LGCY · Legacy Education Inc. · Holdings

$10.19 -0.13 (-1.26%)

Market Cap

$132.23M

12.81M

Volume · Oct 21 7197 Avg daily vol (3M) 50.68K

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.

Use institutional holdings through the 13F API or MCP → See every holder of LGCY: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 51

Total Value: $73,584,377

Total Shares: 6,326,421

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 50 13F filers

Top Holder

14.1%

of institutional value

Top 5

50.3%

of institutional value

Top 10

74.0%

of institutional value

HHI

709

Broadly held

Who Holds LGCY

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 50 filers, like-for-like change +5.6%; actively managed books +5.8%; index-like books +4.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	73.4%	30	+14.0%	4	4
Adviser	1.0%	2	+24632.4%	1	0
Bank	3.0%	5	-18.2%	0	4
Broker-dealer	0.6%	1	+52.4%	0	0
Holding company	2.0%	4	+25.8%	0	0
Exempt adviser	0.0%	0	-100.0%	0	2
Non-US	0.0%	0	-100.0%	0	1
Benefit plan	0.0%	0	—	0	0
Unknown	20.0%	8	-17.3%	2	4

Style	Share	Filers	Change	New	Exited
Index-like	11.1%	8	+4.3%	0	0
Systematic-like	5.3%	4	+79.1%	2	3
Concentrated	20.9%	7	+16.8%	3	0
Diversified active	62.6%	31	-0.8%	2	12
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	37.5%	25	+1.0%	4	4
Medium turnover	48.4%	15	+12.1%	1	4
High turnover	7.1%	7	-4.8%	2	7
Unknown	6.9%	3	+0.8%	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	11.3%	5	+39.8%	1	1
Medium horizon	26.3%	7	+10.5%	1	0
Long horizon	53.9%	34	-6.3%	4	8
Unknown	8.6%	4	+59.6%	1	6
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	41.9%	12	+18.0%	2	0
$1B to $10B	20.0%	12	+18.2%	4	3
$10B to $100B	16.1%	4	+1.1%	0	6
$100B or more	22.1%	22	-16.4%	1	6
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	12.3%	10	-1.0%	3	0
Pooled investment vehicles	13.5%	8	+19.6%	1	3
Registered funds and BDCs	23.1%	6	+7.5%	0	0
Governments and sovereign funds	2.1%	2	+7.5%	0	1
Corporations	1.6%	1	+17.6%	0	0
Diversified	14.7%	2	+23.0%	0	0
Pension and profit sharing plans	0.0%	0	—	0	0
Unknown	32.7%	21	-4.5%	3	11

Private funds	Share	Filers	Change	New	Exited
Hedge funds	30.7%	12	+10.6%	1	5
Real estate funds	0.0%	1	new	1	0
Other private funds	15.4%	3	+11.5%	0	0
Private funds, type not stated	9.5%	1	-1.9%	0	0
No private funds	17.8%	13	+30.8%	2	1
Mixed private funds	0.0%	0	—	0	0
Unknown	26.6%	20	-10.9%	3	9

Location	Share	Filers	Change	New	Exited
United States	93.7%	45	+2.0%	6	12
Outside the US	6.3%	5	+118.9%	1	3

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

50 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

2.00% of filers hold it in their top 10

Mar 31, 2026: 1

Holders above 5%

median weight 0.001%

Mar 31, 2026: 1

Crowding

28.4%

of shares outstanding, 78th percentile

Mar 31, 2026: 27.5%

Private-fund advisers

27.8%

of shares outstanding

Institutional ownership

50.1%

55.0% of the estimated free float

Top 10 holders

74.0%

of 13F shares, Herfindahl 0.071

Active holders

+5.8%

like-for-like share change of active filers

5% stakes on record

1 13D, 3 13G (0 institutional, 1 passive, 2 exempt)

How long holders have held it value-weighted 5.5 quarters

Under 1 year 34.4% 1 to 3 years 65.6% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$10.83

estimated per share

Mar 31, 2026: $10.48

Quarter-end price

$11.76

implied by 13F values

Estimated gain or loss

+8.6%

price against the estimated cost

Estimated at a loss

38.9%

of costed 13F value

Estimated cost covers 42.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies LGCY's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	NEO Neogenomics Inc	3	0.213
2	MAMA Mama's Creations, Inc.	3	0.196
3	CECO Ceco Environmental Corp	3	0.124
4	GOOGL Alphabet Inc.	6	0.026
5	CRWD CrowdStrike Holdings, Inc.	3	0.025
6	BRK-B Berkshire Hathaway Inc	5	0.024
7	TSLA Tesla, Inc.	4	0.022
8	AMZN Amazon Com Inc	5	0.022
9	BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF	3	0.022
10	AAPL Apple Inc.	5	0.022

Shareholder Targets

13F filers that own its peers but not LGCY, quarter ended Jun 30, 2026

Found through its holder-overlap peers: NEO, MAMA, CECO, GOOGL, CRWD, BRK-B, TSLA, AMZN, BIL, AAPL, MSFT, META, UNH, GEV, NVDA, PG, COST, V, AVGO. 7,341 filers in all.

#	Filer	In peers	Of book	Largest peers
1	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$511,518,549,549 18 held	23.0%	NVDA, AAPL, GOOGL
2	JPMORGAN CHASE & CO Bank, Diversified active	$448,393,357,900 19 held	27.3%	NVDA, GOOGL, AAPL
3	Invesco Ltd. Adviser, Diversified active	$352,332,715,229 19 held	27.9%	NVDA, GOOGL, AAPL
4	NORGES BANK Non-US, Index-like	$347,821,556,500 15 held	34.6%	NVDA, GOOGL, AAPL
5	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$334,605,287,305 19 held	33.8%	NVDA, GOOGL, AAPL
6	BANK OF AMERICA CORP /DE/ Bank, Diversified active	$243,050,570,204 19 held	18.7%	NVDA, GOOGL, AAPL
7	Capital Research Global Investors Adviser, Diversified active	$238,672,984,368 16 held	33.1%	AVGO, NVDA, GOOGL
8	Capital World Investors Adviser, Diversified active	$235,038,041,491 16 held	27.9%	AVGO, GOOGL, META
9	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like	$188,095,196,955 18 held	34.4%	NVDA, AAPL, GOOGL
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active	$186,068,180,751 19 held	24.9%	NVDA, AAPL, GOOGL

Fund Ownership of LGCY by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 3.79% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.64%	-0.01 pp	81,980	6
Index ETFs	3.15%	+0.11 pp	403,646	3
Active ETFs	0.08%	-0.03 pp	9,663	5
Active funds	8.32%	+1.32 pp	1,065,957	17
Unclassified	0.04%	+0.04 pp	5,587	1
All registered funds	12.23%	+1.43 pp	1,566,833	32

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 31 Adviser 2 Bank 5 Broker-dealer 1 Holding company 4 Unknown 8

Showing 51 of 51

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ROYCE & ASSOCIATES LP

$10,541,511

14.33%

896,387

Holos Integrated Wealth LLC

$10,025,988

13.63%

852,550

KENNEDY CAPITAL MANAGEMENT LLC

$7,088,281

9.63%

602,745

BARD ASSOCIATES INC

$5,224,721

7.10%

444,279

Mink Brook Asset Management LLC

$4,580,496

6.22%

389,498

VANGUARD CAPITAL MANAGEMENT LLC

$4,460,850

6.06%

379,324

Truffle Hound Capital, LLC

$4,116,000

5.59%

350,000

ESSEX INVESTMENT MANAGEMENT CO LLC

$3,103,973

4.22%

320,990

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 176703	320,990	$3,103,973	100.0%	Sole

Polar Asset Management Partners Inc.

$3,006,761

4.09%

255,677

Russell Investments Group, Ltd.

$2,188,439

2.97%

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

2.23%

139,596

BANK OF MONTREAL /CAN/

$1,398,334

1.90%

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

1.88%

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

Legato Capital Management LLC

$1,296,140

1.76%

110,216

Ancora Advisors LLC

$1,178,646

1.60%

100,225

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$1,176,000

1.60%

100,000

GEODE CAPITAL MANAGEMENT, LLC

$1,091,374

1.48%

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

1.45%

90,500

NEXT CENTURY GROWTH INVESTORS LLC

$722,993

0.98%

61,479

DIMENSIONAL FUND ADVISORS LP

$693,250

0.94%

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

0.86%

53,678

BlackRock, Inc.

$599,806

0.82%

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

0.80%

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

0.71%

44,600

MORGAN STANLEY

$501,763

0.68%

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

0.65%

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

0.65%

40,980

MILLENNIUM MANAGEMENT LLC

$479,808

0.65%

40,800

STATE STREET CORP

$397,170

0.54%

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

Paradigm, Strategies in Wealth Management, LLC

$395,503

0.54%

40,900

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

Integrated Wealth Concepts LLC

$357,245

0.49%

30,378

CORSAIR CAPITAL MANAGEMENT, L.P.

$352,082

0.48%

29,939

Integrated Quantitative Investments LLC

$236,270

0.32%

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

0.30%

18,980

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$208,152

0.28%

17,700

UBS Group AG

$200,095

0.27%

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

$127,450

0.17%

13,180

IFP Advisors, Inc

$70,832

0.10%

7,325

Avanza Fonder AB

$68,637

0.09%

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

Fortitude Family Office, LLC

$1,247

0.00%

129

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%

Key facts CIK 1836754 CUSIP 52474R207 13F (30d) 7 filings 7 filers Visit website Investor relations