LEGACY ED INC (LGCY)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
50
Reporting holders
$74.5M
Reported value
50.3%
Of shares outstanding
0.0%
Held as options
-6
Holder change
Institutions report 6,366,882 shares against 12,652,038 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | $10.5M | 896,387 | 0.08% | 8q | +7.9%+$775.3K |
| Holos Integrated Wealth LLC | $9.6M | 852,550 | 4.49% | 7q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.1M | 602,745 | 0.13% | 8q | -1.9%-$139.0K |
| BARD ASSOCIATES INC | $5.2M | 444,279 | 1.16% | 8q | -0.9%-$49.4K |
| Mink Brook Asset Management LLC | $4.6M | 389,498 | 2.02% | 3q | +54.1%+$1.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.5M | 379,324 | 0.00% | 2q | +0.8%+$35.7K |
| Truffle Hound Capital, LLC | $4.1M | 350,000 | 0.88% | 5q | HELD |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $3.9M | 329,894 | 0.51% | 2q | +130.0%+$2.2M |
| Polar Asset Management Partners Inc. | $3.0M | 255,677 | 0.05% | new | NEW |
| Russell Investments Group, Ltd. | $2.2M | 186,092 | 0.00% | 8q | -6.1%-$141.5K |
| WHITE PINE CAPITAL LLC | $1.6M | 139,596 | 0.39% | 8q | -30.2%-$711.9K |
| BANK OF MONTREAL /CAN/ | $1.4M | 118,906 | 0.00% | 2q | HELD |
| SEI INVESTMENTS CO | $1.4M | 117,583 | 0.00% | 3q | -54.8%-$1.7M |
| Legato Capital Management LLC | $1.3M | 110,216 | 0.11% | 2q | +144.6%+$766.2K |
| Ancora Advisors LLC | $1.2M | 100,225 | 0.02% | 3q | +17.6%+$176.4K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1.2M | 100,000 | 0.06% | 6q | -45.9%-$999.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 92,804 | 0.00% | 7q | +0.8%+$9.1K |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 90,500 | 0.00% | 7q | +25.7%+$217.6K |
| NEXT CENTURY GROWTH INVESTORS LLC | $723.0K | 61,479 | 0.04% | new | NEW |
| Integrated Wealth Concepts LLC | $714.5K | 60,756 | 0.00% | 7q | +100.0%+$357.2K |
| DIMENSIONAL FUND ADVISORS LP | $693.5K | 58,950 | 0.00% | 3q | +138.2%+$402.4K |
| VANGUARD FIDUCIARY TRUST CO | $631.3K | 53,678 | 0.00% | 2q | +0.7%+$4.1K |
| BlackRock, Inc. | $599.8K | 51,004 | 0.00% | 7q | +19.9%+$99.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587.6K | 49,969 | 0.00% | 4q | -45.9%-$497.6K |
| Manatuck Hill Partners, LLC | $524.5K | 44,600 | 0.17% | 8q | HELD |
| MORGAN STANLEY | $501.8K | 42,667 | 0.00% | 6q | +744.4%+$442.3K |
| CITADEL ADVISORS LLC | $481.9K | 40,981 | 0.00% | 2q | -27.2%-$180.4K |
| LPL Financial LLC | $481.9K | 40,980 | 0.00% | 2q | +52.4%+$165.8K |
| Paradigm, Strategies in Wealth Management, LLC | $481.4K | 40,933 | 0.29% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $479.8K | 40,800 | 0.00% | 2q | -56.2%-$614.5K |
| STATE STREET CORP | $397.2K | 33,773 | 0.00% | 4q | -0.6%-$2.4K |
| GOLDMAN SACHS GROUP INC | $364.3K | 30,974 | 0.00% | 5q | -39.8%-$240.4K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $352.1K | 29,939 | 0.04% | 4q | HELD |
| Integrated Quantitative Investments LLC | $236.3K | 20,091 | 0.04% | 3q | +11.6%+$24.6K |
| NORTHERN TRUST CORP | $232.1K | 19,735 | 0.00% | 4q | -1.3%-$3.0K |
| Boston Partners | $223.2K | 18,980 | 0.00% | 8q | -11.2%-$28.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $208.2K | 17,700 | 0.00% | 4q | HELD |
| UBS Group AG | $200.1K | 17,015 | 0.00% | 7q | -8.0%-$17.5K |
| Orin Green Financial, LLC | $155.0K | 13,180 | 0.06% | new | NEW |
| IFP Advisors, Inc | $101.1K | 8,600 | 0.00% | 7q | -20.6%-$26.2K |
| Avanza Fonder AB | $83.5K | 7,098 | 0.00% | 4q | HELD |
| Vanguard Global Advisers, LLC | $52.3K | 4,448 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $6.5K | 551 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $5.9K | 500 | 0.00% | 7q | HELD |
| FMR LLC | $4.5K | 384 | 0.00% | 5q | HELD |
| FEDERATED HERMES, INC. | $4.1K | 352 | 0.00% | 2q | +40.8%+$1.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5K | 300 | 0.00% | new | NEW |
| MCF Advisors LLC | $965 | 82 | 0.00% | new | NEW |
| BARCLAYS PLC | $682 | 58 | 0.00% | 7q | -99.3%-$103.7K |
| SJS Investment Consulting Inc. | $577 | 49 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $74.5M | 6,366,882 | 7 | 16 | 16 | 0.0% |
| Q1 2026 | 56 | $75.7M | 6,071,601 | 13 | 21 | 10 | 0.0% |
| Q4 2025 | 47 | $50.4M | 4,934,880 | 11 | 15 | 11 | 0.0% |
| Q3 2025 | 41 | $44.2M | 4,652,402 | 13 | 9 | 14 | 0.0% |
| Q2 2025 | 30 | $45.4M | 4,092,054 | 7 | 10 | 8 | 0.0% |
| Q1 2025 | 24 | $26.0M | 3,621,821 | 3 | 10 | 5 | 0.0% |
| Q4 2024 | 27 | $22.9M | 2,746,917 | 18 | 3 | 3 | 0.0% |
| Q3 2024 | 11 | $10.2M | 2,207,694 | 11 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $4.0K | 190,500 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 63 | $24.0M | 48,761,808 | 15 | 15 | 15 | 0.3% |
| Q4 2018 | 64 | $70.9M | 46,016,226 | 2 | 2 | 0 | 0.2% |