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LGN Legence Corporation

Consumer Discretionary, filed as LEGENCE CORP (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

  • 3 Owners
  • Max 0.3%
  • $127M
  • 2 add 1 reduce 2 exits

In 2026 Q2, 2 managers added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.3% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros Add 0.34%
  2. Ben Hoskin Add 0.15%
  3. Ron Baron Reduce 0.06%

Who owns LGN

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 0.15%, was 0.09% Add +124.6% 692,150 $59M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06%, was 0.21% Reduce −61.8% 475,469 $41M History
George Soros, Soros Fund Management 0.34%, was 0.08% Add +147.3% 328,000 $28M History
Spencer Waxman, Shannon River Fund Management exited 2026 Q2 Last 2026 Q1 3.6% Exit −3.64% 337,638 $19M History
Ryan Packard, Hiddenite Capital Partners exited 2026 Q2 Last 2026 Q1 3.6% Exit −3.63% 245,000 $14M History

3 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LGN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LGN insider trades
  • None no insider bought on the open market
  • $2.5B sold by 2 insiders outside a trading plan
  • $285K sold by 1 insider under 10b5-1 plans
  1. Philippe Le Bris Chief Accounting Officer
    Planned sale
    $58K 1,058 shares at $55.01 18% of stake
    Traded Sep 18 Filed Sep 22
    ↗
  2. Philippe Le Bris Chief Accounting Officer
    Planned sale
    $227K 4,196 shares at $54.06 41% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  3. Blackstone EMA III L.L.C. 10% owner, +6 joint filers
    Sale
    $831M 15.4M shares at $54.00 44% of stake
    Traded Apr 9 Filed Apr 9
    ↗
  4. Blackstone EMA III L.L.C. 10% owner, +6 joint filers
    Sale
    $56.7M 1,260,326 shares at $45.00 4.8% of stake
    Traded Jan 8 Filed Jan 8
    ↗
  5. Legence Parent ML LLC 10% owner, +8 joint filers
    Sale
    $378M 8,402,178 shares at $45.00 25% of stake
    Traded Dec 16, 2025 Filed Dec 16, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 12 conversions, 11 stock grants, 7 share withholdings for taxes, and 1 option exercise.

Congress

1 member of Congress traded LGN in the last three years: 3 buys and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 3 filed Apr 7
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 15 filed Feb 13
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 24, 2025 filed Dec 15, 2025

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
424B4 Filing Doc
S-1 FORM S-1 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K/A 9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025
Revenue $2.55B
Gross profit $535.92M
Gross margin * 21.0%
Net income -$59.78M
Net margin * -2.3%

Balance sheet

Metric FY2025
Total current assets $1.11B
Total non-current assets * $1.57B
Total assets $2.68B
Total current liabilities $708.16M
Total non-current liabilities * $1.18B
Total equity $392.2M

Cash flow

Metric FY2025
Cash from operations $256.87M
Cash from investing -$54.05M
Cash from financing -$53.83M
Net change in cash $149M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.