As of the latest SEC filings, Legence Corp. (LGN) is held by 255 institutional funds. The largest fund shareholder is Franklin Dynatech Fund (FKDNX), holding an estimated $81,867,000.00 in market value, representing 0.33% of its portfolio.
Funds holding Legence Corp. (LGN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LGN
- CIK:
- 0002052568
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FKDNX
Franklin Dynatech Fund
|
MF | Franklin Templeton | 0.33% | $81,867,000.00 | 1,450,000 | Mar 31, 2026 | May 27, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 1.48% | $76,529,610.36 | 1,355,466 | Mar 31, 2026 | May 29, 2026 |
|
HISGX
Harbor Small Cap Growth Fund
|
MF | Independent / Boutique | 2.88% | $74,460,804.40 | 856,265 | Apr 30, 2026 | Jun 26, 2026 |
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 2.30% | $62,106,000.00 | 1,100,000 | Mar 31, 2026 | May 22, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $61,865,875.62 | 1,095,747 | Mar 31, 2026 | May 28, 2026 |
|
JSVAX
Janus Henderson Contrarian Fund
|
MF | Independent / Boutique | 1.39% | $59,551,636.68 | 1,054,758 | Mar 31, 2026 | May 29, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.26% | $57,373,251.36 | 659,766 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $51,796,516.92 | 917,402 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.57% | $48,102,793.60 | 553,160 | Apr 30, 2026 | Jun 26, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 1.50% | $45,931,790.88 | 813,528 | Mar 31, 2026 | May 29, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $44,938,998.24 | 795,944 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.14% | $44,000,020.80 | 505,980 | Apr 30, 2026 | Jun 26, 2026 |
|
PAVE
Global X U.S. Infrastructure Development ETF
|
ETF | Independent / Boutique | 0.33% | $41,599,849.05 | 716,621 | Feb 28, 2026 | Apr 29, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.57% | $39,415,924.40 | 453,265 | Apr 30, 2026 | Jun 26, 2026 |
|
MRERX
MFS Core Equity Fund
|
MF | Independent / Boutique | 0.50% | $31,771,926.00 | 547,320 | Feb 28, 2026 | Apr 24, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 1.10% | $31,636,048.00 | 363,800 | Apr 30, 2026 | Jun 23, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 1.48% | $30,999,686.85 | 534,017 | Feb 28, 2026 | Apr 24, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.61% | $30,919,758.48 | 355,563 | Apr 30, 2026 | Jun 26, 2026 |
|
PNSAX
Putnam Small Cap Growth Fund
|
MF | Independent / Boutique | 1.00% | $27,238,618.86 | 482,441 | Mar 31, 2026 | May 27, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.07% | $25,283,747.82 | 447,817 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.89% | $24,434,522.10 | 420,922 | Feb 28, 2026 | Apr 24, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.56% | $23,991,394.40 | 275,890 | Apr 30, 2026 | Jun 26, 2026 |
|
LADFX
LORD ABBETT DEVELOPING GROWTH FUND INC
|
MF | Independent / Boutique | 1.06% | $23,459,720.96 | 269,776 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $21,562,017.54 | 381,899 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 0.71% | $15,901,112.10 | 281,635 | Mar 31, 2026 | May 29, 2026 |
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