LGCY · Legacy Education Inc. · Shareholders & Ownership
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 | As of | Notes |
|---|---|---|---|---|
| 1 |
|
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 |
|
868,123 | ||
| 3.1 |
|
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 |
|
98,370 | ||
| 22.1 |
|
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 |
|
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 |
|
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 |
|
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.
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