Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Forgent Power Solutions Inc (FPS)

361 + Investors. Track Smart Money conviction in FPS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +157
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — FPS

Based on 364 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added FPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
364 hedge funds hold FPS right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 71% buying

295 buying118 selling
Last quarter: 295 funds were net buyers (210 opened a brand new position + 85 added to an existing one). Only 118 were sellers (65 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +184% but shares only +56% — price-driven

Value
+183%
Shares
+56%
Last quarter: the total dollar value of institutional holdings rose +184%, but actual share count only changed +56%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 379 current holders: 379 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
51 of 361 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FPS

In 2026 Q2, 295 hedge funds were net buyers of FPS (210 opened a new position, 85 added to an existing one), while 118 reduced or exited (65 trimmed, 53 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in FPS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +157 funds (more new holders than closures). Total institutional holders: 364.

Hedge Fund Ownership: FPS

How many hedge funds hold FPS — quarterly history vs. share price
Quarterly hedge fund ownership of FPS vs. share price

Market Analysis: FPS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 9 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: FPS
2026 Q3 Stats Unlock in 43 days 361 + Investors

Track Smart Money conviction in FPS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 361 207 74.4%
13F Shares 180M 115M 56.43%
Total Value $9.54B $3.36B 183.54%
New Positions 210 207 +3
Increased Positions 83 0 +83
Closed Positions 53 0 +53
Reduced Positions 61 0 +61
Total Calls 12 5 140.0%
Total Puts 6 5 20.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: FPS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Income Statement & Cash Flow
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Institutional Holders (2026 Q2)

361 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FPS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FPS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crestwood Capital Management, L.P. 7.06% 192,866 $10.8M
2 Goodlander Investment Management, LLC 5.56% 330,000 $18.4M
3 Glynn Capital Management LLC 5.15% 334,753 $18.7M
4 Science & Technology Partners, L.P. 4.41% 468,000 $26.1M
5 Dilation Capital Management LP 3.96% 175,875 $9.8M
6 Brooklands Fund Management Ltd 3.80% 108,812 $4.9M
7 Wealth High Governance Capital Ltda 3.69% 220,824 $12.3M
8 Granahan Investment Management, LLC 3.60% 1,807,608 $101.0M
9 Sandhill Capital Partners LLC 3.22% 709,880 $39.7M
10 Rithm Capital Corp. 3.09% 45,000 $2.5M
11 Burkehill Global Management, LP 3.03% 1,500,000 $83.8M
12 Zimmer Partners, LP 2.92% 2,271,217 $126.9M
13 Coatue Management LLC 2.35% 20,501,387 $1.15B
14 Spyglass Capital Management LLC 2.13% 705,361 $39.4M
15 Jericho Capital Asset Management L.P. 2.04% 4,429,000 $247.4M
16 Avala Global LP 2.02% 980,783 $54.8M
17 Renaissance Capital LLC 2.01% 65,171 $3.6M
18 FirstWave Capital Management LLC 1.91% 77,617 $4.3M
19 Thames Capital Management LLC 1.83% 398,912 $22.3M
20 Aperture Investors, LLC 1.82% 360,862 $20.2M
21 Kerrisdale Advisers, LLC 1.63% 116,572 $6.5M
22 Resolute Capital Asset Partners LLC 1.55% 65,000 $3.6M
23 Tribune Investment Group LP 1.47% 64,700 $3.6M
24 Next Century Growth Investors LLC 1.36% 460,047 $25.7M
25 Security National Bank 1.33% 199,710 $11.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Forgent Power Solutions Inc (FPS)

What does the Smart Money Trend signal show for FPS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FPS?

More buyers than sellers — 71% buying: Last quarter: 295 funds were net buyers (210 opened a brand new position + 85 added to an existing one). Only 118 were sellers (65 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FPS holders?

Strong quality — 38% AUM from major funds: 51 of 361 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FPS?

Mostly new holders — 98% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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