Stephens Investment Management Group LLC FPS — FORGENT POWER SOLUTIONS INC

Ownership history in Stephens Investment Management Group LLC  ·  2 quarters on record

AI Ownership Summary

Stephens Investment Management Group LLC reported FORGENT POWER SOLUTIONS INC (FPS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.97% in 2026 Q2. The latest visible filing shows FPS at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stephens Investment Management Group LLC's position in FORGENT POWER SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FPS was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stephens Investment Management Group LLC held FPS — position size vs. price
% of Fund (quarterly)    FPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,616,102 +810,685 +100.7% 0.97% $90.3M 2026-07-29 $29.25
2026 Q1 INITIATED — — — 805,417 — — 0.32% $23.6M 2026-04-28 $36.89

FAQ About Stephens Investment Management Group LLC and FPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stephens Investment Management Group LLC reported owning FPS?

Stephens Investment Management Group LLC reported FPS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FPS position in Stephens Investment Management Group LLC's portfolio?

The largest reported portfolio weight for FPS was 0.97% in 2026 Q2.

What is the latest reported FPS position on this page?

The most recent filing on this page is 2026 Q2, when Stephens Investment Management Group LLC reported 1,616,102 shares, equal to 0.97% of portfolio, with an estimated market value of $90.3M.

What does the chart on this FPS ownership page compare?

The chart compares Stephens Investment Management Group LLC's quarterly FPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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