiders 0.0% Everyone else 28.0%

Concentration Top 10 holders own 33.7%

Coatue Management LLC 8.8% · FMR LLC 4.5%

Institutional ownership

72.0%

+21.9 pts vs last qtr

Institutional holders

368

+155 vs last qtr

Net shares bought

+51.2M

by institutions in Q2 2026

New / sold out

209 / 54

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Coatue Management LLC NEW +20.5M
Jupiter Topco LLC NEW +8.5M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −7.8M
Citadel Advisors LLC −3.8M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Forgent Power Solutions, Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Forgent Power Solutions, Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

57.8%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting FPS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CM Coatue Management LLC	20.5M	8.77%	NEW	Q2 '26	2.4%
Shares held by quarter Peak holding20.5M (Q2'26) Change over 8 quarters+20.5M Share of the company8.770% Coatue Management LLC's full portfolio →
F FMR LLC	10.5M	4.50%	+2.0M (+23.0%)	Q1 '26	0.0%
Shares held by quarter Peak holding10.5M (Q2'26) Change over 8 quarters+10.5M Share of the company4.500% FMR LLC's full portfolio →

Coatue Management LLC

20.5M

% of company

8.77%

Change vs last qtr

NEW

Held since

Q2 '26

FMR LLC

10.5M

% of company

4.50%

Change vs last qtr

+2.0M (+23.0%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Forgent Power Solutions, Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FPS on Form N-PORT; together they hold 28.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$228M	4.1M	1.74%	0.01%	June 30, 2026
JH Janus Henderson Contrarian Fund Janus Investment Fund	$181M	3.2M	1.39%	3.31%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$228M

% of company

1.74%

% of the fund

0.01%

As of

June 30, 2026

Janus Henderson Contrarian Fund

Janus Investment Fund

Position value

$181M

% of company

1.39%

% of the fund

3.31%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Forgent Power Solutions, Inc and how much of the fund the position is.

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