Security Snapshot

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

CUSIP: 52474R207

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

50

Shares (Excl. Options)

6.34MFull value: 6,336,504 · shares · 30 Jun 2026

Price

$11.76

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+335,716
Value change
+$3,757,349
Number of holders
50
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
12,889,917
SEC-reported price per share
$9.79
Insider filing price
$9.79
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • LGCY - Legacy Education Inc. - Common Stock is tracked under CUSIP 52474R207.
  • 50 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 58 to 50 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $74.78MFull value: $74,779,614 · USD · 31 Mar 2026
    to
    $74.1MFull value: $74,100,353 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 50 institutions filings for Q2 2026.

Open SEC evidence

Security key

52474R207

13F reference period

Q2 2026

13F holders

50

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
LGCY
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
Mink Brook Asset Management LLC 6% $8,313,996 773,395 Mink Brook Asset Management LLC 25 Sep 2026
As of 30 Jun 2026, 50 institutional investors reported holding
6.34MFull value: 6,336,504 · shares · 30 Jun 2026
shares of Legacy Education Inc. - Common Stock (LGCY). This represents 49% of the company’s total
12.89MFull value: 12,889,917 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
46%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROYCE & ASSOCIATES LP 7% 896,387 +7.9% 0.08% $10,541,511
Holos Integrated Wealth LLC 6.6% 852,550 0% 4.5% $9,608,239
KENNEDY CAPITAL MANAGEMENT LLC 4.7% 602,745 -1.9% 0.13% $7,088,281
BARD ASSOCIATES INC 3.4% 444,279 -0.94% 1.2% $5,224,722
Mink Brook Asset Management LLC 3% 389,498 +54% 2% $4,580,496
VANGUARD CAPITAL MANAGEMENT LLC 2.9% 379,324 +0.81% 0% $4,460,850
Truffle Hound Capital, LLC 2.7% 350,000 0% 2.6% $4,116,000
ESSEX INVESTMENT MANAGEMENT CO LLC 2.6% 329,894 +130% 0.51% $3,879,553
Polar Asset Management Partners Inc. 2% 255,677 0.06% $3,006,762
Russell Investments Group, Ltd. 1.4% 186,092 -6.1% 0% $2,188,439
WHITE PINE CAPITAL LLC 1.1% 139,596 +27% 0.39% $1,641,649
BANK OF MONTREAL /CAN/ 0.92% 118,906 0% 0% $1,398,335
SEI INVESTMENTS CO 0.91% 117,583 -55% 0% $1,382,776
Legato Capital Management LLC 0.86% 110,216 +145% 0.11% $1,296,140
Ancora Advisors LLC 0.78% 100,225 +18% 0.02% $1,178,646
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.78% 100,000 -46% 0.06% $1,176,000
GEODE CAPITAL MANAGEMENT, LLC 0.72% 92,804 +0.84% 0% $1,091,920
RENAISSANCE TECHNOLOGIES LLC 0.7% 90,500 +26% 0% $1,064,280
NEXT CENTURY GROWTH INVESTORS LLC 0.48% 61,479 0.04% $722,993
DIMENSIONAL FUND ADVISORS LP 0.46% 58,950 +138% 0% $693,528
VANGUARD FIDUCIARY TRUST CO 0.42% 53,678 +0.66% 0% $631,253
BlackRock, Inc. 0.4% 51,004 +20% 0% $599,807
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.39% 49,969 -46% 0% $587,635
Manatuck Hill Partners, LLC 0.35% 44,600 0% 0.17% $524,496
MORGAN STANLEY 0.33% 42,667 +744% 0% $501,764

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 2,530,611 $24,957,182 +$473,726 $9.67 15
2026 Q2 6,336,504 $74,100,353 +$3,757,349 $11.76 50
2026 Q1 6,000,790 $74,779,614 +$13,271,801 $12.52 58
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
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