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What smart money is saying about Legence Corp.United States flag

LGN · Industrials · Engineering & Construction · Market cap $2.62B

4 funds in our archive have pitched Legence Corp. — most recently Conestoga Capital Advisors in March 2026.

Company profile

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.

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Summarize with Warren AI
2
Reported positions
0
Bought
2
Sold
7
Letters

Position history

Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Legence Corp.2 trimmed or exited.

Fund letters reporting a position in Legence Corp., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262020
Q1 20260001
Q4 20250001
Q3 20250002

Fund activity · 2 positions · 2 moves

Also mentioned · 1

These funds discuss Legence Corp. — as a competitor, benchmark or comparable — without disclosing a position in it.

Fund coverage · 4 theses

Read every full thesis on Legence Corp.

Unlock all 4 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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