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
Q2 		$59M Buy
692,150
+384,009
+125% +$31.3M 0.15% 72
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 $32.9B AUM 23.66% 1-Year Est. Return
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

Value Aligned Research Advisors's LGN Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Legence Corp (LGN) stake by 125% in Q2 2026, buying an estimated $31.3M and bringing the position to 692,150 shares worth $59M. The position accounts for 0.15% of the portfolio, ranked #72.

Value Aligned Research Advisors first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Value Aligned Research Advisors held 692,150 shares of Legence Corp worth $59M as of Q2 2026.
  • Value Aligned Research Advisors bought 384,009 Legence Corp shares in Q2 2026, an estimated $31.3M.
  • Legence Corp made up 0.15% of Value Aligned Research Advisors's portfolio in Q2 2026, its #72 holding.
  • Value Aligned Research Advisors first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.