LGCY Institutional Ownership & Shareholders
LEGACY EDUCATION INC (LGCY) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royce & Associates Lp is currently the largest disclosed institutional shareholder of LGCY tracked by InsiderSet, reporting ownership valued at approximately $10.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.44M, representing an estimated loss of -19.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed LGCY value among the investors covered in this analysis. Major shareholders include Royce & Associates Lp, Holos Integrated Wealth Llc, Kennedy Capital Management Llc, and several other long-term asset managers with concentrated positions in LEGACY EDUCATION INC (LGCY).
This page ranks the largest institutional LGCY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$71.92M
Largest Holder
Royce & Associates Lp
Largest Position
$10.54M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royce & Associates Lp | 0.08% | 896,387 | $10,541,511 | $8,443,966 | -$2,097,545 | -19.90% | |
| Holos Integrated Wealth Llc | 3.92% | 852,550 | $8,730,112 | $8,031,021 | -$699,091 | -8.01% | |
| Kennedy Capital Management Llc | 0.13% | 602,745 | $7,088,281 | $5,677,858 | -$1,410,423 | -19.90% | |
| Bard Associates Inc | 1.16% | 444,279 | $5,224,722 | $4,185,108 | -$1,039,614 | -19.90% | |
| Mink Brook Asset Management Llc | 2.02% | 389,498 | $4,580,496 | $3,669,071 | -$911,425 | -19.90% | |
| Vanguard Capital Management Llc | 0.00% | 379,324 | $4,460,850 | $3,573,232 | -$887,618 | -19.90% | |
| Truffle Hound Capital, Llc | 2.60% | 350,000 | $4,116,000 | $3,297,000 | -$819,000 | -19.90% | |
| Essex Investment Management Co Llc | 0.46% | 320,990 | $3,103,973 | $3,023,726 | -$80,247 | -2.59% | |
| Polar Asset Management Partners Inc. | 0.05% | 255,677 | $3,006,762 | $2,408,477 | -$598,285 | -19.90% | |
| Russell Investments Group, Ltd. | 0.00% | 186,092 | $2,188,439 | $1,752,987 | -$435,452 | -19.90% | |
| Bank Of Montreal | 0.00% | 118,906 | $1,398,335 | $1,120,095 | -$278,240 | -19.90% | |
| Sei Investments Co | 0.00% | 117,583 | $1,382,776 | $1,107,632 | -$275,144 | -19.90% | |
| White Pine Capital Llc | 0.37% | 110,067 | $1,378,039 | $1,036,831 | -$341,208 | -24.76% | |
| Legato Capital Management Llc | 0.11% | 110,216 | $1,296,140 | $1,038,235 | -$257,905 | -19.90% | |
| Ancora Advisors Llc | 0.02% | 100,225 | $1,178,646 | $944,120 | -$234,527 | -19.90% | |
| Punch & Associates Investment Management, Inc. | 0.06% | 100,000 | $1,176,000 | $942,000 | -$234,000 | -19.90% | |
| Geode Capital Management, Llc | 0.00% | 92,804 | $1,091,920 | $874,214 | -$217,706 | -19.94% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 90,500 | $1,064,280 | $852,510 | -$211,770 | -19.90% |
| Next Century Growth Investors Llc | 0.04% | 61,479 | $722,993 | $579,132 | -$143,861 | -19.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 53,678 | $631,253 | $505,647 | -$125,606 | -19.90% | |
| Blackrock, Inc. | 0.00% | 51,004 | $599,807 | $480,458 | -$119,349 | -19.90% | |
| Dimensional Fund Advisors Lp | 0.00% | 61,778 | $597,159 | $581,949 | -$15,210 | -2.55% | |
| Susquehanna International Group, Llp | 0.00% | 49,969 | $587,635 | $470,708 | -$116,927 | -19.90% | |
| Manatuck Hill Partners, Llc | 0.17% | 44,600 | $524,496 | $420,132 | -$104,364 | -19.90% | |
| Morgan Stanley | 0.00% | 42,667 | $501,764 | $401,923 | -$99,841 | -19.90% | |
| Citadel Advisors Llc | 0.00% | 40,981 | $481,937 | $386,041 | -$95,896 | -19.90% | |
| Lpl Financial Llc | 0.00% | 40,980 | $481,925 | $386,032 | -$95,893 | -19.90% | |
| Millennium Management Llc | 0.00% | 40,800 | $479,808 | $384,336 | -$95,472 | -19.90% | |
| State Street Corp | 0.00% | 33,773 | $397,170 | $318,142 | -$79,028 | -19.90% | |
| Paradigm, Strategies In Wealth Management, Llc | 0.25% | 40,900 | $395,502 | $385,278 | -$10,224 | -2.59% | |
| Goldman Sachs Group Inc | 0.00% | 30,974 | $364,254 | $291,775 | -$72,479 | -19.90% | |
| Integrated Wealth Concepts Llc | 0.00% | 30,378 | $357,245 | $286,161 | -$71,084 | -19.90% | |
| Corsair Capital Management, L.P. | 0.04% | 29,939 | $352,083 | $282,025 | -$70,058 | -19.90% | |
| Integrated Quantitative Investments Llc | 0.04% | 20,091 | $236,270 | $189,257 | -$47,013 | -19.90% | |
| Northern Trust Corp | 0.00% | 19,735 | $232,084 | $185,904 | -$46,180 | -19.90% | |
| Boston Partners | 0.00% | 18,980 | $223,200 | $178,792 | -$44,408 | -19.90% | |
| Bridgeway Capital Management, Llc | 0.00% | 17,700 | $208,152 | $166,734 | -$41,418 | -19.90% | |
| Ubs Group Ag | 0.00% | 17,015 | $200,097 | $160,281 | -$39,816 | -19.90% | |
| Orin Green Financial, Llc | 0.05% | 13,180 | $127,451 | $124,156 | -$3,295 | -2.59% | |
| Ifp Advisors, Inc | 0.00% | 7,325 | $70,833 | $69,002 | -$1,832 | -2.59% | |
| Avanza Fonder Ab | 0.00% | 7,098 | $68,638 | $66,863 | -$1,775 | -2.59% | |
| Vanguard Global Advisers, Llc | 0.00% | 4,448 | $52,308 | $41,900 | -$10,408 | -19.90% | |
| Tower Research Capital Llc (Trc) | 0.00% | 551 | $6,480 | $5,190 | -$1,290 | -19.90% | |
| Nbc Securities, Inc. | 0.00% | 500 | $4,835 | $4,710 | -$125 | -2.59% | |
| Fmr Llc | 0.00% | 384 | $4,516 | $3,617 | -$899 | -19.90% | |
| Federated Hermes, Inc. | 0.00% | 352 | $4,140 | $3,316 | -$824 | -19.91% | |
| Fortitude Family Office, Llc | 0.00% | 129 | $1,247 | $1,215 | -$32 | -2.55% | |
| Barclays Plc | 0.00% | 58 | $682 | $546 | -$136 | -19.89% | |
| Sjs Investment Consulting Inc. | 0.00% | 49 | $474 | $462 | -$12 | -2.62% |
Frequently asked questions about LGCY
Who are the largest institutional holders of LGCY?
The largest institutional holders of LGCY reported in the latest SEC Form 13F filings include Royce & Associates Lp, Holos Integrated Wealth Llc, Kennedy Capital Management Llc, Bard Associates Inc, and Mink Brook Asset Management Llc. InsiderSet ranks institutional holders by their latest reported LGCY position.
What is LGCY institutional ownership?
This page tracks LGCY positions reported by institutional investment managers through SEC Form 13F. LEGACY EDUCATION INC (LGCY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGCY?
InsiderSet currently tracks 49 institutional managers reporting LGCY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LGCY shareholders.
How much LGCY stock do institutions own?
Institutional investment managers disclosed approximately $71.92M in LGCY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGCY institutional ownership last updated?
The latest LGCY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LGCY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LGCY position after the reporting date.
Are institutions buying or selling LGCY?
Institutional buying and selling can be analyzed by comparing LGCY positions across consecutive 13F reporting periods. InsiderSet's LGCY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGCY ownership changes.
How has LGCY institutional ownership changed over time?
InsiderSet tracks LGCY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.