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LGCY

LGCY 13F Filing Data & Analysis

Legacy Education INC

+$27.6M

Net Activity

Data as of: 2026-03-31

Institutions Holding

56

Popularity Rank

#5712

Avg Weight

0.19%

Total Value

$72.9M

Ownership Trend

56 institutions currently hold LGCY, with 32 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

32

Key Holders

Key Holders

Top 5 by Value

R&
Royce & Associates LP
$10.4M
HI
Holos Integrated Wealth LLC
$10.3M
KC
Kennedy Capital Management LLC
$7.7M
BA
Bard Associates INC
$5.6M
VC
Vanguard Capital Management LLC
$4.7M

Top 5 by Conviction

HI
Holos Integrated Wealth LLC
5.22%
MB
Mink Brook Asset Management LLC
1.77%
BA
Bard Associates INC
1.41%
TH
Truffle Hound Capital, LLC
1.14%
WP
White Pine Capital LLC
0.32%
View all 56 holding institutions

Across its top 20 institutional holders, LGCY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$44.5M

Total Buy Value

$17.9M

Total Sell Value

New buy13
Trim13
Add19
Sold out6

32

Net Buyers

19

Net Sellers

Smart Money Convergence

LGCY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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Insider Trading (Form 4)

Form 144 Pre-Sale Notices

2

Filings (90d)

$372K

Total Est. Value

33K shares

Planned Shares

Last Filed 2026-06-05
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Rohmann LeeAnnOfficer, Director2026-06-0515K shares$169K
Faulkner BlaineDirector2026-06-0418K shares$203K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

52474R207

FAQ

Who are the top institutional investors holding LEGACY EDUCATION INC (LGCY)?
Major stakeholders currently include Royce & Associates LP ($10.4M), Holos Integrated Wealth LLC ($10.3M), Kennedy Capital Management LLC ($7.7M). Based on the latest 13F filings, there are a total of 56 tracked investment funds and institutions maintaining positions in LGCY.
What is the overall institutional sentiment toward LGCY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $27.6M, driven by 32 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their LGCY positions?
In the latest period, 13 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $17.9M.
Are there any notable investors adding LGCY to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $44.5M.

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