Forgent Power Solutions, Inc. reports that an affiliated group of investment entities led by Neos Partners, LP and related Neos and Forgent Parent vehicles has filed an amended Schedule 13G reflecting significant ownership of the company’s Class A Common Stock. The group, including Neos Partners, Neos Partners GP, Neos Partners I GP LLC, Neos Partners I and I-A entities, several Forgent Parent limited partnerships and their general partners, and individual reporting person Peter Jonna, is treated as a “group” for Section 13(d) purposes and is therefore deemed to beneficially own the securities reported.
Certain reporting persons, including Neos Partners, Neos Partners GP and Peter Jonna, report beneficial ownership of 156,906,889 shares, representing 51.5% of Forgent Power’s Class A on an as-converted basis. This figure includes 112,449,169 shares of Class A and 44,457,720 Opco LLC Interests that are exchangeable one-for-one into Class A, together with corresponding cancellation of an equal number of Class B shares, subject to the LLCA. Ownership percentages are generally calculated using up to 304,428,889 Class A shares, combining 259,971,169 Class A shares outstanding per the company’s Form S-1 with Class A shares underlying Opco LLC Interests held by the reporting entities.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership (Neos group):156,906,889 sharesOwnership percentage (Neos group):51.5%Class A outstanding per S-1:259,971,169 shares+4 more
7 metrics
Beneficial ownership (Neos group)156,906,889 sharesShares of Class A Common Stock beneficially owned, representing 51.5% on an as-converted basis
Ownership percentage (Neos group)51.5%Beneficial ownership of Class A Common Stock by Neos Partners, Neos Partners GP, Peter Jonna and related entities
Class A outstanding per S-1259,971,169 sharesClass A Common Stock outstanding pursuant to Registration Statement on Form S-1 filed May 28, 2026
As-converted Class A base304,428,889 sharesClass A Common Stock base including 259,971,169 Class A plus 44,457,720 shares underlying Opco LLC Interests
Opco LLC Interests (main block)44,457,720 interestsOpco LLC Interests exchangeable one-for-one for Class A Common Stock, with cancellation of equal Class B shares
Forgent Parent I ownership103,569,400 sharesClass A Common Stock beneficially owned by Forgent Parent I LP, representing 39.8% of Class A
Forgent Parent II Opco Interests24,472,252 interestsOpco LLC Interests held by Forgent Parent II LP, representing 8.6% on an as-converted basis
Key Terms
Opco LLC Interests, Second Amended & Restated Limited Liability Company Agreement, beneficial owners, Schedule 13G, +2 more
6 terms
Opco LLC Interestsfinancial
"Consists of 24,472,252 Opco LLC Interests, which are exchangeable for shares"
Second Amended & Restated Limited Liability Company Agreementfinancial
"as defined in the Second Amended & Restated Limited Liability Company Agreement"
beneficial ownersfinancial
"are deemed to be the beneficial owners of the securities reported herein"
Beneficial owners are the people or entities that actually enjoy the economic benefits and control of shares or other assets, even when legal title is held by someone else such as a broker, custodian or trustee. Investors pay attention because beneficial owners hold the real voting power, receive dividends and can influence strategy and takeover outcomes — like the driver of a car who uses and maintains it while the bank holds the title — so disclosure shows who truly controls and benefits.
Schedule 13Gregulatory
"The Reporting Persons are a "group" for purposes of Section 13(d)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Section 13(d) of the Securities Exchange Act of 1934regulatory
"are a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934"
Section 13(d) of the Securities Exchange Act of 1934 is a U.S. rule that requires anyone who buys more than 5% of a public company’s shares to publicly disclose who they are, how many shares they own, and their intentions toward the company. For investors, this is like a neighborhood alert when someone acquires a large stake in a building: it reveals potential changes in control or strategy that could affect the stock’s price, governance, or future direction.
joint filing agreementregulatory
"a joint filing agreement among the Reporting Persons is attached as Exhibit 1"
FAQ
What stake in Forgent Power Solutions (FPS) does the Neos-related group report?
The Neos-related reporting group reports beneficial ownership of up to 156,906,889 shares of Forgent Power Solutions’ Class A Common Stock, representing 51.5% of the class on an as-converted basis, combining direct Class A holdings and exchangeable Opco LLC Interests.
Who are the main reporting persons in the Forgent Power Solutions (FPS) Schedule 13G/A?
The filing is jointly made by 17 reporting persons, including Neos Partners, LP, Neos Partners GP, LLC, multiple Neos Partners I and Expansion entities, Forgent Parent I–IV limited partnerships and their GPs, and individual reporting person Peter Jonna, who is managing member of Neos Partners GP, LLC.
How many Forgent Power Solutions (FPS) shares are used to calculate the ownership percentages?
Ownership percentages are generally based on up to 304,428,889 Class A shares, consisting of 259,971,169 Class A shares outstanding per the Form S-1 plus 44,457,720 Class A shares underlying Opco LLC Interests held by certain reporting persons.
What are Opco LLC Interests in the Forgent Power Solutions (FPS) structure?
Opco LLC Interests are interests in Forgent Power Solutions LLC that are exchangeable one-for-one into shares of Class A Common Stock, together with cancellation of an equal number of Class B shares, subject to the terms of the Second Amended & Restated LLCA.
Which Forgent Power Solutions (FPS) entities hold large positions and what are their percentages?
Examples include Neos Partners, LP and certain affiliates with 51.5% beneficial ownership, Forgent Parent I LP with 103,569,400 shares (39.8%), and Neos Partners I Expansion LP with 107,561,189 shares (41.4%), each calculated on the disclosed share bases.
What type of SEC filing is this for Forgent Power Solutions (FPS)?
This is an amended Schedule 13G/A, which reports the beneficial ownership of Forgent Power Solutions’ Class A Common Stock by a group of institutional investors and related entities, without detailing any specific share purchase or sale transactions.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Forgent Power Solutions, Inc.
(Name of Issuer)
Class A Common Stock, par value $0.00001 per share
(Title of Class of Securities)
34631F102
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners, LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
156,906,889.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
156,906,889.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
156,906,889.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
51.5 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 112,449,169 shares of the Issuer's Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock") and 44,457,720 Opco LLC Interests (as defined in the Second Amended & Restated Limited Liability Company Agreement of Forgent Power Solutions LLC, dated as of February 4, 2026 (the "LLCA")), which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by the Reporting Persons.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners GP, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
156,906,889.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
156,906,889.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
156,906,889.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
51.5 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 112,449,169 shares of Class A Common Stock and 44,457,720 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by the Reporting Persons.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
152,915,100.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
152,915,100.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
152,915,100.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
50.2 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 108,457,380 shares of Class A Common Stock (including 2,814,520 shares directly held by Neos Partners I GP LLC) and 44,457,720 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by the Reporting Persons.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Peter Jonna
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
156,906,889.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
156,906,889.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
156,906,889.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
51.5 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 112,449,169 shares of Class A Common Stock and 44,457,720 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by the Reporting Persons.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I Expansion GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
107,561,189.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
107,561,189.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
107,561,189.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
41.4 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Rows 6, 8 and 9 include 3,991,789 shares of Class A common stock directly held and 103,569,400 shares of Class A common stock indirectly held through Forgent Parent I LP.
Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent I LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
103,569,400.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
103,569,400.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
103,569,400.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
39.8 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent I GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
103,569,400.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
103,569,400.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
103,569,400.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
39.8 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I Expansion LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
103,569,400.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
103,569,400.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
103,569,400.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
39.8 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent II LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
24,472,252.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
24,472,252.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
24,472,252.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.6 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8, 9: Consists of 24,472,252 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 284,443,421 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 24,472,252 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent II LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent II GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
24,472,252.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
24,472,252.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
24,472,252.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.6 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Rows 6, 8, 9: Consists of 24,472,252 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 284,443,421 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 24,472,252 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent II LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent III LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
19,985,468.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
19,985,468.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
19,985,468.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.1 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8, 9: Consists of 19,985,468 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 279,956,637 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 19,985,468 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent III LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent III GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
19,985,468.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
19,985,468.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
19,985,468.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.1 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Rows 6, 8, 9: Consists of 19,985,468 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 279,956,637 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026, and 19,985,468 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent III LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
148,027,120.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
148,027,120.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
148,027,120.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
48.6 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 103,569,400 shares of Class A Common Stock and 44,457,720 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026 and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent II LP and Forgent Parent III LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I-A LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
148,027,120.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
148,027,120.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
148,027,120.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
48.6 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8, 9: Includes 103,569,400 shares of Class A Common Stock and 44,457,720 Opco LLC Interests, which are exchangeable for shares of Class A Common Stock on a one-for-one basis (together with corresponding cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities), subject to the terms of the LLCA.
Row 11: Calculation is based on 304,428,889 shares of the Issuer's Class A Common Stock outstanding, consisting of 259,971,169 shares of Class A Common Stock pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026 and 44,457,720 shares of Class A Common Stock underlying the Opco LLC Interests held by Forgent Parent II LP and Forgent Parent III LP.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent IV LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,073,460.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,073,460.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,073,460.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.8 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Rows 6, 8 and 9: Consists of 2,073,460 shares of Class A Common Stock.
Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Forgent Parent IV GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,073,460.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,073,460.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,073,460.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.8 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
CUSIP Number(s):
34631F102
1
Names of Reporting Persons
Neos Partners I-B LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
105,642,860.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
105,642,860.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
105,642,860.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
40.6 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Row 11: Calculation is based on 259,971,169 shares of the Issuer's Class A Common Stock outstanding pursuant to the Issuer's Registration Statement on Form S-1 filed on May 28, 2026.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Forgent Power Solutions, Inc.
(b)
Address of issuer's principal executive offices:
11500 Dayton Parkway, Dayton, MN 55369
Item 2.
(a)
Name of person filing:
This Schedule 13G is being jointly filed by each of the following Reporting Persons (collectively, the "Reporting Persons"):
1. Neos Partners, LP
2. Neos Partners GP, LLC
3. Neos Partners I GP LLC
4. Peter Jonna
5. Neos Partners I Expansion GP LLC
6. Forgent Parent I LP
7. Forgent Parent I GP LLC
8. Neos Partners I Expansion LP
9. Forgent Parent II LP
10. Forgent Parent II GP LLC
11. Forgent Parent III LP
12. Forgent Parent III GP LLC
13. Neos Partners I LP
14. Neos Partners I-A LP
15. Forgent Parent IV LP
16. Forgent Parent IV GP LLC
17. Neos Partners I-B LP
Neos Partners, LP is the investment manager of Neos Partners I LP, Neos Partners I-A LP, Neos Partners I-B LP and Neos Partners I Expansion LP. Neos Partners GP, LLC is the sole manager of Neos Partners I GP LLC and Neos Partners I Expansion GP LLC. Neos Partners I GP LLC is the general partner of Neos Partners I LP, Neos Partners I-A LP and Neos Partners I-B LP. Neos Partners I Expansion GP LLC is the general partner of Neos Partners I Expansion LP. Neos Partners GP, LLC's managing member is Peter Jonna. The general partner of Forgent Parent I LP is Forgent Parent I GP LLC and its members are Neos Partners I LP, Neos Partners I-A LP and Neos Partners I-B LP. The general partner of Forgent Parent II LP is Forgent Parent II GP LLC and its members are Neos Partners I LP and Neos Partners I-A LP. The general partner of Forgent Parent III LP is Forgent Parent III GP LLC and its members are Neos Partners I LP and Neos Partners I-A LP. The general partner of Forgent Parent IV LP is Forgent Parent IV GP LLC and its sole member is Neos Partners I-B LP.
The Reporting Persons are a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and, therefore, are deemed to be the beneficial owners of the securities reported herein. Pursuant to Rule 13d-1(k)(1) under the Exchange Act, a joint filing agreement among the Reporting Persons is attached as Exhibit 1 to this Schedule 13G and incorporated herein by reference.
(b)
Address or principal business office or, if none, residence:
The principal business address of each of the Reporting Persons is 12770 El Camino Real, Suite 300, San Diego, CA 92130.
(c)
Citizenship:
See responses to Item 4 of the Cover Page for each Reporting Person, which is incorporated herein by reference.
(d)
Title of class of securities:
Class A Common Stock, par value $0.00001 per share
(e)
CUSIP No.:
34631F102
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See Cover Page Item 9 for each Reporting Person and Item 2(a), incorporated herein by reference.
(b)
Percent of class:
See Cover Page Item 11 for each Reporting Person and Item 2(a), incorporated herein by reference.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See Cover Page Item 5 for each Reporting Person and Item 2(a), incorporated herein by reference.
(ii) Shared power to vote or to direct the vote:
See Cover Page Item 6 for each Reporting Person and Item 2(a), incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
See Cover Page Item 7 for each Reporting Person and Item 2(a), incorporated herein by reference.
(iv) Shared power to dispose or to direct the disposition of:
See Cover Page Item 8 for each Reporting Person and Item 2(a), incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
Under certain circumstances, partners, members or other interest holders of a Reporting Person or another person named above in Item 4, as the case may be, could have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, shares of Class A Common Stock or Opco LLC Interests beneficially owned by such Reporting Person.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Item 2(a) above for members of the group.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Neos Partners, LP
Signature:
By: Neos Partners GP, LLC, its General Partner, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners GP, LLC
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners I GP LLC
Signature:
By: Neos Partners GP, LLC, its Manager, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Peter Jonna
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna
Date:
08/13/2026
Neos Partners I Expansion GP LLC
Signature:
By: Neos Partners GP LLC, its Manager, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent I LP
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent I GP LLC
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners I Expansion LP
Signature:
By: Neos Partners I Expansion GP LLC, its General Partner, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent II LP
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent II GP LLC
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent III LP
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent III GP LLC
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners I LP
Signature:
By: Neos Partners I GP LLC, its General Partner, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners I-A LP
Signature:
By: Neos Partners I GP LLC, its General Partner, /s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent IV LP
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Forgent Parent IV GP LLC
Signature:
/s/ Peter Jonna
Name/Title:
Peter Jonna / Authorized Signatory
Date:
08/13/2026
Neos Partners I-B LP
Signature:
By: Neos Partners I GP LLC, its General Partner, /s/ Peter Jonna
