Forgent Power Solutions, Inc.: 5%+ holders

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Forgent Power Solutions, Inc. The largest reported stake is Neos Partners, LP's, at 51.5%. 3 filings are on record since May 15, 2026 (Schedule 13G/A, August 13, 2026).

Coatue Management, L.L.C. also filed stake reports on 3 other companies ↓

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Key facts

• Filing 2026-08-14 · Reporting person: Coatue Management, L.L.C. · Sole voting: 0 · Shared voting: 20,501,387 · Sole dispositive: 0 · Shared dispositive: 20,501,387 · SCHEDULE 13G, 2026-08-14
• Filing 2026-08-13 · Reporting person: Neos Partners, LP · Sole voting: 0 · Shared voting: 156,906,889 · Sole dispositive: 0 · Shared dispositive: 156,906,889 · SCHEDULE 13G/A, 2026-08-13
• Filed 2026-05-15 · Holder: Neos Partners, LP · Percent: 67.5% · SCHEDULE 13G

Forgent Power Solutions, Inc. has 3 Schedule 13D or 13G filings on record since 2026-05-15. 2 holders' latest filing reports 5% or more of class a common stock, par value $0.00001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

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More on Forgent Power Solutions, Inc. and the records around it.

Forgent Power Solutions, Inc. elsewhere on the record

• Leadership changes Oct 2026
• IPO filing Jul 2026
• Who owns it

Companies that share a holder

• Coatue Management, L.L.C. also filed stake reports on 3 other companies: Cerebras Systems Inc. (Aug 2026), Chagee Holdings Limited (Feb 2026), Hinge Health, Inc. (Feb 2026)

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Voting and dispositive power, as filed

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The latest filing identifies Forgent Power Solutions, Inc. by CUSIP 34631F102 and gives its principal executive office as 11500 Dayton Parkway, Dayton, MN 55369 (SCHEDULE 13G, 2026-08-14).

Timeline

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Questions about who owns Forgent Power Solutions, Inc.

Who owns Forgent Power Solutions, Inc.?

On this page, 2 holders' latest ownership filings report 5% or more of Forgent Power Solutions, Inc.: Neos Partners, LP (51.5%, Schedule 13G/A, filed 2026-08-13) and Coatue Management, L.L.C. (7.5%, Schedule 13G, filed 2026-08-14).

Who are the largest shareholders of Forgent Power Solutions, Inc.?

By the share each holder's latest filing reports, the largest holders of Forgent Power Solutions, Inc. on this page are Neos Partners, LP (51.5%) and Coatue Management, L.L.C. (7.5%).

When did Neos Partners, LP buy into Forgent Power Solutions, Inc.?

The filings give report dates, not purchase dates. The earliest filing from Neos Partners, LP on this page is the Schedule 13G, filed 2026-05-15, reporting 67.5%; its latest, Schedule 13G/A filed 2026-08-13, reports 51.5%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Forgent Power Solutions, Inc.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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