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 ($5.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.45. Options: 5 managers hold calls ($10.7m notional), 0 hold puts (—).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 95 |
| Q4 2025 | 169 |
| Q1 2026 | 197 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $10.7m | $0 | 0.00 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +928.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +767.4k |
| JPMORGAN CHASE & CO | Added | +486.9k |
| Goodlander Investment Management, LLC | New | +430.0k |
| BANK OF AMERICA CORP /DE/ | Added | +420.0k |
| Conestoga Capital Advisors, LLC | New | +415.9k |
| LORD, ABBETT & CO. LLC | Added | +409.2k |
| Penn Capital Management Company, LLC | New | +356.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +270.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +248.3k |
Biggest sellers
| FMR LLC | Reduced | -1.0m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -837.2k |
| Munro Partners | Reduced | -648.8k |
| CITADEL ADVISORS LLC | Reduced | -534.5k |
| Blackstone Inc. | Reduced | -480.2k |
| Merewether Investment Management, LP | Reduced | -408.1k |
| Yaupon Capital Management LP | Sold out | -399.8k |
| Alberta Investment Management Corp | Sold out | -392.7k |
| Freestone Grove Partners LP | Reduced | -259.4k |
| HBK INVESTMENTS L P | Reduced | -250.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $8.2m144.9k shares |
| CITADEL ADVISORS LLC | New | $1.9m33.2k shares |
| JANE STREET GROUP, LLC | New | $389.6k6.9k shares |
| Brevan Howard Capital Management LP | New | $221.6k3.9k shares |
| SIMPLEX TRADING, LLC | New | $45.2k800 shares |
Biggest puts
| None |
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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-08 | LEGENCE PARENT LLC +8 10% owner · Parent ML | Sold | $35.1m780.1k shares |
| 2026-01-08 | SCHWARZMAN STEPHEN A +6 10% owner · Parent ML | Sold | $35.1m780.1k shares |
| 2026-01-08 | LEGENCE PARENT LLC +8 10% owner · Parent II ML | Sold | $21.6m480.2k shares |
| 2026-01-08 | SCHWARZMAN STEPHEN A +6 10% owner · Parent II ML | Sold | $21.6m480.2k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Blackstone Inc. 5.85% of their portfolio | 25.3m $1.4bn | Reduced -480.2k |
| JANUS HENDERSON GROUP PLC 0.12% of their portfolio | 4.3m $245.2m | Reduced -59.4k |
| FMR LLC 0.01% of their portfolio | 3.0m $167.0m | Reduced -1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 2.6m $149.5m | Added +166.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 2.3m $130.6m | Added +928.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 2.0m $110.5m | Reduced -58.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.44% of their portfolio | 1.9m $105.1m | Added +248.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $85.5m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.5m $82.8m | First filing |
| BAMCO INC /NY/ 0.21% of their portfolio | 1.2m $70.3m | Reduced -150.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 1.2m $68.6m | Added +194.9k |
| Driehaus Capital Management LLC 0.38% of their portfolio | 914.6k $51.6m | Added +228.1k |
| LOOMIS SAYLES & CO L P 0.07% of their portfolio | 900.7k $50.9m | Reduced -46.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 896.0k $50.6m | Added +29.0k |
| STATE STREET CORP 0.00% of their portfolio | 822.0k $46.4m | Added +118.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio | 784.7k $44.3m | Added +767.4k |
| Munro Partners 1.43% of their portfolio | 747.8k $42.2m | Reduced -648.8k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 736.9k $41.6m | Added +230.1k |
| Merewether Investment Management, LP 0.79% of their portfolio | 726.3k $41.0m | Reduced -408.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 680.2k $38.4m | Added +420.0k |
| FRED ALGER MANAGEMENT, LLC 0.16% of their portfolio | 661.3k $37.3m | Added +171.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio | 655.0k $37.0m | Reduced -20.0k |
| GW&K Investment Management, LLC 0.30% of their portfolio | 603.1k $34.1m | Added +111.6k |
| SEVEN GRAND MANAGERS, LLC 2.26% of their portfolio | 600.0k $33.9m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 579.7k $32.7m | Added +270.6k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 573.9k $32.4m | Added +409.2k |
| CI INVESTMENTS INC. 0.16% of their portfolio | 567.1k $32.0m | Reduced -221.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 512.6k $27.6m | Added +486.9k |
| Engle Capital Management, L.P. 9.82% of their portfolio | 510.7k $28.8m | Reduced -48.3k |
| Ghisallo Capital Management LLC 0.78% of their portfolio | 500.0k $28.2m | Unchanged |
| ArrowMark Colorado Holdings LLC 0.69% of their portfolio | 461.5k $26.1m | Reduced -48.9k |
| Goodlander Investment Management, LLC 8.40% of their portfolio | 430.0k $24.3m | New |
| Burkehill Global Management, LP 1.19% of their portfolio | 425.0k $24.0m | Unchanged |
| Conestoga Capital Advisors, LLC 0.47% of their portfolio | 415.9k $23.5m | New |
| Clearbridge Investments, LLC 0.02% of their portfolio | 401.6k $22.7m | Reduced -33 |
| ROYCE & ASSOCIATES LP 0.20% of their portfolio | 366.9k $20.7m | Added +29.0k |
| Penn Capital Management Company, LLC 1.56% of their portfolio | 356.3k $20.2m | New |
| Shannon River Fund Management LLC 3.64% of their portfolio | 337.6k $19.1m | Added +2.8k |
| Value Aligned Research Advisors, LLC 0.21% of their portfolio | 308.1k $17.4m | Added +56.5k |
| UBS Group AG 0.00% of their portfolio | 305.7k $17.3m | Added +220.7k |
| MORGAN STANLEY 0.00% of their portfolio | 299.5k $16.9m | Added +153.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 297.2k $16.8m | Added +19.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 289.7k $16.4m | Reduced -11.7k |
| TimesSquare Capital Management, LLC 0.27% of their portfolio | 277.9k $15.7m | Reduced -159.6k |
| Squarepoint Ops LLC 0.03% of their portfolio | 267.0k $15.1m | Added +197.0k |
| Hiddenite Capital Partners LP 8.07% of their portfolio | 245.0k $13.8m | Added +92.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 244.7k $13.8m | Added +3.8k |
| Nuveen, LLC 0.00% of their portfolio | 241.7k $13.6m | Added +162.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.97% of their portfolio | 238.1k $13.4m | Reduced -3.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 233.3k $13.2m | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 227.9k $12.9m | Added +216.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 226.0k $12.8m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 219.3k $12.4m | Reduced -21.6k |
| HBK INVESTMENTS L P 0.14% of their portfolio | 200.0k $11.3m | Reduced -250.0k |
| GILDER GAGNON HOWE & CO LLC 0.13% of their portfolio | 199.1k $11.2m | New |
| Summit Creek Advisors LLC 2.24% of their portfolio | 193.0k $10.9m | Reduced -54.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 184.3k $10.4m | Added +176.4k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 179.8k $10.2m | Added +139.8k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 176.3k $10.0m | Added +69.9k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 175.1k $9.9m | Reduced -8.9k |
| BARCLAYS PLC 0.00% of their portfolio | 165.4k $9.3m | Added +105.5k |
| Capelight Capital Asset Management LP 7.28% of their portfolio | 155.0k $8.8m | Added +60.0k |
| SCALAR GAUGE MANAGEMENT, LLC 8.17% of their portfolio | 150.0k $8.5m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 146.4k $8.3m | Added +116.1k |
| Mawer Investment Management Ltd. 0.05% of their portfolio | 134.2k $7.6m | Added +48.8k |
| SOROS FUND MANAGEMENT LLC 0.10% of their portfolio | 132.7k $7.5m | Added +4.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.8k $6.8m | Added +64.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 114.2k $6.4m | Added +27.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 113.2k $6.4m | Added +28.2k |
| Kerrisdale Advisers, LLC 2.28% of their portfolio | 105.9k $6.0m | Added +44.4k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 105.3k $5.9m | Reduced -40.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 104.1k $5.9m | Added +59.2k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 96.7k $5.5m | Added +12.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 94.2k $5.3m | Added +20.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 90.7k $5.1m | Added +33.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 88.3k $5.0m | Reduced -534.5k |
| CONGRESS ASSET MANAGEMENT CO 0.03% of their portfolio | 85.8k $4.8m | New |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 85.4k $4.8m | Reduced -35.9k |
| Verition Fund Management LLC 0.05% of their portfolio | 83.7k $4.7m | New |
| Voleon Capital Management LP 0.10% of their portfolio | 80.6k $4.6m | Added +52.7k |
| Covalis Capital LLP 0.28% of their portfolio | 80.0k $4.5m | Reduced -104.4k |
| Swiss National Bank 0.00% of their portfolio | 79.7k $4.5m | New |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 78.8k $4.5m | Added +19.4k |
| LMR Partners LLP 0.04% of their portfolio | 75.5k $4.3m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 73.2k $4.1m | Reduced -227.3k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 71.8k $4.1m | Reduced -96.9k |
| Waratah Capital Advisors Ltd. 0.35% of their portfolio | 68.3k $3.9m | Reduced -17.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 68.0k $3.8m | Reduced -62.9k |
| LBP AM SA 0.05% of their portfolio | 67.8k $3.8m | Added +724 |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 67.5k $3.8m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 63.7k $3.6m | Added +7.0k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 58.7k $3.3m | Reduced -19.0k |
| G2 Investment Partners Management LLC 0.76% of their portfolio | 54.9k $3.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 53.2k $3.0m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 49.4k $2.8m | Added +47.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.3k $2.4m | Added +1.4k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 40.4k $2.3m | New |
| SCOTIA CAPITAL INC. 0.01% of their portfolio | 39.7k $2.2m | Reduced -96 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 38.9k $1.7m | Reduced -837.2k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 38.3k $2.2m | Added +23.2k |