NIM
LGN

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
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

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

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

Needham Investment Management held its Legence Corp (LGN) position steady in Q1 2026 at 67,500 shares worth $3.81M. The position accounts for 0.19% of the portfolio, ranked #110.

Needham Investment Management first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Needham Investment Management held 67,500 shares of Legence Corp worth $3.81M as of Q1 2026.
  • Needham Investment Management left its Legence Corp share count unchanged in Q1 2026.
  • Legence Corp made up 0.19% of Needham Investment Management's portfolio in Q1 2026, its #110 holding.
  • Needham Investment Management first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.