LGCY · Legacy Education Inc.

$11.16 +0.27 (+2.48%) At close · Aug 28

Market Cap

$141.20M

12.65M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 48

Total Value: $72,399,723

Total Shares: 6,156,441

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 48 13F filers · Δ vs Mar 31, 2026

Top Holder

14.6%

+0.3 pts

Top 5

51.7%

−0.5 pts

Top 10

76.1%

+3.1 pts

HHI

746

Broadly held+26

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -10

Institutional value: -3.3%

Shares held: +2.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small ESSEX INVESTMENT MANAGEMENT CO LLC	+186,455	329,894
Small Mink Brook Asset Management LLC	+136,714	389,498
Large ROYCE & ASSOCIATES LP	+65,929	896,387
Small WHITE PINE CAPITAL LLC	+49,529	139,596
Mega MORGAN STANLEY	+37,614	42,667

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large SEI INVESTMENTS CO	−142,421	117,583
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	−85,000	100,000
Mega MILLENNIUM MANAGEMENT LLC	−52,257	40,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−42,311	49,969
Mega GOLDMAN SACHS GROUP INC	−20,446	30,974

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Polar Asset Management Partners Inc.	255,677	$3,006,761
Mid NEXT CENTURY GROWTH INVESTORS LLC	61,479	$722,993
Micro Paradigm, Strategies in Wealth Management, LLC	40,933	$481,372
Micro Orin Green Financial, LLC	13,180	$154,996
Mid Tower Research Capital LLC (TRC)	551	$6,479

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Ancora Advisors LLC	85,225	$1,067,017
Mid Informed Momentum Co LLC	58,183	$728,451
Small Legato Capital Management LLC	45,061	$564,163
Mega JANE STREET GROUP, LLC	43,800	$548,375
Mid 683 Capital Management, LLC	40,000	$500,800

Filter: New 7 Increased 15 Reduced 15 Sold out 17 Unchanged 11

Showing 48 of 48

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ROYCE & ASSOCIATES LP

$10,541,511

14.56%

896,387

Holos Integrated Wealth LLC

$10,025,988

13.85%

852,550

KENNEDY CAPITAL MANAGEMENT LLC

$7,088,281

9.79%

602,745

BARD ASSOCIATES INC

$5,224,721

7.22%

444,279

Mink Brook Asset Management LLC

$4,580,496

6.33%

389,498

VANGUARD CAPITAL MANAGEMENT LLC

$4,460,850

6.16%

379,324

Truffle Hound Capital, LLC

$4,116,000

5.69%

350,000

ESSEX INVESTMENT MANAGEMENT CO LLC

$3,879,553

5.36%

329,894

Polar Asset Management Partners Inc.

$3,006,761

4.15%

255,677

Russell Investments Group, Ltd.

$2,188,439

3.02%

186,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	53,760	$632,217	28.9%	Defined
Russell Investments Canada Limited	1,013	$11,912	0.5%	Defined
Russell Investments Capital, LLC	45,248	$532,116	24.3%	Defined
Russell Investments France SAS	32,140	$377,966	17.3%	Defined
Russell Investments Limited	1,315	$15,464	0.7%	Defined
Russell Investments Trust Company	52,616	$618,764	28.3%	Defined

WHITE PINE CAPITAL LLC

$1,641,648

2.27%

139,596

BANK OF MONTREAL /CAN/

$1,398,334

1.93%

118,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	118,906	$1,398,334	100.0%	Defined

SEI INVESTMENTS CO

$1,382,776

1.91%

117,583

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	117,583	$1,382,776	100.0%	Sole

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$1,176,000

1.62%

100,000

GEODE CAPITAL MANAGEMENT, LLC

$1,091,374

1.51%

92,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	19,135	$225,027	20.6%	Defined
Held directly	73,669	$866,347	79.4%	Defined

RENAISSANCE TECHNOLOGIES LLC

$1,064,280

1.47%

90,500

NEXT CENTURY GROWTH INVESTORS LLC

$722,993

1.00%

61,479

Integrated Wealth Concepts LLC

$714,490

0.99%

60,756

DIMENSIONAL FUND ADVISORS LP

$693,250

0.96%

58,950

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,380	$16,228	2.3%	Defined
DFA Australia Ltd.	1,932	$22,720	3.3%	Defined
Dimensional Ireland Ltd	10,863	$127,748	18.4%	Defined
Held directly	44,775	$526,554	76.0%	Sole

VANGUARD FIDUCIARY TRUST CO

$631,253

0.87%

53,678

BlackRock, Inc.

$599,806

0.83%

51,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	2,180	$25,636	4.3%	Sole
BlackRock Fund Advisors	32,512	$382,341	63.7%	Sole
BlackRock Institutional Trust Company, N.A.	16,312	$191,829	32.0%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$587,635

0.81%

49,969

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	49,969	$587,635	100.0%	Other

Manatuck Hill Partners, LLC

$524,496

0.72%

44,600

MORGAN STANLEY

$501,763

0.69%

42,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	42,667	$501,763	100.0%	Defined

CITADEL ADVISORS LLC

$481,936

0.67%

40,981

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	26,577	$312,545	64.9%	Defined
Held directly	14,404	$169,391	35.1%	Defined

LPL Financial LLC

$481,924

0.67%

40,980

Paradigm, Strategies in Wealth Management, LLC

$481,372

0.66%

40,933

MILLENNIUM MANAGEMENT LLC

$479,808

0.66%

40,800

STATE STREET CORP

$397,170

0.55%

33,773

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	33,773	$397,170	100.0%	Defined

GOLDMAN SACHS GROUP INC

$364,254

0.50%

30,974

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	30,974	$364,254	100.0%	Defined

CORSAIR CAPITAL MANAGEMENT, L.P.

$352,082

0.49%

29,939

Integrated Quantitative Investments LLC

$236,270

0.33%

20,091

NORTHERN TRUST CORP

$232,083

0.32%

19,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	19,735	$232,083	100.0%	Defined

Boston Partners

$223,204

0.31%

18,980

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$208,152

0.29%

17,700

UBS Group AG

$200,095

0.28%

17,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	693	$8,149	4.1%	Defined
UBS Switzerland AG	14,400	$169,344	84.6%	Defined
UBS Securities LLC	1,922	$22,602	11.3%	Defined

Orin Green Financial, LLC

$154,996

0.21%

13,180

IFP Advisors, Inc

$101,136

0.14%

8,600

Avanza Fonder AB

$83,472

0.12%

7,098

Vanguard Global Advisers, LLC

$52,308

0.07%

4,448

Tower Research Capital LLC (TRC)

$6,479

0.01%

551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	551	$6,479	100.0%	Defined

NBC SECURITIES, INC.

$5,880

0.01%

500

FMR LLC

$4,515

0.01%

384

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	384	$4,515	100.0%	Defined

FEDERATED HERMES, INC.

$4,139

0.01%

352

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	352	$4,139	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$3,528

0.00%

300

MCF Advisors LLC

$964

0.00%

BARCLAYS PLC

$682

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	58	$682	100.0%	Defined

SJS Investment Consulting Inc.

$576

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	38,196	$478,213	87.2%	Defined
Jane Street Global Trading, LLC	5,604	$70,162	12.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	40,000	$500,800	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	11,431	$143,116	52.3%	Defined
BOFA SECURITIES, INC.	10,416	$130,408	47.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	18,361	$229,879	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	15,222	$190,579	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,889	$86,250	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	4,641	$58,105	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	2,421	$30,310	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	318	$3,981	100.0%	Defined

Key facts CIK 1836754 CUSIP 52474R207 13F (30d) 41 filings 41 filers Visit website Investor relations