Legacy Education Inc. 13F holders
50 funds reported a position in Legacy Education Inc. in their 13F for the quarter ended 30 June 2026, together 6.3 million shares worth $74.1 million. Against the quarter before, 7 opened a position, 15 added, 16 trimmed and 15 sold out; together they bought a net 245,647 shares. The largest holders: Royce & Associates LP, Holos Integrated Wealth LLC and Kennedy Capital Management LLC.
Funds holding50-8 on Q1 2026
Shares they held6.3Mworth $74.1 million
Net bought on the quarter245,647 sharesabout $2.9 million at the funds' values
Funds buying to selling22 to 31opened or added, to cut or sold
Opened 7Added 15Held 12Trimmed 16Sold out 15
What each fund did in LGCY against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in LGCY in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 9 reported a position in Legacy Education Inc.: 1 opened one, 0 added, 2 trimmed and 1 sold out, a net 10,165 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Essex Investment Management Co. LLC | -8,904 | 320,990 | trimmed | 13F |
| IFP Advisors, Inc | -1,275 | 7,325 | trimmed | 13F |
| Fortitude Family Office, LLC | +129 | 129 | new | 13F |
| MCF Advisors LLC | -82 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Legacy Education Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 92,804 shares worth $1.1 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 2 trimmed or sold out; together they sold a net 48,325 shares, about $568,303 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 92,804 | $1.1 million | 0.0% | +776 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 90,500 | $1.1 million | 0.0% | +18,500 | added | 30 June 2026 | 13F |
| Citadel Advisors | 40,981 | $481,937 | 0.0% | -15,344 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 40,800 | $479,808 | 0.0% | -52,257 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 384 | $4,516 | 0.0% | no change | held | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Royce & Associates LP | 896,387 | 14.15% | $10.5 million | 0.09% | +65,929 | 13F |
| Holos Integrated Wealth LLC | 852,550 | 13.45% | $9.6 million | 4.49% | no change | 13F |
| Kennedy Capital Management LLC | 602,745 | 9.51% | $7.1 million | 0.12% | -11,819 | 13F |
| Bard Associates Inc. | 444,279 | 7.01% | $5.2 million | 1.16% | -4,201 | 13F |
| Mink Brook Asset Management LLC | 389,498 | 6.15% | $4.6 million | 2.02% | +136,714 | 13F |
| Vanguard Capital Management LLC | 379,324 | 5.99% | $4.5 million | 0.00% | +3,039 | 13F |
| Truffle Hound Capital, LLC | 350,000 | 5.52% | $4.1 million | 2.60% | no change | 13F |
| Essex Investment Management Co. LLC | 329,894 | 5.21% | $3.9 million | 0.51% | +186,455 | 13F |
| Polar Asset Management Partners Inc. | 255,677 | 4.03% | $3.0 million | 0.07% | new | 13F |
| Russell Investments Group, Ltd. | 186,092 | 2.94% | $2.2 million | 0.00% | -12,030 | 13F |
| White Pine Capital LLC | 139,596 | 2.20% | $1.6 million | 0.39% | -60,538 | 13F |
| Bank of Montreal | 118,906 | 1.88% | $1.4 million | 0.00% | no change | 13F |
| Sei Investments Co. | 117,583 | 1.86% | $1.4 million | 0.00% | -142,421 | 13F |
| Legato Capital Management LLC | 110,216 | 1.74% | $1.3 million | 0.11% | +65,155 | 13F |
| Ancora Advisors LLC | 100,225 | 1.58% | $1.2 million | 0.02% | +15,000 | 13F |
| Punch & Associates Investment Management, Inc. | 100,000 | 1.58% | $1.2 million | 0.06% | -85,000 | 13F |
| Geode Capital Management, LLC | 92,804 | 1.46% | $1.1 million | 0.00% | +776 | 13F |
| Renaissance Technologies LLC | 90,500 | 1.43% | $1.1 million | 0.00% | +18,500 | 13F |
| Next Century Growth Investors LLC | 61,479 | 0.97% | $722,993 | 0.04% | new | 13F |
| Dimensional Fund Advisors LP | 58,950 | 0.93% | $693,528 | 0.00% | +34,203 | 13F |
| Vanguard Fiduciary Trust Co. | 53,678 | 0.85% | $631,253 | 0.00% | +351 | 13F |
| BlackRock, Inc. | 51,004 | 0.80% | $599,807 | 0.00% | +8,460 | 13F |
| Susquehanna International Group, LLP | 49,969 | 0.79% | $587,635 | 0.00% | -42,311 | 13F |
| Manatuck Hill Partners, LLC | 44,600 | 0.70% | $524,496 | 0.17% | no change | 13F |
| Morgan Stanley | 42,667 | 0.67% | $501,764 | 0.00% | +37,614 | 13F |
| Citadel Advisors LLC | 40,981 | 0.65% | $481,937 | 0.00% | -15,344 | 13F |
| LPL Financial LLC | 40,980 | 0.65% | $481,925 | 0.00% | +14,098 | 13F |
| Paradigm, Strategies in Wealth Management, LLC | 40,933 | 0.65% | $481,372 | 0.29% | new | 13F |
| Millennium Management LLC | 40,800 | 0.64% | $479,808 | 0.00% | -52,257 | 13F |
| State Street Corp. | 33,773 | 0.53% | $397,170 | 0.00% | -200 | 13F |
| Goldman Sachs Group Inc. | 30,974 | 0.49% | $364,254 | 0.00% | -20,446 | 13F |
| Integrated Wealth Concepts LLC | 30,378 | 0.48% | $357,245 | 0.00% | no change | 13F |
| Corsair Capital Management, L.P. | 29,939 | 0.47% | $352,083 | 0.04% | no change | 13F |
| Integrated Quantitative Investments LLC | 20,091 | 0.32% | $236,270 | 0.04% | +2,095 | 13F |
| Northern Trust Corp. | 19,735 | 0.31% | $232,084 | 0.00% | -256 | 13F |
| Boston Partners | 18,980 | 0.30% | $223,200 | 0.00% | -2,398 | 13F |
| Bridgeway Capital Management, LLC | 17,700 | 0.28% | $208,152 | 0.00% | no change | 13F |
| UBS Group AG | 17,015 | 0.27% | $200,097 | 0.00% | -1,486 | 13F |
| Orin Green Financial, LLC | 13,180 | 0.21% | $154,997 | 0.06% | new | 13F |
| IFP Advisors, Inc | 8,600 | 0.14% | $101,136 | 0.00% | -2,225 | 13F |
| Avanza Fonder AB | 7,098 | 0.11% | $83,472 | 0.00% | no change | 13F |
| Vanguard Global Advisers, LLC | 4,448 | 0.07% | $52,308 | 0.00% | no change | 13F |
| Tower Research Capital LLC (TRC) | 551 | 0.01% | $6,480 | 0.00% | new | 13F |
| Lanark Financial, Inc. | 500 | 0.01% | $5,880 | 0.00% | no change | 13F |
| FMR LLC | 384 | 0.01% | $4,516 | 0.00% | no change | 13F |
| Federated Hermes, Inc. | 352 | 0.01% | $4,140 | 0.00% | +102 | 13F |
| Northwestern Mutual Wealth Management Co. | 300 | 0.00% | $3,528 | 0.00% | new | 13F |
| MCF Advisors LLC | 82 | 0.00% | $965 | 0.00% | new | 13F |
| Barclays PLC | 58 | 0.00% | $682 | 0.00% | -8,820 | 13F |
| SJS Investment Consulting Inc. | 49 | 0.00% | $577 | 0.00% | no change | 13F |
The 50 largest of the 50 funds that reported a position in LGCY in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 1 October 2026 | 13G | Mink Brook Asset Management LLC and 9 others | 773,395 | 6.0% | 25 September 2026 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,602 | $11.16 | SEC |
| 25 August 2026 | 90 | $10.46 | SEC |
| 24 August 2026 | 58 | $10.55 | SEC |
| 14 August 2026 | 2,238 | $10.59 | SEC |
| 13 August 2026 | 638 | $10.70 | SEC |
| 10 August 2026 | 317 | $11.50 | SEC |
| 7 August 2026 | 511 | $11.98 | SEC |
| 28 July 2026 | 7 | $11.69 | SEC |
| 24 July 2026 | 253 | $11.67 | SEC |
| 15 July 2026 | 122 | $12.30 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.