Legacy Education Inc. (LGCY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,790,157Shares Outstanding

1,249,709Shares held by institutions

$15,208,959Value of institutional holdings

35.57%Institutional ownership %

12.85%Shares Changed QoQ

46No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Legacy Education Inc. (NYSE:LGCY) is held by 46 institutional firms.

Institutional ownership in Legacy Education edged up to 35.6% in December 2025, compared to 33.8% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 12.85%, with a year-over-year an increase of 64.29% in the count of filers.
A review of institutional activity for Legacy Education shows 26 of 46 filers increasing their positions, while 11 reduced their stake, and 9 remained unchanged.
Collectively, institutional investors increased their stake in Legacy Education to 4.90Mn shares as of December 2025, a change that is up by 558.43K shares quarter on quarter and up 2.16Mn shares year over year.
Holos Integrated Wealth LLC continues to be the largest institutional holder of Legacy Education as of December 31, 2025, with a position of 934.35K shares, representing 6.78% of the company's outstanding stock.
Among the most significant buyers of Legacy Education during December 2025 were Mink Brook Asset Management LLC (202.33K), Russell Investments Group, Ltd. (116.06K), SEI INVESTMENTS CO (72.04K), 683 Capital Management, LLC (46.30K), Integrated Quantitative Investments LLC (30.25K).
Leading sellers of Legacy Education stock in December 2025 included ROYCE & ASSOCIATES LP (28.31K), RENAISSANCE TECHNOLOGIES LLC (15.73K), MARSHALL WACE, LLP (15.41K), ACADIAN ASSET MANAGEMENT LLC (12.94K), JANE STREET GROUP, LLC (11.06K).
The top 10 institutional holders of Legacy Education for the quarter ending December 2025 included Holos Integrated Wealth LLC (934.35K), ROYCE & ASSOCIATES LP (820.46K), KENNEDY CAPITAL MANAGEMENT LLC (597.94K), BARD ASSOCIATES INC (449.38K), VANGUARD GROUP INC (429.43K), Mink Brook Asset Management LLC (202.33K), Truffle Hound Capital, LLC (200.00K), Russell Investments Group, Ltd. (185.76K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (185.00K), WHITE PINE CAPITAL LLC (109.21K).

46 Institutional Holders

1,249,709 Total Shares Held

Rows:

Download Data

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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	64,989	4,524	7.48%	$662,238.00
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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