Who Owns Legacy Education Inc. (LGCY)?Hedge Fund & Institutional Holders

$13.52+0.41 (+3.17%)Consumer DefensiveAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.670863383606091e+87T

% of Float Held

QoQ Change in Holders

+14 / -4

Price History

$4.02$6.60$9.18$11.75$14.33Sep 24Jun 25Mar 26

LGCY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Holos Integrated Wealth LLCNew Position+1.9M+$18.3M
Mink Brook Asset Management LLCNew Position+202K+$2.1M
Sanctuary Advisors, LLCNew Position+55K+$614K
683 Capital Management, LLCNew Position+46K+$471K
Integrated Quantitative Investments LLCNew Position+30K+$308K
Orin Green Financial, LLCNew Position+10K+$101K
Avanza Fonder ABNew Position+7K+$72K
Asset Dedication, LLCNew Position+100+$1K
OMERS ADMINISTRATION CorpNew Position+15K+$0
BNP PARIBAS FINANCIAL MARKETSNew Position+951+$0
Squarepoint Ops LLCNew Position+17K+$0
SJS Investment Consulting Inc.New Position+42+$0
SEI INVESTMENTS CONew Position+72K+$0
DIMENSIONAL FUND ADVISORS LPNew Position+15K+$0
JPMORGAN CHASE & COIncreased+3K+$-2.4M

LGCY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYCE & ASSOCIATES LPDecreased-28K-$8.1B
BARD ASSOCIATES INCDecreased-5K-$4.3B
SG Capital Management LLCClosed Position-235K-$2.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-16K-$517.7M
BlackRock, Inc.Decreased-11K-$486.5M
MARSHALL WACE, LLPDecreased-15K-$262.2M
Polar Asset Management Partners Inc.Closed Position-25K-$239.3M
JANE STREET GROUP, LLCDecreased-11K-$217.9M
XTX Topco LtdClosed Position-11K-$103.4M
BANK OF AMERICA CORP /DE/Decreased-2K-$51.4M
Advisory Services Network, LLCClosed Position-5K-$47.9M
ROYAL BANK OF CANADADecreased-3K-$35.0M
MORGAN STANLEYDecreased-2K-$27.7M
Tower Research Capital LLC (TRC)Decreased-926-$10.3M
NewEdge Advisors, LLCDecreased-398-$4.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Holos Integrated Wealth LLC934,353$9.7M5.40%Share
2Holos Integrated Wealth LLC934,353$8.6M5.08%Share
3ROYCE & ASSOCIATES LP820,458$8.4M0.08%Share
4KENNEDY CAPITAL MANAGEMENT LLC597,937$6.1M0.13%Share
5BARD ASSOCIATES INC449,380$4.6M1.18%Share
6VANGUARD GROUP INC371,658$3.8M0.00%Share
7Mink Brook Asset Management LLC202,333$2.1M1.30%Share
8Truffle Hound Capital, LLC200,000$2.0M0.53%Share
9PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.185,000$1.9M0.11%Share
10WHITE PINE CAPITAL LLC109,208$1.1M0.31%Share
11Sanctuary Advisors, LLC54,936$614K0.00%Share
12VANGUARD GROUP INC53,327$543K0.00%Share
13683 Capital Management, LLC46,296$471K0.02%Share
14Manatuck Hill Partners, LLC44,600$454K0.16%Share
15Integrated Quantitative Investments LLC30,245$308K0.07%Share
16CORSAIR CAPITAL MANAGEMENT, L.P.29,939$305K0.05%Share
17Orin Green Financial, LLC10,000$101K0.04%Share
18Avanza Fonder AB7,098$72K0.00%Share
19VANGUARD GROUP INC4,448$45K0.00%Share
20NBC SECURITIES, INC.1,000$10K0.00%Share
21UBS Group AG979$9K0.00%Share
22Asset Dedication, LLC100$1K0.00%Share
23BANK OF AMERICA CORP /DE/3,750$00.00%Share
24BANK OF AMERICA CORP /DE/9$00.00%Share
25NORTHERN TRUST CORP18,169$00.00%Share
26OMERS ADMINISTRATION Corp14,800$00.00%Share
27Squarepoint Ops LLC16,880$00.00%Share
28Integrated Wealth Concepts LLC30,378$00.00%Share
29BNP PARIBAS FINANCIAL MARKETS951$00.00%Share
30ACADIAN ASSET MANAGEMENT LLC12,628$00.00%Share
31Russell Investments Group, Ltd.19,992$00.00%Share
32Russell Investments Group, Ltd.30,151$00.00%Share
33Russell Investments Group, Ltd.1,315$00.00%Share
34Russell Investments Group, Ltd.30,544$00.00%Share
35Russell Investments Group, Ltd.72,316$00.00%Share
36Russell Investments Group, Ltd.30,006$00.00%Share
37Russell Investments Group, Ltd.1,435$00.00%Share
38SEI INVESTMENTS CO72,040$00.00%Share
39MORGAN STANLEY1,176$00.00%Share
40BlackRock, Inc.1,745$00.00%Share
41BlackRock, Inc.21,670$00.00%Share
42BlackRock, Inc.16,818$00.00%Share
43JPMORGAN CHASE & CO3,511$00.00%Share
44Boston Partners39,925$00.00%Share
45UBS Group AG12$00.00%Share
46SJS Investment Consulting Inc.42$00.00%Share
47NewEdge Advisors, LLC70$00.00%Share
48BARCLAYS PLC9,965$00.00%Share
49STATE STREET CORP32,447$00.00%Share
50RENAISSANCE TECHNOLOGIES LLC38,372$00.00%Share

LGCY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$51.1M+10
Q3 202538$34.9B+11
Q2 202527$41.0B+2
Q1 202525$18.6B+1
Q4 202424$19.9B+15
Q3 20249$2.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold LGCY (Legacy Education Inc.). The largest holder is Holos Integrated Wealth LLC with $9.7M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own LGCY?

As of Q4 2025, 50 institutional investors report holding LGCY (Legacy Education Inc.) in their 13F filings.

Who is the largest institutional holder of LGCY?

The largest institutional holder of LGCY is Holos Integrated Wealth LLC with $9.7M in shares.

Is institutional ownership of LGCY increasing or decreasing?

This quarter, 14 institutions opened new positions in LGCY and 4 closed their positions.