undamentalytics Newsletter

Forgent Power Solutions, Inc.: which funds bought and sold

Institutions that bought and sold Forgent Power Solutions shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 287 institutions that filed 13F reports for both quarters added to or opened positions in Forgent Power Solutions, and 114 cut or closed them. Together they added a net 53.0M shares, +49.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 21.2M shares (+37.0%); index fund managers were net buyers of 9.6M shares (+64.9%). 202 opened a new position and 50 sold out entirely.

Bought, Q2 2026 287 institutions, 202 of them new holders Sold, Q2 2026 114 institutions, 50 of them sold out
Net change, all compared +53.0M shares (+49.2%)
Net change, active managers +21.2M shares (+37.0%), 39 bought, 47 sold

Buyers versus sellers

institutions compared, 411
Active managers and hedge funds 39 bought · 47 sold · +21.2M
Index fund managers 9 bought · 0 sold · +9.6M
Other institutions 239 bought · 67 sold · +22.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Coatue Management LLC Hedge fund +20.5M New position 20.5M $1.1B
Jericho Capital Asset Management L.P. Hedge fund +4.4M New position 4.4M $247M
UBS Group AG +3.3M +142.7% 5.6M $315M
Value Aligned Research Advisors, LLC +3.2M New position 3.2M $176M
William Blair Investment Management, LLC Active manager +2.5M New position 2.5M $141M
BNP Paribas Financial Markets +2.1M New position 2.1M $116M
FMR LLC Active manager +2.0M +23.0% 10.5M $587M
Vanguard Capital Management LLC Index funds +1.9M +51.6% 5.7M $318M
Vanguard Portfolio Management LLC Index funds +1.8M +58.6% 4.9M $273M
State Street Corp Index funds +1.7M +448.8% 2.1M $118M
Franklin Resources Inc Active manager +1.7M +48.4% 5.2M $288M
Renaissance Technologies LLC Hedge fund +1.7M New position 1.7M $93.3M
Phoenix Financial Ltd. +1.7M New position 1.7M $92.8M
Blackrock, Inc. Index funds +1.6M +30.5% 6.7M $372M
Westfield Capital Management Co LP Active manager +1.4M New position 1.4M $76.6M
Assenagon Asset Management S.A. +1.4M New position 1.4M $76.4M
Geode Capital Management, LLC Index funds +1.3M +136.1% 2.2M $125M
Ameriprise Financial Inc +1.2M +240.0% 1.7M $95.4M
Goldman Sachs Group Inc +1.1M +215.7% 1.6M $90.7M
Invesco Ltd. +982K +15.9% 7.1M $399M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund −3.8M −84.1% 713K $39.8M
Encompass Capital Advisors LLC −1.5M −78.0% 424K $23.7M
Holocene Advisors, LP Hedge fund −1.3M −91.6% 123K $6.9M
Balyasny Asset Management L.P. Hedge fund −1.3M Sold out 0 —
Cinctive Capital Management LP Hedge fund −1.1M Sold out 0 —
Goodlander Investment Management, LLC −1.1M −76.1% 330K $18.4M
Exoduspoint Capital Management, LP Hedge fund −1.0M −63.8% 588K $32.9M
D. E. Shaw & Co., Inc. Hedge fund −980K −81.1% 228K $12.7M
Hite Hedge Asset Management LLC −975K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −926K −59.0% 645K $36M
Jain Global LLC Hedge fund −901K −58.8% 631K $35.2M
Jpmorgan Chase & Co −850K −56.7% 650K $36M
Maplelane Capital, LLC Hedge fund −796K −71.3% 320K $17.9M
Ghisallo Capital Management LLC Hedge fund −675K −36.5% 1.2M $65.6M
Viking Global Investors LP Hedge fund −650K Sold out 0 —
BAMCO Inc Active manager −602K −12.9% 4.1M $227M
Moore Capital Management, LP Hedge fund −550K −74.7% 186K $10.4M
Ilex Capital Partners (UK) LLP −549K Sold out 0 —
Electron Capital Partners, LLC Hedge fund −529K Sold out 0 —
Park West Asset Management LLC Hedge fund −518K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Coatue Management LLCHedge fund 20.5M $1.1B
Jericho Capital Asset Management L.P.Hedge fund 4.4M $247M
Value Aligned Research Advisors, LLC 3.2M $176M
William Blair Investment Management, LLCActive manager 2.5M $141M
BNP Paribas Financial Markets 2.1M $116M
Renaissance Technologies LLCHedge fund 1.7M $93.3M
Phoenix Financial Ltd. 1.7M $92.8M
Westfield Capital Management Co LPActive manager 1.4M $76.6M
Assenagon Asset Management S.A. 1.4M $76.4M
Avala Global LPHedge fund 981K $54.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Balyasny Asset Management L.P.Hedge fund 1.3M $39.3M
Cinctive Capital Management LPHedge fund 1.1M $31.5M
Hite Hedge Asset Management LLC 975K $28.5M
Viking Global Investors LPHedge fund 650K $19M
Ilex Capital Partners (UK) LLP 549K $16.1M
Electron Capital Partners, LLCHedge fund 529K $15.5M
Park West Asset Management LLCHedge fund 518K $15.2M
J. Goldman & Co LPHedge fund 493K $14.4M
Alyeska Investment Group, L.P.Hedge fund 450K $13.2M
Engle Capital Management, L.P. 363K $10.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
365
Ten largest holders
46.7%
of 13F-reported shares
Index fund managers
14.3%
of 13F-reported shares
Active managers and hedge funds
46.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 39 47 23 18 +21.2M +37.0%
Index fund managers 9 0 1 0 +9.6M +64.9%
Other institutions 239 67 178 32 +22.2M +62.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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