Vault-13

LEGENCE CORP LGN

CL A · Common Stock · CUSIP 52476L109

197 institutional holders +28 vs Q4 2025
72,594,29172.6m shares reported held*
$4.1bnreported value*
56 new 79 added 44 reduced 29 sold out net bought ≈ $92.9m (+1.6m shares)

* 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

0100200Q3 25: 95Q4 25: 169Q1 26: 197197Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q3 202595
Q4 2025169
Q1 2026197

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 25: 132 bought or addedQ4 25: 48 cut or sold outQ4 25Q1 26: 135 bought or addedQ1 26: 73 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q4 202513248
Q1 202613573

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $10.7mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$10.7m$00.00

Biggest buyers

FRANKLIN RESOURCES INC Added +928,189+928.2k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +767,417+767.4k
JPMORGAN CHASE & CO Added +486,895+486.9k
Goodlander Investment Management, LLC New +430,000+430.0k
BANK OF AMERICA CORP /DE/ Added +419,997+420.0k
Conestoga Capital Advisors, LLC New +415,860+415.9k
LORD, ABBETT & CO. LLC Added +409,170+409.2k
Penn Capital Management Company, LLC New +356,315+356.3k
RENAISSANCE TECHNOLOGIES LLC Added +270,615+270.6k
WESTFIELD CAPITAL MANAGEMENT CO LP Added +248,327+248.3k

Biggest sellers

FMR LLC Reduced -1,048,876-1.0m
ALLIANCEBERNSTEIN L.P. Reduced -837,201-837.2k
Munro Partners Reduced -648,810-648.8k
CITADEL ADVISORS LLC Reduced -534,487-534.5k
Blackstone Inc. Reduced -480,205-480.2k
Merewether Investment Management, LP Reduced -408,086-408.1k
Yaupon Capital Management LP Sold out -399,817-399.8k
Alberta Investment Management Corp Sold out -392,738-392.7k
Freestone Grove Partners LP Reduced -259,424-259.4k
HBK INVESTMENTS L P Reduced -250,000-250.0k

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.

HolderStakeChangeShares Last filed
LEGENCE PARENT LLC 13G · exempt (held before listing) -14.2 pts · filed 2026-08-07 46.9% -14.2 pts 50.6m≈ $4.3bn 2026-08-07
BlackRock, Inc. 13G · institution new · filed 2026-07-29 5.6% new 4.3m≈ $363.6m 2026-07-29

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)

BuyingSelling
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$250.0k0——
Q4 20250—0——
Q1 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-01-08 LEGENCE PARENT LLC +8 10% owner · Parent ML Sold 780,121 $45.00 $35.1m780.1k shares -81%
2026-01-08 SCHWARZMAN STEPHEN A +6 10% owner · Parent ML Sold 780,121 $45.00 $35.1m780.1k shares -81%
2026-01-08 LEGENCE PARENT LLC +8 10% owner · Parent II ML Sold 480,205 $45.00 $21.6m480.2k shares -2%
2026-01-08 SCHWARZMAN STEPHEN A +6 10% owner · Parent II ML Sold 480,205 $45.00 $21.6m480.2k shares -2%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Blackstone Inc. 5.85% of their portfolio NEW YORK, NY 25,341,36525.3m $1.4bn $1.4bn 5.85% Reduced -480.2k -480,205
2 JANUS HENDERSON GROUP PLC 0.12% of their portfolio LONDON, X0 4,341,9894.3m $245.2m $245.2m 0.12% Reduced -59.4k -59,413
3 FMR LLC 0.01% of their portfolio BOSTON, MA 2,958,3593.0m $167.0m $167.0m 0.01% Reduced -1.0m -1,048,876
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,647,1942.6m $149.5m $149.5m 0.00% Added +166.0k +166,020
5 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 2,312,2662.3m $130.6m $130.6m 0.03% Added +928.2k +928,189
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio Boston, MA 1,957,2802.0m $110.5m $110.5m 0.04% Reduced -58.9k -58,898
7 WESTFIELD CAPITAL MANAGEMENT CO LP 0.44% of their portfolio BOSTON, MA 1,861,6531.9m $105.1m $105.1m 0.44% Added +248.3k +248,327
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,514,6741.5m $85.5m $85.5m 0.00% First filing
9 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,466,8631.5m $82.8m $82.8m 0.00% First filing
10 BAMCO INC /NY/ 0.21% of their portfolio NEW YORK, NY 1,245,6821.2m $70.3m $70.3m 0.21% Reduced -150.0k -150,000
11 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio Paris, I0 1,214,8231.2m $68.6m $68.6m 0.08% Added +194.9k +194,940
12 Driehaus Capital Management LLC 0.38% of their portfolio Chicago, IL 914,566914.6k $51.6m $51.6m 0.38% Added +228.1k +228,056
13 LOOMIS SAYLES & CO L P 0.07% of their portfolio BOSTON, MA 900,657900.7k $50.9m $50.9m 0.07% Reduced -46.5k -46,454
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 895,953896.0k $50.6m $50.6m 0.00% Added +29.0k +29,039
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 822,018822.0k $46.4m $46.4m 0.00% Added +118.4k +118,392
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio CAUSEWAY BAY, K3 784,653784.7k $44.3m $44.3m 0.06% Added +767.4k +767,417
17 Munro Partners 1.43% of their portfolio MELBOURNE, C3 747,832747.8k $42.2m $42.2m 1.43% Reduced -648.8k -648,810
18 FEDERATED HERMES, INC. 0.07% of their portfolio PITTSBURGH, PA 736,871736.9k $41.6m $41.6m 0.07% Added +230.1k +230,071
19 Merewether Investment Management, LP 0.79% of their portfolio DALLAS, TX 726,336726.3k $41.0m $41.0m 0.79% Reduced -408.1k -408,086
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 680,217680.2k $38.4m $38.4m 0.00% Added +420.0k +419,997
21 FRED ALGER MANAGEMENT, LLC 0.16% of their portfolio NEW YORK, NY 661,335661.3k $37.3m $37.3m 0.16% Added +171.0k +171,024
22 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio TORONTO, A6 655,000655.0k $37.0m $37.0m 0.06% Reduced -20.0k -20,000
23 GW&K Investment Management, LLC 0.30% of their portfolio BOSTON, MA 603,133603.1k $34.1m $34.1m 0.30% Added +111.6k +111,628
24 SEVEN GRAND MANAGERS, LLC 2.26% of their portfolio BRONXVILLE, NY 600,000600.0k $33.9m $33.9m 2.26% Unchanged
25 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 579,700579.7k $32.7m $32.7m 0.05% Added +270.6k +270,615
26 LORD, ABBETT & CO. LLC 0.11% of their portfolio JERSEY CITY, NJ 573,869573.9k $32.4m $32.4m 0.11% Added +409.2k +409,170
27 CI INVESTMENTS INC. 0.16% of their portfolio TORONTO, Z4 567,092567.1k $32.0m $32.0m 0.16% Reduced -221.2k -221,195
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 512,602512.6k $27.6m $27.6m 0.00% Added +486.9k +486,895
29 Engle Capital Management, L.P. 9.82% of their portfolio GREENWICH, CT 510,700510.7k $28.8m $28.8m 9.82% Reduced -48.3k -48,300
30 Ghisallo Capital Management LLC 0.78% of their portfolio BOSTON, MA 500,000500.0k $28.2m $28.2m 0.78% Unchanged
31 ArrowMark Colorado Holdings LLC 0.69% of their portfolio Denver, CO 461,480461.5k $26.1m $26.1m 0.69% Reduced -48.9k -48,893
32 Goodlander Investment Management, LLC 8.40% of their portfolio DALLAS, TX 430,000430.0k $24.3m $24.3m 8.40% New
33 Burkehill Global Management, LP 1.19% of their portfolio NEW YORK, NY 425,000425.0k $24.0m $24.0m 1.19% Unchanged
34 Conestoga Capital Advisors, LLC 0.47% of their portfolio WAYNE, PA 415,860415.9k $23.5m $23.5m 0.47% New
35 Clearbridge Investments, LLC 0.02% of their portfolio NEW YORK, NY 401,634401.6k $22.7m $22.7m 0.02% Reduced -33 -33
36 ROYCE & ASSOCIATES LP 0.20% of their portfolio New York, NY 366,853366.9k $20.7m $20.7m 0.20% Added +29.0k +28,978
37 Penn Capital Management Company, LLC 1.56% of their portfolio PHILADELPHIA, PA 356,315356.3k $20.2m $20.2m 1.56% New
38 Shannon River Fund Management LLC 3.64% of their portfolio NEW YORK, NY 337,638337.6k $19.1m $19.1m 3.64% Added +2.8k +2,775
39 Value Aligned Research Advisors, LLC 0.21% of their portfolio PRINCETON, NJ 308,141308.1k $17.4m $17.4m 0.21% Added +56.5k +56,460
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 305,698305.7k $17.3m $17.3m 0.00% Added +220.7k +220,660
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 299,532299.5k $16.9m $16.9m 0.00% Added +153.4k +153,418
42 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 297,154297.2k $16.8m $16.8m 0.00% Added +19.4k +19,400
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 289,692289.7k $16.4m $16.4m 0.00% Reduced -11.7k -11,661
44 TimesSquare Capital Management, LLC 0.27% of their portfolio NEW YORK, NY 277,869277.9k $15.7m $15.7m 0.27% Reduced -159.6k -159,611
45 Squarepoint Ops LLC 0.03% of their portfolio NEW YORK, NY 267,003267.0k $15.1m $15.1m 0.03% Added +197.0k +197,003
46 Hiddenite Capital Partners LP 8.07% of their portfolio NEW YORK, NY 245,000245.0k $13.8m $13.8m 8.07% Added +92.4k +92,367
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 244,687244.7k $13.8m $13.8m 0.00% Added +3.8k +3,753
48 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 241,730241.7k $13.6m $13.6m 0.00% Added +162.0k +161,968
49 NEXT CENTURY GROWTH INVESTORS LLC 0.97% of their portfolio PLYMOUTH, MN 238,114238.1k $13.4m $13.4m 0.97% Reduced -3.9k -3,931
50 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 233,341233.3k $13.2m $13.2m 0.00% First filing
51 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 227,890227.9k $12.9m $12.9m 0.02% Added +216.2k +216,190
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 225,952226.0k $12.8m $12.8m 0.00% New
53 PEREGRINE CAPITAL MANAGEMENT LLC 0.46% of their portfolio MINNEAPOLIS, MN 219,282219.3k $12.4m $12.4m 0.46% Reduced -21.6k -21,607
54 HBK INVESTMENTS L P 0.14% of their portfolio DALLAS, TX 200,000200.0k $11.3m $11.3m 0.14% Reduced -250.0k -250,000
55 GILDER GAGNON HOWE & CO LLC 0.13% of their portfolio New York, NY 199,102199.1k $11.2m $11.2m 0.13% New
56 Summit Creek Advisors LLC 2.24% of their portfolio MINNEAPOLIS, MN 192,967193.0k $10.9m $10.9m 2.24% Reduced -54.8k -54,798
57 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 184,306184.3k $10.4m $10.4m 0.01% Added +176.4k +176,363
58 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 179,842179.8k $10.2m $10.2m 0.01% Added +139.8k +139,842
59 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 176,251176.3k $10.0m $10.0m 0.02% Added +69.9k +69,914
60 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 175,119175.1k $9.9m $9.9m 0.02% Reduced -8.9k -8,943
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 165,440165.4k $9.3m $9.3m 0.00% Added +105.5k +105,507
62 Capelight Capital Asset Management LP 7.28% of their portfolio NEW YORK, NY 155,000155.0k $8.8m $8.8m 7.28% Added +60.0k +60,000
63 SCALAR GAUGE MANAGEMENT, LLC 8.17% of their portfolio DALLAS, TX 150,000150.0k $8.5m $8.5m 8.17% New
64 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 146,358146.4k $8.3m $8.3m 0.01% Added +116.1k +116,079
65 Mawer Investment Management Ltd. 0.05% of their portfolio CALGARY, A0 134,185134.2k $7.6m $7.6m 0.05% Added +48.8k +48,847
66 SOROS FUND MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 132,654132.7k $7.5m $7.5m 0.10% Added +4.1k +4,094
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 120,807120.8k $6.8m $6.8m 0.00% Added +64.9k +64,891
68 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 114,240114.2k $6.4m $6.4m 0.01% Added +27.5k +27,527
69 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 113,225113.2k $6.4m $6.4m 0.00% Added +28.2k +28,192
70 Kerrisdale Advisers, LLC 2.28% of their portfolio Miami, FL 105,920105.9k $6.0m $6.0m 2.28% Added +44.4k +44,425
71 1832 Asset Management L.P. 0.01% of their portfolio TORONTO, A6 105,300105.3k $5.9m $5.9m 0.01% Reduced -40.8k -40,837
72 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 104,136104.1k $5.9m $5.9m 0.01% Added +59.2k +59,250
73 Asset Management One Co., Ltd. 0.02% of their portfolio TOKYO, M0 96,66496.7k $5.5m $5.5m 0.02% Added +12.7k +12,729
74 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 94,25094.2k $5.3m $5.3m 0.02% Added +20.4k +20,390
75 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 90,74690.7k $5.1m $5.1m 0.01% Added +33.5k +33,518
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 88,31588.3k $5.0m $5.0m 0.00% Reduced -534.5k -534,487
77 CONGRESS ASSET MANAGEMENT CO 0.03% of their portfolio BOSTON, MA 85,79485.8k $4.8m $4.8m 0.03% New
78 Hudson Bay Capital Management LP 0.03% of their portfolio STAMFORD, CT 85,43485.4k $4.8m $4.8m 0.03% Reduced -35.9k -35,854
79 Verition Fund Management LLC 0.05% of their portfolio GREENWICH, CT 83,69783.7k $4.7m $4.7m 0.05% New
80 Voleon Capital Management LP 0.10% of their portfolio BERKELEY, CA 80,59780.6k $4.6m $4.6m 0.10% Added +52.7k +52,713
81 Covalis Capital LLP 0.28% of their portfolio LONDON, X0 80,00080.0k $4.5m $4.5m 0.28% Reduced -104.4k -104,400
82 Swiss National Bank 0.00% of their portfolio ZURICH, V8 79,70079.7k $4.5m $4.5m 0.00% New
83 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 78,82178.8k $4.5m $4.5m 0.01% Added +19.4k +19,359
84 LMR Partners LLP 0.04% of their portfolio LONDON, X0 75,45075.5k $4.3m $4.3m 0.04% Unchanged
85 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 73,15373.2k $4.1m $4.1m 0.00% Reduced -227.3k -227,349
86 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 71,78371.8k $4.1m $4.1m 0.01% Reduced -96.9k -96,890
87 Waratah Capital Advisors Ltd. 0.35% of their portfolio TORONTO, A6 68,31568.3k $3.9m $3.9m 0.35% Reduced -17.3k -17,287
88 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 67,97568.0k $3.8m $3.8m 0.00% Reduced -62.9k -62,889
89 LBP AM SA 0.05% of their portfolio Paris, I0 67,79367.8k $3.8m $3.8m 0.05% Added +724 +724
90 NEEDHAM INVESTMENT MANAGEMENT LLC 0.19% of their portfolio NEW YORK, NY 67,50067.5k $3.8m $3.8m 0.19% Unchanged
91 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 63,69163.7k $3.6m $3.6m 0.00% Added +7.0k +7,001
92 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 58,69558.7k $3.3m $3.3m 0.01% Reduced -19.0k -18,990
93 G2 Investment Partners Management LLC 0.76% of their portfolio New York, NY 54,86654.9k $3.1m $3.1m 0.76% New
94 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 53,18453.2k $3.0m $3.0m 0.00% New
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 49,42149.4k $2.8m $2.8m 0.00% Added +47.1k +47,140
96 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 42,28342.3k $2.4m $2.4m 0.00% Added +1.4k +1,360
97 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 40,42140.4k $2.3m $2.3m 0.00% New
98 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 39,68739.7k $2.2m $2.2m 0.01% Reduced -96 -96
99 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 38,86438.9k $1.7m $1.7m 0.00% Reduced -837.2k -837,201
100 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 38,31538.3k $2.2m $2.2m 0.00% Added +23.2k +23,178