LGNNasdaqConstruction - Special Trade ContractorsFiscal year ends December 31
Legence Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$44.21+0.68 (+1.56%)
Close on Oct 19, 2026
- Market cap
- $3.36B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.0%
85M of 108M shares
Institutional holders
267
93 new, 21 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $2.53B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Blackstone Management Associates VIII L.P. | 67,301,524 | 67.20% | 13G (passive) amendment | Dec 31, 2025 |
| FMR LLC | 6,545,917 | 11.20% | 13G (passive) | Sep 30, 2025 |
| Blackstone Holdings I/II GP L.L.C. | 50,647,086 | 46.90% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 4,266,143 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LGN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Blackstone Inc. | 19,475,952 | 18.02% | $1.66B | −5,865,413 | 5.04% |
| BlackRock, Inc. | 4,523,195 | 4.19% | $385.51M | +1,876,001 | 0.01% |
| Jupiter Topco LLC | 2,882,048 | 2.67% | $245.63M | New | 0.10% |
| Franklin Resources Inc | 2,870,439 | 2.66% | $244.65M | +558,173 | 0.05% |
| Vanguard Portfolio Management LLC | 2,564,791 | 2.37% | $218.60M | +1,097,928 | 0.01% |
| Healthcare Of Ontario Pension Plan Trust Fund | 2,539,939 | 2.35% | $216.48M | +1,884,939 | 0.30% |
| Vanguard Capital Management LLC | 2,495,846 | 2.31% | $212.72M | +981,172 | 0.00% |
| First Trust Advisors LP | 1,881,424 | 1.74% | $160.35M | +1,735,066 | 0.09% |
| Geode Capital Management, LLC | 1,555,495 | 1.44% | $132.60M | +659,542 | 0.01% |
| Forest Avenue Capital Management LP | 1,546,512 | 1.43% | $131.81M | New | 5.54% |
| Two Sigma Investments, LP | 1,478,072 | 1.37% | $125.98M | +1,410,097 | 0.09% |
| Westfield Capital Management Co LP | 1,341,963 | 1.24% | $114.38M | −519,690 | 0.37% |
| Invesco Ltd. | 1,300,349 | 1.20% | $110.83M | +1,274,382 | 0.01% |
| State Street Corp | 1,296,500 | 1.20% | $110.47M | +474,482 | 0.00% |
| Renaissance Technologies LLC | 1,180,400 | 1.09% | $100.61M | +600,700 | 0.14% |
| Massachusetts Financial Services Co /Ma/ | 1,045,881 | 0.97% | $89.14M | −911,399 | 0.03% |
| Alliancebernstein L.P. | 1,043,580 | 0.97% | $58.92M | +1,004,716 | 0.02% |
| FMR LLC | 974,787 | 0.90% | $83.08M | −1,983,572 | 0.00% |
| Goldman Sachs Group Inc | 914,813 | 0.85% | $77.97M | +794,006 | 0.01% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 864,097 | 0.80% | $73.65M | −350,726 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 267 | 85M | 79.0% | 93 / 102 | 58 / 21 | 32M | 15M |
| Q1 2026 | 197 | 73M | 67.3% | 62 / 79 | 44 / 30 | 13M | 9M |
| Q4 2025 | 169 | 72M | 66.4% | 98 / 38 | 29 / 21 | 23M | 13M |
| Q3 2025 | 95 | 62M | 57.0% | 95 / 0 | 0 / 0 | 62M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LGN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,830,475 | 1.69% | $156.01M | 0.01% | Jun 30, 2026 |
| Franklin Dynatech Fund | 1,700,000 | 1.57% | $144.89M | 0.48% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,599,542 | 1.48% | $136.33M | 1.19% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,508,541 | 1.40% | $128.57M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,322,602 | 1.22% | $112.73M | 0.06% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 1,183,029 | 1.09% | $100.83M | 1.70% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 766,189 | 0.71% | $64.16M | 0.47% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 761,007 | 0.70% | $64.86M | 0.14% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 735,894 | 0.68% | $62.72M | 1.73% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 642,588 | 0.59% | $41.08M | 0.12% | Jul 31, 2026 |
| Putnam Small Cap Growth Fund | 621,970 | 0.58% | $53.01M | 1.56% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 608,279 | 0.56% | $51.84M | 0.05% | Jun 30, 2026 |
| Vanguard Explorer Fund | 545,025 | 0.50% | $34.84M | 0.16% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 542,566 | 0.50% | $46.24M | 0.30% | Jun 30, 2026 |
| MFS Core Equity Fund | 477,783 | 0.44% | $40.01M | 0.62% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey Sprau | Chief Executive Officer, Director | 86,875 | 0.08% | Sep 17, 2026 |
| Bris Philippe Le | Chief Accounting Officer | 4,749 | 0.00% | Sep 22, 2026 |
| Justin Schwartz | Chief Strategy Officer | 10,280 | 0.01% | Sep 17, 2026 |
| Gregory Barnes | See Remarks | 11,776 | 0.01% | Sep 17, 2026 |
| Stephen M. Butz | Chief Financial Officer | 25,276 | 0.02% | Sep 17, 2026 |
| Bryce Seki | General Counsel & Secretary | 11,776 | 0.01% | Sep 17, 2026 |
| Stephen Dale Hansen | Chief Operating Officer | 23,591 | 0.02% | Sep 17, 2026 |
| Robert Crisci | Director | 2,257 | 0.00% | Aug 20, 2026 |
| Terrence Keenen | Director | 15,960 | 0.01% | Jun 11, 2026 |
| David Joseph Coghlan | Director | 5,454 | 0.01% | Jun 11, 2026 |
| Christie B. Kelly | Director | 7,032 | 0.01% | Jun 11, 2026 |
| Bilal Khan | Director | – | – | Sep 11, 2025 |
| Robert Mitchell Nimocks | Director | – | – | Sep 11, 2025 |
| Aggregator II LP Refficiency | 10% owner | – | – | Apr 9, 2026 |
| Parent II ML LLC Legence | 10% owner | – | – | Apr 9, 2026 |
| Holdings I/II GP L.L.C. Blackstone | 10% owner | 50,647,086 | 46.86% | Apr 9, 2026 |
| Parent ML LLC Legence | 10% owner | 66,041,198 | 61.11% | Apr 9, 2026 |
| Holdings II L.P. Blackstone | 10% owner | 66,821,319 | 61.83% | Apr 9, 2026 |
| Inc. Blackstone | 10% owner | – | – | Apr 9, 2026 |
| Group Management L.L.C. Blackstone | 10% owner | – | – | Apr 9, 2026 |
| Stephen A. Schwarzman | 10% owner | 72,502,332 | 67.08% | Apr 9, 2026 |
| Refficiency Aggregator LP BX | 10% owner | 46,859,333 | 43.36% | Apr 9, 2026 |
| Viii L.L.C. Bma | 10% owner | – | – | Apr 9, 2026 |
| Energy Management Associates III L.P. Blackstone | 10% owner | – | – | Apr 9, 2026 |
| 8/BEP 3 Holdings Manager L.L.C. BCP | 10% owner | 60,175,785 | 55.68% | Apr 9, 2026 |
| EMA III L.L.C. Blackstone | 10% owner | – | – | Apr 9, 2026 |
| Parent II LLC Legence | 10% owner | – | – | Apr 9, 2026 |
| Management Associates VIII L.P. Blackstone | 10% owner | – | – | Apr 9, 2026 |
| Parent Llc Legence | 10% owner | 72,502,332 | 67.08% | Apr 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bris Philippe Le Chief Accounting Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −1,058 | $55.01 | $58.20K | 4,749 |
| Bris Philippe Le Chief Accounting Officer | Sep 15, 2026 | Tax withholding | −341 | $53.03 | $18.08K | 5,807 |
| Bris Philippe Le Chief Accounting Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −4,196 | $54.06 | $226.84K | 6,148 |
| Bris Philippe Le Chief Accounting Officer | Sep 15, 2026 | Option exercise | +4,196 | $28.00 | $117.49K | 10,344 |
| Stephen Dale Hansen Chief Operating Officer | Sep 15, 2026 | Tax withholding | −1,671 | $53.03 | $88.61K | 23,591 |
| Stephen M. Butz Chief Financial Officer | Sep 15, 2026 | Tax withholding | −2,343 | $53.03 | $124.25K | 25,276 |
| Jeffrey Sprau Chief Executive Officer, Director | Sep 15, 2026 | Tax withholding | −9,792 | $53.03 | $519.27K | 86,875 |
| Gregory Barnes See Remarks | Sep 15, 2026 | Tax withholding | −653 | $53.03 | $34.63K | 11,776 |
| Justin Schwartz Chief Strategy Officer | Sep 15, 2026 | Tax withholding | −768 | $53.03 | $40.73K | 10,280 |
| Bryce Seki General Counsel & Secretary | Sep 15, 2026 | Tax withholding | −653 | $53.03 | $34.63K | 11,776 |
| Robert Crisci Director | Aug 18, 2026 | Award | +2,257 | – | – | 2,257 |
| David Joseph Coghlan Director | Jun 11, 2026 | Award | +1,675 | – | – | 5,454 |
| Christie B. Kelly Director | Jun 11, 2026 | Award | +1,675 | – | – | 7,032 |
| Terrence Keenen Director | Jun 11, 2026 | Award | +1,675 | – | – | 15,960 |
| Holdings I/II GP L.L.C. Blackstone 10% owner | Apr 9, 2026 | Sale | −9,528,699 | $54.00 | $514.55M | 178,571 |
| Holdings I/II GP L.L.C. Blackstone 10% owner | Apr 9, 2026 | Conversion | +9,528,699 | – | – | 9,707,270 |
| Holdings I/II GP L.L.C. Blackstone 10% owner | Apr 9, 2026 | Sale | −5,865,413 | $54.00 | $316.73M | 19,297,381 |
| Holdings I/II GP L.L.C. Blackstone 10% owner | Apr 9, 2026 | Conversion | −9,528,699 | – | – | 31,171,134 |
| 8/BEP 3 Holdings Manager L.L.C. BCP 10% owner | Apr 9, 2026 | Conversion | −9,528,699 | – | – | 31,171,134 |
| 8/BEP 3 Holdings Manager L.L.C. BCP 10% owner | Apr 9, 2026 | Conversion | +9,528,699 | – | – | 9,707,270 |
| 8/BEP 3 Holdings Manager L.L.C. BCP 10% owner | Apr 9, 2026 | Sale | −9,528,699 | $54.00 | $514.55M | 178,571 |
| 8/BEP 3 Holdings Manager L.L.C. BCP 10% owner | Apr 9, 2026 | Sale | −5,865,413 | $54.00 | $316.73M | 19,297,381 |
| Stephen Dale Hansen Chief Operating Officer | Mar 16, 2026 | Award | +8,298 | – | – | 25,262 |
| Stephen M. Butz Chief Financial Officer | Mar 16, 2026 | Award | +9,762 | – | – | 27,619 |
| Bris Philippe Le Chief Accounting Officer | Mar 16, 2026 | Award | +1,952 | – | – | 6,148 |
| Gregory Barnes Chief Human Resources Officer | Mar 16, 2026 | Award | +4,393 | – | – | 12,429 |
| Jeffrey Sprau Chief Executive Officer, Director | Mar 16, 2026 | Award | +34,167 | – | – | 96,667 |
| Justin Schwartz Chief Strategy Officer | Mar 16, 2026 | Award | +3,905 | – | – | 11,048 |
| Bryce Seki General Counsel & Secretary | Mar 16, 2026 | Award | +4,393 | – | – | 12,429 |
| Holdings II L.P. Blackstone 10% owner | Jan 8, 2026 | Conversion | +780,121 | – | – | 958,692 |
| Holdings II L.P. Blackstone 10% owner | Jan 8, 2026 | Conversion | −780,121 | – | – | 40,699,833 |
| Holdings II L.P. Blackstone 10% owner | Jan 8, 2026 | Sale | −780,121 | $45.00 | $35.11M | 178,571 |
| Holdings II L.P. Blackstone 10% owner | Jan 8, 2026 | Sale | −480,205 | $45.00 | $21.61M | 25,162,794 |
| Parent ML LLC Legence 10% owner | Jan 8, 2026 | Sale | −480,205 | $45.00 | $21.61M | 25,162,794 |
| Parent ML LLC Legence 10% owner | Jan 8, 2026 | Sale | −780,121 | $45.00 | $35.11M | 178,571 |
| Parent ML LLC Legence 10% owner | Jan 8, 2026 | Conversion | −780,121 | – | – | 40,699,833 |
| Parent ML LLC Legence 10% owner | Jan 8, 2026 | Conversion | +780,121 | – | – | 958,692 |
| Stephen A. Schwarzman 10% owner | Dec 16, 2025 | Sale | −3,201,370 | $45.00 | $144.06M | 25,642,999 |
| Stephen A. Schwarzman 10% owner | Dec 16, 2025 | Conversion | +5,200,808 | – | – | 5,379,379 |
| Stephen A. Schwarzman 10% owner | Dec 16, 2025 | Sale | −5,200,808 | $45.00 | $234.04M | 178,571 |
| Stephen A. Schwarzman 10% owner | Dec 16, 2025 | Conversion | −5,200,808 | – | – | 41,479,954 |
| Parent Llc Legence 10% owner | Dec 16, 2025 | Conversion | +5,200,808 | – | – | 5,379,379 |
| Parent Llc Legence 10% owner | Dec 16, 2025 | Sale | −5,200,808 | $45.00 | $234.04M | 178,571 |
| Parent Llc Legence 10% owner | Dec 16, 2025 | Conversion | −5,200,808 | – | – | 41,479,954 |
| Parent Llc Legence 10% owner | Dec 16, 2025 | Sale | −3,201,370 | $45.00 | $144.06M | 25,642,999 |
| Bris Philippe Le Chief Accounting Officer | Sep 15, 2025 | Award | +4,196 | – | – | 4,196 |
| Bryce Seki General Counsel & Secretary | Sep 15, 2025 | Award | +8,036 | – | – | 8,036 |
| Gregory Barnes Chief Human Resources Officer | Sep 15, 2025 | Award | +8,036 | – | – | 8,036 |
| Stephen M. Butz Chief Financial Officer | Sep 15, 2025 | Award | +17,857 | – | – | 17,857 |
| Christie B. Kelly Director | Sep 15, 2025 | Award | +5,357 | – | – | 5,357 |
| Jeffrey Sprau Chief Executive Officer, Director | Sep 15, 2025 | Award | +62,500 | – | – | 62,500 |
| Terrence Keenen Director | Sep 15, 2025 | Buy | +8,928 | $28.00 | $249.98K | 8,928 |
| Terrence Keenen Director | Sep 15, 2025 | Award | +5,357 | – | – | 14,285 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bris Philippe Le Officer | Sep 18, 2026 | 1,058 | $58.20K | Sep 18, 2026 | Stock Option Exercise |
| Bris Philippe Le Officer | Sep 16, 2026 | 4,196 | $226.84K | Sep 16, 2026 | Stock Option Exercise |