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Needham Investment Management’s Legence Corp LGN Stock Holding History

Needham 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
Q2 		$5.75M Hold
67,500
– – 0.17% 107
2026
Q1 		$3.81M Hold
67,500
– – 0.19% 110
2025
Q4 		$2.91M Buy
67,500
+32,500
+93% +$1.28M 0.18% 108
2025
Q3 		$1.08M Buy
+35,000
New +$1.1M 0.08% 132

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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

Needham Investment Management's LGN Position: Q2 2026 in Review

Needham Investment Management held its Legence Corp (LGN) position steady in Q2 2026 at 67,500 shares worth $5.75M. The position accounts for 0.17% of the portfolio, ranked #107.

Needham Investment Management first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Needham Investment Management held 67,500 shares of Legence Corp worth $5.75M as of Q2 2026.
  • Needham Investment Management left its Legence Corp share count unchanged in Q2 2026.
  • Legence Corp made up 0.17% of Needham Investment Management's portfolio in Q2 2026, its #107 holding.
  • Needham Investment Management first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.