Legence Corp. Class A Common stock· LGN

🇺🇸 US · MidBroad USNASDAQ

Industrials Engineering & Construction Website

Price: $55.80
Day: +2.03%
Mkt Cap: $6.75B
52W Range: $29.00 – $107.24
Volume: 1.41M
Beta: 3.06

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.1 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 276 institutions hold; 198 added, 58 reduced
Insiders Q3 2026: no purchases, 1 sale ($226.8K)

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Legence Corp. Class A Common stock

LGN|Industrials|Engineering & Construction

Current price: $56

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 0.8 avg per quarter

Institutional net breadth · Q2 2026

+212

293 adding vs 81 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKSTONE INC.

19.5M

-36.1%

BLACKROCK, INC.

4.5M

+42.1%

JUPITER TOPCO LLC

2.9M

+100.0%

FRANKLIN RESOURCES INC

2.9M

+3.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.6M

+45.4%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

2.5M

+222.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

96 buying15 unchanged49 selling

160 funds held LGN in Q2 2026, holding 24.8M shares between them, up 16.2% on the quarter.

Largest fund holders

FIDELITY TREND FUND31.0K sh

MASSMUTUAL SELECT FUNDS30.8K sh

COLUMBIA FUNDS VARIABLE INSURANCE TRUST29.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Apr 9

Legence Parent ML LLC

$514.5M

Sale · Apr 9

Blackstone EMA III L.L.C.

$514.5M

Sale · Apr 9

Blackstone EMA III L.L.C.

$316.7M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LGN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.1/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.1/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for LGN

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $226.8K (4.2K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 1 of 15 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.02%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.5 avg per quarter

Q3 2025

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, LGN

Top 8 highest-value insider trades from the last 8 quarters

Legence Parent ML LLC

10% Owner

Sell

9,528,699 shares at $54.00

≈98.2% of their stake at the time

Apr 9, 2026$514.55M

Blackstone EMA III L.L.C.

10% Owner

Sell

9,528,699 shares at $54.00

≈98.2% of their stake at the time

Apr 9, 2026$514.55M

Blackstone EMA III L.L.C.

10% Owner

Sell

5,865,413 shares at $54.00

≈23.3% of their stake at the time

Apr 9, 2026$316.73M

Legence Parent ML LLC

10% Owner

Sell

5,865,413 shares at $54.00

≈23.3% of their stake at the time

Apr 9, 2026$316.73M

Legence Parent ML LLC

10% Owner

Sell

5,200,808 shares at $45.00

≈96.7% of their stake at the time

Dec 16, 2025$234.04M

Blackstone EMA III L.L.C.

10% Owner

Sell

5,200,808 shares at $45.00

≈96.7% of their stake at the time

Dec 16, 2025$234.04M

Legence Parent ML LLC

10% Owner

Sell

3,201,370 shares at $45.00

≈11.1% of their stake at the time

Dec 16, 2025$144.06M

Blackstone EMA III L.L.C.

10% Owner

Sell

3,201,370 shares at $45.00

≈11.1% of their stake at the time

Dec 16, 2025$144.06M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for LGN

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Strong accumulation: 293 institutions adding vs 81 reducing positions

Momentum improving from prior quarter

+212

Net breadth

293 adding vs 81 reducing

Strong accumulation

3.62

Add / reduce ratio

in Q2 2026

+72

New − closed

95 initiated, 23 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+293 growing-81 shrinkingNet: +212

198

New (95)

Increased (198)

Reduced (58)

Closed (23)

Top Institutional Holders, LGN

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKSTONE INC.

19.5M

$1.7B

Ownership

27.20%

-36.1%

BLACKROCK, INC.

4.5M

$385.5M

Ownership

6.32%

+42.1%

JUPITER TOPCO LLC

2.9M

$245.6M

Ownership

4.02%

+100.0%

FRANKLIN RESOURCES INC

2.9M

$244.6M

Ownership

4.01%

+3.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.6M

$218.6M

Ownership

3.58%

+45.4%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

2.5M

$216.5M

Ownership

3.55%

+222.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.5M

$212.7M

Ownership

3.48%

+37.0%

FIRST TRUST ADVISORS LP

1.9M

$160.4M

Ownership

2.63%

+969.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 160 ETFs and mutual funds reporting

96 buying49 sellingNet: +47

Buying (96)

Unchanged (15)

Selling (49)

In total, funds bought 7.0M shares and sold 3.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

160 ETFs and mutual funds reporting

96 funds buying vs 49 selling

Top Fund Holders, LGN

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FIDELITY TREND FUND

31.0K

Weight

2.49%

Jun 30, 2026No change

MASSMUTUAL SELECT FUNDS

30.8K

Weight

1.73%

Jun 30, 2026Increased

COLUMBIA FUNDS VARIABLE INSURANCE TRUST

29.8K

Weight

0.04%

Jun 30, 2026Increased

NORTHERN FUNDS

29.7K

Weight

0.02%

Jun 30, 2026Increased

RENAISSANCE CAPITAL GREENWICH FUNDS

29.2K

Weight

24.89%

Jun 30, 2026Increased

AUGUSTAR VARIABLE INSURANCE PRODUCTS FUND INC

27.9K

Weight

0.17%

Jun 30, 2026Increased

Ivy Variable Insurance Portfolios

27.3K

Weight

0.15%

Jun 30, 2026Decreased

VANGUARD INSTITUTIONAL INDEX FUNDS

27.3K

Weight

0.02%

Jun 30, 2026Increased

Legence Corp. Class A Common stock· LGN

Holdings Analysis

Insider Trading Activity

1.3Transaction History93Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings113Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History93Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings113Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights