SEC ownership of Forgent Power Solutions, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002080126.

Comparable stake leader

Neos Partners, LP

Disclosed value leader

Neos Partners, LP

Comparable rows

50/50

Latest evidence

30 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
FPS on NYSE
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Neos Partners, LP
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Neos Partners, LP
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002080126
Issuer location
Commerce, CA

Ownership snapshot

Top shareholders of Forgent Power Solutions, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Neos Partners, LP
Disclosed value leader
Neos Partners, LP
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 52% 13D/G row: Neos Partners, LP Showing 1-8 of 50 holder rows.

Quick read

Neos Partners, LP leads the comparable SEC ownership view at 52%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Neos Partners, LP's linked filing trail.
Comparable ownership Top 5
Neos Partners, LP 52%
COATUE MANAGEMENT LLC 7.5%
FMR LLC 3.8%
Jupiter Topco LLC 3.1%
Invesco Ltd. 2.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Neos Partners, LP
13D/G 3/4/5
Director, 10%+ Owner
13D/G 3/4/5
52%
$7,009,030,732
156,906,889 shares
 -$2,171,944,740 30 Jun 2026
COATUE MANAGEMENT LLC
13F 13D/G
Company · Coatue Management, L.L.C.
13F 13D/G
7.5%
from 13D/G
$1,145,207,477
20,501,387 shares
 — 30 Jun 2026
FMR LLC
13F
Company
13F
3.8%
$587,008,274
10,508,562 shares
 — 30 Jun 2026
Jupiter Topco LLC
13F
Company
13F
3.1%
$472,452,654
8,457,260 shares
 — 30 Jun 2026
Invesco Ltd.
13F
Company
13F
2.6%
$399,105,319
7,144,743 shares
 — 30 Jun 2026
BlackRock, Inc.
13F
Company
13F
2.4%
$372,401,582
6,666,695 shares
 — 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
2.1%
$317,615,435
5,685,919 shares
 — 30 Jun 2026
UBS Group AG
13F
Company
13F
2.1%
$315,152,456
5,641,827 shares
 — 30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Sep 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 28 reporting-owner rows connected to Forgent Power Solutions, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
28
Largest Forms 3/4/5 holder
Neos Partners I-B LP
Net 12M change
$0
Latest report
01 Sep 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Neos Partners I-B LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Sergey Gofer Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners, LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners I-A LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent II LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent I LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent III LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent IV LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent I GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent II GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent III GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Forgent Parent IV GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners GP, LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners I LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners I Expansion LP Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners I GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Neos Partners I Expansion GP LLC Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Peter Joseph Jonna Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
David Savage Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026
Frank R. Cannova Director, 10%+ Owner $4,658,827,340 Median 06 Jul 2026

Recent insider transactions for Forgent Power Solutions, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Inez Lund FPS Class A Common Stock Award 7,043 7,043 01 Sep 2026 Direct
Inez Lund FPS Non-qualified stock options (right-to-buy) Award 17,147 17,147 01 Sep 2026 Direct
Ryan Fiedler FPS Class A Common Stock Award 2,817 2,817 01 Sep 2026 Direct
Ryan Fiedler FPS Non-qualified stock options (right-to-buy) Award 6,859 6,859 01 Sep 2026 Direct
Gary John Niederpruem FPS Class A Common Stock Award 88,029 88,029 01 Sep 2026 Direct
Gary John Niederpruem FPS Non-qualified stock options (right-to-buy) Award 214,335 214,335 01 Sep 2026 Direct
Tyson Hottinger FPS Class A Common Stock Award 10,564 10,564 01 Sep 2026 Direct
Tyson Hottinger FPS Non-qualified stock options (right-to-buy) Award 25,721 25,721 01 Sep 2026 Direct
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Sale -34.4% -43,650,000 83,355,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Class A common stock Award 12.9% 14,555,925 127,005,094 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
Neos Partners, LP FPS Opco LLC Interests Disposed to Issuer -32.7% -14,555,925 29,901,795 06 Jul 2026 See Notes
* marks a reported price that did not pass the local price check.
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