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Legacy Education Inc.

LGCY
Exchange
NYSE
Industry
Services-Educational Services
SEC CIK
0001836754

In the last 90 days, Legacy Education Inc. insiders filed 0 open-market purchases and 3 sales; 50 institutions reported holding it in 13F filings for Q2 2026, worth $74.1M in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Legacy Education Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
27
+16 vs. Q3 2024
Shares held
2.73M
+519.2K (+23.5%) vs. Q3 2024
Total value
$22.9M
+$12.7M (+125.0%) vs. Q3 2024
New holders
19
4 more added
Sold out
3
4 more reduced

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LGCY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 27 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 11 institutionsQ4 2024: 27 institutionsQ1 2025: 26 institutionsQ2 2025: 32 institutionsQ3 2025: 42 institutionsQ4 2025: 48 institutionsQ1 2026: 58 institutionsQ2 2026: 50 institutions
Value heldQ4 2024: $22.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $10.2MQ4 2024: $22.9MQ1 2025: $26.2MQ2 2025: $45.8MQ3 2025: $44.5MQ4 2025: $50.6MQ1 2026: $74.8MQ2 2026: $74.1M
Institutions holding LGCY and their total value by quarter
QuarterHoldersValue
Q2 202650$74.1M
Q1 202658$74.8M
Q4 202548$50.6M
Q3 202542$44.5M
Q2 202532$45.8M
Q1 202526$26.2M
Q4 202427$22.9M
Q3 202411$10.2M
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Legacy Education Inc.; share changes are against Q3 2024.

Institutions holding LGCY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP721,444$6.00M0.06%+211,444+41.5%Added
Bard Associates Inc500,600$4.16M1.42%+600+0.1%Added
Kennedy Capital Management, Inc.383,068$3.19M0.07%−136,610−26.3%Reduced
Holos Integrated Wealth LLC300,000$2.50M1.71%+300,000New
Russell Investments Group, Ltd.204,909$1.70M0.00%+151,000+280.1%Added
Manatuck Hill Partners, LLC100,000$832.0K0.34%+15,000+17.6%Added
Polar Asset Management Partners Inc.88,296$734.6K0.01%+88,296New
MYDA Advisors LLC65,000$540.8K0.15%−100,500−60.7%Reduced
Renaissance Technologies LLC64,700$538.3K0.00%+64,700New
White Pine Capital LLC50,357$419.0K0.14%−213−0.4%Reduced
Citadel Advisors LLC46,284$385.1K0.00%+46,284New
Boston Partners37,350$310.8K0.00%−135,187−78.4%Reduced
Integrated Wealth Concepts LLC28,300$235.5K0.00%+28,300New
BlackRock, Inc.27,657$230.1K0.00%+27,657New
Royal Bank of Canada25,900$215.0K0.00%+25,900New
Geode Capital Management, LLC25,274$210.3K0.00%+25,274New
Millennium Management LLC22,807$189.8K0.00%+22,807New
Orin Green Financial, LLC–$166.4K0.07%–New
UBS Group AG13,605$113.2K0.00%+13,605New
IFP Advisors, Inc10,825$90.1K0.00%+10,825New
Bank of America Corp4,894$40.7K0.00%+4,894New
Tower Research Capital LLC (TRC)3,939$32.8K0.00%+3,939New
Barclays PLC862$7.17K0.00%+862New
NVWM, LLC666$5.54K0.00%+666New
Wells Fargo & Company176$1.46K0.00%+176New
JPMorgan Chase & Co3$250.00%+3New
NBC Securities, Inc.1$80.00%+1New
Alyeska Investment Group, L.P.0$00.00%−93,000−100.0%Sold out
Warberg Asset Management LLC0$00.00%−47,500−100.0%Sold out
Alliancebernstein L.P.0$00.00%−10,000−100.0%Sold out