LGN in the 13F filings

Legence Corp · CUSIP 52476L109

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Quarter end: 31 Mar 2026; the date the book describes
Filed: 18 May 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 20; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed: 10,922,621; combined, among listed positions
Reported value: $616m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 9 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,026,070.

Managers listing LGN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

20 of 20 holders

				Action		Filing
Janus Henderson Group Ltd	4,341,989	$245m	0.12%	Trimmed	-59,413	18 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	2,958,359	$167m	under 0.1%	Trimmed	-1,048,876	15 May 2026 (the filing on sec.gov)
MFS Investment Management	1,957,280	$111m	under 0.1%	Trimmed	-58,898	14 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	579,700	$33m	0.05%	Added	+270,615	14 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	267,003	$15m	under 0.1%	Added	+197,003	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	132,654	$7.5m	0.08%	Added	+4,094	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	88,315	$5.0m	under 0.1%	Trimmed	-534,487	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	85,434	$4.8m	under 0.1%	Trimmed	-35,854	13 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	83,697	$4.7m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	73,153	$4.1m	under 0.1%	Trimmed	-227,349	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	71,783	$4.1m	under 0.1%	Trimmed	-96,890	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	67,975	$3.8m	under 0.1%	Trimmed	-62,889	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	30,470	$1.7m	under 0.1%	Trimmed	-259,424	15 May 2026 (the filing on sec.gov)
Winton Group Ltd	30,396	$1.7m	0.06%	Trimmed	-17,969	12 May 2026 (the filing on sec.gov)
AllianceBernstein LP	38,864	$1.7m	under 0.1%	Trimmed	-837,201	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	26,882	$1.5m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	26,740	$1.5m	under 0.1%	Added	+5,414	15 May 2026 (the filing on sec.gov)
Invesco Ltd	25,967	$1.5m	under 0.1%	Added	+2,401	12 May 2026 (the filing on sec.gov)
Quantbot Technologies LP	22,470	$1.3m	0.05%	Added	+17,360	13 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	13,490	$762k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Renaissance Technologies LLCexisting position · 579,700 shares now+270,615
Squarepoint Ops LLCexisting position · 267,003 shares now+197,003
Verition Fund Management LLCnew position · 83,697 shares now+83,697
Millennium Management LLCnew position · 26,882 shares now+26,882
Quantbot Technologies LPexisting position · 22,470 shares now+17,360

Reductions

Fidelity (FMR LLC)existing position · 2,958,359 shares now-1,048,876
AllianceBernstein LPexisting position · 38,864 shares now-837,201
Citadel Advisors LLCexisting position · 88,315 shares now-534,487
Freestone Grove Partners LPexisting position · 30,470 shares now-259,424
Marshall Wace LLPexisting position · 73,153 shares now-227,349

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Verition Fund Management LLC$4.7m
Millennium Management LLC$1.5m
Susquehanna International Group LLP$762k

Exited (5)

Schonfeld Strategic Advisors LLCwas $5.6m
Point72 Asset Management LPwas $5.0m
Jane Street Group LLCwas $2.5m
Element Capital Management LLCwas $2.4m
Walleye Capital LLCwas $2.0m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

7 in Q3 2025 to 11 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LGN and KLAC →LGN and GE →LGN and LRCX →Choose a stock to compare with LGN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LGN, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2025	7	$157m	7	0
Q4 2025	7	$304m	12	18
Q1 2026	6	$399m	9	16
Q2 2026	11	$647m	20	8