Legacy Education Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HOLOS INTEGRATED WEALTH LLC | 01/05/2026 | 934.35 K | $8.63 M | -6.88% | 7.55% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 848.77 K | $8.12 M | -2.19% | 6.86% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 596.35 K | $5.71 M | 46.92% | 4.82% |
| BARD ASSOCIATES INC | 11/14/2025 | 454.67 K | $4.35 M | -5.79% | 3.67% |
| VANGUARD GROUP INC | 11/07/2025 | 423.13 K | $4.05 M | 352.99% | 3.42% |
| SG CAPITAL MANAGEMENT LLC | 11/07/2025 | 235.21 K | $2.25 M | 100.00% | 1.90% |
| TRUFFLE HOUND CAPITAL, LLC | 11/06/2025 | 200.00 K | $1.91 M | 1.73% | 1.62% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 168.50 K | $1.61 M | 5.44% | 1.36% |
| WHITE PINE CAPITAL LLC | 11/10/2025 | 82.37 K | $788.29 K | 0.28% | 0.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 79.01 K | $756.12 K | 179.71% | 0.64% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 69.70 K | $667.00 K | -61.72% | 0.56% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 60.47 K | $578.65 K | 113.35% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 54.10 K | $517.74 K | -18.28% | 0.44% |
| BLACKROCK, INC. | 11/12/2025 | 50.84 K | $486.49 K | -9.72% | 0.41% |
| MANATUCK HILL PARTNERS, LLC | 11/14/2025 | 44.60 K | $426.82 K | -55.40% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 36.71 K | $351.29 K | 100.00% | 0.30% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 30.38 K | $290.72 K | 7.34% | 0.25% |
| MARSHALL WACE, LLP | 11/13/2025 | 27.40 K | $262.25 K | 100.00% | 0.22% |
| STATE STREET CORP | 11/14/2025 | 25.95 K | $248.31 K | 100.00% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 25.57 K | $244.00 K | -43.03% | 0.21% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 25.00 K | $239.25 K | -53.21% | 0.20% |
| JANE STREET GROUP, LLC | 11/14/2025 | 22.77 K | $217.95 K | 100.00% | 0.18% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 20.00 K | $191.40 K | 100.00% | 0.16% |
| NORTHERN TRUST CORP | 11/14/2025 | 18.17 K | $173.88 K | 100.00% | 0.15% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 15.00 K | $143.55 K | 100.00% | 0.12% |
| BOSTON PARTNERS | 11/13/2025 | 14.65 K | $140.16 K | -68.37% | 0.12% |
| IFP ADVISORS, INC | 12/02/2025 | 10.83 K | $103.60 K | 0.00% | 0.09% |
| XTX TOPCO LTD | 11/14/2025 | 10.80 K | $103.39 K | 100.00% | 0.09% |
| ORIN GREEN FINANCIAL, LLC | 10/28/2025 | 10.00 K | $95.70 K | -10.31% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.37 K | $51.41 K | -12.91% | 0.04% |
| AVANZA FONDER AB | 10/16/2025 | 5.04 K | $48.22 K | 100.00% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 5.00 K | $47.85 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 3.70 K | $35.00 K | -71.32% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 2.89 K | $27.70 K | -80.32% | 0.02% |
| BARCLAYS PLC | 11/12/2025 | 1.78 K | $17.00 K | 6.67% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.08 K | $10.32 K | 255.78% | 0.01% |
| NBC SECURITIES, INC. | 11/14/2025 | 1.00 K | $9.57 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 468 | $4.48 K | 100.00% | 0.00% |
| FMR LLC | 11/13/2025 | 384 | $3.68 K | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 286 | $2.74 K | -93.30% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 251 | $2.40 K | 100.00% | 0.00% |
| EAM INVESTORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 0 | $0 | -100.00% | 0.00% |
| SANCTUARY ADVISORS, LLC | 01/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Legacy Education Inc. institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Legacy Education Inc.. The most heavily invested institutionals were:
ROYCE & ASSOCIATES LP: 848,770
KENNEDY CAPITAL MANAGEMENT LLC: 596,354
BARD ASSOCIATES INC: 454,667
VANGUARD GROUP INC: 423,129
SG Capital Management LLC: 235,214
Truffle Hound Capital, LLC: 200,000
37.35% of Legacy Education Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.23 M shares in the last 24 months. This purchase volume represents approximately $43.95 M in transactions.