- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,379,030
- Total 13F shares
- 4,947,508
- Share change
- +268,836
- Total reported value
- $50,564,989
- Price per share
- $10.19
- Number of holders
- 48
- Value change
- +$2,945,171
- Number of buys
- 26
- Number of sells
- 17
Quarterly Holders Quick Answers
What is CUSIP 52474R207?
CUSIP 52474R207 identifies LGCY - Legacy Education Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 52474R207:
Top shareholders of LGCY - Legacy Education Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LeeAnn Rohmann |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
1,934,381
mixed-class rows
|
$12,522,090 | +$43,421 | 18 Nov 2025 | |
| ROYCE & ASSOCIATES LP |
13D/G
13F
|
Company |
7%
|
867,770
|
$9,545,470 | +$1,609,586 | 30 Jun 2025 | |
| Holos Integrated Wealth LLC |
13F
|
Company |
7.5%
|
934,353
|
$8,633,422 | — | 30 Sep 2025 | |
| Robert deRose |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,087,974
|
$7,256,787 | — | 08 Apr 2025 | |
| Garnick Michael J. |
13D/G
|
— |
8%
|
944,353
|
$6,223,286 | $0 | 04 Oct 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
4.8%
|
596,354
|
$5,707,108 | — | 30 Sep 2025 | |
| BARD ASSOCIATES INC |
13F
|
Company |
3.7%
|
454,667
|
$4,351,164 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.4%
|
423,129
|
$4,049,345 | — | 30 Sep 2025 | |
| SG Capital Management LLC |
13F
|
Company |
1.9%
|
235,214
|
$2,250,998 | — | 30 Sep 2025 | |
| Truffle Hound Capital, LLC |
13F
|
Company |
1.6%
|
200,000
|
$1,914,000 | — | 30 Sep 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
1.4%
|
168,500
|
$1,612,545 | — | 30 Sep 2025 | |
| WHITE PINE CAPITAL LLC |
13F
|
Company |
0.67%
|
82,371
|
$788,290 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.64%
|
79,010
|
$756,124 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.56%
|
69,697
|
$666,999 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.49%
|
60,465
|
$578,650 | — | 30 Sep 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.45%
|
55,185
|
$528,120 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.44%
|
54,100
|
$517,737 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.41%
|
50,835
|
$486,491 | — | 30 Sep 2025 | |
| Blaine Faulkner |
3/4/5
|
Director |
—
mixed-class rows
|
179,011
mixed-class rows
|
$473,040 | — | 02 Apr 2025 | |
| Manatuck Hill Partners, LLC |
13F
|
Company |
0.36%
|
44,600
|
$426,822 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.3%
|
36,707
|
$351,286 | — | 30 Sep 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.25%
|
30,378
|
$290,717 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.22%
|
27,403
|
$262,248 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.21%
|
25,947
|
$248,313 | — | 30 Sep 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.21%
|
25,570
|
$244,000 | — | 30 Sep 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
0.2%
|
25,000
|
$239,250 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.18%
|
22,774
|
$217,947 | — | 30 Sep 2025 | |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
0.16%
|
20,000
|
$191,400 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.15%
|
18,169
|
$173,877 | — | 30 Sep 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.12%
|
15,000
|
$143,550 | — | 30 Sep 2025 | |
| Boston Partners |
13F
|
Company |
0.12%
|
14,646
|
$140,160 | — | 30 Sep 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.09%
|
10,825
|
$103,595 | — | 30 Sep 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.09%
|
10,804
|
$103,394 | — | 30 Sep 2025 | |
| Orin Green Financial, LLC |
13F
|
Company |
0.08%
|
10,000
|
$95,700 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
5,372
|
$51,410 | — | 30 Sep 2025 | |
| Avanza Fonder AB |
13F
|
Company |
0.04%
|
5,039
|
$48,223 | — | 30 Sep 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.04%
|
5,000
|
$47,850 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.03%
|
3,700
|
$35,000 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
2,894
|
$27,696 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.01%
|
1,776
|
$16,996 | — | 30 Sep 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
1,078
|
$10,316 | — | 30 Sep 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
0.01%
|
1,000
|
$9,570 | — | 30 Sep 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0%
|
468
|
$4,479 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0%
|
384
|
$3,675 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0%
|
286
|
$2,737 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
251
|
$2,402 | — | 30 Sep 2025 | |
| Ragheb Milad |
3/4/5
|
Chief Academic Officer |
—
mixed-class rows
|
241,097
mixed-class rows
|
$1,956 | — | 02 Apr 2025 | |
| Brandon Pope |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
293,905
|
— | — | 02 Apr 2025 | |
| Peggy Tiderman |
3/4/5
|
Director |
—
class O/S missing
|
98,011
|
— | — | 02 Apr 2025 | |
| Janis L. Paulson |
3/4/5
|
Director |
—
class O/S missing
|
29,354
|
— | — | 16 Oct 2025 |
Institutional Holders of Legacy Education Inc. - Common Stock (LGCY) as of Q4 2025
As of 31 Dec 2025,
Legacy Education Inc. - Common Stock (LGCY) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,947,508 shares.
The largest 10 holders included
Holos Integrated Wealth LLC, ROYCE & ASSOCIATES LP, KENNEDY CAPITAL MANAGEMENT LLC, BARD ASSOCIATES INC, VANGUARD GROUP INC, Mink Brook Asset Management LLC, Truffle Hound Capital, LLC, Russell Investments Group, Ltd., PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., and WHITE PINE CAPITAL LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
42
Q4 2025 holders
48
Holder diff
6
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.