Legacy Education LGCY Institutional Ownership

NYSE LGCY

$10.22 -0.05 (-0.49%)

As of: Oct 22, 2026 · 3:58 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

48.11%

▲+1.69 pp QoQ

Shares Held by Institutions

6.16Mn

of 12.80Mn outstanding

▲+5.23% QoQ

Shares Outstanding

12.80Mn

6.64Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

+305.94K

accumulated since last quarter

Value of Holdings

$63.47Mn

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

Updated Oct 10, 2026

Legacy Education Inc. (NYSE:LGCY) had 48 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 48.11% of Legacy Education's outstanding shares at the end of Q2 2026, up from 46.42% in Q1 2026.
Total shares held in LGCY rose 5.23% from Q1 2026; the number of holders rose 54.84% from Q2 2025.
Of the 48 holders, 22 added to their positions, 15 reduced their stakes and 11 left their positions unchanged in Q2 2026.
Combined, institutional investors held 6.16Mn shares of LGCY as of Q2 2026, up 305.94K from the prior quarter and up 2.05Mn from a year earlier.
Royce & Associates LP held the largest position in LGCY at 896.39K shares as of June 30, 2026, or 7.00% of shares outstanding.
The biggest increases in LGCY positions during Q2 2026 came from Essex Investment Management Co LLC (+186.46K shares), Mink Brook Asset Management LLC (+136.71K shares), Royce & Associates LP (+65.93K shares), White Pine Capital LLC (+49.53K shares) and Morgan Stanley (+37.61K shares).
On the other side, among holders that kept a position in Legacy Education, the largest reductions in Q2 2026 came from SEI Investments Co (-142.42K shares), Punch & Associates Investment Management, Inc. (-85K shares), Millennium Management LLC (-52.26K shares), Susquehanna International Group, LLP (-42.31K shares) and Goldman Sachs Group Inc (-20.45K shares).
Per Business Quant, the top 10 investors in LGCY for the quarter ended June 30, 2026 were Royce & Associates LP (896.39K shares), Holos Integrated Wealth LLC (852.55K shares), Kennedy Capital Management LLC (602.75K shares), Bard Associates Inc (444.28K shares), Mink Brook Asset Management LLC (389.5K shares), Vanguard Capital Management LLC (379.32K shares), Truffle Hound Capital, LLC (350K shares), Essex Investment Management Co LLC (329.89K shares), Polar Asset Management Partners Inc. (255.68K shares) and Russell Investments Group, Ltd. (186.09K shares).

Form 13F Holdings

48 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.16Mn

Of outstanding 48.11%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ROYCE & ASSOCIATES LP	0000906304	896,387	7.00%	▲65,929	+7.94%	$10.54Mn
2	Holos Integrated Wealth LLC	0002080096	852,550	6.66%	0	0.00%	$9.61Mn
3	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	602,745	4.71%	▼11,819	-1.92%	$7.09Mn
4	BARD ASSOCIATES INC	0001105907	444,279	3.47%	▼4,201	-0.94%	$5.22Mn
5	Mink Brook Asset Management LLC	0002052205	389,498	3.04%	▲136,714	+54.08%	$4.58Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	379,324	2.96%	▲3,039	+0.81%	$4.46Mn
7	Truffle Hound Capital, LLC	0001595862	350,000	2.73%	0	0.00%	$4.12Mn
8	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	329,894	2.58%	▲186,455	+129.99%	$3.88Mn
9	Polar Asset Management Partners Inc.	0001326389	255,677	2.00%	▲255,677	0.00%	$3.01Mn
10	Russell Investments Group, Ltd.	0001692234	186,092	1.45%	▼12,030	-6.07%	$2.19Mn
11	WHITE PINE CAPITAL LLC	0001137429	139,596	1.09%	▲49,529	+54.99%	$1.64Mn
12	Bank Of Montreal /Can/	0000927971	118,906	0.93%	0	0.00%	$1.40Mn
13	Sei Investments Co	0000350894	117,583	0.92%	▼142,421	-54.78%	$1.38Mn
14	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	100,000	0.78%	▼85,000	-45.95%	$1.18Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	92,804	0.73%	▲776	+0.84%	$1.09Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	90,500	0.71%	▲18,500	+25.69%	$1.06Mn
17	NEXT CENTURY GROWTH INVESTORS LLC	0001134007	61,479	0.48%	▲61,479	0.00%	$722.99K
18	Integrated Wealth Concepts LLC	0001737109	60,756	0.47%	▲30,378	+100.00%	$714.49K
19	DIMENSIONAL FUND ADVISORS LP	0000354204	58,950	0.46%	▲34,203	+138.21%	$693.53K
20	VANGUARD FIDUCIARY TRUST CO	0000933478	53,678	0.42%	▲351	+0.66%	$631.25K

Showing 1 to 20 of 48 holders