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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, Q2 2025

Institutional positions in Legacy Education Inc. as of Jun 30, 2025. 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
32
+6 vs. Q1 2025
Shares held
4.13M
+470.7K (+12.9%) vs. Q1 2025
Total value
$45.8M
+$19.6M (+75.0%) vs. Q1 2025
New holders
7
11 more added
Sold out
1
10 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 32 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 heldQ2 2025: $45.8M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Legacy Education Inc.; share changes are against Q1 2025.

Institutions holding LGCY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Holos Integrated Wealth LLC1,003,353$10.9M6.56%−16,000−1.6%Reduced
Royce & Associates LP867,770$9.70M0.10%+112,326+14.9%Added
Bard Associates Inc482,600$5.40M1.73%−18,000−3.6%Reduced
Kennedy Capital Management, Inc.405,896$4.54M0.11%+22,233+5.8%Added
Truffle Hound Capital, LLC196,599$2.20M1.45%+196,599New
Russell Investments Group, Ltd.182,055$2.04M0.00%+12,741+7.5%Added
Punch & Associates Investment Management, Inc.159,808$1.79M0.11%+74,808+88.0%Added
Manatuck Hill Partners, LLC100,000$1.12M0.42%00.0%Unchanged
Vanguard Group Inc93,409$1.04M0.00%+60,653+185.2%Added
White Pine Capital LLC82,143$918.4K0.29%+1,365+1.7%Added
EAM Investors, LLC77,401$865.3K0.13%+77,401New
Renaissance Technologies LLC66,200$740.1K0.00%−6,640−9.1%Reduced
BlackRock, Inc.56,311$629.6K0.00%+9,846+21.2%Added
Sanctuary Advisors, LLC54,936$614.2K0.00%+54,936New
Polar Asset Management Partners Inc.53,429$597.3K0.01%−126,571−70.3%Reduced
Boston Partners46,301$517.6K0.00%−13,600−22.7%Reduced
Acadian Asset Management LLC44,882$500.0K0.00%+13,376+42.5%Added
Goldman Sachs Group Inc28,341$316.9K0.00%+28,341New
Integrated Wealth Concepts LLC28,300$316.4K0.00%00.0%Unchanged
Geode Capital Management, LLC28,247$315.8K0.00%−10.0%Reduced
Morgan Stanley14,702$164.4K0.00%+11,800+406.6%Added
Royal Bank of Canada12,900$144.0K0.00%−13,000−50.2%Reduced
Orin Green Financial, LLC11,150$124.7K0.05%−8,850−44.3%Reduced
IFP Advisors, Inc10,825$121.0K0.00%−5,100−32.0%Reduced
Bank of America Corp6,168$69.0K0.00%+1,309+26.9%Added
UBS Group AG4,268$47.7K0.00%−3,350−44.0%Reduced
Global Retirement Partners, LLC2,990$33.4K0.00%+2,990New
Barclays PLC1,665$18.6K0.00%00.0%Unchanged
NBC Securities, Inc.1,000$11.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.700$7.83K0.00%+700New
FMR LLC384$4.29K0.00%+384New
Tower Research Capital LLC (TRC)303$3.39K0.00%+15+5.2%Added
JPMorgan Chase & Co0$00.00%−2−100.0%Sold out