VARA
LGN

Value Aligned Research Advisors’s Legence Corp LGN Stock Holding History

Value Aligned Research 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
Q1 		$17.4M Buy
308,141
+56,460
+22% +$2.85M 0.08% 73
2025
Q4 		$10.8M Buy
251,681
+46,427
+23% +$1.84M 0.11% 66
2025
Q3 		$6.32M Buy
+205,254
New +$6.46M 0.08% 66

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

Value Aligned Research Advisors's LGN Position: Q1 2026 in Review

Value Aligned Research Advisors increased its Legence Corp (LGN) stake by 22% in Q1 2026, buying an estimated $2.85M and bringing the position to 308,141 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #73.

Value Aligned Research Advisors 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.

  • Value Aligned Research Advisors held 308,141 shares of Legence Corp worth $17.4M as of Q1 2026.
  • Value Aligned Research Advisors bought 56,460 Legence Corp shares in Q1 2026, an estimated $2.85M.
  • Legence Corp made up 0.08% of Value Aligned Research Advisors's portfolio in Q1 2026, its #73 holding.
  • Value Aligned Research Advisors 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 Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.