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LGCY · Legacy Education Inc. · Shareholders & Ownership

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$10.32 +0.08 (+0.78%) At close · Oct 20
Market Cap
$132.23M
Shares
12.81M
Volume · Oct 20 14.9K Avg daily vol (3M) 50.68K

Every disclosed holder of LGCY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns LGCY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions
Holder group Shares % Out
Institutional (13F) 6,326,421 49.37%
Insiders (Forms 3, 4, 5) 1,027,828 8.02%
13D/G-only blocks 944,353 7.37%
Remaining 4,514,636 35.23%
Registered funds (N-PORT, not summed) 1,668,442 13.02%

Shares outstanding: 12,813,238, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LGCY

# Holder Shares
1
Garnick Michael J
13G CIK 2044061 · Unknown · Oct 4, 2024
Rule 13d-1(d), exempt investor
944,353
2
ROYCE & ASSOCIATES LP
13F CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
896,387
2.1
Royce Micro-Cap Fund
Fund S000009506 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
254,436
2.2
Royce Capital Fund - Micro-Cap Portfolio
Fund S000009496 · Registered fund · Jun 30, 2026
ROYCE CAPITAL FUND, not summed
82,855
3
Rohmann LeeAnn
Insider CIK 2034917 · Oct 8, 2026
Director, Chief Executive Officer, issuer-wide
868,123
3.1
LeeAnn Rohmann
13D CIK 2034917 · Sep 27, 2024
not summed
1,316,131
4
Holos Integrated Wealth LLC
13F CIK 2080096 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
852,550
5
Mink Brook Asset Management LLC
13G CIK 2052205 · Registered investment adviser · Sep 25, 2026
Rule 13d-1(c), passive investor, not summed
773,395
5.1
Mink Brook Asset Management LLC
13F CIK 2052205 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
389,498
6
KENNEDY CAPITAL MANAGEMENT LLC
13F CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
602,745
7
ROYCE MICRO-CAP TRUST, INC.
Fund · Registered fund · Jun 30, 2026
ROYCE MICRO-CAP TRUST, INC., not summed
559,096
8
BARD ASSOCIATES INC
13F CIK 1105907 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
444,279
9
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
379,324
10
Truffle Hound Capital, LLC
13F CIK 1595862 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
350,000
11
ESSEX INVESTMENT MANAGEMENT CO LLC
13F CIK 201772 · Registered investment adviser · Sep 30, 2026
320,990
12
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
272,331
13
Polar Asset Management Partners Inc.
13F CIK 1326389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
255,677
14
Russell Investments Group, Ltd.
13F CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
186,092
14.1
U.S. Small Cap Equity Fund
Fund S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
42,730
14.2
U.S. Small Cap Equity Fund
Fund S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
11,030
15
WHITE PINE CAPITAL LLC
13F CIK 1137429 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
139,596
16
BANK OF MONTREAL /CAN/
13F CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
118,906
17
SEI INVESTMENTS CO
13F CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
117,583
18
Legato Capital Management LLC
13F CIK 1442641 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
110,216
19
Ancora Advisors LLC
13F CIK 1446114 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
100,225
20
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F CIK 1238990 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
100,000
21
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
98,803
22
DEROSE ROBERT
Insider CIK 1221796 · Apr 8, 2025
10% Owner, issuer-wide
98,370
22.1
Robert deRose
13G CIK 1221796 · Oct 4, 2024
Rule 13d-1(c), passive investor, not summed
1,227,344
23
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
92,804
24
RENAISSANCE TECHNOLOGIES LLC
13F CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
90,500
25
1290 Essex Small Cap Growth Fund
Fund S000076802 · Registered fund · Jul 31, 2026
1290 Funds, not summed
80,484
26
NEXT CENTURY GROWTH INVESTORS LLC
13F CIK 1134007 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
61,479
27
Amato Gerald
Insider CIK 1441861 · May 28, 2026
Director, issuer-wide
61,000
28
DIMENSIONAL FUND ADVISORS LP
13F CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
58,950
28.1
Dimensional U.S. Small Cap ETF
Fund S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
11,406
28.2
U.S. SMALL CAP PORTFOLIO
Fund S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7,616
28.3
U.S. MICRO CAP PORTFOLIO
Fund S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3,259
28.4
U.S. Sustainability Targeted Value Portfolio
Fund S000068937 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3,045
28.5
U.S. VECTOR EQUITY PORTFOLIO
Fund S000000982 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2,531
29
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
53,678
30
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
51,004
30.1
iShares Micro-Cap ETF
Fund S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
32,512
31
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
49,969
32
Manatuck Hill Partners, LLC
13F CIK 1467902 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
44,600
33
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
42,667
34
CITADEL ADVISORS LLC
13F CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
40,981
35
LPL Financial LLC
13F CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
40,980
36
Paradigm, Strategies in Wealth Management, LLC
13F CIK 1859579 · Registered investment adviser · Sep 30, 2026
40,900
37
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
40,800
38
First Eagle Small Cap Opportunity Fund
Fund S000072438 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
40,539
39
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
33,773
40
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
30,974
41
Integrated Wealth Concepts LLC
13F CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
30,378
42
CORSAIR CAPITAL MANAGEMENT, L.P.
13F CIK 1276470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
29,939
43
NORTH SQUARE KENNEDY MICROCAP FUND
Fund S000085358 · Registered fund · May 31, 2026
Exchange Place Advisors Trust, not summed
29,345
44
Integrated Quantitative Investments LLC
13F CIK 2046834 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
20,091
45
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
19,735
46
Boston Partners
13F CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
18,980
47
Dunham Small Cap Value Fund
Fund S000020974 · Registered fund · Jul 31, 2026
Dunham Funds, not summed
18,980
48
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
17,700
48.1
Ultra-Small Company Market Fund
Fund S000004424 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
15,000
49
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
17,015
50
Orin Green Financial, LLC
13F CIK 1844227 · Registered investment adviser · Sep 30, 2026
13,180

9 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 70 holders

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