Titelia

Fund shareholders of Forgent Power Solutions Inc

ISIN US34631F1021 · United States · LEI 529900VOEJB5GLOFQR48

Fund shareholders
252
Of which ETFs
47 205 other funds
Value held
3B $
FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,074,252227.6M $0.01 %as of Jun 30, 2026 ↗
Janus Henderson Contrarian Fund Janus Investment Fund 3,248,079181.4M $3.31 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,940,890164.3M $0.09 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,407,074131.6M $0.05 %as of May 31, 2026 ↗
ALGER FOCUS EQUITY FUND ALGER INSTITUTIONAL FUNDS 2,257,93775.1M $1.05 %as of Jul 31, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 2,145,477117.3M $1.50 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,693,76494.6M $0.20 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,478,65982.6M $0.08 %as of Jun 30, 2026 ↗
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 1,369,11145.6M $0.67 %as of Jul 31, 2026 ↗
Janus Henderson Global Technology and Innovation Fund Janus Investment Fund 1,234,85669M $0.62 %as of Jun 30, 2026 ↗
Franklin Dynatech Fund Franklin Custodian Funds 1,200,00067M $0.22 %as of Jun 30, 2026 ↗
ALGER SPECTRA FUND ALGER FUNDS II 1,173,81739.1M $0.91 %as of Jul 31, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 1,121,11037.3M $1.40 %as of Jul 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 1,070,30335.6M $0.04 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 1,024,60034.1M $0.38 %as of Jul 31, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 1,000,00055.9M $3.05 %as of Jun 30, 2026 ↗
Janus Henderson Triton Fund Janus Investment Fund 915,11551.1M $0.86 %as of Jun 30, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 878,73849.1M $1.22 %as of Jun 30, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 847,85628.2M $1.14 %as of Jul 31, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 832,74446.5M $0.03 %as of Jun 30, 2026 ↗
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 811,96445.4M $1.56 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 754,75542.2M $0.20 %as of Jun 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 742,51541.5M $0.15 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 740,33024.6M $0.11 %as of Jul 31, 2026 ↗
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 707,11623.5M $0.68 %as of Jul 31, 2026 ↗
BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds 651,04535.6M $0.63 %as of May 29, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 632,53921M $0.04 %as of Jul 31, 2026 ↗
JNL/Invesco Small Cap Growth Fund JNL Series Trust 631,92835.3M $1.74 %as of Jun 30, 2026 ↗
Heritage Fund American Century Mutual Funds, Inc. 627,32720.9M $0.39 %as of Jul 31, 2026 ↗
BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 614,09034.3M $1.62 %as of Jun 30, 2026 ↗
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 571,60019M $0.55 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 571,10731.9M $1.25 %as of Jun 30, 2026 ↗
Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) 569,92331.8M $1.74 %as of Jun 30, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 544,38230.4M $0.97 %as of Jun 30, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 541,72230.3M $0.84 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 524,66929.3M $0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 510,99128.5M $0.26 %as of Jun 30, 2026 ↗
SmallCap Fund Principal Funds, Inc 502,80016.7M $0.80 %as of Jul 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 487,91827.3M $0.02 %as of Jun 30, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 474,35626.5M $2.12 %as of Jun 30, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 456,30025.5M $0.08 %as of Jun 30, 2026 ↗
ALGER CAPITAL APPRECIATION FUND ALGER FUNDS 455,08615.1M $0.55 %as of Jul 31, 2026 ↗
Baron Global Opportunity Fund BARON SELECT FUNDS 451,49025.2M $1.82 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 445,28824.3M $0.06 %as of May 31, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 432,43123.6M $1.12 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 414,58922.7M $0.10 %as of May 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 410,45822.9M $0.15 %as of Jun 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 405,90022.7M $0.15 %as of Jun 30, 2026 ↗
Spyglass Growth Fund Manager Directed Portfolios 379,56521.2M $2.11 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 335,24318.7M $0.65 %as of Jun 30, 2026 ↗
Franklin Growth Opportunities Fund Franklin Strategic Series 332,17911.1M $0.25 %as of Jul 31, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 318,80017.8M $1.35 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 310,73617.4M $0.77 %as of Jun 30, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 268,98615M $2.88 %as of Jun 30, 2026 ↗
Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I 268,52715M $1.74 %as of Jun 30, 2026 ↗
Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) 256,1208.5M $0.38 %as of Jul 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 250,6878.3M $0.15 %as of Jul 31, 2026 ↗
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 239,68113.1M $0.69 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 233,15712.7M $0.09 %as of May 31, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 222,49612.4M $1.86 %as of Jun 30, 2026 ↗
Columbia Seligman Global Technology Fund Columbia Funds Series Trust II 220,3947.3M $0.16 %as of Jul 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 218,2827.3M $0.02 %as of Jul 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 217,8577.2M $0.04 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 215,4007.2M $0.53 %as of Jul 31, 2026 ↗
Janus Henderson VIT Global Technology and Innovation Portfolio Janus Aspen Series 205,45211.5M $0.61 %as of Jun 30, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 200,56011.2M $0.70 %as of Jun 30, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 185,9006.2M $0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 180,1489.8M $0.79 %as of May 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 175,0665.8M $0.23 %as of Jul 31, 2026 ↗
American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS 173,4059.7M $1.25 %as of Jun 30, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 171,6069.6M $0.03 %as of Jun 30, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 171,1009.4M $1.78 %as of May 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 170,1005.7M $0.39 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 164,6239.2M $0.01 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 163,8379M $0.01 %as of May 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 160,4219M $0.95 %as of Jun 30, 2026 ↗
Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios 153,8608.4M $1.20 %as of May 31, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 145,2604.8M $0.07 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 136,5867.6M $0.19 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 131,2867.2M $0.01 %as of May 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 127,6004.2M $0.27 %as of Jul 31, 2026 ↗
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 127,2807.1M $1.03 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 126,4004.2M $0.16 %as of Jul 31, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 125,0164.2M $1.74 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 124,2436.8M $0.13 %as of May 29, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 116,1133.9M $0.01 %as of Jul 31, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 112,2853.7M $0.36 %as of Jul 31, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 102,8993.4M $1.53 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 102,5695.7M $0.00 %as of Jun 30, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 95,8813.2M $1.18 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 95,5513.2M $0.01 %as of Jul 31, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 92,1595.1M $1.45 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 88,8545M $0.01 %as of Jun 30, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 88,3244.9M $2.34 %as of Jun 30, 2026 ↗
MML VIP Invesco Discovery Mid Cap Fund MML Series Investment Fund II 84,2374.7M $1.05 %as of Jun 30, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 81,7814.6M $0.27 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 81,4254.5M $0.62 %as of Jun 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 75,8434.2M $0.38 %as of Jun 30, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 74,9774.2M $2.15 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 73,7194.1M $0.01 %as of Jun 30, 2026 ↗

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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.

FundWeight in fund
Corgi High Voltage Grid Equipment ETF Corgi ETF Trust I 4.95 %as of Jun 30, 2026 ↗
Janus Henderson Transformational Growth ETF Janus Detroit Street Trust 3.51 %as of Jul 31, 2026 ↗
TCW Transform Supply Chain ETF TCW ETF Trust 3.38 %as of Jul 31, 2026 ↗
Janus Henderson Contrarian Fund Janus Investment Fund 3.31 %as of Jun 30, 2026 ↗
Defiance Retail Kings ETF ETF Series Solutions 3.11 %as of Jun 30, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 3.05 %as of Jun 30, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 2.88 %as of Jun 30, 2026 ↗
RiverPark/Next Century Growth Fund RiverPark Funds Trust 2.72 %as of Jun 30, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 2.70 %as of Jun 30, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 2.34 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3252+10760,417,195+48.0 %
2026Q214540,830,805

Institutional managers

207 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
FMR LLC8,546,834250.2M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC7,769,612227.4M $as of Mar 31, 2026
Invesco Ltd.6,162,683180.4M $as of Mar 31, 2026
BlackRock, Inc.5,109,202149.5M $as of Mar 31, 2026
BAMCO INC /NY/4,674,583136.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC4,494,181131.5M $as of Mar 31, 2026
FRANKLIN RESOURCES INC3,473,621101.7M $as of Mar 31, 2026
UBS Group AG2,324,68668M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.2,173,58463.6M $as of Mar 31, 2026
Granahan Investment Management, LLC2,071,08460.6M $as of Mar 31, 2026
Zimmer Partners, LP1,950,52057.1M $as of Mar 31, 2026
Encompass Capital Advisors LLC1,925,69956.4M $as of Mar 31, 2026
Ghisallo Capital Management LLC1,850,00054.1M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,804,82452.8M $as of Mar 31, 2026
Burkehill Global Management, LP1,700,00049.8M $as of Mar 31, 2026
ExodusPoint Capital Management, LP1,627,49047.6M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,570,52446M $as of Mar 31, 2026
Jain Global LLC1,531,46944.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,499,68041.9M $as of Mar 31, 2026
Holocene Advisors, LP1,468,74943M $as of Mar 31, 2026
Davidson Kempner Capital Management LP1,395,14740.8M $as of Mar 31, 2026
Driehaus Capital Management LLC1,384,12340.5M $as of Mar 31, 2026
Goodlander Investment Management, LLC1,380,00040.4M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,342,80039.3M $as of Mar 31, 2026
Woodline Partners LP1,231,12536M $as of Mar 31, 2026

Declared shareholders of Forgent Power Solutions Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Neos Partners, LP and 16 others51.50 %156,906,889as of Jun 30, 2026 · SCHEDULE 13G
Coatue Management, L.L.C. and 1 other7.50 %20,501,387as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Forgent Power Solutions Inc". https://titelia.com/en/stocks/forgent-power-solutions-inc-US34631F1021