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LGN

Legence Corp

197 hedge funds and large institutions have $4.1B invested in Legence Corp in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 30

80% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more capital invested

Capital invested by funds: $3.09B → $4.1B (+$1.02B)

17% more funds holding

Funds holding: 169197 (+28)

1.63% more ownership

Funds ownership: 122.3%123.92% (+1.6%)

Holders
197
Holders Change
+28
Holders Change %
+16.57%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
62
Increased
79
Reduced
44
Closed
30
Calls
$10.7M
Puts
Net Calls
+$10.7M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$823K +$698K +13,848 +1,923%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$809K +$104K +2,063 +17%
VGA
128
Vanguard Global Advisers
Pennsylvania
$789K +$704K +13,972 New
OAM
129
Oppenheimer Asset Management
New York
$767K +$337K +6,691 +97%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$762K +$680K +13,490 New
SLAM
131
Swiss Life Asset Management
$728K +$343K +6,799 New
TI
132
Trexquant Investment
Connecticut
$697K +$622K +12,346 New
BFM
133
Boothbay Fund Management
New York
$673K +$304K +6,040 +103%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$652K +$582K +11,543 New
ASRS
135
Arizona State Retirement System
Arizona
$625K +$558K +11,073 New
VanEck Associates
136
VanEck Associates
New York
$615K +$95.2K +1,889 +21%
VIA
137
Vanguard Investments Australia
Australia
$604K +$539K +10,702 New
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$578K +$516K +10,243 New
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$564K +$71.1K +1,410 +16%
IIM
140
INTECH Investment Management
Florida
$563K +$503K +9,975 New
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$514K +$459K +9,101 New
PFPG
142
Pinnacle Financial Partners (Georgia)
Georgia
$504K +$450K +8,928 New
KK
143
KLP Kapitalforvaltning
Norway
$502K +$449K +8,900 New
CB
144
Commerce Bank
Missouri
$441K +$85.9K +1,704 +28%
AC
145
Allstate Corporation
Illinois
$435K +$388K +7,697 New
FT
146
Fiduciary Trust
Massachusetts
$371K +$32.9K +652 +11%
Truist Financial
147
Truist Financial
North Carolina
$362K +$252 +5 +0.1%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$353K -$50 -1 -0%
SG Americas Securities
149
SG Americas Securities
New York
$351K +$314K +6,222 New
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$339K +$303K +6,007 New

LGN Hedge Fund Activity: Q1 2026 in Review

197 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Legence Corp (LGN) for Q1 2026, worth a combined $4.1B — up 33% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new LGN positions and 30 closed out — a net gain of 32 holders — while 79 added to existing stakes and 44 trimmed.

The largest buyer was Franklin Resources, adding an estimated $46.8M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 197 institutional investors held Legence Corp (LGN) as of Q1 2026, up from 169 in Q4 2025.
  • Funds reported $4.1B of Legence Corp stock for Q1 2026, up 33% quarter-over-quarter.
  • 62 funds opened new Legence Corp positions in Q1 2026 and 30 closed out, a net change of +32 holders.
  • The largest Legence Corp buyer in Q1 2026 was Franklin Resources, an estimated $46.8M added.
  • The largest Legence Corp seller in Q1 2026 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2026.