JO
LGN

John Overdeck’s Legence Corp LGN Stock Holding History

John Overdeck’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
Q2 		$126M Buy
1,478,072
+1,410,097
+2,074% +$115M 0.09% 247
2026
Q1 		$3.84M Sell
67,975
-62,889
-48% -$3.17M ﹤0.01% 2211
2025
Q4 		$5.63M Buy
130,864
+122,364
+1,440% +$4.84M 0.01% 1604
2025
Q3 		$262K Buy
+8,500
New +$268K ﹤0.01% 3278

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

John Overdeck's LGN Position: Q2 2026 in Review

John Overdeck increased its Legence Corp (LGN) stake by 2,074% in Q2 2026, buying an estimated $115M and bringing the position to 1,478,072 shares worth $126M. The position accounts for 0.09% of the portfolio, ranked #247.

John Overdeck first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • John Overdeck held 1,478,072 shares of Legence Corp worth $126M as of Q2 2026.
  • John Overdeck bought 1,410,097 Legence Corp shares in Q2 2026, an estimated $115M.
  • Legence Corp made up 0.09% of John Overdeck's portfolio in Q2 2026, its #247 holding.
  • John Overdeck first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.