As of the latest SEC filings, Forgent Power Solutions, Inc. (FPS) is held by 158 institutional funds. The largest fund shareholder is Janus Henderson Contrarian Fund (JSVAX), holding an estimated $98,211,006.69 in market value, representing 2.29% of its portfolio.
Funds holding Forgent Power Solutions, Inc. (FPS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FPS
- CIK:
- 0002080126
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSVAX
Janus Henderson Contrarian Fund
|
MF | Independent / Boutique | 2.29% | $98,211,006.69 | 3,355,347 | Mar 31, 2026 | May 29, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $79,411,737.28 | 2,309,152 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $78,936,682.42 | 2,696,846 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $57,297,283.61 | 1,957,543 | Mar 31, 2026 | May 28, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 0.85% | $56,332,917.79 | 1,638,061 | Feb 28, 2026 | Apr 28, 2026 |
|
OEGAX
Invesco Discovery Mid Cap Growth Fund
|
MF | Invesco | 0.75% | $50,204,153.34 | 1,334,507 | Apr 30, 2026 | Jun 26, 2026 |
|
BDFIX
BARON DISCOVERY FUND
|
MF | Independent / Boutique | 2.46% | $40,246,250.00 | 1,375,000 | Mar 31, 2026 | May 22, 2026 |
|
JAGTX
Janus Henderson Global Technology and Innovation Fund
|
MF | Independent / Boutique | 0.47% | $36,820,255.04 | 1,257,952 | Mar 31, 2026 | May 29, 2026 |
|
FKDNX
Franklin Dynatech Fund
|
MF | Franklin Templeton | 0.14% | $35,124,000.00 | 1,200,000 | Mar 31, 2026 | May 27, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.02% | $34,311,728.23 | 1,172,249 | Mar 31, 2026 | May 26, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.08% | $32,104,653.15 | 1,096,845 | Mar 31, 2026 | May 28, 2026 |
|
FSSAX
Franklin Small Cap Growth Fund
|
MF | Franklin Templeton | 1.28% | $31,451,523.84 | 836,032 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $28,241,803.44 | 964,872 | Mar 31, 2026 | May 28, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.31% | $27,135,306.00 | 721,300 | Apr 30, 2026 | Jun 26, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.51% | $26,348,151.52 | 900,176 | Mar 31, 2026 | May 29, 2026 |
|
BARIX
BARON ASSET FUND
|
MF | Independent / Boutique | 0.77% | $25,574,311.26 | 873,738 | Mar 31, 2026 | May 22, 2026 |
|
CHCLX
AB DISCOVERY GROWTH FUND, INC.
|
MF | Independent / Boutique | 0.92% | $24,756,518.16 | 658,068 | Apr 30, 2026 | Jun 24, 2026 |
|
QUAZX
AB Small Cap Growth Portfolio
|
MF | Independent / Boutique | 0.80% | $23,473,375.20 | 623,960 | Apr 30, 2026 | Jun 24, 2026 |
|
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio
|
MF | BlackRock / iShares | 0.39% | $23,074,004.89 | 670,951 | Feb 27, 2026 | Apr 24, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 0.80% | $22,873,451.28 | 781,464 | Mar 31, 2026 | May 29, 2026 |
|
PSBMX
SmallCap Fund
|
MF | Independent / Boutique | 0.99% | $20,852,766.00 | 554,300 | Apr 30, 2026 | Jun 25, 2026 |
|
BIOPX
BARON OPPORTUNITY FUND
|
MF | Independent / Boutique | 1.25% | $20,234,058.30 | 691,290 | Mar 31, 2026 | May 22, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.08% | $17,231,652.90 | 458,045 | Apr 30, 2026 | Jun 26, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.02% | $17,000,590.86 | 451,903 | Apr 30, 2026 | Jun 26, 2026 |
|
FSLCX
Fidelity Small Cap Stock Fund
|
MF | Fidelity | 1.29% | $16,665,660.00 | 443,000 | Apr 30, 2026 | Jun 26, 2026 |
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