HVCM
LGN

Hel Ved Capital Management’s Legence Corp LGN Stock Holding History

Hel Ved Capital Management’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Sell
29,670
-226,080
-88% -$11.4M 0.2% 43
2025
Q4 		$11M Buy
+255,750
New +$10.1M 2.96% 11

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Hel Ved Capital Management's LGN Position: Q1 2026 in Review

Hel Ved Capital Management reduced its Legence Corp (LGN) stake by 88% in Q1 2026, selling an estimated $11.4M and leaving 29,670 shares worth $1.68M. The position accounts for 0.2% of the portfolio, ranked #43.

Hel Ved Capital Management first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $11M in Q4 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Hel Ved Capital Management held 29,670 shares of Legence Corp worth $1.68M as of Q1 2026.
  • Hel Ved Capital Management sold 226,080 Legence Corp shares in Q1 2026, an estimated $11.4M.
  • Legence Corp made up 0.2% of Hel Ved Capital Management's portfolio in Q1 2026, its #43 holding.
  • Hel Ved Capital Management first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • Hel Ved Capital Management's Legence Corp position peaked at $11M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.