Legacy EducationLGCY

13F holders, Q3 2025 (September 30)
42holders +10
13new positions
3sold out
1famous investor
$9.50avg. 13F price*

At the end of Q3 2025, 42 institutions reported holding Legacy Education Inc. (LGCY) in their 13F filings, up 10 from Q2 2025. 13 opened new positions and 3 sold out. The largest holders were Holos Integrated Wealth LLC ($8.6M), Royce & Associates LP ($8.1M) and Kennedy Capital Management LLC ($5.7M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$4.0M
Exits3$907K

All 13F filers, Q2 2025 → Q3 2025: 1,041,375 shares bought and 488,690 shares sold, net +552,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Holos Integrated Wealth LLC 5.08% Reduce -6.9% 934,353 $8.6M
Royce & Associates LP 0.08% Reduce -2.2% 848,770 $8.1M
Kennedy Capital Management LLC 0.13% Add +46.9% 596,354 $5.7M
Bard Associates Inc. 1.16% Reduce -5.8% 454,667 $4.4M
Vanguard Group Inc. 0.00% Add +353.0% 423,129 $4.0M
SG Capital Management LLC 0.23% New 235,214 $2.3M
Truffle Hound Capital, LLC 1.20% Add +1.7% 200,000 $1.9M
Punch & Associates Investment Management, Inc. 0.09% Add +5.4% 168,500 $1.6M
White Pine Capital LLC 0.23% Add +0.3% 82,371 $788K
Geode Capital Management, LLC 0.00% Add +179.7% 79,010 $756K
Russell Investments Group, Ltd. 0.00% Reduce -61.7% 69,697 $667K
Goldman Sachs Group Inc. 0.00% Add +113.3% 60,465 $579K
Sanctuary Advisors, LLC 0.00% Add +0.5% 55,185 $528K
Renaissance Technologies 0.00% Reduce -18.3% 54,100 $518K
BlackRock, Inc. 0.00% Reduce -9.7% 50,835 $486K
Manatuck Hill Partners, LLC 0.15% Reduce -55.4% 44,600 $427K
Susquehanna International Group, LLP 0.00% New 36,707 $351K
Integrated Wealth Concepts LLC 0.00% Add +7.3% 30,378 $291K
Marshall Wace, LLP 0.00% New 27,403 $262K
State Street Corp. 0.00% New 25,947 $248K
Acadian Asset Management LLC 0.00% Reduce -43.0% 25,570 $244K
Polar Asset Management Partners Inc. 0.01% Reduce -53.2% 25,000 $239K
Jane Street Group, LLC 0.00% New 22,774 $218K
Corsair Capital Management, L.P. 0.03% New 20,000 $191K
Northern Trust Corp. 0.00% New 18,169 $174K
Bridgeway Capital Management, LLC 0.00% New 15,000 $144K
Boston Partners 0.00% Reduce -68.4% 14,646 $140K
IFP Advisors, Inc 0.00% No change 10,825 $104K
XTX Topco Ltd 0.01% New 10,804 $103K
Orin Green Financial, LLC 0.04% Reduce -10.3% 10,000 $96K
Bank of America Corp. 0.00% Reduce -12.9% 5,372 $51K
Avanza Fonder AB 0.00% New 5,039 $48K
Advisory Services Network, LLC 0.00% New 5,000 $48K
Royal Bank of Canada 0.00% Reduce -71.3% 3,700 $35K
Morgan Stanley 0.00% Reduce -80.3% 2,894 $28K
Barclays PLC 0.00% Add +6.7% 1,776 $17K
Tower Research Capital LLC (TRC) 0.00% Add +255.8% 1,078 $10K
Lanark Financial, Inc. 0.00% No change 1,000 $10K
NewEdge Advisors, LLC 0.00% New 468 $4K
FMR LLC 0.00% No change 384 $4K
UBS Group AG 0.00% Reduce -93.3% 286 $3K
JPMorgan Chase & Co. 0.00% New 251 $2K

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