LEGENCE CORP LGN
CL A · Common Stock · CUSIP 52476L109
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersSan Jose, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.78. Options: 5 managers hold calls ($25.2m notional), 4 hold puts ($32.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 95 |
| Q4 2025 | 169 |
| Q1 2026 | 197 |
| Q2 2026 | 267 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 132 | 48 |
| Q1 2026 | 135 | 73 |
| Q2 2026 | 192 | 79 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $10.7m | $0 | 0.00 |
| Q2 2026 | $25.2m | $32.6m | 1.30 |
Biggest buyers
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +1.9m |
| BlackRock, Inc. | Added | +1.9m |
| FIRST TRUST ADVISORS LP | Added | +1.7m |
| Forest Avenue Capital Management LP | New | +1.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.4m |
| Invesco Ltd. | Added | +1.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.1m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +981.2k |
| GOLDMAN SACHS GROUP INC | Added | +794.0k |
Biggest sellers
| Blackstone Inc. | Reduced | -5.9m |
| FMR LLC | Reduced | -2.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -911.4k |
| BAMCO INC /NY/ | Reduced | -770.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -519.7k |
| Driehaus Capital Management LLC | Reduced | -506.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -350.7k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -344.6k |
| Shannon River Fund Management LLC | Sold out | -337.6k |
| ArrowMark Colorado Holdings LLC | Reduced | -319.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.1m189.4k shares |
| CITADEL ADVISORS LLC | Added | $6.5m75.7k shares |
| IMC-Chicago, LLC | New | $1.4m16.5k shares |
| JANE STREET GROUP, LLC | Added | $1.0m11.9k shares |
| SIMPLEX TRADING, LLC | Added | $187.5k2.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $21.4m250.5k shares |
| Zimmer Partners, LP | New | $10.7m125.0k shares |
| IMC-Chicago, LLC | New | $323.9k3.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $315.4k3.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| LEGENCE PARENT LLC 13G · exempt (held before listing) -14.2 pts · filed 2026-08-07 | 46.9% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 5.6% |
Fell to 5% or below in the last year: FMR LLC (4.4%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $250.0k | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $285.0k | $285.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | Le Bris Philippe Chief Accounting Officer | Sold plan | $58.2k1.1k shares |
| 2026-09-15 | Le Bris Philippe Chief Accounting Officer | Sold plan | $226.8k4.2k shares |
| 2026-04-09 | LEGENCE PARENT LLC +8 10% owner · Parent ML | Sold | $514.5m9.5m shares |
| 2026-04-09 | SCHWARZMAN STEPHEN A +6 10% owner · Parent ML | Sold | $514.5m9.5m shares |
| 2026-04-09 | LEGENCE PARENT LLC +8 10% owner · Parent II ML | Sold | $316.7m5.9m shares |
| 2026-04-09 | SCHWARZMAN STEPHEN A +6 10% owner · Parent II ML | Sold | $316.7m5.9m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Blackstone Inc. 5.42% of their portfolio | 19.5m $1.7bn | Reduced -5.9m |
| BlackRock, Inc. 0.01% of their portfolio | 4.5m $385.5m | Added +1.9m |
| Jupiter Topco LLC 0.10% of their portfolio | 2.9m $245.6m | First filing |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.9m $244.6m | Added +558.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.6m $218.6m | Added +1.1m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.31% of their portfolio | 2.5m $216.5m | Added +1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.5m $212.7m | Added +981.2k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.9m $160.4m | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $132.6m | Added +659.5k |
| Forest Avenue Capital Management LP 5.54% of their portfolio | 1.5m $131.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 1.5m $126.0m | Added +1.4m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.37% of their portfolio | 1.3m $114.4m | Reduced -519.7k |
| Invesco Ltd. 0.01% of their portfolio | 1.3m $110.8m | Added +1.3m |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $110.5m | Added +474.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.14% of their portfolio | 1.2m $100.6m | Added +600.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 1.0m $89.1m | Reduced -911.4k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.0m $58.9m | Added +1.0m |
| FMR LLC 0.00% of their portfolio | 974.8k $83.1m | Reduced -2.0m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 914.8k $78.0m | Added +794.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 864.1k $73.6m | Reduced -350.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio | 859.9k $73.3m | Added +75.3k |
| Merewether Investment Management, LP 1.37% of their portfolio | 852.7k $72.7m | Added +126.3k |
| UBS Group AG 0.01% of their portfolio | 787.5k $67.1m | Added +481.8k |
| Munro Partners 1.51% of their portfolio | 779.6k $66.4m | Added +31.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 777.5k $66.3m | Added +97.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 735.7k $59.5m | Added +223.1k |
| LOOMIS SAYLES & CO L P 0.08% of their portfolio | 732.2k $62.4m | Reduced -168.5k |
| Alyeska Investment Group, L.P. 0.16% of their portfolio | 724.4k $61.7m | New |
| Clearbridge Investments, LLC 0.05% of their portfolio | 718.8k $61.3m | Added +317.2k |
| Value Aligned Research Advisors, LLC 0.35% of their portfolio | 692.1k $59.0m | Added +384.0k |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 671.7k $57.2m | Reduced -65.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.20% of their portfolio | 658.7k $56.1m | New |
| EMERALD ADVISERS, LLC 1.31% of their portfolio | 653.8k $55.7m | New |
| LORD, ABBETT & CO. LLC 0.15% of their portfolio | 635.3k $54.1m | Added +61.4k |
| Yaupon Capital Management LP 1.78% of their portfolio | 627.3k $53.5m | New |
| SEVEN GRAND MANAGERS, LLC 2.06% of their portfolio | 600.0k $51.1m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 596.3k $47.7m | Added +420.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 592.4k $50.5m | Added +366.4k |
| GW&K Investment Management, LLC 0.39% of their portfolio | 590.4k $50.3m | Reduced -12.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 555.0k $47.3m | New |
| Nuveen, LLC 0.01% of their portfolio | 526.6k $44.9m | Added +284.9k |
| CI INVESTMENTS INC. 0.14% of their portfolio | 508.6k $43.3m | Reduced -58.5k |
| Conestoga Capital Advisors, LLC 0.94% of their portfolio | 506.6k $43.2m | Added +90.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 505.4k $43.1m | Added +321.1k |
| Ghisallo Capital Management LLC 0.84% of their portfolio | 500.0k $42.6m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 491.9k $41.9m | Added +194.7k |
| BAMCO INC /NY/ 0.06% of their portfolio | 475.5k $40.5m | Reduced -770.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 467.6k $39.9m | Added +177.9k |
| MORGAN STANLEY 0.00% of their portfolio | 435.5k $37.1m | Added +136.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.27% of their portfolio | 425.6k $36.3m | New |
| Driehaus Capital Management LLC 0.20% of their portfolio | 408.4k $34.8m | Reduced -506.2k |
| Goodlander Investment Management, LLC 10.03% of their portfolio | 390.0k $33.2m | Reduced -40.0k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 388.8k $33.1m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 388.8k $33.1m | Added +155.4k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 381.5k $32.5m | Added +201.7k |
| ROYCE & ASSOCIATES LP 0.25% of their portfolio | 368.6k $31.4m | Added +1.8k |
| Engle Capital Management, L.P. 8.48% of their portfolio | 362.2k $30.9m | Reduced -148.5k |
| BARCLAYS PLC 0.01% of their portfolio | 357.0k $30.4m | Added +191.5k |
| SOROS FUND MANAGEMENT LLC 0.37% of their portfolio | 328.0k $28.0m | Added +195.3k |
| FRED ALGER MANAGEMENT, LLC 0.09% of their portfolio | 316.7k $27.0m | Reduced -344.6k |
| Penn Capital Management Company, LLC 1.69% of their portfolio | 311.8k $26.6m | Reduced -44.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 281.4k $24.0m | New |
| TimesSquare Capital Management, LLC 0.35% of their portfolio | 276.6k $23.6m | Reduced -1.3k |
| CITIGROUP INC 0.01% of their portfolio | 264.4k $22.5m | Added +260.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 264.0k $22.5m | Reduced -3.0k |
| GILDER GAGNON HOWE & CO LLC 0.23% of their portfolio | 258.7k $22.0m | Added +59.6k |
| Zimmer Partners, LP 0.50% of their portfolio | 247.5k $21.1m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 237.7k $20.3m | Added +164.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 231.7k $19.7m | Added +204.8k |
| AXIOM INVESTORS LLC /DE 0.17% of their portfolio | 225.1k $19.2m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 213.4k $18.2m | Reduced -31.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 210.9k $18.0m | Reduced -17.0k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 208.3k $17.7m | Added +117.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.57% of their portfolio | 206.5k $17.6m | Reduced -12.8k |
| Burkehill Global Management, LP 0.62% of their portfolio | 200.0k $17.0m | Reduced -225.0k |
| Verition Fund Management LLC 0.12% of their portfolio | 197.0k $16.8m | Added +113.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 179.7k $15.3m | Added +66.5k |
| Walleye Capital LLC 0.07% of their portfolio | 178.9k $15.3m | New |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 168.7k $14.4m | Added +83.3k |
| Voleon Capital Management LP 0.26% of their portfolio | 166.1k $14.2m | Added +85.5k |
| Capelight Capital Asset Management LP 7.01% of their portfolio | 165.0k $14.1m | Added +10.0k |
| Trexquant Investment LP 0.08% of their portfolio | 147.4k $12.6m | Added +135.0k |
| ArrowMark Colorado Holdings LLC 0.51% of their portfolio | 142.4k $12.1m | Reduced -319.0k |
| NORGES BANK 0.00% of their portfolio | 127.5k $10.9m | Not comparable |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 126.7k $10.8m | Added +30.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 126.1k $10.7m | Added +21.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 120.1k $10.2m | Added +56.5k |
| WHITTIER TRUST CO 0.08% of their portfolio | 108.4k $8.4m | New |
| Swiss National Bank 0.00% of their portfolio | 108.0k $9.2m | Added +28.3k |
| BW Gestao de Investimentos Ltda. 0.21% of their portfolio | 100.0k $8.5m | New |
| 180 GPS Investments IC Ltd 5.89% of their portfolio | 93.4k $8.0m | New |
| Summit Creek Advisors LLC 2.67% of their portfolio | 92.2k $7.9m | Reduced -100.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 83.5k $7.1m | Reduced -91.6k |
| WINTON GROUP Ltd 0.23% of their portfolio | 83.3k $7.1m | Added +52.9k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 82.6k $7.0m | Added +3.8k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 82.0k $7.0m | New |
| Mediolanum International Funds Ltd 0.05% of their portfolio | 75.9k $6.1m | New |
| Covalis Capital LLP 0.36% of their portfolio | 75.0k $6.4m | Reduced -5.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 74.3k $6.3m | Added +21.1k |
| Jump Financial, LLC 0.06% of their portfolio | 73.2k $6.2m | New |