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Sandia Investment Management’s Legence Corp LGN Stock Holding History

Sandia 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
2025
Q4 		$854K Buy
19,850
+9,850
+99% +$389K 2.13% 5
2025
Q3 		$308K Buy
+10,000
New +$315K 0.92% 35

Other funds holding LGN

Blackstone Inc
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sandia Investment Management's LGN Position: Q4 2025 in Review

Sandia Investment Management increased its Legence Corp (LGN) stake by 99% in Q4 2025, buying an estimated $389K and bringing the position to 19,850 shares worth $854K. The position accounts for 2.13% of the portfolio, ranked #5.

Sandia Investment Management first reported a position in LGN in Q3 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold LGN as of Q4 2025.

  • Sandia Investment Management held 19,850 shares of Legence Corp worth $854K as of Q4 2025.
  • Sandia Investment Management bought 9,850 Legence Corp shares in Q4 2025, an estimated $389K.
  • Legence Corp made up 2.13% of Sandia Investment Management's portfolio in Q4 2025, its #5 holding.
  • Sandia Investment Management first reported a position in Legence Corp in Q3 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Legence Corp as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.