Legacy Education LGCY Institutional Ownership

NYSE LGCY

$10.86 +0.08 (+0.75%)

As of: Sep 3, 2026 · 12:11 PM EDT

Institutions by Trading Activity

48 Institutions

Increased 22 45.8%

Unchanged 11 22.9%

Reduced 15 31.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.96%

▲+2.43 pp QoQ

Shares Held by Institutions

6.16Mn

of 12.57Mn outstanding

▲+9.99% QoQ

Shares Outstanding

12.57Mn

6.42Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

+559.23K

accumulated since last quarter

Value of Holdings

$66.00Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Legacy Education Inc. (NYSE:LGCY) has 48 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 49.0% of outstanding stock in June 2026, up from 46.5% the prior quarter.
They increased total shares held in Legacy Education by 9.99% from last quarter, and the number of investors in LGCY increased 50.0% annually.
Of these 48 holders, 22 added to their stakes in Legacy Education, 15 trimmed positions, and 11 made no changes.
Altogether, these fund groups held 6.16Mn shares in LGCY by June 2026, up by 559.23K shares quarter on quarter, and up 1.98Mn shares year over year.
As of June 30, 2026, ROYCE & ASSOCIATES LP held the largest stake in Legacy Education with 896.39K shares, accounting for 7.13% of total shares outstanding.
The biggest buyers of Legacy Education for the quarter ending June 2026 included Polar Asset Management Partners Inc. (255.68K), ESSEX INVESTMENT MANAGEMENT CO LLC (186.46K), Mink Brook Asset Management LLC (136.71K), ROYCE & ASSOCIATES LP (65.93K), NEXT CENTURY GROWTH INVESTORS LLC (61.48K).
Leading sellers of Legacy Education shares for the quarter ending June 2026 were Sei Investments Co (142.42K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (85.0K), MILLENNIUM MANAGEMENT LLC (52.26K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (42.31K), Goldman Sachs Group Inc (20.45K).
Per Business Quant data, the top 10 holders of Legacy Education for the quarter ending June 2026 are ROYCE & ASSOCIATES LP (896.39K), Holos Integrated Wealth LLC (852.55K), KENNEDY CAPITAL MANAGEMENT LLC (602.74K), BARD ASSOCIATES INC (444.28K), Mink Brook Asset Management LLC (389.5K), VANGUARD CAPITAL MANAGEMENT LLC (379.32K), Truffle Hound Capital, LLC (350.0K), ESSEX INVESTMENT MANAGEMENT CO LLC (329.89K), Polar Asset Management Partners Inc. (255.68K), Russell Investments Group, Ltd. (186.09K).

Form 13F Holdings

48 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.16Mn

Of outstanding 48.96%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ROYCE & ASSOCIATES LP	0000906304	896,387	7.13%	▲65,929	+7.94%	$10.54Mn
2	Holos Integrated Wealth LLC	0002080096	852,550	6.78%	0	0.00%	$9.61Mn
3	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	602,745	4.79%	▼11,819	-1.92%	$7.09Mn
4	BARD ASSOCIATES INC	0001105907	444,279	3.53%	▼4,201	-0.94%	$5.22Mn
5	Mink Brook Asset Management LLC	0002052205	389,498	3.10%	▲136,714	+54.08%	$4.58Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	379,324	3.02%	▲3,039	+0.81%	$4.46Mn
7	Truffle Hound Capital, LLC	0001595862	350,000	2.78%	0	0.00%	$4.12Mn
8	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	329,894	2.62%	▲186,455	+129.99%	$3.88Mn
9	Polar Asset Management Partners Inc.	0001326389	255,677	2.03%	▲255,677	0.00%	$3.01Mn
10	Russell Investments Group, Ltd.	0001692234	186,092	1.48%	▼12,030	-6.07%	$2.19Mn
11	WHITE PINE CAPITAL LLC	0001137429	139,596	1.11%	▲49,529	+54.99%	$1.64Mn
12	Bank Of Montreal /Can/	0000927971	118,906	0.95%	0	0.00%	$1.40Mn
13	Sei Investments Co	0000350894	117,583	0.94%	▼142,421	-54.78%	$1.38Mn
14	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	100,000	0.80%	▼85,000	-45.95%	$1.18Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	92,804	0.74%	▲776	+0.84%	$1.09Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	90,500	0.72%	▲18,500	+25.69%	$1.06Mn
17	NEXT CENTURY GROWTH INVESTORS LLC	0001134007	61,479	0.49%	▲61,479	0.00%	$722.99K
18	Integrated Wealth Concepts LLC	0001737109	60,756	0.48%	▲30,378	+100.00%	$714.49K
19	DIMENSIONAL FUND ADVISORS LP	0000354204	58,950	0.47%	▲34,203	+138.21%	$693.53K
20	VANGUARD FIDUCIARY TRUST CO	0000933478	53,678	0.43%	▲351	+0.66%	$631.25K

Showing 1 to 20 of 48 holders