Forgent Power Solutions, Inc. (FPS) shareholders
FPSNYSEElectrical Industrial ApparatusFiscal year ends June 30
Financials through Q1 FY2027, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026Score 8/3041% above fair value
$22.15−2.42 (-9.85%)
Close on Nov 12, 2026Market cap $6.74BP/E –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 Joint filing with Neos Partners GP, LLC (67.50%), Neos Partners, LP (67.50%) and 12 more | 205,528,889 | 67.50% | 13G (passive) | Mar 31, 2026 |
| Neos Partners GP, LLC Joint filing with Peter Jonna (51.50%), Neos Partners, LP (51.50%) and 12 more | 156,906,889 | 51.50% | 13G (passive) amendment | Jun 30, 2026 |
| Philippe Laffont Joint filing with Coatue Management, L.L.C. (7.50%) | 20,501,387 | 7.50% | 13G (passive) | 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 |
| Amy E. Ard | Chief Financial Officer | 69,480 | 0.02% | Nov 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 |
| 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 |
| Peter Joseph Jonna | Director, 10% owner | 127,051,850 | 41.73% | 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 |
| Partners I. GP LLC Neos | Director, 10% owner | 83,401,850 | 27.40% | 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 |
| Neos Partners, LP | Director, 10% owner | 161,117,925 | 52.92% | Jul 8, 2026 |
| Anthony L. Trunzo | Director | 62,038 | 0.02% | Feb 5, 2026 |
| Neel Bhatia | Director | 61,266 | 0.02% | Feb 5, 2026 |
| Gregory M. Spierkel | Director | 145,215 | 0.05% | Feb 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Amy E. Ard Chief Financial Officer | Nov 1, 2026 | Award | +7,268 | – | – | 69,480 |
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
4.52%
14M shares short
Days to cover
1.2
At 12M shares a day
Change since last report
+7.7%
From 13M shares
Short volume, 20 days
39.0%
Of volume reported to FINRA
Shares sold short, last 9 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Forgent Power Solutions's stock actually held short. Settlement fails (shares not delivered on time) peaked at 93,124 shares on Oct 13, 2026 over the last 90 days.
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