Legacy EducationLGCY

13F holders, Q4 2025 (December 31)
48holders +6
11new positions
5sold out
1famous investor
$10.22avg. 13F price*

At the end of Q4 2025, 48 institutions reported holding Legacy Education Inc. (LGCY) in their 13F filings, up 6 from Q3 2025. 11 opened new positions and 5 sold out. The largest holders were Holos Integrated Wealth LLC ($9.7M), Royce & Associates LP ($8.4M) and Kennedy Capital Management LLC ($6.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$4.5M
Exits5$3.2M

All 13F filers, Q3 2025 → Q4 2025: 708,112 shares bought and 438,325 shares sold, net +269,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Holos Integrated Wealth LLC 5.40% No change 934,353 $9.7M
Royce & Associates LP 0.08% Reduce -3.3% 820,458 $8.4M
Kennedy Capital Management LLC 0.13% Add +0.3% 597,937 $6.1M
Bard Associates Inc. 1.18% Reduce -1.2% 449,380 $4.6M
Vanguard Group Inc. 0.00% Add +1.5% 429,433 $4.4M
Mink Brook Asset Management LLC 1.30% New 202,333 $2.1M
Truffle Hound Capital, LLC 1.19% No change 200,000 $2.0M
Russell Investments Group, Ltd. 0.00% Add +166.5% 185,759 $1.9M
Punch & Associates Investment Management, Inc. 0.11% Add +9.8% 185,000 $1.9M
White Pine Capital LLC 0.31% Add +32.6% 109,208 $1.1M
Geode Capital Management, LLC 0.00% Add +12.6% 88,971 $908K
Sei Investments Co. 0.00% New 72,040 $734K
Goldman Sachs Group Inc. 0.00% Add +7.5% 64,989 $662K
Susquehanna International Group, LLP 0.00% Add +72.0% 63,119 $643K
683 Capital Management, LLC 0.04% New 46,296 $472K
Manatuck Hill Partners, LLC 0.16% No change 44,600 $454K
Ancora Advisors LLC 0.01% New 42,960 $438K
BlackRock, Inc. 0.00% Reduce -20.9% 40,233 $410K
Boston Partners 0.00% Add +172.6% 39,925 $407K
Renaissance Technologies 0.00% Reduce -29.1% 38,372 $391K
State Street Corp. 0.00% Add +25.1% 32,447 $331K
Integrated Wealth Concepts LLC 0.00% No change 30,378 $310K
Integrated Quantitative Investments LLC 0.07% New 30,245 $308K
Corsair Capital Management, L.P. 0.05% Add +49.7% 29,939 $305K
Northern Trust Corp. 0.00% No change 18,169 $185K
Bridgeway Capital Management, LLC 0.00% Add +18.0% 17,700 $180K
Squarepoint Ops LLC 0.00% New 16,880 $172K
OMERS ADMINISTRATION Corp 0.00% New 14,800 $151K
Dimensional Fund Advisors LP 0.00% New 14,651 $149K
Acadian Asset Management LLC 0.00% Reduce -50.6% 12,628 $128K
Marshall Wace, LLP 0.00% Reduce -56.3% 11,989 $122K
Jane Street Group, LLC 0.00% Reduce -48.6% 11,711 $119K
IFP Advisors, Inc 0.00% No change 10,825 $110K
Orin Green Financial, LLC 0.04% No change 10,000 $102K
Barclays PLC 0.00% Add +461.1% 9,965 $102K
Avanza Fonder AB 0.00% Add +40.9% 7,098 $72K
Bank of America Corp. 0.00% Reduce -30.0% 3,759 $38K
JPMorgan Chase & Co. 0.00% Add +1298.8% 3,511 $36K
Morgan Stanley 0.00% Reduce -59.4% 1,176 $12K
Lanark Financial, Inc. 0.00% No change 1,000 $10K
UBS Group AG 0.00% Add +246.5% 991 $10K
BNP Paribas Financial Markets 0.00% New 951 $10K
Royal Bank of Canada 0.00% Reduce -84.3% 581 $6K
FMR LLC 0.00% No change 384 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.9% 152 $2K
Asset Dedication, LLC 0.00% New 100 $1K
NewEdge Advisors, LLC 0.00% Reduce -85.0% 70 $713
SJS Investment Consulting Inc. 0.00% New 42 $428

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