We are live on ! Find out more
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
AAP
176
Arax Advisory Partners
Colorado
$5.78K +$1.01K +20 +45%
SHIM
177
Stone House Investment Management
Pennsylvania
$4.52K
GSEP
178
Golden State Equity Partners
California
$4.52K +$4.03K +80 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$3.5K +$3.13K +62 New
Osaic Holdings
180
Osaic Holdings
Arizona
$3.44K -$353 -7 -10%
VCM
181
Versant Capital Management
Arizona
$3.1K +$2.77K +55 New
IA
182
IFP Advisors
Florida
$2.82K
AF
183
Allworth Financial
California
$2.54K +$554 +11 +32%
IAIM
184
International Assets Investment Management
Florida
$1.31K +$1.11K +22 New
RIL
185
Rothschild Investment LLC
Illinois
$1.3K +$907 +18 +360%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$1.07K +$958 +19 New
RFP
187
Root Financial Partners
California
$1.07K +$958 +19 New
MCM
188
MAI Capital Management
Ohio
$960 +$353 +7 +70%
Barrow, Hanley, Mewhinney & Strauss
189
Barrow, Hanley, Mewhinney & Strauss
Texas
$960 +$857 +17 New
PWA
190
Physician Wealth Advisors
Utah
$847
CIAM
191
Caitong International Asset Management
Hong Kong
$508 -$12K -239 -96%
FFA
192
Farther Finance Advisors
California
$417 +$353 +7 New
RIAS
193
Rachor Investment Advisory Services
Michigan
$283 +$252 +5 New
LFG
194
Larson Financial Group
Missouri
$226 +$202 +4 New
SS
195
SBI Securities
Japan
$169
EWA
196
EverSource Wealth Advisors
Alabama
$113 +$101 +2 New
Norges Bank
197
Norges Bank
Norway
-$30.3M -705,000 Closed
YCM
198
Yaupon Capital Management
New York
-$17.2M -399,817 Closed
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$16.9M -392,738 Closed
MIM
200
Monashee Investment Management
Massachusetts
-$5.94M -137,940 Closed

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.