Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LGCY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ROYCE & ASSOCIATES LP | 830K | $10.4M | +1.2% | 6.564% | 0.10% |
| 2 | Holos Integrated Wealth LLC | 853K | $10.3M | -8.8% | 6.738% | 5.22% |
| 3 | KENNEDY CAPITAL MANAGEMENT, INC. | 615K | $7.7M | +2.8% | 4.857% | 0.16% |
| 4 | BARD ASSOCIATES INC | 448K | $5.6M | -0.2% | 3.545% | 1.41% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 376K | $4.7M | β | 2.974% | 0.00% |
| 6 | Truffle Hound Capital, LLC | 350K | $4.4M | +75.0% | 2.766% | 2.69% |
| 7 | SEI INVESTMENTS CO | 260K | $3.3M | +260.9% | 2.055% | 0.00% |
| 8 | Mink Brook Asset Management LLC | 253K | $3.2M | +24.9% | 1.998% | 1.77% |
| 9 | Russell Investments Group, Ltd. | 198K | $2.5M | +6.7% | 1.566% | 0.00% |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 185K | $2.3M | 0.0% | 1.462% | 0.13% |
| 11 | ESSEX INVESTMENT MANAGEMENT CO LLC | 143K | $1.8M | β | 1.134% | 0.28% |
| 12 | BANK OF MONTREAL /CAN/ | 119K | $1.5M | β | 0.940% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 93K | $1.2M | β | 0.736% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92K | $1.2M | +46.2% | 0.729% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 92K | $1.2M | +3.4% | 0.727% | 0.00% |
| 16 | WHITE PINE CAPITAL LLC | 90K | $1.1M | -17.5% | 0.712% | 0.32% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 72K | $901K | +87.6% | 0.569% | 0.00% |
| 18 | EAM Investors, LLC | 58K | $728K | β | 0.460% | 0.08% |
| 19 | CITADEL ADVISORS LLC | 56K | $705K | β | 0.445% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 53K | $668K | β | 0.421% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 51K | $644K | -20.9% | 0.406% | 0.00% |
| 22 | Manatuck Hill Partners, LLC | 45K | $558K | 0.0% | 0.352% | 0.18% |
| 23 | JANE STREET GROUP, LLC | 44K | $548K | +274.0% | 0.346% | 0.00% |
| 24 | BlackRock, Inc. | 43K | $533K | +5.7% | 0.336% | 0.00% |
| 25 | 683 Capital Management, LLC | 40K | $501K | -13.6% | 0.316% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LGCY β a direct measure of their conviction.
Filings activity in LGCY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 55 | +15% | 52.14% | +16.55 pp | $73M | +46% |
| Q4 2025 | 48 | +23% | 35.59% | +10.50 pp | $50M | +42% |
| Q3 2025 | 39 | +26% | 25.09% | 6.97 pp | $35M | 22% |
| Q2 2025 | 31 | +19% | 32.06% | +18.68 pp | $45M | +140% |
| Q1 2025 | 26 | 3.7% | 13.38% | 1.23 pp | $19M | 8.4% |
| Q4 2024 | 27 | +125% | 14.61% | +7.32 pp | $20M | +100% |
| Q3 2024 | 12 | +1100% | 7.29% | +7.29 pp | $10M | β |
| Q2 2021 | 1 | β | 0.00% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LGCY stock.
Based on Q1 2026 13F filings, institutional ownership of Legacy Education Inc. stands at 52.1%, held across 55 reporting institutions.
ROYCE & ASSOCIATES LP is the largest reported institutional holder of LGCY, with approximately 830,458 shares worth $0.01B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of LGCY, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for LGCY is 81 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in LGCY during Q1 2026, while 9 fully exited. 32 added to existing positions and 7 trimmed.
LGCY institutional ownership rose by 16.55 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 74.8% of all reported 13F value in LGCY, and the top 25 account for 93.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Legacy Education Inc. (LGCY) Institutional Ownership