Security key
52474R207
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,379,030
- Total 13F shares
- 5,980,790
- Share change
- +1,029,774
- Total reported value
- $74,529,214
- Price per share
- $12.52
- Number of holders
- 58
- Value change
- +$13,023,133
- Number of buys
- 34
- Number of sells
- 16
Report period
Q1 2026
Institutions
58
Top holders
10
LGCY full security history
Previous quarter: Q4 2025
Legacy Education Inc. SEC filings
Legacy Education Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 52474R207
Recent filing periods:
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 | |
| Holos Integrated Wealth LLC |
13F
|
Company |
7.5%
|
934,353
|
$9,670,554 | — | 31 Dec 2025 | |
| ROYCE & ASSOCIATES LP |
13D/G
13F
|
Company |
7%
|
867,770
|
$9,545,470 | +$1,609,586 | 30 Jun 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%
|
597,937
|
$6,092,978 | — | 31 Dec 2025 | |
| BARD ASSOCIATES INC |
13F
|
Company |
3.6%
|
449,380
|
$4,579,183 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.5%
|
429,433
|
$4,375,922 | — | 31 Dec 2025 | |
| Mink Brook Asset Management LLC |
13F
|
Company |
1.6%
|
202,333
|
$2,061,773 | — | 31 Dec 2025 | |
| Truffle Hound Capital, LLC |
13F
|
Company |
1.6%
|
200,000
|
$2,038,000 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
1.5%
|
185,759
|
$1,892,890 | — | 31 Dec 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
1.5%
|
185,000
|
$1,885,150 | — | 31 Dec 2025 | |
| WHITE PINE CAPITAL LLC |
13F
|
Company |
0.88%
|
109,208
|
$1,112,830 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.72%
|
88,971
|
$907,589 | — | 31 Dec 2025 | |
| Gerald Amato |
3/4/5
|
Director |
—
mixed-class rows
|
385,011
mixed-class rows
|
$891,475 | -$132,563 | 02 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.58%
|
72,040
|
$734,088 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.52%
|
64,989
|
$662,238 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.51%
|
63,119
|
$643,183 | — | 31 Dec 2025 | |
| Blaine Faulkner |
3/4/5
|
Director |
—
mixed-class rows
|
179,011
mixed-class rows
|
$473,040 | — | 02 Apr 2025 | |
| 683 Capital Management, LLC |
13F
|
Company |
0.37%
|
46,296
|
$471,756 | — | 31 Dec 2025 | |
| Manatuck Hill Partners, LLC |
13F
|
Company |
0.36%
|
44,600
|
$454,474 | — | 31 Dec 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
0.35%
|
42,960
|
$437,762 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.33%
|
40,233
|
$409,974 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
0.32%
|
39,925
|
$406,840 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.31%
|
38,372
|
$391,011 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.26%
|
32,447
|
$330,635 | — | 31 Dec 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.25%
|
30,378
|
$309,552 | — | 31 Dec 2025 | |
| Integrated Quantitative Investments LLC |
13F
|
Company |
0.24%
|
30,245
|
$308,197 | — | 31 Dec 2025 | |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
0.24%
|
29,939
|
$305,078 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.15%
|
18,169
|
$185,142 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.14%
|
17,700
|
$180,363 | — | 31 Dec 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.14%
|
16,880
|
$172,007 | — | 31 Dec 2025 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.12%
|
14,800
|
$150,812 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.12%
|
14,651
|
$149,294 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.1%
|
12,628
|
$128,000 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.1%
|
11,989
|
$122,168 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.09%
|
11,711
|
$119,335 | — | 31 Dec 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.09%
|
10,825
|
$110,307 | — | 31 Dec 2025 | |
| Orin Green Financial, LLC |
13F
|
Company |
0.08%
|
10,000
|
$101,900 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.08%
|
9,965
|
$101,543 | — | 31 Dec 2025 | |
| Avanza Fonder AB |
13F
|
Company |
0.06%
|
7,098
|
$72,329 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.03%
|
3,759
|
$38,304 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.03%
|
3,511
|
$35,777 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
1,176
|
$11,983 | — | 31 Dec 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
0.01%
|
1,000
|
$10,190 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
991
|
$10,098 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.01%
|
951
|
$9,691 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0%
|
581
|
$6,000 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0%
|
384
|
$3,913 | — | 31 Dec 2025 | |
| Ragheb Milad |
3/4/5
|
Chief Academic Officer |
—
mixed-class rows
|
241,097
mixed-class rows
|
$1,956 | — | 02 Apr 2025 |
Institutional Holders of Legacy Education Inc. - Common Stock (LGCY) as of Q1 2026
As of 31 Mar 2026,
Legacy Education Inc. - Common Stock (LGCY) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,980,790 shares.
The largest 10 holders included
Holos Integrated Wealth LLC, ROYCE & ASSOCIATES LP, KENNEDY CAPITAL MANAGEMENT LLC, BARD ASSOCIATES INC, VANGUARD CAPITAL MANAGEMENT LLC, Truffle Hound Capital, LLC, SEI INVESTMENTS CO, Mink Brook Asset Management LLC, Russell Investments Group, Ltd., and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC..
This page lists
58
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
48
Q1 2026 holders
58
Holder diff
10
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.