LGCY Institutional Ownership
Who owns Legacy Education Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 50 funds reported holding LGCY at Jun 30, 2026, together owning 49.7% of the company.
- ▼23 buying vs 31 selling
- ▲Held by funds +2.1 pts
- ▼Funds holding -8
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 50 | 58 | −13.8% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 6.4M | 6.1M | +4.5% |
| Held by funds | 49.7% | 47.5% | +2.1 pts |
| New positions | 7 | 14 | −50.0% |
| Increased | 16 | 21 | −23.8% |
| Reduced | 16 | 12 | +33.3% |
| Sold out | 15 | 6 | +150.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in LGCY
All superinvestors →Who owns LGCY
share of fund held shares- Index and passive funds10.9%
- Active managers and hedge funds84.4%
- Banks and brokers4.7%
- Pensions, insurers and other0.0%
The top 10 holders own 73.6% of all LGCY shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
4 funds changed their position- Essex Investment Management Co LLCTrimmed−8,904 sh
- IFP Advisors, IncTrimmed−1,275 sh
- Fortitude Family Office, LLCNew+129 sh
- MCF Advisors LLCSold out−82 sh
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Royce & Associates LP | 7.00% | 896K | $10.5M | +66K |
| 2 | Holos Integrated Wealth LLC | 6.65% | 853K | $9.6M | 0 |
| 3 | Kennedy Capital Management LLC | 4.70% | 603K | $7.1M | −12K |
| 4 | Bard Associates Inc | 3.47% | 444K | $5.2M | −4,201 |
| 5 | Mink Brook Asset Management LLC | 3.04% | 389K | $4.6M | +137K |
| 6 | Vanguard Capital Management LLC | 2.96% | 379K | $4.5M | +3,039 |
| 7 | Truffle Hound Capital, LLC | 2.73% | 350K | $4.1M | 0 |
| 8 | Essex Investment Management Co LLC | 2.57% | 330K | $3.9M | +186K |
| 9 | Polar Asset Management Partners Inc. | 2.00% | 256K | $3M | +256K |
| 10 | Russell Investments Group, Ltd. | 1.45% | 186K | $2.2M | −12K |
- Polar Asset Management Partners Inc.+256K sh+$3M
- Essex Investment Management Co LLC+186K sh+$2.2M
- Mink Brook Asset Management LLC+137K sh+$1.6M
- Royce & Associates LP+66K sh+$775K
- Legato Capital Management LLC+65K sh+$766K
- Next Century Growth Investors LLC+61K sh+$723K
- Paradigm, Strategies in Wealth Management, LLC+41K sh+$481K
- Morgan Stanley+38K sh+$442K
- Sei Investments Co−142K sh−$1.7M
- Punch & Associates Investment Management, Inc.−85K sh−$1000K
- Informed Momentum Co LLC−58K sh−$728K
- White Pine Capital LLC−61K sh−$712K
- Millennium Management LLC−52K sh−$615K
- Jane Street Group, LLC−44K sh−$548K
- 683 Capital Management, LLC−40K sh−$501K
- Susquehanna International Group, LLP−42K sh−$498K
LGCY institutional ownership FAQ
Who owns the most LGCY stock?
In Q2 2026 13F filings the largest holder of LGCY was Royce & Associates LP, followed by Holos Integrated Wealth LLC and Kennedy Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of LGCY is owned by institutions?
Funds that file 13F reports held 49.7% of LGCY's shares at Jun 30, 2026, compared with 47.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying LGCY?
In Q2 2026, 23 funds bought LGCY (7 of them new positions) and 31 sold (15 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for LGCY is bearish.
What is LGCY's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this LGCY ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.


