Legacy Education Inc. - Common Stock (LGCY) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LGCY on NYSE
Shares outstanding
12,379,030
Price per share
$10.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,947,508
Total reported value
$50,564,989
% of total 13F portfolios
0%
Share change
+268,836
Value change
+$2,945,171
Number of holders
48
Price from insider filings
$10.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Legacy Education Inc. - Common Stock (LGCY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Garnick Michael J 8% $6,223,286 944,353 Garnick Michael J 04 Oct 2024
ROYCE & ASSOCIATES LP 7% +20% $9,545,470 +$1,609,586 867,770 +20% ROYCE & ASSOCIATES LP 30 Jun 2025

As of 31 Dec 2025, 48 institutional investors reported holding 4,947,508 shares of Legacy Education Inc. - Common Stock (LGCY). This represents 40% of the company’s total 12,379,030 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Legacy Education Inc. - Common Stock (LGCY) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Holos Integrated Wealth LLC 7.5% 934,353 0% 5.4% $9,670,554
ROYCE & ASSOCIATES LP 6.6% 820,458 -3.3% 0.08% $8,360,467
KENNEDY CAPITAL MANAGEMENT LLC 4.8% 597,937 +0.27% 0.13% $6,092,978
BARD ASSOCIATES INC 3.6% 449,380 -1.2% 1.2% $4,579,183
VANGUARD GROUP INC 3.5% 429,433 +1.5% 0% $4,375,922
Mink Brook Asset Management LLC 1.6% 202,333 1.3% $2,061,773
Truffle Hound Capital, LLC 1.6% 200,000 0% 1.2% $2,038,000
Russell Investments Group, Ltd. 1.5% 185,759 +167% 0% $1,892,890
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.5% 185,000 +9.8% 0.11% $1,885,150
WHITE PINE CAPITAL LLC 0.88% 109,208 +33% 0.31% $1,112,830
GEODE CAPITAL MANAGEMENT, LLC 0.72% 88,971 +13% 0% $907,589
SEI INVESTMENTS CO 0.58% 72,040 0% $734,088
GOLDMAN SACHS GROUP INC 0.52% 64,989 +7.5% 0% $662,238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.51% 63,119 +72% 0% $643,183
683 Capital Management, LLC 0.37% 46,296 0.04% $471,756
Manatuck Hill Partners, LLC 0.36% 44,600 0% 0.16% $454,474
Ancora Advisors LLC 0.35% 42,960 0.01% $437,762
BlackRock, Inc. 0.33% 40,233 -21% 0% $409,974
Boston Partners 0.32% 39,925 +173% 0% $406,840
RENAISSANCE TECHNOLOGIES LLC 0.31% 38,372 -29% 0% $391,011
STATE STREET CORP 0.26% 32,447 +25% 0% $330,635
Integrated Wealth Concepts LLC 0.25% 30,378 0% 0% $309,552
Integrated Quantitative Investments LLC 0.24% 30,245 0.07% $308,197
CORSAIR CAPITAL MANAGEMENT, L.P. 0.24% 29,939 +50% 0.05% $305,078
NORTHERN TRUST CORP 0.15% 18,169 0% 0% $185,142

Institutional Holders of Legacy Education Inc. - Common Stock (LGCY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,947,508 $50,564,989 +$2,945,171 $10.19 48
2025 Q3 4,677,721 $44,456,335 +$5,182,963 $9.57 42
2025 Q2 4,070,100 $45,200,931 +$4,652,845 $11.18 31
2025 Q1 3,654,327 $26,184,415 +$6,310,518 $7.17 26
2024 Q4 2,746,917 $22,853,684 +$2,549,526 $8.32 27
2024 Q3 2,207,694 $10,155,615 +$10,155,615 $4.60 11