MIM
LGN

Monashee Investment Management’s Legence Corp LGN Stock Holding History

Monashee Investment 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 		– Sell
-137,940
Closed -$5.94M – 65
2025
Q4 		$5.94M Sell
137,940
-12,060
-8% -$477K 3.35% 11
2025
Q3 		$4.62M Buy
+150,000
New +$4.72M 2.3% 14

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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

Monashee Investment Management's LGN Position: Q1 2026 in Review

Monashee Investment Management sold out of Legence Corp (LGN) in Q1 2026, closing a stake of 137,940 shares — an estimated $5.94M sold.

Monashee Investment Management first reported a position in LGN in Q3 2025 and held it in 2 quarters. The position peaked at $5.94M in Q4 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Monashee Investment Management reported no remaining Legence Corp position as of Q1 2026 after selling out during the quarter.
  • Monashee Investment Management sold 137,940 Legence Corp shares in Q1 2026, an estimated $5.94M.
  • Monashee Investment Management first reported a position in Legence Corp in Q3 2025 and held it in 2 quarters.
  • Monashee Investment Management's Legence Corp position peaked at $5.94M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Monashee Investment Management's 13F filing for Q1 2026, filed 13 May 2026.