Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Forgent Power Solutions, Inc.

CIK 0002080126FPS· quarter ending 2026-06-30

Shares outstanding

304,428,889

as of 2026-09-08 · 10-K cover page, filed 2026-09-15

Held by 13F filers

170,160,482

62.0% of Common Class A

Holders

371

+157 vs 2026-03-31 · 211 new, 54 exited

Value

$9.4B

shares +45.2% vs prior quarter

Share classes (cover page of the 10-K filed 2026-09-15, as of 2026-09-08)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	FPS · NYSE	274,527,094	170,160,482	62.0%	371	34631F102
Common Class B	not listed	29,901,795	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	34631F102	COM SHS CL A	371	170,160,482	274,527,094	62.0%	$9.4B	12 call / 6 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 371 · 34631F102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	COATUE MANAGEMENT LLC	20,501,387	7.47%	$1.1B	NEW
2	FMR LLC	10,508,562	3.83%	$587.0M	+1,961,728 (+23.0%)
3	Jupiter Topco LLC	8,457,260	3.08%	$472.5M	NEW
4	Invesco Ltd.	7,144,743	2.60%	$399.1M	+982,060 (+15.9%)
5	BlackRock, Inc.	6,666,695	2.43%	$372.4M	+1,557,493 (+30.5%)
6	VANGUARD CAPITAL MANAGEMENT LLC	5,685,919	2.07%	$317.6M	+1,934,147 (+51.6%)
7	UBS Group AG	5,641,827	2.06%	$315.2M	+3,317,141 (+142.7%)
8	FRANKLIN RESOURCES INC	5,155,338	1.88%	$288.0M	+1,681,717 (+48.4%)
9	VANGUARD PORTFOLIO MANAGEMENT LLC	4,884,628	1.78%	$272.9M	+1,804,252 (+58.6%)
10	Jericho Capital Asset Management L.P.	4,429,000	1.61%	$247.4M	NEW
11	BAMCO INC /NY/	4,072,575	1.48%	$227.5M	-602,008 (-12.9%)
12	Value Aligned Research Advisors, LLC	3,158,622	1.15%	$176.4M	NEW
13	ALLIANCEBERNSTEIN L.P.	3,055,363	1.11%	$89.4M	+881,779 (+40.6%)
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2,516,270	0.92%	$140.6M	NEW
15	Zimmer Partners, LP	2,271,217	0.83%	$126.9M	+320,697 (+16.4%)
16	GEODE CAPITAL MANAGEMENT, LLC	2,244,537	0.82%	$125.4M	+1,293,933 (+136.1%)
17	STATE STREET CORP	2,113,904	0.77%	$118.1M	+1,728,704 (+448.8%)
18	BNP PARIBAS FINANCIAL MARKETS	2,084,601	0.76%	$116.4M	NEW
19	Granahan Investment Management, LLC	1,807,608	0.66%	$101.0M	-263,476 (-12.7%)
20	AMERIPRISE FINANCIAL INC	1,709,803	0.62%	$95.4M	+1,206,873 (+240.0%)
21	RENAISSANCE TECHNOLOGIES LLC	1,669,700	0.61%	$93.3M	NEW
22	Phoenix Financial Ltd.	1,662,217	0.61%	$92.8M	NEW
23	GOLDMAN SACHS GROUP INC	1,623,779	0.59%	$90.7M	+1,109,361 (+215.7%)
24	Stephens Investment Management Group LLC	1,616,102	0.59%	$90.3M	+810,685 (+100.7%)
25	Burkehill Global Management, LP	1,500,000	0.55%	$83.8M	-200,000 (-11.8%)
26	PRINCIPAL FINANCIAL GROUP INC	1,411,301	0.51%	$78.8M	-393,523 (-21.8%)
27	JANE STREET GROUP, LLC	1,397,302	0.51%	$78.1M	+791,217 (+130.5%)
28	Woodline Partners LP	1,385,109	0.50%	$77.4M	+153,984 (+12.5%)
29	WESTFIELD CAPITAL MANAGEMENT CO LP	1,370,928	0.50%	$76.6M	NEW
30	Blackstone Inc.	1,370,000	0.50%	$76.5M	+795,000 (+138.3%)
31	Assenagon Asset Management S.A.	1,367,762	0.50%	$76.4M	NEW
32	Driehaus Capital Management LLC	1,334,384	0.49%	$74.5M	-49,739 (-3.6%)
33	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1,281,556	0.47%	$71.6M	+571,556 (+80.5%)
34	TWO SIGMA INVESTMENTS, LP	1,257,128	0.46%	$70.2M	+342,899 (+37.5%)
35	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1,247,131	0.45%	$69.7M	+899,585 (+258.8%)
36	DEUTSCHE BANK AG\	1,221,679	0.45%	$68.2M	+211,047 (+20.9%)
37	Ghisallo Capital Management LLC	1,175,000	0.43%	$65.6M	-675,000 (-36.5%)
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,160,552	0.42%	$64.8M	+405,268 (+53.7%)
39	Yaupon Capital Management LP	1,000,000	0.36%	$55.9M	+600,000 (+150.0%)
40	Avala Global LP	980,783	0.36%	$54.8M	NEW
41	BANK OF AMERICA CORP /DE/	889,864	0.32%	$49.7M	+520,608 (+141.0%)
42	VANGUARD FIDUCIARY TRUST CO	832,836	0.30%	$46.5M	+305,527 (+57.9%)
43	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	825,726	0.30%	$46.1M	+125,000 (+17.8%)
44	MILLENNIUM MANAGEMENT LLC	770,318	0.28%	$43.0M	-449,756 (-36.9%)
45	CITADEL ADVISORS LLC	712,784	0.26%	$39.8M	-3,781,397 (-84.1%)
46	CloudAlpha Capital Management Limited/Hong Kong	711,329	0.26%	$39.7M	NEW
47	Sandhill Capital Partners LLC	709,880	0.26%	$39.7M	NEW
48	VOYA INVESTMENT MANAGEMENT LLC	706,973	0.26%	$39.5M	NEW
49	PRICE T ROWE ASSOCIATES INC /MD/	705,966	0.26%	$39.4M	NEW
50	Spyglass Capital Management LLC	705,361	0.26%	$39.4M	NEW
51	FRED ALGER MANAGEMENT, LLC	704,882	0.26%	$39.4M	+632,645 (+875.8%)
52	MORGAN STANLEY	696,443	0.25%	$38.9M	+373,925 (+115.9%)
53	JPMORGAN CHASE & CO	650,011	0.24%	$36.0M	-849,669 (-56.7%)
54	Point72 Asset Management, L.P.	644,618	0.23%	$36.0M	-925,906 (-59.0%)
55	Jain Global LLC	630,699	0.23%	$35.2M	-900,770 (-58.8%)
56	SOROS FUND MANAGEMENT LLC	629,106	0.23%	$35.1M	+526,906 (+515.6%)
57	RAYMOND JAMES FINANCIAL INC	627,773	0.23%	$35.1M	+365,905 (+139.7%)
58	NORTHERN TRUST CORP	600,781	0.22%	$33.6M	+415,881 (+224.9%)
59	ExodusPoint Capital Management, LP	588,339	0.21%	$32.9M	-1,039,151 (-63.8%)
60	Wealth High Governance Asset Management Ltda.	579,176	0.21%	$32.4M	NEW
61	Nuveen, LLC	550,719	0.20%	$30.8M	NEW
62	SEVEN GRAND MANAGERS, LLC	550,000	0.20%	$30.7M	+250,000 (+83.3%)
63	Select Equity Group, L.P.	544,263	0.20%	$30.4M	+175,936 (+47.8%)
64	Cable Car Capital, LP	524,600	0.19%	$29.3M	NEW
65	Pictet Asset Management Holding SA	519,248	0.19%	$29.0M	+48,059 (+10.2%)
66	LMR Partners LLP	485,000	0.18%	$27.1M	-101,789 (-17.3%)
67	Science & Technology Partners, L.P.	468,000	0.17%	$26.1M	NEW
68	NEXT CENTURY GROWTH INVESTORS LLC	460,047	0.17%	$25.7M	+170,247 (+58.7%)
69	WCM INVESTMENT MANAGEMENT, LLC	448,666	0.16%	$24.7M	-176,412 (-28.2%)
70	Walleye Capital LLC	432,684	0.16%	$24.2M	+306,578 (+243.1%)
71	Encompass Capital Advisors LLC	424,476	0.15%	$23.7M	-1,501,223 (-78.0%)
72	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	413,941	0.15%	$23.1M	NEW
73	ROYAL BANK OF CANADA	407,309	0.15%	$22.8M	-30,276 (-6.9%)
74	THAMES CAPITAL MANAGEMENT LLC	398,912	0.15%	$22.3M	NEW
75	Aperture Investors, LLC	360,862	0.13%	$20.2M	-434,202 (-54.6%)
76	Covalis Capital LLP	350,000	0.13%	$19.6M	+24,259 (+7.4%)
77	Hudson Bay Capital Management LP	345,247	0.13%	$19.3M	-199,291 (-36.6%)
78	AXIOM INVESTORS LLC /DE	343,185	0.13%	$19.2M	NEW
79	Qube Research & Technologies Ltd	341,678	0.12%	$19.1M	+114,836 (+50.6%)
80	VICTORY CAPITAL MANAGEMENT INC	335,062	0.12%	$18.7M	+179,930 (+116.0%)
81	GLYNN CAPITAL MANAGEMENT LLC	334,753	0.12%	$18.7M	-6,714 (-2.0%)
82	Goodlander Investment Management, LLC	330,000	0.12%	$18.4M	-1,050,000 (-76.1%)
83	Mizuho Markets Cayman LP	327,712	0.12%	$18.3M	NEW
84	Bank of New York Mellon Corp	326,317	0.12%	$18.2M	+290,577 (+813.0%)
85	BW Gestao de Investimentos Ltda.	320,824	0.12%	$17.9M	-219,176 (-40.6%)
86	SUSQUEHANNA INTERNATIONAL GROUP, LLP	320,642	0.12%	$17.9M	NEW
87	MAPLELANE CAPITAL, LLC	320,000	0.12%	$17.9M	-796,246 (-71.3%)
88	Laurion Capital Management LP	293,800	0.11%	$16.4M	-406,200 (-58.0%)
89	Swiss National Bank	284,700	0.10%	$15.9M	NEW
90	WELLS FARGO & COMPANY/MN	278,126	0.10%	$15.5M	+123,740 (+80.1%)
91	FEDERATED HERMES, INC.	276,200	0.10%	$15.4M	NEW
92	TUDOR INVESTMENT CORP ET AL	261,760	0.10%	$14.6M	-45,521 (-14.8%)
93	Squarepoint Ops LLC	240,607	0.09%	$13.4M	-296,618 (-55.2%)
94	COOPER CREEK PARTNERS MANAGEMENT LLC	239,363	0.09%	$13.4M	NEW
95	AMERICAN CENTURY COMPANIES INC	231,490	0.08%	$12.9M	-345 (-0.1%)
96	D. E. Shaw & Co., Inc.	228,174	0.08%	$12.7M	-980,336 (-81.1%)
97	Jump Financial, LLC	224,707	0.08%	$12.6M	NEW
98	Wealth High Governance Capital Ltda	220,824	0.08%	$12.3M	NEW
99	Universal- Beteiligungs- und Servicegesellschaft mbH	218,624	0.08%	$12.2M	-2,886 (-1.3%)
100	SEI INVESTMENTS CO	212,545	0.08%	$11.9M	+126,623 (+147.4%)
101	Anson Funds Management LP	207,737	0.08%	$11.6M	+170,975 (+465.1%)
102	REAVES W H & CO INC	200,000	0.07%	$11.2M	NEW
103	NORGES BANK	200,000	0.07%	$11.2M	NEW
104	Security National Bank	199,710	0.07%	$11.2M	NEW
105	ALGERT GLOBAL LLC	196,992	0.07%	$11.0M	NEW
106	Hel Ved Capital Management Ltd	194,400	0.07%	$10.9M	NEW
107	Crestwood Capital Management, L.P.	192,866	0.07%	$10.8M	-87,134 (-31.1%)
108	MOORE CAPITAL MANAGEMENT, LP	186,199	0.07%	$10.4M	-550,225 (-74.7%)
109	Dilation Capital Management LP	175,875	0.06%	$9.8M	NEW
110	Gillson Capital LP	166,000	0.06%	$9.3M	+126,000 (+315.0%)
111	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	163,746	0.06%	$9.1M	NEW
112	HRT FINANCIAL LP	162,333	0.06%	$9.1M	NEW
113	Engineers Gate Manager LP	160,961	0.06%	$9.0M	+27,209 (+20.3%)
114	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	160,421	0.06%	$9.0M	NEW
115	PDT Partners, LLC	160,391	0.06%	$9.0M	NEW
116	Quadrature Capital Ltd	159,886	0.06%	$8.9M	NEW
117	BARCLAYS PLC	159,880	0.06%	$8.9M	+153,576 (+2436.2%)
118	Amundi	155,658	0.06%	$8.7M	NEW
119	Verition Fund Management LLC	151,582	0.06%	$8.5M	-351,718 (-69.9%)
120	CAPSTONE INVESTMENT ADVISORS, LLC	150,000	0.05%	$8.4M	-150,000 (-50.0%)
121	Conestoga Capital Advisors, LLC	148,895	0.05%	$8.3M	NEW
122	Cambridge Investment Research Advisors, Inc.	146,473	0.05%	$8.2M	+136,911 (+1431.8%)
123	MARSHALL WACE, LLP	143,944	0.05%	$8.0M	-505,690 (-77.8%)
124	DNCA FINANCE	143,400	0.05%	$8.0M	-184,600 (-56.3%)
125	Tidal Investments LLC	140,667	0.05%	$7.9M	NEW
126	MOODY NATIONAL BANK TRUST DIVISION	139,809	0.05%	$7.8M	NEW
127	Mediolanum International Funds Ltd	136,135	0.05%	$7.5M	NEW
128	ENVESTNET ASSET MANAGEMENT INC	132,620	0.05%	$7.4M	+114,803 (+644.3%)
129	G2 Investment Partners Management LLC	129,605	0.05%	$7.2M	NEW
130	Centiva Capital, LP	128,734	0.05%	$7.2M	NEW
131	NEW YORK STATE COMMON RETIREMENT FUND	125,717	0.05%	$7.0M	+83,904 (+200.7%)
132	CRAMER ROSENTHAL MCGLYNN LLC	123,967	0.05%	$6.9M	+88,696 (+251.5%)
133	Holocene Advisors, LP	122,946	0.04%	$6.9M	-1,345,803 (-91.6%)
134	XTX Topco Ltd	122,886	0.04%	$6.9M	+5,924 (+5.1%)
135	RHUMBLINE ADVISERS	122,491	0.04%	$6.8M	NEW
136	Defiance ETFs, LLC	121,122	0.04%	$6.0M	NEW
137	STATE OF WISCONSIN INVESTMENT BOARD	117,391	0.04%	$6.6M	+61,891 (+111.5%)
138	Kerrisdale Advisers, LLC	116,572	0.04%	$6.5M	NEW
139	Legal & General Group Plc	116,381	0.04%	$6.5M	+97,462 (+515.2%)
140	Cetera Investment Advisers	112,882	0.04%	$6.3M	+84,119 (+292.5%)
141	Ensign Peak Advisors, Inc	111,774	0.04%	$6.2M	NEW
142	Zweig-DiMenna Associates LLC	109,268	0.04%	$6.1M	NEW
143	Pier Capital, LLC	109,208	0.04%	$6.1M	NEW
144	Brooklands Fund Management Ltd	108,812	0.04%	$4.9M	+42,797 (+64.8%)
145	Aventail Capital Group, LP	106,399	0.04%	$5.9M	-173,087 (-61.9%)
146	VANGUARD ASSET MANAGEMENT, Ltd	102,691	0.04%	$5.7M	NEW
147	LAZARD ASSET MANAGEMENT LLC	96,356	0.04%	$5.4M	-25,899 (-21.2%)
148	B. Metzler seel. Sohn & Co. AG	96,120	0.04%	$5.4M	—
149	Russell Investments Group, Ltd.	94,151	0.03%	$5.3M	NEW
150	CAPITAL FUND MANAGEMENT S.A.	90,763	0.03%	$5.1M	NEW
151	Interval Partners, LP	89,818	0.03%	$5.0M	-209,069 (-69.9%)
152	FIRST TRUST ADVISORS LP	86,436	0.03%	$4.8M	NEW
153	SHIKIAR ASSET MANAGEMENT INC	86,290	0.03%	$4.8M	NEW
154	BOOTHBAY FUND MANAGEMENT, LLC	86,148	0.03%	$4.8M	-177,751 (-67.4%)
155	Mitsubishi UFJ Asset Management Co., Ltd.	79,200	0.03%	$4.4M	NEW
156	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	78,118	0.03%	$4.4M	NEW
157	FirstWave Capital Management LLC	77,617	0.03%	$4.3M	NEW
158	Schonfeld Strategic Advisors LLC	77,408	0.03%	$4.3M	-185,913 (-70.6%)
159	Y-Intercept (Hong Kong) Ltd	71,173	0.03%	$4.0M	NEW
160	Melqart Asset Management (UK) Ltd	65,574	0.02%	$3.7M	NEW
161	Renaissance Capital LLC	65,171	0.02%	$3.6M	+26,732 (+69.5%)
162	Resolute Capital Asset Partners LLC	65,000	0.02%	$3.6M	+18,400 (+39.5%)
163	Pentwater Capital Management LP	65,000	0.02%	$3.6M	-95,000 (-59.4%)
164	Tribune Investment Group LP	64,700	0.02%	$3.6M	NEW
165	Sumitomo Mitsui Trust Group, Inc.	60,116	0.02%	$3.4M	NEW
166	TCW GROUP INC	58,865	0.02%	$3.3M	-418,638 (-87.7%)
167	Police & Firemen's Retirement System of New Jersey	57,732	0.02%	$3.2M	NEW
168	Pathstone Holdings, LLC	57,482	0.02%	$3.2M	NEW
169	Emerald Investment Advisers, LLC	57,062	0.02%	$3.2M	NEW
170	ABN AMRO Bank N.V.	56,850	0.02%	$3.2M	-31,150 (-35.4%)
171	AIRE ADVISORS, LLC	55,000	0.02%	$3.1M	+20,000 (+57.1%)
172	Treasurer of the State of North Carolina	54,420	0.02%	$3.0M	NEW
173	POLEN CAPITAL MANAGEMENT LLC	50,328	0.02%	$2.8M	NEW
174	Capricorn Fund Managers Ltd	49,657	0.02%	$2.8M	NEW
175	Vanguard Global Advisers, LLC	49,217	0.02%	$2.7M	+14,586 (+42.1%)
176	LPL Financial LLC	47,786	0.02%	$2.7M	+31,375 (+191.2%)
177	Zurcher Kantonalbank (Zurich Cantonalbank)	45,439	0.02%	$2.5M	NEW
178	Rithm Capital Corp.	45,000	0.02%	$2.5M	—
179	CREDIT AGRICOLE S A	45,000	0.02%	$2.5M	NEW
180	Entropy Technologies, LP	44,073	0.02%	$2.5M	NEW
181	FIFTH THIRD BANCORP	39,850	0.01%	$2.2M	+39,796 (+73696.3%)
182	ARIZONA STATE RETIREMENT SYSTEM	39,144	0.01%	$2.2M	NEW
183	WINTON GROUP Ltd	37,500	0.01%	$2.1M	NEW
184	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	36,421	0.01%	$2.0M	NEW
185	Vanguard Investments Australia, Ltd.	36,379	0.01%	$2.0M	NEW
186	Altshuler Shaham Ltd	35,541	0.01%	$2.0M	NEW
187	Rockefeller Capital Management L.P.	35,460	0.01%	$2.0M	+34,448 (+3404.0%)
188	Virtu Financial LLC	34,722	0.01%	$1.9M	NEW
189	ABN AMRO INVESTMENT SOLUTIONS	34,082	0.01%	$1.9M	NEW
190	SCHOLTZ & COMPANY, LLC	33,869	0.01%	$1.9M	NEW
191	Shay Capital LLC	32,860	0.01%	$1.8M	-140,000 (-81.0%)
192	COMMONWEALTH EQUITY SERVICES, LLC	32,379	0.01%	$1.8M	+24,874 (+331.4%)
193	KLP KAPITALFORVALTNING AS	32,100	0.01%	$1.8M	NEW
194	DNB Asset Management AS	31,537	0.01%	$1.8M	-159,756 (-83.5%)
195	FORMULA GROWTH LTD	30,335	0.01%	$1.7M	-52,517 (-63.4%)
196	KLCM Advisors, Inc.	30,000	0.01%	$1.7M	—
197	ALPS ADVISORS INC	29,255	0.01%	$1.6M	NEW
198	IMC-Chicago, LLC	28,554	0.01%	$1.6M	NEW
199	State of New Jersey Common Pension Fund D	28,200	0.01%	$1.6M	NEW
200	STEADFAST CAPITAL MANAGEMENT LP	27,000	0.01%	$1.5M	NEW
201	PINNBROOK CAPITAL MANAGEMENT LP	26,900	0.01%	$1.5M	NEW
202	D.A. DAVIDSON & CO.	26,615	0.01%	$1.5M	NEW
203	CAPTRUST FINANCIAL ADVISORS	25,793	0.01%	$1.4M	+15,740 (+156.6%)
204	Trek Financial, LLC	25,030	0.01%	$1.4M	NEW
205	Bank Julius Baer & Co. Ltd, Zurich	24,685	0.01%	$1.4M	NEW
206	JONES FINANCIAL COMPANIES LLLP	24,388	0.01%	$1.3M	+7,962 (+48.5%)
207	Galaxy Digital Capital Management GP LLC	24,130	0.01%	$1.3M	NEW
208	Symmetry Investments LP	23,800	0.01%	$1.3M	-32,200 (-57.5%)
209	Caitong International Asset Management Co., Ltd	23,684	0.01%	$1.3M	-47,489 (-66.7%)
210	ACADIAN ASSET MANAGEMENT LLC	23,534	0.01%	$1.3M	NEW
211	Pekin Hardy Strauss, Inc.	23,025	0.01%	$1.3M	NEW
212	WORLDQUANT MILLENNIUM ADVISORS LLC	22,958	0.01%	$1.3M	NEW
213	NATIXIS ADVISORS, LLC	21,576	0.01%	$1.2M	+5,821 (+36.9%)
214	Diametric Capital, LP	21,500	0.01%	$1.2M	-123,093 (-85.1%)
215	XPONANCE LLC	20,908	0.01%	$1.2M	NEW
216	Longaeva Partners L.P.	20,877	0.01%	$1.2M	-97,534 (-82.4%)
217	IVC Wealth Advisors LLC	20,464	0.01%	$1.1M	NEW
218	STIFEL FINANCIAL CORP	20,145	0.01%	$1.1M	NEW
219	CITIGROUP INC	19,216	0.01%	$1.1M	-8,189 (-29.9%)
220	MCF Advisors LLC	17,905	0.01%	$1.0M	+17,588 (+5548.3%)
221	Maven Securities LTD	17,655	0.01%	$986K	-257,595 (-93.6%)
222	Yorktown Management & Research Co Inc	17,200	0.01%	$961K	NEW
223	Quantbot Technologies LP	17,164	0.01%	$959K	+16,969 (+8702.1%)
224	Caption Management, LLC	17,000	0.01%	$950K	NEW
225	VIRGINIA RETIREMENT SYSTEMS ET Al	16,800	0.01%	$938K	NEW
226	OPPENHEIMER & CO INC	15,685	0.01%	$876K	NEW
227	Dockside LLC	15,564	0.01%	$869K	NEW
228	MANUFACTURERS LIFE INSURANCE COMPANY, THE	15,143	0.01%	$846K	NEW
229	Mosaic Advisors LLC	15,000	0.01%	$838K	—
230	US BANCORP \DE\	14,403	0.01%	$805K	+7,174 (+99.2%)
231	Sanctuary Advisors, LLC	14,392	0.01%	$804K	+2,244 (+18.5%)
232	OPPENHEIMER ASSET MANAGEMENT INC.	14,257	0.01%	$796K	NEW
233	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	14,131	0.01%	$789K	NEW
234	Vestmark Advisory Solutions, Inc.	13,708	0.00%	$766K	-2,379 (-14.8%)
235	Concentric Capital Strategies, LP	13,222	0.00%	$739K	-6,705 (-33.6%)
236	READYSTATE ASSET MANAGEMENT LP	13,070	0.00%	$730K	-71,931 (-84.6%)
237	SIMPLEX TRADING, LLC	12,933	0.00%	$722K	NEW
238	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,481	0.00%	$571K	NEW
239	Summit Financial, LLC	12,322	0.00%	$688K	NEW
240	Round Rock Advisors LLC	12,184	0.00%	$681K	+125 (+1.0%)
241	Bannerstone Capital Management, LLC	11,094	0.00%	$620K	NEW
242	Wellington Shields Capital Management, LLC	11,050	0.00%	$617K	NEW
243	TEACHER RETIREMENT SYSTEM OF TEXAS	10,954	0.00%	$612K	-34,046 (-75.7%)
244	PARK AVENUE SECURITIES LLC	10,946	0.00%	$611K	NEW
245	CREATIVE FINANCIAL DESIGNS INC /ADV	10,728	0.00%	$599K	NEW
246	OMERS ADMINISTRATION Corp	10,200	0.00%	$570K	+3,000 (+41.7%)
247	AMALGAMATED BANK	10,169	0.00%	$568K	NEW
248	PNC Financial Services Group, Inc.	9,306	0.00%	$520K	NEW
249	Snowden Capital Advisors LLC	9,265	0.00%	$518K	NEW
250	TRUIST FINANCIAL CORP	8,985	0.00%	$502K	NEW

Exited since 2026-03-31 (54 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−7,769,612
Davidson Kempner Capital Management LP	−1,395,147
Balyasny Asset Management L.P.	−1,342,800
Cinctive Capital Management LP	−1,074,925
HITE Hedge Asset Management LLC	−974,601
VIKING GLOBAL INVESTORS LP	−650,000
Ilex Capital Partners (UK) LLP	−549,002
Electron Capital Partners, LLC	−528,663
Park West Asset Management LLC	−518,024
J. Goldman & Co LP	−493,472
Alyeska Investment Group, L.P.	−450,000
Engle Capital Management, L.P.	−362,600
Monashee Investment Management LLC	−350,000
SIR Capital Management, L.P.	−322,673
Alberta Investment Management Corp	−300,000
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	−275,000
Weiss Asset Management LP	−236,888
ADAGE CAPITAL PARTNERS GP, L.L.C.	−227,427
Lykos Global Management, LP	−225,000
KINGDON CAPITAL MANAGEMENT, L.L.C.	−200,000
Roubaix Capital, LLC	−184,863
ELEMENT CAPITAL MANAGEMENT LLC	−162,761
Portolan Capital Management, LLC	−117,933
CenterBook Partners LP	−103,316
Munro Partners	−100,185

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Coatue Management, L.L.C.	SCHEDULE 13G	2026-08-14	2026-06-30	20,501,387	7.5%
Philippe Laffont	SCHEDULE 13G	2026-08-14	2026-06-30	20,501,387	7.5%
Forgent Parent IV LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,073,460	0.8%
Neos Partners I-B LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	105,642,860	40.6%
Forgent Parent III LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	19,985,468	7.1%
Forgent Parent II LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	24,472,252	8.6%
Forgent Parent I LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	103,569,400	39.8%
Forgent Parent IV GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,073,460	0.8%
Forgent Parent II GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	24,472,252	8.6%
Neos Partners GP, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	156,906,889	51.5%
Neos Partners I-A LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	148,027,120	48.6%
Forgent Parent III GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	19,985,468	7.1%
Neos Partners I Expansion GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	107,561,189	41.4%
Neos Partners I Expansion LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	103,569,400	39.8%
Neos Partners I GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	152,915,100	50.2%
Neos Partners I LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	148,027,120	48.6%
Neos Partners, LP	SCHEDULE 13G/A	2026-08-13	2026-06-30	156,906,889	51.5%
Peter Jonna	SCHEDULE 13G/A	2026-08-13	2026-06-30	156,906,889	51.5%
Forgent Parent I GP LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	103,569,400	39.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.