Legacy EducationLGCY
13F holders, Q2 2025 (June 30)32holders +6
6new positions
1sold out
1famous investor
$11.11avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding Legacy Education Inc. (LGCY) in their 13F filings, up 6 from Q1 2025. 6 opened new positions and 1 sold out. The largest holders were Holos Integrated Wealth LLC ($10.9M), Royce & Associates LP ($9.7M) and Bard Associates Inc. ($5.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.0M |
| Exits | 1 | $14 |
All 13F filers, Q1 2025 → Q2 2025: 678,833 shares bought and 211,114 shares sold, net +467,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Holos Integrated Wealth LLC | 6.57% | Reduce -1.6% | 1,003,353 | $10.9M |
| Royce & Associates LP | 0.10% | Add +14.9% | 867,770 | $9.7M |
| Bard Associates Inc. | 1.74% | Reduce -3.6% | 482,600 | $5.4M |
| Kennedy Capital Management LLC | 0.11% | Add +5.8% | 405,896 | $4.5M |
| Truffle Hound Capital, LLC | 1.45% | New | 196,599 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.5% | 182,055 | $2.0M |
| Punch & Associates Investment Management, Inc. | 0.11% | Add +88.0% | 159,808 | $1.8M |
| Manatuck Hill Partners, LLC | 0.42% | No change | 100,000 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +185.2% | 93,409 | $1.0M |
| White Pine Capital LLC | 0.29% | Add +1.7% | 82,143 | $918K |
| Informed Momentum Co LLC | 0.13% | New | 77,401 | $865K |
| Renaissance Technologies | 0.00% | Reduce -9.1% | 66,200 | $740K |
| BlackRock, Inc. | 0.00% | Add +21.2% | 56,311 | $630K |
| Sanctuary Advisors, LLC | 0.00% | New | 54,936 | $614K |
| Polar Asset Management Partners Inc. | 0.02% | Reduce -70.3% | 53,429 | $597K |
| Boston Partners | 0.00% | Reduce -22.7% | 46,301 | $518K |
| Acadian Asset Management LLC | 0.00% | Add +42.5% | 44,882 | $500K |
| Goldman Sachs Group Inc. | 0.00% | New | 28,341 | $317K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 28,300 | $316K |
| Geode Capital Management, LLC | 0.00% | Reduce 0.0% | 28,247 | $316K |
| Morgan Stanley | 0.00% | Add +406.6% | 14,702 | $164K |
| Royal Bank of Canada | 0.00% | Reduce -50.2% | 12,900 | $144K |
| Orin Green Financial, LLC | 0.05% | Reduce -44.3% | 11,150 | $125K |
| IFP Advisors, Inc | 0.00% | Reduce -32.0% | 10,825 | $121K |
| Bank of America Corp. | 0.00% | Add +26.9% | 6,168 | $69K |
| UBS Group AG | 0.00% | Reduce -44.0% | 4,268 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 2,990 | $33K |
| Barclays PLC | 0.00% | No change | 1,665 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $11K |
| Osaic Holdings, Inc. | 0.00% | New | 700 | $8K |
| FMR LLC | 0.00% | New | 384 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5.2% | 303 | $3K |
"% of holder's portfolio" is LGCY's weight in each manager's 13F, not the share of Legacy Education Inc. the manager owns.