FPSNYSEElectrical Industrial ApparatusFiscal year ends June 30
Forgent Power Solutions, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 15, 2026
$31.52−0.16 (-0.51%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
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- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.9%
170M of 304M shares
Institutional holders
368
209 new, 52 sold out
Net institutional buying
61M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $649.91M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Neos Partners I GP LLC | 205,528,889 | 67.50% | 13G (passive) | Mar 31, 2026 |
| Philippe Laffont | 20,501,387 | 7.50% | 13G (passive) | Jun 30, 2026 |
| Neos Partners GP, LLC | 156,906,889 | 51.50% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FPS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Coatue Management LLC | 20,501,387 | 6.73% | $1.15B | New | 2.35% |
| FMR LLC | 10,508,562 | 3.45% | $587.01M | +1,961,728 | 0.03% |
| Jupiter Topco LLC | 8,457,260 | 2.78% | $472.45M | New | 0.19% |
| Invesco Ltd. | 7,144,743 | 2.35% | $399.11M | +982,060 | 0.03% |
| BlackRock, Inc. | 6,666,695 | 2.19% | $372.40M | +1,557,493 | 0.01% |
| Vanguard Capital Management LLC | 5,685,919 | 1.87% | $317.62M | +1,934,147 | 0.01% |
| UBS Group AG | 5,641,827 | 1.85% | $315.15M | +3,317,141 | 0.04% |
| Franklin Resources Inc | 5,155,338 | 1.69% | $287.98M | +1,681,717 | 0.06% |
| Vanguard Portfolio Management LLC | 4,884,628 | 1.60% | $272.86M | +1,804,252 | 0.01% |
| Jericho Capital Asset Management L.P. | 4,429,000 | 1.45% | $247.40M | New | 2.04% |
| Bamco Inc /Ny/ | 4,072,575 | 1.34% | $227.49M | −602,008 | 0.34% |
| Value Aligned Research Advisors, LLC | 3,158,622 | 1.04% | $176.44M | New | 0.44% |
| Alliancebernstein L.P. | 3,055,363 | 1.00% | $89.43M | +881,779 | 0.03% |
| William Blair Investment Management, LLC | 2,516,270 | 0.83% | $140.56M | New | 0.42% |
| Zimmer Partners, LP | 2,271,217 | 0.75% | $126.87M | +320,697 | 2.92% |
| Geode Capital Management, LLC | 2,244,537 | 0.74% | $125.43M | +1,293,933 | 0.01% |
| State Street Corp | 2,113,904 | 0.69% | $118.07M | +1,728,704 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 2,084,601 | 0.68% | $116.45M | New | 0.04% |
| Granahan Investment Management, LLC | 1,807,608 | 0.59% | $100.97M | −263,476 | 3.60% |
| Ameriprise Financial Inc | 1,709,803 | 0.56% | $95.45M | +1,206,873 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 368 | 170M | 55.9% | 209 / 85 | 64 / 52 | 95M | 34M |
| Q1 2026 | 213 | 117M | 38.5% | 213 / 0 | 0 / 0 | 117M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FPS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,074,252 | 1.34% | $227.59M | 0.01% | Jun 30, 2026 |
| Janus Henderson Contrarian Fund | 3,248,079 | 1.07% | $181.44M | 3.31% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,940,890 | 0.97% | $164.28M | 0.09% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 2,407,074 | 0.79% | $131.57M | 0.05% | May 31, 2026 |
| Alger Focus Equity Fund | 2,257,937 | 0.74% | $75.12M | 1.05% | Jul 31, 2026 |
| Invesco Discovery Fund | 2,145,477 | 0.70% | $117.27M | 1.50% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,693,764 | 0.56% | $94.61M | 0.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,478,659 | 0.49% | $82.60M | 0.08% | Jun 30, 2026 |
| Invesco Discovery Mid Cap Growth Fund | 1,369,111 | 0.45% | $45.55M | 0.67% | Jul 31, 2026 |
| Janus Henderson Global Technology and Innovation Fund | 1,234,856 | 0.41% | $68.98M | 0.62% | Jun 30, 2026 |
| Franklin Dynatech Fund | 1,200,000 | 0.39% | $67.03M | 0.22% | Jun 30, 2026 |
| Alger Spectra Fund | 1,173,817 | 0.39% | $39.05M | 0.91% | Jul 31, 2026 |
| Harbor Small Cap Growth Fund | 1,121,110 | 0.37% | $37.30M | 1.40% | Jul 31, 2026 |
| Fidelity Blue Chip Growth Fund | 1,070,303 | 0.35% | $35.61M | 0.04% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 1,024,600 | 0.34% | $34.09M | 0.38% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gary John Niederpruem | Chief Executive Officer, Director | 88,029 | 0.03% | Sep 3, 2026 |
| Ryan Fiedler | Chief Financial Officer | 2,817 | 0.00% | Sep 3, 2026 |
| Tyson Hottinger | Chief Legal Officer | 10,564 | 0.00% | Sep 3, 2026 |
| Inez Lund | Chief Accounting Officer | 7,043 | 0.00% | Sep 3, 2026 |
| Neos Partners, LP | Director, 10% owner | 161,117,925 | 52.92% | Jul 8, 2026 |
| Sergey Gofer | Director, 10% owner | 145,265,606 | 47.72% | Jul 8, 2026 |
| Parent II GP LLC Forgent | Director, 10% owner | 83,401,850 | 27.40% | Jul 8, 2026 |
| Parent I. GP LLC Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Parent IV LP Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Parent II LP Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Parent IV GP LLC Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Parent III LP Forgent | Director, 10% owner | 177,382,401 | 58.27% | Jul 8, 2026 |
| Parent III GP LLC Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Parent I. LP Forgent | Director, 10% owner | – | – | Jul 8, 2026 |
| Partners I. GP LLC Neos | Director, 10% owner | 83,401,850 | 27.40% | Jul 8, 2026 |
| Partners I. LP Neos | Director, 10% owner | 161,117,925 | 52.92% | Jul 8, 2026 |
| Partners I. Expansion GP LLC Neos | Director, 10% owner | – | – | Jul 8, 2026 |
| Neos Partners GP, LLC | Director, 10% owner | 168,982,401 | 55.51% | Jul 8, 2026 |
| Partners I. Expansion LP Neos | Director, 10% owner | 145,265,606 | 47.72% | Jul 8, 2026 |
| Partners I-A LP Neos | Director, 10% owner | 174,894,437 | 57.45% | Jul 8, 2026 |
| Partners I-B LP Neos | Director, 10% owner | – | – | Jul 8, 2026 |
| Peter Joseph Jonna | Director, 10% owner | 127,051,850 | 41.73% | Jul 8, 2026 |
| David Savage | Director, 10% owner | – | – | Jul 8, 2026 |
| Frank R. Cannova | Director, 10% owner | 168,982,401 | 55.51% | Jul 8, 2026 |
| Trey Bivins | Director, 10% owner | – | – | Jul 8, 2026 |
| Gregory M. Spierkel | Director | 145,215 | 0.05% | Feb 5, 2026 |
| Anthony L. Trunzo | Director | 62,038 | 0.02% | Feb 5, 2026 |
| Neel Bhatia | Director | 61,266 | 0.02% | Feb 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gary John Niederpruem Chief Executive Officer, Director | Sep 1, 2026 | Award | +88,029 | – | – | 88,029 |
| Inez Lund Chief Accounting Officer | Sep 1, 2026 | Award | +7,043 | – | – | 7,043 |
| Tyson Hottinger Chief Legal Officer | Sep 1, 2026 | Award | +10,564 | – | – | 10,564 |
| Ryan Fiedler Chief Financial Officer | Sep 1, 2026 | Award | +2,817 | – | – | 2,817 |
| Partners I. GP LLC Neos Director, 10% owner | Jul 6, 2026 | Sale | −43,650,000 | – | – | 83,355,094 |
| Partners I. GP LLC Neos Director, 10% owner | Jul 6, 2026 | Award | +14,555,925 | – | – | 127,005,094 |
| Parent II GP LLC Forgent Director, 10% owner | Jul 6, 2026 | Sale | −43,650,000 | – | – | 83,355,094 |
| Parent II GP LLC Forgent Director, 10% owner | Jul 6, 2026 | Award | +14,555,925 | – | – | 127,005,094 |
| Peter Joseph Jonna Director, 10% owner | Jul 6, 2026 | Award | +14,555,925 | – | – | 127,005,094 |
| Peter Joseph Jonna Director, 10% owner | Jul 6, 2026 | Sale | −43,650,000 | – | – | 83,355,094 |
| Neos Partners, LP Director, 10% owner | Jun 1, 2026 | Award | +15,852,319 | – | – | 161,071,169 |
| Neos Partners, LP Director, 10% owner | Jun 1, 2026 | Sale | −48,622,000 | – | – | 112,449,169 |
| Partners I. LP Neos Director, 10% owner | Jun 1, 2026 | Award | +15,852,319 | – | – | 161,071,169 |
| Partners I. LP Neos Director, 10% owner | Jun 1, 2026 | Sale | −48,622,000 | – | – | 112,449,169 |
| Neos Partners, LP Director, 10% owner | Jun 1, 2026 | Award | +15,852,319 | – | – | 161,071,169 |
| Neos Partners, LP Director, 10% owner | Jun 1, 2026 | Sale | −48,622,000 | – | – | 112,449,169 |
| Partners I. Expansion LP Neos Director, 10% owner | Mar 30, 2026 | Sale | −34,500,000 | – | – | 145,218,850 |
| Partners I. Expansion LP Neos Director, 10% owner | Mar 30, 2026 | Award | +10,783,205 | – | – | 179,718,850 |
| Parent II GP LLC Forgent Director, 10% owner | Mar 30, 2026 | Sale | −34,500,000 | – | – | 145,218,850 |
| Parent II GP LLC Forgent Director, 10% owner | Mar 30, 2026 | Award | +10,783,205 | – | – | 179,718,850 |
| Sergey Gofer Director, 10% owner | Mar 30, 2026 | Sale | −34,500,000 | – | – | 145,218,850 |
| Sergey Gofer Director, 10% owner | Mar 30, 2026 | Award | +10,783,205 | – | – | 179,718,850 |
| Parent III LP Forgent Director, 10% owner | Feb 9, 2026 | Award | +2,487,964 | – | – | 177,335,645 |
| Parent III LP Forgent Director, 10% owner | Feb 9, 2026 | Sale | −8,400,000 | $25.79 | $216.64M | 168,935,645 |
| Neos Partners GP, LLC Director, 10% owner | Feb 9, 2026 | Sale | −8,400,000 | $25.79 | $216.64M | 168,935,645 |
| Neos Partners GP, LLC Director, 10% owner | Feb 9, 2026 | Award | +2,487,964 | – | – | 177,335,645 |
| Frank R. Cannova Director, 10% owner | Feb 9, 2026 | Sale | −8,400,000 | $25.79 | $216.64M | 168,935,645 |
| Frank R. Cannova Director, 10% owner | Feb 9, 2026 | Award | +2,487,964 | – | – | 177,335,645 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.