Skip to main content
Equibles
LGCY logo

LGCY

Legacy Education Inc.
$11.75 +0.06 (+0.51%) At close · Jul 6
Market Cap
$148.66M
Shares
12,652,038

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.

Holders: 58
Total Value: $74,879,459
Total Shares: 5,980,790

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 58 13F filers · Δ vs Dec 31, 2025
Top Holder
14.3%
Sep 2024 → Mar 2026 · range 14.3% – 27.9%
−4.6 pts
Top 5
52.2%
Sep 2024 → Mar 2026 · range 52.2% – 84.6%
−13.1 pts
Top 10
73.0%
Sep 2024 → Mar 2026 · range 73.0% – 99.5%
−10.1 pts
HHI
720
Sep 2024 → Mar 2026 · range 720 – 1,767
Broadly held−297

Quarterly Activity

vs Dec 31, 2025
New
17
Increased
20
Decreased
13
Sold Out
7
Unchanged
8
Holder count: +10
Institutional value: +48.5%
Shares held: +20.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large SEI INVESTMENTS CO +187,964 260,004
Small Truffle Hound Capital, LLC +150,000 350,000
Small Mink Brook Asset Management LLC +50,451 252,784
Mid Ancora Advisors LLC +42,265 85,225
Large RENAISSANCE TECHNOLOGIES LLC +33,628 72,000

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Micro Holos Integrated Wealth LLC −81,803 852,550
Small WHITE PINE CAPITAL LLC −19,141 90,067
Large Boston Partners −18,547 21,378
Mega GOLDMAN SACHS GROUP INC −13,569 51,420
Small Integrated Quantitative Investments LLC −12,249 17,996

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 376,285 $4,711,088
Small ESSEX INVESTMENT MANAGEMENT CO LLC 143,439 $1,795,856
Mega BANK OF MONTREAL /CAN/ 118,906 $1,488,703
Mega MILLENNIUM MANAGEMENT LLC 93,057 $1,165,073
Small Informed Momentum Co LLC 58,183 $728,451

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 429,433 $4,375,922
Large Squarepoint Ops LLC 16,880 $172,007
Large OMERS ADMINISTRATION Corp 14,800 $150,812
Micro Orin Green Financial, LLC 10,000 $101,900
Mid Tower Research Capital LLC (TRC) 152 $1,548
Filter: New 17 Increased 20 Reduced 13 Sold out 7 Unchanged 8
Showing 58 of 58
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Micro Holos Integrated Wealth LLC $10,673,926 14.25% 852,550
Mid ROYCE & ASSOCIATES LP $10,397,334 13.89% 830,458
Mid KENNEDY CAPITAL MANAGEMENT LLC $7,694,341 10.28% 614,564
Small BARD ASSOCIATES INC $5,614,969 7.50% 448,480
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,711,088 6.29% 376,285
Small Truffle Hound Capital, LLC $4,382,000 5.85% 350,000
Large SEI INVESTMENTS CO $3,255,250 4.35% 260,004
Small Mink Brook Asset Management LLC $3,164,855 4.23% 252,784
Large Russell Investments Group, Ltd. $2,480,483 3.31% 198,122
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $2,316,200 3.09% 185,000
Small ESSEX INVESTMENT MANAGEMENT CO LLC $1,795,856 2.40% 143,439
Mega BANK OF MONTREAL /CAN/ Bank $1,488,703 1.99% 118,906
Mega MILLENNIUM MANAGEMENT LLC $1,165,073 1.56% 93,057
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,155,345 1.54% 92,280
Mega GEODE CAPITAL MANAGEMENT, LLC $1,152,189 1.54% 92,028
Small WHITE PINE CAPITAL LLC $1,127,638 1.51% 90,067
Mid Ancora Advisors LLC $1,067,017 1.42% 85,225
Large RENAISSANCE TECHNOLOGIES LLC $901,440 1.20% 72,000
Small Informed Momentum Co LLC $728,451 0.97% 58,183
Mega CITADEL ADVISORS LLC $705,188 0.94% 56,325
Mega VANGUARD FIDUCIARY TRUST CO Bank $667,654 0.89% 53,327
Mega GOLDMAN SACHS GROUP INC $643,778 0.86% 51,420
Mid Legato Capital Management LLC $564,163 0.75% 45,061
Small Manatuck Hill Partners, LLC $558,392 0.75% 44,600
Mega JANE STREET GROUP, LLC $548,375 0.73% 43,800
Mega BlackRock, Inc. $532,649 0.71% 42,544
Mid 683 Capital Management, LLC $500,800 0.67% 40,000
Mega STATE STREET CORP $425,341 0.57% 33,973
Mid Integrated Wealth Concepts LLC $380,332 0.51% 30,378
Small CORSAIR CAPITAL MANAGEMENT, L.P. $374,836 0.50% 29,939
Mega LPL Financial LLC $336,562 0.45% 26,882
Mega DIMENSIONAL FUND ADVISORS LP $309,831 0.41% 24,747
Mega BANK OF AMERICA CORP /DE/ Bank $273,524 0.37% 21,847
Large Boston Partners $267,652 0.36% 21,378
Mega NORTHERN TRUST CORP Bank $250,287 0.33% 19,991
Mega UBS Group AG $231,632 0.31% 18,501
Large MARSHALL WACE, LLP $229,879 0.31% 18,361
Small Integrated Quantitative Investments LLC $225,309 0.30% 17,996
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $221,604 0.30% 17,700
Large Hudson Bay Capital Management LP $190,579 0.25% 15,222
Large HRT FINANCIAL LP $182,979 0.24% 14,615
Large Schonfeld Strategic Advisors LLC $136,455 0.18% 10,899
Mid IFP Advisors, Inc $135,529 0.18% 10,825
Large Qube Research & Technologies Ltd $126,401 0.17% 10,096
Mega BARCLAYS PLC $111,152 0.15% 8,878
Mid Avanza Fonder AB $88,866 0.12% 7,098
Mega CITIGROUP INC $86,250 0.12% 6,889
Mid Advisory Services Network, LLC $75,120 0.10% 6,000
Mega MORGAN STANLEY $63,263 0.08% 5,053
Large ACADIAN ASSET MANAGEMENT LLC $58,105 0.08% 4,641
Mega Vanguard Global Advisers, LLC $55,688 0.07% 4,448
Mega JPMORGAN CHASE & CO $30,310 0.04% 2,421
Small NBC SECURITIES, INC. Broker-Dealer $6,260 0.01% 500
Mega FMR LLC $4,807 0.01% 384
Mega ROYAL BANK OF CANADA Bank $3,981 0.01% 318
Large FEDERATED HERMES, INC. $3,130 0.00% 250
Small SJS Investment Consulting Inc. $613 0.00% 49
Mega BNP PARIBAS ARBITRAGE, SA $25 0.00% 2
Key facts CIK 1836754 CUSIP 52474R207 Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)