Legacy EducationLGCY

13F holders, Q2 2026 (June 30)
50holders −8
7new positions
15sold out
3famous investors
$11.69avg. 13F price*

At the end of Q2 2026, 50 institutions reported holding Legacy Education Inc. (LGCY) in their 13F filings, down 8 from Q1 2026. 7 opened new positions and 15 sold out. The largest holders were Royce & Associates LP ($10.5M), Holos Integrated Wealth LLC ($9.6M) and Kennedy Capital Management LLC ($7.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Legacy Education Inc.
CUSIP
52474R207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q3 2024: 11Q3 2024Q4 2024: 26Q4 2024Q1 2025: 26Q1 2025Q2 2025: 32Q2 2025Q3 2025: 42Q3 2025Q4 2025: 48Q4 2025Q1 2026: 58Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$4.4M
Exits15$3.2M

All 13F filers, Q1 2026 → Q2 2026: 990,222 shares bought and 654,508 shares sold, net +335,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Royce & Associates LP 0.08% Add +7.9% 896,387 $10.5M
Holos Integrated Wealth LLC 4.49% No change 852,550 $9.6M
Kennedy Capital Management LLC 0.13% Reduce -1.9% 602,745 $7.1M
Bard Associates Inc. 1.16% Reduce -0.9% 444,279 $5.2M
Mink Brook Asset Management LLC 2.02% Add +54.1% 389,498 $4.6M
Vanguard Capital Management LLC 0.00% Add +0.8% 379,324 $4.5M
Truffle Hound Capital, LLC 2.60% No change 350,000 $4.1M
Essex Investment Management Co. LLC 0.51% Add +130.0% 329,894 $3.9M
Polar Asset Management Partners Inc. 0.07% New 255,677 $3.0M
Russell Investments Group, Ltd. 0.00% Reduce -6.1% 186,092 $2.2M
White Pine Capital LLC 0.39% Add +26.8% 139,596 $1.6M
Bank of Montreal 0.00% No change 118,906 $1.4M
Sei Investments Co. 0.00% Reduce -54.8% 117,583 $1.4M
Legato Capital Management LLC 0.11% Add +144.6% 110,216 $1.3M
Ancora Advisors LLC 0.02% Add +17.6% 100,225 $1.2M
Punch & Associates Investment Management, Inc. 0.06% Reduce -46.0% 100,000 $1.2M
Geode Capital Management, LLC 0.00% Add +0.8% 92,804 $1.1M
Renaissance Technologies 0.00% Add +25.7% 90,500 $1.1M
Next Century Growth Investors LLC 0.04% New 61,479 $723K
Dimensional Fund Advisors LP 0.00% Add +138.2% 58,950 $694K
Vanguard Fiduciary Trust Co. 0.00% Add +0.7% 53,678 $631K
BlackRock, Inc. 0.00% Add +19.9% 51,004 $600K
Susquehanna International Group, LLP 0.00% Reduce -45.9% 49,969 $588K
Manatuck Hill Partners, LLC 0.17% No change 44,600 $524K
Morgan Stanley 0.00% Add +744.4% 42,667 $502K
Citadel Advisors 0.00% Reduce -27.2% 40,981 $482K
LPL Financial LLC 0.00% Add +52.4% 40,980 $482K
Paradigm, Strategies in Wealth Management, LLC 0.29% New 40,933 $481K
Millennium Management 0.00% Reduce -56.2% 40,800 $480K
State Street Corp. 0.00% Reduce -0.6% 33,773 $397K
Goldman Sachs Group Inc. 0.00% Reduce -39.8% 30,974 $364K
Integrated Wealth Concepts LLC 0.00% No change 30,378 $357K
Corsair Capital Management, L.P. 0.04% No change 29,939 $352K
Integrated Quantitative Investments LLC 0.04% Add +11.6% 20,091 $236K
Northern Trust Corp. 0.00% Reduce -1.3% 19,735 $232K
Boston Partners 0.00% Reduce -11.2% 18,980 $223K
Bridgeway Capital Management, LLC 0.00% No change 17,700 $208K
UBS Group AG 0.00% Reduce -8.0% 17,015 $200K
Orin Green Financial, LLC 0.06% New 13,180 $155K
IFP Advisors, Inc 0.00% Reduce -20.6% 8,600 $101K
Avanza Fonder AB 0.00% No change 7,098 $83K
Vanguard Global Advisers, LLC 0.00% No change 4,448 $52K
Tower Research Capital LLC (TRC) 0.00% New 551 $6K
Lanark Financial, Inc. 0.00% No change 500 $6K
FMR LLC 0.00% No change 384 $5K
Federated Hermes, Inc. 0.00% Add +40.8% 352 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 300 $4K
MCF Advisors LLC 0.00% New 82 $965
Barclays PLC 0.00% Reduce -99.3% 58 $682
SJS Investment Consulting Inc. 0.00% No change 49 $577

"% of holder's portfolio" is LGCY's weight in each manager's 13F, not the share of Legacy Education Inc. the manager owns.