Position in LGCY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$231,632
+$221,534 QoQ
Shares Held
18,501
+1766.9% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 58 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LGCY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $280,653,322 across 39 Education & Training Services names. LGCY ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
1,207,451 | $68,377,949 | |
| 2 | LRN |
Stride, Inc.
|
596,187 | $52,565,805 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,232,810 | $42,951,098 | |
| 4 | TAL |
TAL Education Group
|
1,789,753 | $20,349,490 | |
| 5 | CVSA |
Covista Inc.
|
145,074 | $16,719,778 | |
| 6 | COUR |
Coursera, Inc.
|
2,420,100 | $14,084,981 | |
| 7 | APEI |
American Public Education Inc
|
234,623 | $13,345,356 | |
| 8 | UDMY |
Udemy, Inc.
|
2,267,813 | $10,477,295 |
All Filings in LGCY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,632 | 18,501 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $10,098 | 991 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,737 | 286 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $47,716 | 4,268 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $54,621 | 7,618 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $113,193 | 13,605 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||