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Summit Creek Advisors’s Legence Corp LGN Stock Holding History

Summit Creek Advisors’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 		$7.86M Sell
92,167
-100,800
-52% -$8.21M 2.67% 7
2026
Q1 		$10.9M Sell
192,967
-54,798
-22% -$2.76M 2.24% 18
2025
Q4 		$10.7M Buy
+247,765
New +$9.79M 1.68% 31

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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

Summit Creek Advisors's LGN Position: Q2 2026 in Review

Summit Creek Advisors reduced its Legence Corp (LGN) stake by 52% in Q2 2026, selling an estimated $8.21M and leaving 92,167 shares worth $7.86M. The position accounts for 2.67% of the portfolio, ranked #7.

Summit Creek Advisors first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9M in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Summit Creek Advisors held 92,167 shares of Legence Corp worth $7.86M as of Q2 2026.
  • Summit Creek Advisors sold 100,800 Legence Corp shares in Q2 2026, an estimated $8.21M.
  • Legence Corp made up 2.67% of Summit Creek Advisors's portfolio in Q2 2026, its #7 holding.
  • Summit Creek Advisors first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Summit Creek Advisors's Legence Corp position peaked at $10.9M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Summit Creek Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.