Fund shareholders of Forgent Power Solutions Inc
ISIN US34631F1021 · United States
- Fund shareholders
- 145
- Of which ETFs
- 14 131 other funds
- Value held
- 1.3B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 3,355,347 | 98.2M $ | 2.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,696,846 | 78.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,309,152 | 79.4M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,957,543 | 57.3M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,638,061 | 56.3M $ | 0.85 % | as of Feb 28, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,375,000 | 40.2M $ | 2.46 % | as of Mar 31, 2026 ↗ |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 1,334,507 | 50.2M $ | 0.75 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Global Technology and Innovation Fund JANUS INVESTMENT FUND | 1,257,952 | 36.8M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Franklin Dynatech Fund Franklin Custodian Funds | 1,200,000 | 35.1M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund Fidelity Contrafund | 1,172,249 | 34.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,096,845 | 32.1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 964,872 | 28.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 900,176 | 26.3M $ | 0.51 % | as of Mar 31, 2026 ↗ |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 873,738 | 25.6M $ | 0.77 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 836,032 | 31.5M $ | 1.28 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 804,950 | 23.6M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 781,464 | 22.9M $ | 0.80 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 721,300 | 27.1M $ | 0.31 % | as of Apr 30, 2026 ↗ |
| BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 691,290 | 20.2M $ | 1.25 % | as of Mar 31, 2026 ↗ |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 670,951 | 23.1M $ | 0.39 % | as of Feb 27, 2026 ↗ |
| AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 658,068 | 24.8M $ | 0.92 % | as of Apr 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 623,960 | 23.5M $ | 0.80 % | as of Apr 30, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 554,300 | 20.9M $ | 0.99 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 523,015 | 15.3M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 508,300 | 14.9M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 458,045 | 17.2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 451,903 | 17M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 446,522 | 13.1M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 443,000 | 16.7M $ | 1.29 % | as of Apr 30, 2026 ↗ |
| Baron Global Opportunity Fund BARON SELECT FUNDS | 415,031 | 12.1M $ | 1.45 % | as of Mar 31, 2026 ↗ |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 400,529 | 11.7M $ | 1.15 % | as of Mar 31, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 394,000 | 11.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 392,138 | 11.5M $ | 0.74 % | as of Mar 31, 2026 ↗ |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 389,728 | 11.4M $ | 0.74 % | as of Mar 31, 2026 ↗ |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 362,604 | 12.5M $ | 0.25 % | as of Feb 27, 2026 ↗ |
| Franklin Growth Opportunities Fund Franklin Strategic Series | 332,179 | 12.5M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 329,851 | 9.7M $ | 1.27 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 286,900 | 8.4M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 277,321 | 9.5M $ | 0.21 % | as of Feb 27, 2026 ↗ |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 257,828 | 9.7M $ | 0.43 % | as of Apr 30, 2026 ↗ |
| ALGER SPECTRA FUND ALGER FUNDS II | 253,600 | 9.5M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Fidelity Contrafund K6 Fidelity Contrafund | 246,140 | 7.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 222,496 | 6.5M $ | 1.02 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 211,970 | 6.2M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 208,300 | 7.8M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Global Technology and Innovation Portfolio JANUS ASPEN SERIES | 207,354 | 6.1M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 197,943 | 5.8M $ | 0.74 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Multi-Sector Income Fund JANUS INVESTMENT FUND | 193,132 | 5.7M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 180,958 | 5.3M $ | 0.46 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 176,965 | 6.7M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 156,900 | 4.6M $ | 1.04 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 152,895 | 5.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 147,543 | 4.3M $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 143,500 | 5.4M $ | 0.33 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 118,000 | 4.4M $ | 0.32 % | as of Apr 30, 2026 ↗ |
| Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios | 113,900 | 3.9M $ | 0.61 % | as of Feb 28, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 95,408 | 3.6M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 92,100 | 3.5M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 88,324 | 2.6M $ | 1.17 % | as of Mar 31, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 84,825 | 2.5M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 83,839 | 2.5M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Columbia Seligman Global Technology Fund Columbia Funds Series Trust II | 82,860 | 3.1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 80,000 | 3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 78,732 | 3M $ | 1.12 % | as of Apr 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 75,910 | 2.2M $ | 0.78 % | as of Mar 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 73,696 | 2.2M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| Janus Henderson High-Yield Fund JANUS INVESTMENT FUND | 71,154 | 2.1M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 68,278 | 2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Baron Technology ETF Baron ETF Trust | 67,974 | 2M $ | 1.39 % | as of Mar 31, 2026 ↗ |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 67,775 | 2.5M $ | 0.84 % | as of Apr 30, 2026 ↗ |
| Small Cap Growth Fund VALIC Co I | 65,870 | 2.3M $ | 0.42 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 62,527 | 1.8M $ | 1.16 % | as of Mar 31, 2026 ↗ |
| MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 58,391 | 1.7M $ | 0.63 % | as of Mar 31, 2026 ↗ |
| Franklin Natural Resources Fund Franklin Strategic Series | 56,700 | 2.1M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 56,577 | 2.1M $ | 0.54 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 53,207 | 1.8M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| TCW Durable Growth ETF TCW ETF Trust | 52,756 | 2M $ | 2.76 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 50,837 | 1.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,738 | 1.9M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 50,715 | 1.5M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 49,700 | 1.5M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 49,475 | 1.4M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 47,814 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 47,297 | 1.4M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 43,834 | 1.3M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 40,859 | 1.2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 39,625 | 1.5M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 39,116 | 1.1M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 38,759 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 36,657 | 1.4M $ | 3.81 % | as of Apr 30, 2026 ↗ |
| Tortoise AI Infrastructure ETF Tortoise Capital Series Trust | 36,387 | 1.3M $ | 1.58 % | as of Feb 28, 2026 ↗ |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 35,126 | 1M $ | 0.66 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 28,450 | 832.7K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 27,941 | 817.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 27,557 | 947.7K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 27,226 | 796.9K $ | 1.70 % | as of Mar 31, 2026 ↗ |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | 26,965 | 789.3K $ | 0.66 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 26,485 | 775.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 25,684 | 883.3K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 23,052 | 674.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| TCW Transform Supply Chain ETF TCW ETF Trust | 5.75 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 3.81 % | as of Apr 30, 2026 ↗ |
| TCW Durable Growth ETF TCW ETF Trust | 2.76 % | as of Apr 30, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.46 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 2.29 % | as of Mar 31, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 2.00 % | as of Mar 31, 2026 ↗ |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 1.70 % | as of Mar 31, 2026 ↗ |
| Tortoise AI Infrastructure ETF Tortoise Capital Series Trust | 1.58 % | as of Feb 28, 2026 ↗ |
| Baron Global Opportunity Fund BARON SELECT FUNDS | 1.45 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 1.41 % | as of Apr 30, 2026 ↗ |
Institutional managers
207 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 8,546,834 | 250.2M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 7,769,612 | 227.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,162,683 | 180.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,109,202 | 149.5M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 4,674,583 | 136.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 4,494,181 | 131.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,473,621 | 101.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,324,686 | 68M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,173,584 | 63.6M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 2,071,084 | 60.6M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 1,950,520 | 57.1M $ | as of Mar 31, 2026 |
| Encompass Capital Advisors LLC | 1,925,699 | 56.4M $ | as of Mar 31, 2026 |
| Ghisallo Capital Management LLC | 1,850,000 | 54.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,804,824 | 52.8M $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 1,700,000 | 49.8M $ | as of Mar 31, 2026 |
| ExodusPoint Capital Management, LP | 1,627,490 | 47.6M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,570,524 | 46M $ | as of Mar 31, 2026 |
| Jain Global LLC | 1,531,469 | 44.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,499,680 | 41.9M $ | as of Mar 31, 2026 |
| Holocene Advisors, LP | 1,468,749 | 43M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 1,395,147 | 40.8M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 1,384,123 | 40.5M $ | as of Mar 31, 2026 |
| Goodlander Investment Management, LLC | 1,380,000 | 40.4M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,342,800 | 39.3M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,231,125 | 36M $ | as of Mar 31, 2026 |
Declared shareholders of Forgent Power Solutions Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Neos Partners, LP and 16 others | 67.50 % | 205,528,889 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Forgent Power Solutions Inc". https://titelia.com/en/stocks/forgent-power-solutions-inc-US34631F1021