Legacy EducationLGCY
13F holders, Q1 2025 (March 31)26holders
5new positions
5sold out
1famous investor
$7.17avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Legacy Education Inc. (LGCY) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Holos Integrated Wealth LLC ($7.3M), Royce & Associates LP ($5.4M) and Bard Associates Inc. ($3.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Legacy Education Inc.
- CUSIP
- 52474R207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 5 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,106,613 shares bought and 180,202 shares sold, net +926,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Holos Integrated Wealth LLC | 4.79% | Add +239.8% | 1,019,353 | $7.3M |
| Royce & Associates LP | 0.06% | Add +4.7% | 755,444 | $5.4M |
| Bard Associates Inc. | 1.34% | No change | 500,600 | $3.6M |
| Kennedy Capital Management LLC | 0.07% | Add +0.2% | 383,663 | $2.8M |
| Polar Asset Management Partners Inc. | 0.06% | Add +103.9% | 180,000 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 169,314 | $1.2M |
| Manatuck Hill Partners, LLC | 0.33% | No change | 100,000 | $717K |
| Punch & Associates Investment Management, Inc. | 0.04% | New | 85,000 | $609K |
| White Pine Capital LLC | 0.20% | Add +60.4% | 80,778 | $579K |
| Renaissance Technologies | 0.00% | Add +12.6% | 72,840 | $522K |
| Boston Partners | 0.00% | Add +60.4% | 59,901 | $429K |
| BlackRock, Inc. | 0.00% | Add +68.0% | 46,465 | $333K |
| Vanguard Group Inc. | 0.00% | New | 32,756 | $235K |
| Acadian Asset Management LLC | 0.00% | New | 31,506 | $225K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 28,300 | $203K |
| Geode Capital Management, LLC | 0.00% | Add +11.8% | 28,248 | $203K |
| Royal Bank of Canada | 0.00% | No change | 25,900 | $186K |
| Orin Green Financial, LLC | 0.06% | New | 20,000 | $127K |
| IFP Advisors, Inc | 0.00% | Add +47.1% | 15,925 | $114K |
| UBS Group AG | 0.00% | Reduce -44.0% | 7,618 | $55K |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 4,859 | $35K |
| Morgan Stanley | 0.00% | New | 2,902 | $21K |
| Barclays PLC | 0.00% | Add +93.2% | 1,665 | $12K |
| Lanark Financial, Inc. | 0.00% | — | 1,000 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.7% | 288 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.3% | 2 | $14 |
"% of holder's portfolio" is LGCY's weight in each manager's 13F, not the share of Legacy Education Inc. the manager owns.