Security Snapshot

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

CUSIP: 52474R207

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

58

Shares (Excl. Options)

5,980,790

Price

$12.52

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,029,604
Value change
+$13,021,401
Number of holders
58
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
12,379,030
SEC-reported price per share
$11.92
Insider filing price
$11.92
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • LGCY - Legacy Education Inc. - Common Stock is tracked under CUSIP 52474R207.
  • 58 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 48 to 58 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $50,564,989 to $74,529,214.

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 58 institutions filings for Q1 2026.

Open SEC evidence

Security key

52474R207

Latest holder period

Q1 2026

13F holders

58

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
2
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

As of 31 Mar 2026, 58 institutional investors reported holding 5,980,790 shares of Legacy Education Inc. - Common Stock (LGCY). This represents 48% of the company’s total 12,379,030 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Holos Integrated Wealth LLC 6.9% 852,550 -8.8% 5.2% $10,324,381
ROYCE & ASSOCIATES LP 6.7% 830,458 +1.2% 0.1% $10,397,334
KENNEDY CAPITAL MANAGEMENT LLC 5% 614,564 +2.8% 0.16% $7,694,341
BARD ASSOCIATES INC 3.6% 448,480 -0.2% 1.4% $5,614,970
VANGUARD CAPITAL MANAGEMENT LLC 3% 376,285 0% 0% $4,711,088
Truffle Hound Capital, LLC 2.8% 350,000 +75% 2.7% $4,382,000
SEI INVESTMENTS CO 2.1% 260,004 +261% 0% $3,255,250
Mink Brook Asset Management LLC 2% 252,784 +25% 1.8% $3,164,856
Russell Investments Group, Ltd. 1.6% 198,122 +6.7% 0% $2,480,483
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.5% 185,000 0% 0.13% $2,316,200
ESSEX INVESTMENT MANAGEMENT CO LLC 1.2% 143,439 0.28% $1,795,856
BANK OF MONTREAL /CAN/ 0.96% 118,906 0% $1,488,703
MILLENNIUM MANAGEMENT LLC 0.75% 93,057 0% $1,165,074
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.75% 92,280 +46% 0% $1,155,346
GEODE CAPITAL MANAGEMENT, LLC 0.74% 92,028 +3.4% 0% $1,153,448
WHITE PINE CAPITAL LLC 0.73% 90,067 -18% 0.32% $1,127,639
Ancora Advisors LLC 0.69% 85,225 +98% 0.02% $1,067,017
RENAISSANCE TECHNOLOGIES LLC 0.58% 72,000 +88% 0% $901,440
Informed Momentum Co LLC 0.47% 58,183 0.08% $728,451
CITADEL ADVISORS LLC 0.46% 56,325 0% $705,189
VANGUARD FIDUCIARY TRUST CO 0.43% 53,327 0% 0% $667,654
GOLDMAN SACHS GROUP INC 0.42% 51,420 -21% 0% $643,778
Legato Capital Management LLC 0.36% 45,061 0.05% $564,164
Manatuck Hill Partners, LLC 0.36% 44,600 0% 0.18% $558,392
JANE STREET GROUP, LLC 0.35% 43,800 +274% 0% $548,376

Quarter history

Institutional holders across reporting periods

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

Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,980,790 $74,529,214 +$13,021,401 $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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