| 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 30 Sep 2025, 42 institutional investors reported holding 4,677,721 shares of Legacy Education Inc. - Common Stock (LGCY). This represents 38% of the company’s total 12,379,030 outstanding shares.
The largest institutional shareholders of Legacy Education Inc. - Common Stock (LGCY) together control 37% 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 | -6.9% | 5.1% | $8,633,422 |
| ROYCE & ASSOCIATES LP | 6.9% | 848,770 | -2.2% | 0.08% | $8,122,729 |
| KENNEDY CAPITAL MANAGEMENT LLC | 4.8% | 596,354 | +47% | 0.13% | $5,707,108 |
| BARD ASSOCIATES INC | 3.7% | 454,667 | -5.8% | 1.2% | $4,351,164 |
| VANGUARD GROUP INC | 3.4% | 423,129 | +353% | 0% | $4,049,345 |
| SG Capital Management LLC | 1.9% | 235,214 | 0.23% | $2,250,998 | |
| Truffle Hound Capital, LLC | 1.6% | 200,000 | +1.7% | 1.2% | $1,914,000 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.4% | 168,500 | +5.4% | 0.09% | $1,612,545 |
| WHITE PINE CAPITAL LLC | 0.67% | 82,371 | +0.28% | 0.23% | $788,290 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.64% | 79,010 | +180% | 0% | $756,124 |
| Russell Investments Group, Ltd. | 0.56% | 69,697 | -62% | 0% | $666,999 |
| GOLDMAN SACHS GROUP INC | 0.49% | 60,465 | +113% | 0% | $578,650 |
| Sanctuary Advisors, LLC | 0.45% | 55,185 | +0.45% | 0% | $528,120 |
| RENAISSANCE TECHNOLOGIES LLC | 0.44% | 54,100 | -18% | 0% | $517,737 |
| BlackRock, Inc. | 0.41% | 50,835 | -9.7% | 0% | $486,491 |
| Manatuck Hill Partners, LLC | 0.36% | 44,600 | -55% | 0.15% | $426,822 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.3% | 36,707 | 0% | $351,286 | |
| Integrated Wealth Concepts LLC | 0.25% | 30,378 | +7.3% | 0% | $290,717 |
| MARSHALL WACE, LLP | 0.22% | 27,403 | 0% | $262,248 | |
| STATE STREET CORP | 0.21% | 25,947 | 0% | $248,313 | |
| ACADIAN ASSET MANAGEMENT LLC | 0.21% | 25,570 | -43% | 0% | $244,000 |
| Polar Asset Management Partners Inc. | 0.2% | 25,000 | -53% | 0% | $239,250 |
| JANE STREET GROUP, LLC | 0.18% | 22,774 | 0% | $217,947 | |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.16% | 20,000 | 0.03% | $191,400 | |
| NORTHERN TRUST CORP | 0.15% | 18,169 | 0% | $173,877 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 941,493 | $9,743,311 | +$21,409 | $10.19 | 3 |
| 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 |