Legacy Education Inc. (LGCY) Institutional Ownership

Institutions by Trading Activity

13,858,320Shares Outstanding

4,969,537Shares held by institutions

$56,304,854Value of institutional holdings

35.86%Institutional ownership %

13.34%Shares Changed QoQ

47No. of institutional investors

Legacy Education Inc. (NYSE:LGCY) is held by 47 institutional investors per 13F filings through December 2025.

They owned 35.4% of outstanding stock in December 2025, up from 33.9% the prior quarter.
They increased total shares held in Legacy Education by 12.41% from the prior quarter, while the number of investors in LGCY increased 67.86% year over year.
Among the 47 funds, 26 bought more Legacy Education shares, 13 sold down, and 8 held their ground.
Combined, these investors held 4.9Mn shares in LGCY for December 2025, up by 541.58K shares quarter on quarter, and up 2.07Mn shares year over year.
Holos Integrated Wealth LLC is the top holder of Legacy Education as of December 31, 2025, with 852.55K shares representing 6.15% of outstanding stock.
The most significant purchases of LGCY for the quarter ending December 2025 came from Mink Brook Asset Management LLC (50.45K), SJS Investment Consulting Inc. (7).
Top sellers of LGCY stock for the quarter ending December 2025 included Holos Integrated Wealth LLC (81.8K), NBC SECURITIES, INC. (500).
Business Quant data shows the 6 biggest positions in Legacy Education as of December 2025 are held by Holos Integrated Wealth LLC (852.55K), Mink Brook Asset Management LLC (252.78K), IFP Advisors, Inc (10.82K), Avanza Fonder AB (7.1K), NBC SECURITIES, INC. (500), SJS Investment Consulting Inc. (49).

4,969,537 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Holos Integrated Wealth LLC	31 Dec, 2025	934,353	0	0.00%	$9,670,554.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	820,458	-28,312	-3.34%	$8,360,467.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	597,937	1,583	0.27%	$6,092,978.00
BARD ASSOCIATES INC	31 Dec, 2025	449,380	-5,287	-1.16%	$4,579,183.00
VANGUARD GROUP INC	31 Dec, 2025	429,433	6,304	1.49%	$4,375,922.00
Mink Brook Asset Management LLC	31 Dec, 2025	202,333	202,333	0.00%	$2,061,773.00
Truffle Hound Capital, LLC	31 Dec, 2025	200,000	0	0.00%	$2,038,000.00
Russell Investments Group, Ltd.	31 Dec, 2025	185,759	116,062	166.52%	$1,892,890.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	185,000	16,500	9.79%	$1,885,150.00
Goldman Sachs Group Inc	31 Dec, 2025	129,978	69,513	114.96%	$1,324,476.00
WHITE PINE CAPITAL LLC	31 Dec, 2025	109,208	26,837	32.58%	$1,112,830.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	88,971	9,961	12.61%	$907,589.00
Sei Investments Co	31 Dec, 2025	72,040	72,040	0.00%	$734,088.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	63,119	26,412	71.95%	$643,183.00
683 Capital Management, LLC	31 Dec, 2025	46,296	46,296	0.00%	$471,756.00
Manatuck Hill Partners, LLC	31 Dec, 2025	44,600	0	0.00%	$454,474.00
BlackRock, Inc.	31 Dec, 2025	40,233	-10,602	-20.86%	$409,974.00
Boston Partners	31 Dec, 2025	39,925	25,279	172.60%	$406,840.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	38,372	-15,728	-29.07%	$391,011.00
State Street Corp	31 Dec, 2025	32,447	6,500	25.05%	$330,635.00

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