Legence Corp. Class A Common stock (LGN)
San Jose, CA, US
Legence Corp., a company established in 1914 and based in San Jose, California, specializes in providing engineering, installation, and maintenance services for essential building systems throughout the United States. Its operations are structured into two key divisions: Engineering & Consulting, and Installation & Maintenance. The Engineering & Consulting segment focuses on designing HVAC and other mechanical, electrical, and plumbing (MEP) systems for various structures. It also develops strategies to improve energy efficiency and sustainability within buildings, while offering comprehensive program and project management for client installation and modernization initiatives. In contrast, the Installation & Maintenance segment is responsible for fabricating and integrating HVAC, process piping, and other MEP systems into both new and existing industrial, commercial, and institutional facilities, alongside delivering continuous preventative and corrective maintenance for these systems. Legence Corp. caters to a diverse range of industries, including data centers, semiconductor production, precision manufacturing, life sciences, healthcare, education, commercial real estate, and the public sector.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.40% | +0.85% | +52.95% | +109.21% | +200.12% | +132.34% | +227.87% | +227.87% | +227.87% | +227.87% | +227.87% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 14 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 5 |
85.80
+22.5%
|
| Last Quarter | 6 |
82.83
+18.2%
|
| Last Year | 23 |
53.41
-23.8%
|
| All Time | 23 |
53.41
-23.8%
|
-
Revenue growth Engineering & Construction: +6.7%+21.5% ★ Q1'26: +105.1% (vs Q1'25)
-
EPS growth Engineering & Construction: +20.8%-1,157.6% Q1'26: +161.9% (vs Q1'25)
-
FCF margin FCF growth · Engineering & Construction: +51.6%+4.4% ★ Q1'26: +9.9% (vs Q1'25)
-
EBIT margin Engineering & Construction: +7.0%+3.8% Q1'26: +0.0% (vs Q1'25)
-
ROIC Engineering & Construction: +6.4%+6.3% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Engineering & Construction: +0.0%+1.5% Q1'26: +85.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Engineering & Construction: -0.38×4.87× Q1'26: 0.75× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 8 EPS Ana. |
Dec 2027 10 Rev. Ana. 7 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
2.55B
est: 2.43B (+4.8%)
|
3.90B
3.76B – 3.91B
+60.2% YoY
|
4.41B
4.26B – 4.56B
+13.1% YoY
|
5.09B
5.06B – 5.11B
+15.4% YoY
|
5.62B
5.42B – 5.90B
+10.5% YoY
|
6.13B
5.91B – 6.43B
+9.1% YoY
|
| EBITDA |
196.00M
est: 272.35M (-28.0%)
|
436.37M
420.58M – 437.51M
+60.2% YoY
|
493.38M
476.78M – 509.98M
+13.1% YoY
|
569.25M
566.98M – 571.53M
+15.4% YoY
|
628.99M
606.22M – 660.00M
+10.5% YoY
|
686.44M
661.60M – 720.28M
+9.1% YoY
|
| EBIT |
95.63M
est: 297.73M (-67.9%)
|
477.02M
459.76M – 478.26M
+60.2% YoY
|
539.34M
521.19M – 557.49M
+13.1% YoY
|
622.29M
619.80M – 624.77M
+15.4% YoY
|
687.58M
662.70M – 721.48M
+10.5% YoY
|
750.39M
723.23M – 787.38M
+9.1% YoY
|
| Net Income |
-59.78M
est: -12.10M (-394.0%)
|
72.21M
52.75M – 91.67M
+696.7% YoY
|
87.81M
74.11M – 101.51M
+21.6% YoY
|
115.52M
109.16M – 121.89M
+31.6% YoY
|
167.03M
159.17M – 177.74M
+44.6% YoY
|
181.88M
173.33M – 193.54M
+8.9% YoY
|
| SGA |
342.63M
est: 294.32M (+16.4%)
|
471.57M
454.50M – 472.80M
+60.2% YoY
|
533.18M
515.23M – 551.12M
+13.1% YoY
|
615.17M
612.72M – 617.63M
+15.4% YoY
|
679.72M
655.13M – 713.24M
+10.5% YoY
|
741.81M
714.97M – 778.38M
+9.1% YoY
|
| EPS |
-1.01
est: -0.21 (-387.6%)
|
1.13
0.89 – 1.54
+645.4% YoY
|
1.54
1.25 – 1.71
+36.5% YoY
|
1.93
1.84 – 2.05
+25.1% YoY
|
2.81
2.68 – 2.99
+45.8% YoY
|
3.06
2.92 – 3.26
+8.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-16 | Tigress Financial | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 95.0K +95.0K (+100.0%) | 4.09B +4.1B (+100.0%) | 0.09% +0.093 pp | 3.24% +3.243 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 2 | BLACKSTONE INC. | 25.82M -3.2M (-11.0%) | 1.11B +217.2M (+24.3%) | 44.13% +15.594 pp | 4.39% +0.792 pp | USD30.81 +39.7% | 2 qtrs — |
| 3 | JANUS HENDERSON GROUP PLC | 4.40M +2.5M (+128.4%) | 189.44M +130.1M (+219.2%) | 4.33% +2.433 pp | 0.08% +0.058 pp | USD37.69 +14.2% | 2 qtrs — |
| 4 | FMR LLC | 4.01M -2.5M (-38.8%) | 172.47M -29.2M (-14.5%) | 3.94% -7.247 pp | 0.01% -0.002 pp | USD30.81 +39.7% | 2 qtrs — |
| 5 | VANGUARD GROUP INC | 3.23M +1.4M (+78.1%) | 138.92M +83.1M (+148.8%) | 5.52% +3.734 pp | 0.00% +0.001 pp | USD36.17 +19.0% | 2 qtrs — |
| 6 | BLACKROCK, INC. | 2.48M +2.5M (+4,681,360.4%) | 106.79M +106.8M (+6,547,400.2%) | 4.24% +4.241 pp | 0.00% +0.002 pp | USD43.04 +0.0% | 2 qtrs — |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.02M -367.4K (-15.4%) | 86.78M +13.3M (+18.2%) | 1.98% -0.361 pp | 0.03% +0.005 pp | USD30.81 +39.7% | 2 qtrs — |
| 8 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.61M +1.6M (+100.0%) | 69.44M +69.4M (+100.0%) | 1.59% +1.586 pp | 0.29% +0.289 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 9 | MUNRO PARTNERS | 1.40M +1.3M (+1,875.9%) | 60.11M +57.9M (+2,660.2%) | 2.39% +2.318 pp | 1.56% +1.503 pp | USD42.42 +1.5% | 2 qtrs — |
| 10 | BAMCO INC /NY/ | 1.40M +3.2K (+0.2%) | 60.07M +17.2M (+40.0%) | 1.37% +0.003 pp | 0.16% +0.049 pp | USD30.84 +39.6% | 2 qtrs — |
| 11 | FRANKLIN RESOURCES INC | 1.38M -22.6K (-1.6%) | 59.57M +16.2M (+37.5%) | 1.36% -1.043 pp | 0.01% +0.004 pp | USD30.81 +39.7% | 2 qtrs — |
| 12 | MEREWETHER INVESTMENT MANAGEMENT, LP | 1.13M -172.4K (-13.2%) | 48.83M +8.6M (+21.3%) | 1.94% +0.654 pp | 1.12% +0.160 pp | USD30.81 +39.7% | 2 qtrs — |
| 13 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.02M -34.7K (-3.3%) | 43.90M +11.4M (+35.1%) | 1.74% +0.706 pp | 0.05% -0.034 pp | USD30.81 +39.7% | 2 qtrs — |
| 14 | LOOMIS SAYLES & CO L P | 947.1K +447.7K (+89.7%) | 40.76M +25.4M (+164.9%) | 0.93% +0.078 pp | 0.05% +0.031 pp | USD36.59 +17.6% | 2 qtrs — |
| 15 | ALLIANCEBERNSTEIN L.P. | 876.1K -517.1K (-37.1%) | 37.71M -5.2M (-12.2%) | 1.50% +0.127 pp | 0.01% -0.002 pp | USD30.81 +39.7% | 2 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 866.9K +820.4K (+1,764.9%) | 37.32M +35.9M (+2,505.7%) | 1.48% +1.436 pp | 0.00% +0.002 pp | USD42.38 +1.6% | 2 qtrs — |
| 17 | CI INVESTMENTS INC. | 788.3K +754.2K (+2,209.7%) | 33.93M +32.9M (+3,125.1%) | 0.78% +0.742 pp | 0.15% +0.145 pp | USD42.51 +1.2% | 2 qtrs — |
| 18 | NORGES BANK | 705.0K +705.0K (+100.0%) | 30.34M +30.3M (+100.0%) | 0.69% +0.693 pp | 0.00% +0.003 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 19 | STATE STREET CORP | 703.6K +703.6K (+100.0%) | 30.28M +30.3M (+100.0%) | 1.20% +1.203 pp | 0.00% +0.001 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 20 | DRIEHAUS CAPITAL MANAGEMENT LLC | 686.5K +686.5K (+100.0%) | 29.55M +29.5M (+100.0%) | 1.17% +1.173 pp | 0.20% +0.201 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 21 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 675.0K +500.0K (+285.7%) | 29.05M +23.7M (+438.8%) | 1.15% +0.855 pp | 0.05% +0.039 pp | USD39.87 +8.0% | 2 qtrs — |
| 22 | CITADEL ADVISORS LLC | 622.8K +522.8K (+522.8%) | 26.81M +23.7M (+770.0%) | 1.06% +0.966 pp | 0.00% +0.004 pp | USD41.08 +4.8% | 2 qtrs — |
| 23 | SEVEN GRAND MANAGERS, LLC | 600.0K +200.0K (+50.0%) | 25.82M +13.5M (+109.5%) | 0.59% +0.197 pp | 1.97% +0.966 pp | USD34.89 +23.4% | 2 qtrs — |
| 24 | ENGLE CAPITAL MANAGEMENT, L.P. | 559.0K +559.0K (+100.0%) | 24.06M +24.1M (+100.0%) | 0.55% +0.550 pp | 9.28% +9.284 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 25 | ARROWMARK COLORADO HOLDINGS LLC | 510.4K -89.6K (-14.9%) | 21.97M +3.5M (+18.8%) | 0.87% +0.282 pp | 0.48% +0.140 pp | USD30.81 +39.7% | 2 qtrs — |
| 26 | FEDERATED HERMES, INC. | 506.8K +56.8K (+12.6%) | 21.81M +7.9M (+57.3%) | 0.50% +0.056 pp | 0.04% +0.012 pp | USD32.18 +33.7% | 2 qtrs — |
| 27 | GHISALLO CAPITAL MANAGEMENT LLC | 500.0K +350.0K (+233.3%) | 21.52M +16.9M (+365.6%) | 0.85% +0.707 pp | 0.96% +0.810 pp | USD39.37 +9.3% | 2 qtrs — |
| 28 | GW&K INVESTMENT MANAGEMENT, LLC | 491.5K +491.5K (+100.0%) | 21.15M +21.2M (+100.0%) | 0.48% +0.483 pp | 0.18% +0.183 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 29 | FRED ALGER MANAGEMENT, LLC | 490.3K +490.3K (+100.0%) | 21.10M +21.1M (+100.0%) | 0.84% +0.838 pp | 0.08% +0.083 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 30 | HBK INVESTMENTS L P | 450.0K +190.0K (+73.1%) | 19.37M +11.4M (+141.8%) | 0.77% +0.325 pp | 0.15% +0.064 pp | USD35.97 +19.7% | 2 qtrs — |
| 31 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 437.5K -196.2K (-31.0%) | 18.83M -693.4K (-3.6%) | 0.43% -0.193 pp | 0.28% +0.005 pp | USD30.81 +39.7% | 2 qtrs — |
| 32 | BURKEHILL GLOBAL MANAGEMENT, LP | 425.0K +200.0K (+88.9%) | 18.29M +11.4M (+163.9%) | 0.73% +0.505 pp | 1.20% +0.811 pp | USD36.57 +17.7% | 2 qtrs — |
| 33 | CLEARBRIDGE INVESTMENTS, LLC | 401.7K +1.7K (+0.4%) | 17.29M +5.0M (+40.3%) | 0.39% -0.289 pp | 0.01% +0.005 pp | USD30.86 +39.5% | 2 qtrs — |
| 34 | YAUPON CAPITAL MANAGEMENT LP | 399.8K -225.2K (-36.0%) | 17.21M -2.0M (-10.6%) | 0.39% -0.221 pp | 0.62% -0.115 pp | USD30.81 +39.7% | 2 qtrs — |
| 35 | ALBERTA INVESTMENT MANAGEMENT CORP | 392.7K +92.7K (+30.9%) | 16.90M +7.7M (+82.9%) | 0.67% +0.376 pp | 0.10% +0.034 pp | USD33.70 +27.7% | 2 qtrs — |
| 36 | ROYCE & ASSOCIATES LP | 337.9K +305.9K (+955.5%) | 14.54M +13.6M (+1,374.5%) | 0.33% +0.301 pp | 0.15% +0.138 pp | USD41.88 +2.8% | 2 qtrs — |
| 37 | SHANNON RIVER FUND MANAGEMENT LLC | 334.9K +334.9K (+100.0%) | 14.41M +14.4M (+100.0%) | 0.33% +0.329 pp | 2.26% +2.261 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 38 | RENAISSANCE TECHNOLOGIES LLC | 309.1K +309.1K (+100.0%) | 13.30M +13.3M (+100.0%) | 0.53% +0.528 pp | 0.02% +0.021 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 301.4K +301.4K (+100.0%) | 12.97M +13.0M (+100.0%) | 0.30% +0.296 pp | 0.00% +0.002 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 40 | MARSHALL WACE, LLP | 300.5K +56.9K (+23.4%) | 12.93M +5.4M (+72.4%) | 0.51% +0.097 pp | 0.01% +0.004 pp | USD33.13 +29.9% | 2 qtrs — |
| 41 | FREESTONE GROVE PARTNERS LP | 289.9K +289.9K (+100.0%) | 12.48M +12.5M (+100.0%) | 0.50% +0.496 pp | 0.09% +0.090 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 42 | NORTHERN TRUST CORP | 277.8K +277.8K (+100.0%) | 11.95M +12.0M (+100.0%) | 0.27% +0.273 pp | 0.00% +0.002 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 43 | BANK OF AMERICA CORP /DE/ | 260.2K +154.7K (+146.7%) | 11.20M +8.0M (+244.6%) | 0.44% +0.341 pp | 0.00% +0.001 pp | USD38.08 +13.0% | 2 qtrs — |
| 44 | HEL VED CAPITAL MANAGEMENT LTD | 255.8K +255.8K (+100.0%) | 11.01M +11.0M (+100.0%) | 0.25% +0.252 pp | 2.96% +2.958 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 45 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 251.7K +46.4K (+22.6%) | 10.83M +4.5M (+71.3%) | 0.43% +0.228 pp | 0.11% +0.032 pp | USD33.07 +30.1% | 2 qtrs — |
| 46 | SUMMIT CREEK ADVISORS LLC | 247.8K +247.8K (+100.0%) | 10.66M +10.7M (+100.0%) | 0.24% +0.244 pp | 1.68% +1.678 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 47 | NEXT CENTURY GROWTH INVESTORS LLC | 242.0K +84.0K (+53.1%) | 10.42M +5.5M (+113.9%) | 0.41% +0.258 pp | 0.72% +0.369 pp | USD35.05 +22.8% | 2 qtrs — |
| 48 | RAYMOND JAMES FINANCIAL INC | 240.9K +3.0K (+1.3%) | 10.37M +3.0M (+41.5%) | 0.24% +0.003 pp | 0.00% +0.001 pp | USD30.96 +39.0% | 2 qtrs — |
| 49 | PEREGRINE CAPITAL MANAGEMENT LLC | 240.9K -15.4K (-6.0%) | 10.37M +2.5M (+31.3%) | 0.24% -0.015 pp | 0.32% +0.080 pp | USD30.81 +39.7% | 2 qtrs — |
| 50 | COVALIS CAPITAL LLP | 184.4K +184.4K (+100.0%) | 7.94M +7.9M (+100.0%) | 0.18% +0.181 pp | 0.56% +0.557 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 51 | LAZARD ASSET MANAGEMENT LLC | 184.1K +42.8K (+30.3%) | 7.92M +3.6M (+82.1%) | 0.31% +0.176 pp | 0.01% +0.008 pp | USD33.66 +27.9% | 2 qtrs — |
| 52 | BALYASNY ASSET MANAGEMENT L.P. | 168.7K +168.7K (+100.0%) | 7.26M +7.3M (+100.0%) | 0.17% +0.166 pp | 0.01% +0.009 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 53 | LORD, ABBETT & CO. LLC | 164.7K -356.7K (-68.4%) | 7.09M -9.0M (-55.9%) | 0.16% -0.729 pp | 0.02% -0.026 pp | USD30.81 +39.7% | 2 qtrs — |
| 54 | HIDDENITE CAPITAL PARTNERS LP | 152.6K +152.6K (+100.0%) | 6.57M +6.6M (+100.0%) | 0.15% +0.150 pp | 0.85% +0.852 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 55 | 1832 ASSET MANAGEMENT L.P. | 146.1K +146.1K (+100.0%) | 6.29M +6.3M (+100.0%) | 0.25% +0.250 pp | 0.00% +0.005 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 56 | MORGAN STANLEY | 146.1K +116.8K (+397.8%) | 6.29M +5.4M (+595.5%) | 0.25% +0.221 pp | 0.00% +0.000 pp | USD40.58 +6.1% | 2 qtrs — |
| 57 | MONASHEE INVESTMENT MANAGEMENT LLC | 137.9K -12.1K (-8.0%) | 5.94M +1.3M (+28.5%) | 0.14% -0.012 pp | 3.35% +1.041 pp | USD30.81 +39.7% | 2 qtrs — |
| 58 | TWO SIGMA INVESTMENTS, LP | 130.9K +122.4K (+1,439.6%) | 5.63M +5.4M (+2,050.7%) | 0.22% +0.215 pp | 0.01% +0.008 pp | USD42.25 +1.9% | 2 qtrs — |
| 59 | SCHONFELD STRATEGIC ADVISORS LLC | 129.0K -141.2K (-52.3%) | 5.55M -2.8M (-33.3%) | 0.13% -0.139 pp | 0.02% -0.023 pp | USD30.81 +39.7% | 2 qtrs — |
| 60 | SOROS FUND MANAGEMENT LLC | 128.6K -5.1K (-3.8%) | 5.53M +1.4M (+34.4%) | 0.13% -0.005 pp | 0.06% +0.006 pp | USD30.81 +39.7% | 2 qtrs — |
| 61 | HUDSON BAY CAPITAL MANAGEMENT LP | 121.3K +113.9K (+1,541.2%) | 5.22M +5.0M (+2,192.7%) | 0.21% +0.200 pp | 0.02% +0.016 pp | USD42.29 +1.8% | 2 qtrs — |
| 62 | POINT72 ASSET MANAGEMENT, L.P. | 117.2K -308.4K (-72.5%) | 5.05M -8.1M (-61.5%) | 0.12% -0.303 pp | 0.01% -0.016 pp | USD30.81 +39.7% | 2 qtrs — |
| 63 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 106.3K -429.1K (-80.1%) | 4.58M -12.4M (-73.0%) | 0.18% -0.345 pp | 0.01% -0.020 pp | USD30.81 +39.7% | 2 qtrs — |
| 64 | POTRERO CAPITAL RESEARCH LLC | 93.3K -50.0K (-34.9%) | 4.02M -398.8K (-9.0%) | 0.16% +0.019 pp | 1.35% +0.845 pp | USD30.81 +39.7% | 2 qtrs — |
| 65 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 86.7K +79.3K (+1,073.4%) | 3.73M +3.5M (+1,539.2%) | 0.09% +0.078 pp | 0.01% +0.006 pp | USD42.00 +2.5% | 2 qtrs — |
| 66 | WARATAH CAPITAL ADVISORS LTD. | 85.6K +85.6K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.08% +0.084 pp | 0.12% +0.124 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 67 | ASSET MANAGEMENT ONE CO., LTD. | 83.9K +83.9K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.08% +0.083 pp | 0.01% +0.010 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 68 | MAWER INVESTMENT MANAGEMENT LTD. | 85.3K +85.3K (+100.0%) | 3.67M +3.7M (+100.0%) | 0.08% +0.084 pp | 0.02% +0.021 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 69 | UBS GROUP AG | 85.0K -39.9K (-31.9%) | 3.66M -188.8K (-4.9%) | 0.15% -0.068 pp | 0.00% +0.000 pp | USD30.81 +39.7% | 2 qtrs — |
| 70 | BANK OF NEW YORK MELLON CORP | 85.0K +85.0K (+100.0%) | 3.66M +3.7M (+100.0%) | 0.08% +0.084 pp | 0.00% +0.001 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 71 | NUVEEN, LLC | 79.8K +79.8K (+100.0%) | 3.43M +3.4M (+100.0%) | 0.14% +0.136 pp | 0.00% +0.001 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 72 | THRIVENT FINANCIAL FOR LUTHERANS | 77.7K -27.2K (-25.9%) | 3.34M +112.0K (+3.5%) | 0.08% -0.027 pp | 0.01% 0.000 pp | USD30.81 +39.7% | 2 qtrs — |
| 73 | LMR PARTNERS LLP | 75.5K +75.5K (+100.0%) | 3.25M +3.2M (+100.0%) | 0.13% +0.129 pp | 0.01% +0.006 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 74 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 73.9K +73.9K (+100.0%) | 3.18M +3.2M (+100.0%) | 0.07% +0.073 pp | 0.01% +0.009 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 75 | SQUAREPOINT OPS LLC | 70.0K +— (+0.0%) | 3.01M +856.1K (+39.7%) | 0.07% +0.000 pp | 0.00% +0.001 pp | USD30.81 +39.7% | 2 qtrs — |
| 76 | NEEDHAM INVESTMENT MANAGEMENT LLC | 67.5K +32.5K (+92.9%) | 2.91M +1.8M (+169.4%) | 0.12% +0.081 pp | 0.18% +0.108 pp | USD36.70 +17.3% | 2 qtrs — |
| 77 | LA BANQUE POSTALE ASSET MANAGEMENT SA | 67.1K +67.1K (+100.0%) | 2.89M +2.9M (+100.0%) | 0.07% +0.066 pp | 0.03% +0.034 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 78 | LAURION CAPITAL MANAGEMENT LP | 62.2K -2.8K (-4.3%) | 2.68M +675.7K (+33.7%) | 0.11% +0.042 pp | 0.10% +0.065 pp | USD30.81 +39.7% | 2 qtrs — |
| 79 | KERRISDALE ADVISERS, LLC | 61.5K +61.5K (+100.0%) | 2.65M +2.6M (+100.0%) | 0.11% +0.105 pp | 1.25% +1.247 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 80 | BARCLAYS PLC | 59.9K +38.6K (+180.6%) | 2.58M +1.9M (+292.0%) | 0.10% +0.081 pp | 0.00% +0.001 pp | USD38.68 +11.3% | 2 qtrs — |
| 81 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 59.5K +59.5K (+100.0%) | 2.56M +2.6M (+100.0%) | 0.10% +0.102 pp | 0.00% +0.005 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 82 | JANE STREET GROUP, LLC | 57.7K -255.6K (-81.6%) | 2.48M -7.2M (-74.3%) | 0.10% -0.437 pp | 0.00% -0.001 pp | USD30.81 +39.7% | 2 qtrs — |
| 83 | RUSSELL INVESTMENTS GROUP, LTD. | 57.2K +57.2K (+100.0%) | 2.46M +2.5M (+100.0%) | 0.06% +0.056 pp | 0.00% +0.003 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 84 | WELLS FARGO & COMPANY/MN | 56.7K +48.6K (+602.7%) | 2.44M +2.2M (+881.7%) | 0.10% +0.083 pp | 0.00% +0.000 pp | USD41.30 +4.2% | 2 qtrs — |
| 85 | ELEMENT CAPITAL MANAGEMENT LLC | 56.7K +56.7K (+100.0%) | 2.44M +2.4M (+100.0%) | 0.10% +0.097 pp | 1.17% +1.166 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 86 | GOLDMAN SACHS GROUP INC | 55.9K -74.2K (-57.0%) | 2.41M -1.6M (-39.9%) | 0.10% -0.032 pp | 0.00% 0.000 pp | USD30.81 +39.7% | 2 qtrs — |
| 87 | WINTON GROUP LTD | 48.4K +48.4K (+100.0%) | 2.08M +2.1M (+100.0%) | 0.05% +0.048 pp | 0.07% +0.072 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 88 | WALLEYE CAPITAL LLC | 47.2K -31.9K (-40.4%) | 2.03M -407.1K (-16.7%) | 0.05% -0.031 pp | 0.01% -0.003 pp | USD30.81 +39.7% | 2 qtrs — |
| 89 | SEI INVESTMENTS CO | 44.9K -2.1K (-4.4%) | 1.93M +485.3K (+33.5%) | 0.04% -0.036 pp | 0.00% +0.000 pp | USD30.81 +39.7% | 2 qtrs — |
| 90 | RHUMBLINE ADVISERS | 40.9K +40.9K (+100.0%) | 1.76M +1.8M (+100.0%) | 0.07% +0.070 pp | 0.00% +0.001 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 91 | FORTRESS INVESTMENT GROUP LLC | 40.7K -235.0K (-85.2%) | 1.75M -6.7M (-79.4%) | 0.07% -0.202 pp | 0.41% -0.717 pp | USD30.81 +39.7% | 2 qtrs — |
| 92 | PICTET ASSET MANAGEMENT HOLDING SA | 40.0K +40.0K (+100.0%) | 1.72M +1.7M (+100.0%) | 0.04% +0.039 pp | 0.00% +0.002 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 93 | AROSA CAPITAL MANAGEMENT LP | 40.0K +40.0K (+100.0%) | 1.72M +1.7M (+100.0%) | 0.04% +0.039 pp | 0.22% +0.216 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 94 | DIAMETRIC CAPITAL, LP | 39.1K +32.1K (+454.8%) | 1.68M +1.5M (+675.0%) | 0.07% +0.055 pp | 0.45% +0.371 pp | USD40.84 +5.4% | 2 qtrs — |
| 95 | POLYMER CAPITAL MANAGEMENT (US) LLC | 33.6K +33.6K (+100.0%) | 1.45M +1.4M (+100.0%) | 0.06% +0.057 pp | 0.15% +0.152 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 96 | FIRST TRUST ADVISORS LP | 30.3K +30.3K (+100.0%) | 1.30M +1.3M (+100.0%) | 0.05% +0.052 pp | 0.00% +0.001 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 97 | VOLEON CAPITAL MANAGEMENT LP | 27.9K +27.9K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.05% +0.048 pp | 0.03% +0.026 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 98 | DLD ASSET MANAGEMENT, LP | 25.0K +25.0K (+100.0%) | 1.08M +1.1M (+100.0%) | 0.04% +0.043 pp | 0.08% +0.080 pp | USD43.04 +0.0% | 1 qtrs NEW |
| 99 | INVESCO LTD. | 23.6K +23.6K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD43.04 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered! HVAC | 2.01% | 312.0K | 35.61% |
| 2 | First Trust RBA American Industrial RenaissanceTM ETF AIRR | 1.10% | 119.30M | 0.69% |
| 3 | First Trust US Equity Opportunities ETF FPX | 1.08% | 17.09M | 0.57% |
| 4 | First Trust US Equity Opportunities UCITS ETF FPX.L | 1.01% | 183.8K | 0.65% |
| 5 | Franklin Small Cap Enhanced ETF FSML | 0.91% | 1.35M | 0.45% |
| 6 | Franklin Intelligent Machines ETF IQM | 0.75% | 810.1K | 0.50% |
| 7 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.67% | 1.10M | 0.51% |
| 8 | Janus Henderson Small Cap Growth Alpha ETF JSML | 0.58% | 2.16M | 0.30% |
| 9 | Global X - U.S. Infrastructure Development ETF PAVE | 0.42% | 58.23M | 0.47% |
| 10 | Global X - U.S. Infrastructure Development UCITS ETF PAVE.L | 0.40% | 3.23M | 0.47% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | Legence Parent ML LLC | 10% Owner | C-Conversion | D | Class B Units of Legence Holdings LLC | 9,528,699 | 0.00 | — | 31,171,134 | I | ↗ |
| 2026-04-09 | Blackstone EMA III L.L.C. | 10% Owner | C-Conversion | D | Class B Common Stock | 9,528,699 | 0.00 | — | 31,171,134 | I | ↗ |
| 2026-03-16 | Sprau Jeffrey | Director / Officer | A-Award | A | Employee Stock Options | 63,177 | 50.90 | 3.22M | 63,177 | D | ↗ |
| 2026-03-16 | Seki Bryce | Officer | A-Award | A | Employee Stock Options | 8,123 | 50.90 | 413.5K | 8,123 | D | ↗ |
| 2026-03-16 | Schwartz Justin | Officer | A-Award | A | Employee Stock Options | 7,220 | 50.90 | 367.5K | 7,220 | D | ↗ |
| 2026-03-16 | Le Bris Philippe | Officer | A-Award | A | Class A Common Stock | 1,952 | 0.00 | — | 6,148 | D | ↗ |
| 2026-03-16 | Hansen Stephen Dale | Officer | A-Award | A | Employee Stock Options | 15,343 | 50.90 | 781.0K | 15,343 | D | ↗ |
| 2026-03-16 | Butz Stephen M | Officer | A-Award | A | Employee Stock Options | 18,051 | 50.90 | 918.8K | 18,051 | D | ↗ |
| 2026-03-16 | Barnes Gregory | Officer | A-Award | A | Employee Stock Options | 8,123 | 50.90 | 413.5K | 8,123 | D | ↗ |
| 2026-01-08 | Legence Parent ML LLC | 10% Owner | C-Conversion | D | Class B Units of Legence Holdings LLC | 780,121 | 0.00 | — | 40,699,833 | I | ↗ |
| 2026-01-08 | Blackstone EMA III L.L.C. | 10% Owner | C-Conversion | A | Class A Common Stock | 780,121 | 0.00 | — | 958,692 | I | ↗ |
| 2025-12-16 | Legence Parent ML LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,200,808 | 45.00 | 234.04M | 178,571 | I | ↗ |
| 2025-12-16 | Blackstone EMA III L.L.C. | 10% Owner | S-Sale | D | Class A Common Stock | 5,200,808 | 45.00 | 234.04M | 178,571 | I | ↗ |
| 2025-12-03 | Coghlan David Joseph | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 3,779 | D | ↗ |
| 2025-12-02 | Schwartz Justin | Officer | — | — | Employee Stock Options | 21,429 | 28.00 | 600.0K | 0 | D | ↗ |
| 2025-12-02 | Hansen Stephen Dale | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 15,179 | D | ↗ |
| 2025-09-11 | Blackstone Holdings II L.P. | 10% Owner | — | — | Class B Common Stock | 0 | 0.00 | — | 46,680,762 | I | ↗ |
| 2010-04-19 | MACLENNAN JAMES A | Officer | D-Return | D | Common Stock | 81,398 | 2.50 | 203.5K | 0 | — | ↗ |
| 2010-04-19 | LIEBLONG ALEX R | Director / 10% Owner | S-Sale | D | Common Stock | 3,004,853 | 2.50 | 7.51M | 0 | — | ↗ |
| 2010-04-19 | KEY COLONY FUND LP | 10% Owner | S-Sale | D | Common Stock | 3,004,853 | 2.50 | 7.51M | 0 | — | ↗ |
| 2010-04-19 | ALLISON JOHN W | Director | D-Return | D | Common Stock | 68,100 | 2.50 | 170.3K | 0 | — | ↗ |
| 2010-01-26 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 1,289 | 2.50 | 3.2K | 81,398 | — | ↗ |
| 2010-01-22 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 1,933 | 2.47 | 4.8K | 82,687 | — | ↗ |
| 2009-03-02 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 4,228 | 1.72 | 7.3K | 84,620 | — | ↗ |
| 2009-02-12 | LIEBLONG ALEX R | Director / 10% Owner | A-Award | A | Common Stock | 2,000 | 0.00 | — | 9,000 | — | ↗ |
| 2009-02-12 | ALLISON JOHN W | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 68,100 | — | ↗ |
| 2009-02-04 | MACLENNAN JAMES A | Officer | A-Award | A | Common Stock | 55,855 | 0.00 | — | 88,848 | — | ↗ |
| 2009-01-26 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 1,289 | 1.92 | 2.5K | 32,993 | — | ↗ |
| 2009-01-22 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 1,933 | 2.05 | 4.0K | 34,282 | — | ↗ |
| 2008-12-31 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,000 | 1.82 | 10.9K | 3,004,853 | — | ↗ |
| 2008-12-22 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,000 | 1.70 | 10.2K | 2,998,853 | — | ↗ |
| 2008-12-19 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 3,000 | 1.74 | 5.2K | 2,992,853 | — | ↗ |
| 2008-12-10 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,300 | 1.45 | 6.2K | 2,989,853 | — | ↗ |
| 2008-11-13 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,100 | 3.21 | 13.2K | 2,985,553 | — | ↗ |
| 2008-08-22 | MACLENNAN JAMES A | Officer | S-Sale | D | Common Stock | 4,500 | 8.59 | 38.7K | 36,215 | — | ↗ |
| 2008-08-20 | MACLENNAN JAMES A | Officer | S-Sale | D | Common Stock | 5,632 | 8.76 | 49.3K | 40,715 | — | ↗ |
| 2008-08-14 | ALLISON JOHN W | Director | — | D | Common Stock | 0 | 0.00 | — | 66,100 | — | ↗ |
| 2008-06-27 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 8,700 | 7.77 | 67.6K | 2,981,453 | — | ↗ |
| 2008-05-28 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,800 | 9.10 | 43.7K | 2,972,753 | — | ↗ |
| 2008-05-22 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 5,000 | 8.60 | 43.0K | 2,967,953 | — | ↗ |
| 2008-05-21 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 5,106 | 8.72 | 44.5K | 2,962,953 | — | ↗ |
| 2008-05-20 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 11,300 | 8.80 | 99.4K | 2,957,847 | — | ↗ |
| 2008-05-19 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 9,600 | 9.02 | 86.6K | 2,946,547 | — | ↗ |
| 2008-05-16 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 8,947 | 9.22 | 82.5K | 2,936,947 | — | ↗ |
| 2008-03-10 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 500 | 8.86 | 4.4K | 2,928,000 | — | ↗ |
| 2008-03-06 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 5,900 | 9.01 | 53.2K | 2,927,500 | — | ↗ |
| 2008-03-05 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,300 | 9.39 | 59.2K | 2,921,600 | — | ↗ |
| 2008-03-04 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 26,000 | 9.25 | 240.5K | 2,915,300 | — | ↗ |
| 2008-03-03 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 3,786 | 9.14 | 34.6K | 46,347 | — | ↗ |
| 2008-03-03 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,800 | 9.10 | 16.4K | 2,889,300 | — | ↗ |
| 2008-02-29 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 3,100 | 8.95 | 27.7K | 2,887,550 | — | ↗ |
| 2008-02-12 | LIEBLONG ALEX R | Director / 10% Owner | A-Award | A | Common Stock | 3,000 | 0.00 | — | 7,000 | — | ↗ |
| 2008-02-12 | Grondahl Michael J | Director | A-Award | A | Common Stock | 7,000 | 0.00 | — | 8,000 | — | ↗ |
| 2008-01-28 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 1,082 | 8.77 | 9.5K | 50,133 | — | ↗ |
| 2008-01-22 | MACLENNAN JAMES A | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 51,215 | — | ↗ |
| 2007-05-25 | Oaktree Capital Group Holdings GP, LLC | 10% Owner | — | I | Common Stock, $0.01 par value per share | 0 | 0.00 | — | 2,788,864 | — | ↗ |
| 2007-05-25 | OAKTREE CAPITAL MANAGEMENT LP | 10% Owner | J-Other | D | Common Stock, $0.01 par value per share | 2,788,864 | 0.00 | — | 0 | — | ↗ |
| 2007-03-01 | MACLENNAN JAMES A | Officer | F-InKind | D | Common Stock | 3,785 | 12.79 | 48.4K | 41,215 | — | ↗ |
| 2007-02-12 | LIEBLONG ALEX R | Director / 10% Owner | A-Award | A | Common Stock | 4,000 | 0.00 | — | 4,000 | — | ↗ |
| 2007-01-26 | MACLENNAN JAMES A | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 45,000 | — | ↗ |
| 2006-09-08 | LIEBLONG ALEX R | Director / 10% Owner | P-Purchase | A | Common Stock | 4,300 | 12.25 | 52.7K | 2,875,900 | — | ↗ |
| 2006-06-19 | LIEBLONG ALEX R | Director / 10% Owner | P-Purchase | A | Common Stock | 29,500 | 11.65 | 343.8K | 2,871,600 | — | ↗ |
| 2006-06-16 | LIEBLONG ALEX R | Director / 10% Owner | P-Purchase | A | Common Stock | 6,300 | 11.89 | 74.9K | 2,842,100 | — | ↗ |
| 2006-06-12 | LIEBLONG ALEX R | Director / 10% Owner | P-Purchase | A | Common Stock | 6,600 | 11.60 | 76.6K | 2,835,800 | — | ↗ |
| 2006-06-12 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,600 | 11.60 | 76.6K | 2,835,800 | — | ↗ |
| 2006-03-01 | MACLENNAN JAMES A | Officer | A-Award | A | Common Stock | 35,000 | 0.00 | — | 35,000 | — | ↗ |
| 2006-02-21 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 24,900 | 11.75 | 292.7K | 2,837,700 | — | ↗ |
| 2006-02-14 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,700 | 11.72 | 19.9K | 2,812,800 | — | ↗ |
| 2006-02-13 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 19,300 | 11.74 | 226.6K | 2,811,100 | — | ↗ |
| 2006-02-10 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 3,000 | 11.85 | 35.6K | 2,791,800 | — | ↗ |
| 2006-01-06 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 7,300 | 10.81 | 78.9K | 2,788,800 | — | ↗ |
| 2006-01-04 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.61 | 42.4K | 2,781,500 | — | ↗ |
| 2006-01-03 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,600 | 10.70 | 17.1K | 2,777,500 | — | ↗ |
| 2005-12-30 | OAKTREE CAPITAL MANAGEMENT LP | 10% Owner | J-Other | D | Common Stock, $0.01 par value per share | 28,713 | 0.01 | 287.13 | 2,788,864 | — | ↗ |
| 2005-12-30 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 800 | 10.59 | 8.5K | 2,775,900 | — | ↗ |
| 2005-12-29 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,700 | 10.64 | 18.1K | 2,775,100 | — | ↗ |
| 2005-12-23 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 15,300 | 10.65 | 162.9K | 2,773,400 | — | ↗ |
| 2005-12-20 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 12,500 | 10.44 | 130.5K | 2,758,100 | — | ↗ |
| 2005-12-19 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 12,300 | 10.43 | 128.3K | 2,745,600 | — | ↗ |
| 2005-12-16 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 300 | 10.48 | 3.1K | 2,742,000 | — | ↗ |
| 2005-12-12 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,200 | 10.49 | 12.6K | 2,741,700 | — | ↗ |
| 2005-12-06 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 5,300 | 10.39 | 55.1K | 2,740,500 | — | ↗ |
| 2005-12-05 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 13,900 | 10.39 | 144.4K | 2,735,200 | — | ↗ |
| 2005-12-02 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 19,400 | 10.40 | 201.7K | 2,721,300 | — | ↗ |
| 2005-11-28 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 7,000 | 10.22 | 71.5K | 2,701,900 | — | ↗ |
| 2005-11-11 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.04 | 40.2K | 2,694,900 | — | ↗ |
| 2005-10-28 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 11,800 | 9.80 | 115.7K | 2,690,900 | — | ↗ |
| 2005-10-27 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 13,600 | 9.87 | 134.2K | 2,679,100 | — | ↗ |
| 2005-10-26 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,300 | 9.95 | 12.9K | 2,665,500 | — | ↗ |
| 2005-10-25 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 9.95 | 39.8K | 2,664,200 | — | ↗ |
| 2005-10-24 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 8,000 | 9.97 | 79.8K | 2,660,200 | — | ↗ |
| 2005-10-21 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 9.99 | 40.0K | 2,652,200 | — | ↗ |
| 2005-10-20 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,300 | 9.93 | 12.9K | 2,648,200 | — | ↗ |
| 2005-10-19 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 600 | 9.93 | 6.0K | 2,646,900 | — | ↗ |
| 2005-10-18 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,100 | 9.95 | 40.8K | 2,646,300 | — | ↗ |
| 2005-10-17 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 9,300 | 9.98 | 92.8K | 2,642,000 | — | ↗ |
| 2005-10-13 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 14,900 | 9.97 | 148.5K | 2,613,900 | — | ↗ |
| 2005-10-12 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,600 | 10.05 | 66.4K | 2,599,000 | — | ↗ |
| 2005-10-11 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 14,600 | 10.15 | 148.1K | 2,592,400 | — | ↗ |
| 2005-10-10 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,100 | 10.20 | 62.2K | 2,577,800 | — | ↗ |
| 2005-10-06 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,200 | 9.96 | 61.7K | 2,571,700 | — | ↗ |
| 2005-10-05 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 12,700 | 10.09 | 128.1K | 2,565,500 | — | ↗ |
| 2005-10-04 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,800 | 10.15 | 18.3K | 2,552,800 | — | ↗ |
| 2005-10-03 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 9,000 | 10.21 | 91.9K | 2,551,000 | — | ↗ |
| 2005-09-30 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 8,000 | 10.25 | 82.0K | 2,542,000 | — | ↗ |
| 2005-09-29 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.25 | 41.0K | 2,534,000 | — | ↗ |
| 2005-09-27 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.38 | 41.5K | 2,530,000 | — | ↗ |
| 2005-09-23 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 1,500 | 10.10 | 15.2K | 2,526,000 | — | ↗ |
| 2005-09-22 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 10.14 | 20.3K | 2,524,500 | — | ↗ |
| 2005-09-21 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 9,600 | 10.15 | 97.4K | 2,522,500 | — | ↗ |
| 2005-09-20 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,000 | 10.36 | 62.1K | 2,512,900 | — | ↗ |
| 2005-08-26 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 17,600 | 10.18 | 179.1K | 2,506,900 | — | ↗ |
| 2005-08-24 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.22 | 40.9K | 2,489,300 | — | ↗ |
| 2005-08-23 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 2,000 | 10.21 | 20.4K | 2,485,300 | — | ↗ |
| 2005-08-22 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 6,500 | 10.28 | 66.8K | 2,483,300 | — | ↗ |
| 2005-08-19 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 700 | 10.21 | 7.1K | 2,476,800 | — | ↗ |
| 2005-08-18 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 100 | 10.10 | 1.0K | 2,476,100 | — | ↗ |
| 2005-08-17 | KEY COLONY FUND LP | 10% Owner | P-Purchase | A | Common Stock | 4,000 | 10.23 | 40.9K | 2,476,000 | — | ↗ |
| 2005-08-16 | KEY COLONY FUND LP | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 2,463,500 | — | ↗ |
| 2004-07-26 | OAKTREE CAPITAL MANAGEMENT LLC | 10% Owner | J-Other | D | Series A Preferred Stock | 933,347 | 28.16 | 26.28M | 0 | — | ↗ |
| 2004-06-25 | OAKTREE CAPITAL MANAGEMENT LLC | 10% Owner | J-Other | A | Common Stock | 2,262,661 | 0.00 | — | 2,817,577 | — | ↗ |
| 2003-06-16 | OAKTREE CAPITAL MANAGEMENT LLC | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | J. Sprau Chief Executive Officer | 1.00M | — | 1.75M | 3.87M | 1.58M | 77.8K | 8.28M | 67.88% | ↗ |
| 2 | 2025 | S. Butz Chief Financial Officer | 600.0K | 250.0K | 500.0K | 1.22M | 691.2K | 14.0K | 3.28M | 52.53% | ↗ |
| 3 | 2025 | S. Hansen Chief Operating Officer | 575.0K | — | 425.0K | 1.48M | 637.4K | 47.2K | 3.16M | 60.18% | ↗ |
| 4 | 2025 | J. Schwartz Chief Strategy Officer | 450.0K | — | 200.0K | 1.84M | 345.6K | 14.0K | 2.85M | 71.63% | ↗ |
| 5 | 2025 | B. Seki General Counsel | 470.0K | — | 225.0K | 542.6K | 454.0K | 12.0K | 1.70M | 45.06% | ↗ |
| 6 | 2024 | J. Sprau Chief Executive Officer | 762.1K | — | — | — | 537.7K | 71.9K | 1.37M | 0.00% | ↗ |
| 7 | 2024 | B. Seki General Counsel | 396.3K | — | — | 337.2K | 176.3K | 13.8K | 923.6K | 36.51% | ↗ |
| 8 | 2024 | S. Butz Chief Financial Officer | 500.8K | — | — | — | 282.6K | 13.8K | 797.2K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey Sprau | Chief Executive Officer & Director | 3M | male |
| Stephen Butz | Chief Financial Officer | 2M | male |
| Steve Hansen | Chief Operating Officer | 1M | male |
| Stephen Hansen | Chief Operating Officer | 1M | male |
| Justin Schwartz | Chief Strategy Officer | 958.4K | male |
| Bryce T. Seki | General Counsel & Secretary | 934.6K | male |
| Gregory Barnes | Chief People & Technology Officer | 598.1K | male |
| Son Vann | Vice President of Finance & Investor Relations | — | male |
| Philippe Le Bris | Chief Accounting Officer | — | male |
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Community Opinion for LGN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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