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 | |
|---|---|---|---|---|
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 20,300 | 698.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 20,085 | 755.6K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| TCW Transform Supply Chain ETF TCW ETF Trust | 18,551 | 697.9K $ | 5.75 % | as of Apr 30, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 17,834 | 522K $ | 2.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,265 | 593.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 17,200 | 647.1K $ | 0.53 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 16,437 | 565.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 15,326 | 448.6K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 14,407 | 421.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds | 14,281 | 418K $ | 0.46 % | as of Mar 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 11,867 | 347.3K $ | 1.07 % | as of Mar 31, 2026 ↗ |
| Global Small Cap Fund American Century World Mutual Funds, Inc. | 11,667 | 401.2K $ | 0.55 % | as of Feb 28, 2026 ↗ |
| Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds | 11,250 | 386.9K $ | 0.07 % | as of Feb 27, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 10,277 | 300.8K $ | 0.62 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 9,966 | 291.7K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 9,913 | 290.2K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 9,380 | 322.6K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 9,144 | 267.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 9,041 | 264.6K $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Franklin Intelligent Machines ETF Franklin Templeton ETF Trust | 8,234 | 241K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 8,201 | 240K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 8,073 | 236.3K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Franklin Large Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust | 6,267 | 183.4K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 6,247 | 235K $ | 1.28 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 6,086 | 209.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Driehaus Global Fund Driehaus Mutual Funds | 6,010 | 175.9K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 5,570 | 163K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust | 5,439 | 204.6K $ | 1.29 % | as of Apr 30, 2026 ↗ |
| Guardian Multi-Sector Bond VIP Fund Guardian Variable Products Trust | 4,341 | 127.1K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,972 | 136.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 3,852 | 112.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 3,734 | 109.3K $ | 1.30 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 3,714 | 108.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 3,563 | 122.5K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| Janus Henderson Global Artificial Intelligence ETF Janus Detroit Street Trust | 3,487 | 131.2K $ | 0.64 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 3,343 | 115K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC | 3,236 | 94.7K $ | 1.07 % | as of Mar 31, 2026 ↗ |
| PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 3,100 | 116.6K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,690 | 58.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 1,600 | 46.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 1,520 | 44.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 1,379 | 51.9K $ | 1.41 % | as of Apr 30, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 809 | 27.8K $ | 0.31 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 538 | 18.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 314 | 10.8K $ | 0.00 % | as of Feb 28, 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
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