Legacy Education Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HOLOS INTEGRATED WEALTH LLC | 04/08/2026 | 852.55 K | $10.32 M | -8.76% | 6.78% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 830.46 K | $10.40 M | 1.22% | 6.60% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 614.56 K | $7.69 M | 2.78% | 4.89% |
| BARD ASSOCIATES INC | 05/08/2026 | 448.48 K | $5.61 M | -0.20% | 3.57% |
| 05/15/2026 | 376.29 K | $4.71 M | 100.00% | 2.99% | |
| TRUFFLE HOUND CAPITAL, LLC | 05/07/2026 | 350.00 K | $4.38 M | 75.00% | 2.78% |
| SEI INVESTMENTS CO | 05/13/2026 | 260.00 K | $3.26 M | 260.92% | 2.07% |
| MINK BROOK ASSET MANAGEMENT LLC | 04/01/2026 | 252.78 K | $3.16 M | 24.93% | 2.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 198.12 K | $2.48 M | 6.66% | 1.58% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 185.00 K | $2.32 M | 0.00% | 1.47% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/11/2026 | 143.44 K | $1.80 M | 100.00% | 1.14% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 118.91 K | $1.49 M | 100.00% | 0.95% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 93.06 K | $1.17 M | 100.00% | 0.74% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 92.28 K | $1.16 M | 46.20% | 0.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 92.03 K | $1.15 M | 3.44% | 0.73% |
| WHITE PINE CAPITAL LLC | 05/11/2026 | 90.07 K | $1.13 M | -17.53% | 0.72% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 85.23 K | $1.07 M | 98.38% | 0.68% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 72.00 K | $901.44 K | 87.64% | 0.57% |
| EAM INVESTORS, LLC | 05/13/2026 | 58.18 K | $728.45 K | 100.00% | 0.46% |
| CITADEL ADVISORS LLC | 05/15/2026 | 56.33 K | $705.19 K | 100.00% | 0.45% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 53.33 K | $667.65 K | 100.00% | 0.42% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 51.42 K | $643.78 K | -20.88% | 0.41% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 45.06 K | $564.16 K | 100.00% | 0.36% |
| MANATUCK HILL PARTNERS, LLC | 05/15/2026 | 44.60 K | $558.39 K | 0.00% | 0.35% |
| JANE STREET GROUP, LLC | 05/12/2026 | 43.80 K | $548.38 K | 274.01% | 0.35% |
| BLACKROCK, INC. | 05/13/2026 | 42.54 K | $532.65 K | 5.74% | 0.34% |
| 683 CAPITAL MANAGEMENT, LLC | 05/15/2026 | 40.00 K | $500.80 K | -13.60% | 0.32% |
| STATE STREET CORP | 05/15/2026 | 33.97 K | $425.34 K | 4.70% | 0.27% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 30.38 K | $380.33 K | 0.00% | 0.24% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 29.94 K | $374.84 K | 0.00% | 0.24% |
| LPL FINANCIAL LLC | 05/06/2026 | 26.88 K | $336.56 K | 100.00% | 0.21% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 24.75 K | $309.50 K | 68.91% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.85 K | $273.52 K | 481.19% | 0.17% |
| BOSTON PARTNERS | 05/11/2026 | 21.38 K | $267.65 K | -46.45% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 19.99 K | $250.29 K | 10.03% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 18.50 K | $231.63 K | 1,766.90% | 0.15% |
| MARSHALL WACE, LLP | 05/15/2026 | 18.36 K | $229.88 K | 53.15% | 0.15% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 18.00 K | $225.31 K | -40.50% | 0.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 17.70 K | $221.60 K | 0.00% | 0.14% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 15.22 K | $190.58 K | 100.00% | 0.12% |
| HRT FINANCIAL LP | 05/14/2026 | 14.62 K | $182.00 K | 100.00% | 0.12% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 10.90 K | $136.45 K | 100.00% | 0.09% |
| IFP ADVISORS, INC | 04/13/2026 | 10.83 K | $135.53 K | 0.00% | 0.09% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 10.10 K | $126.40 K | 100.00% | 0.08% |
| BARCLAYS PLC | 05/15/2026 | 8.88 K | $111.15 K | -10.91% | 0.07% |
| AVANZA FONDER AB | 04/15/2026 | 7.10 K | $88.87 K | 0.00% | 0.06% |
| CITIGROUP INC | 05/11/2026 | 6.89 K | $86.25 K | 100.00% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 6.00 K | $75.12 K | 100.00% | 0.05% |
| MORGAN STANLEY | 05/15/2026 | 5.05 K | $63.26 K | 329.68% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 4.64 K | $58.00 K | -63.25% | 0.04% |
Legacy Education Inc. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Legacy Education Inc.. The most heavily invested institutionals were:
Holos Integrated Wealth LLC: 852,550
ROYCE & ASSOCIATES LP: 830,458
KENNEDY CAPITAL MANAGEMENT LLC: 614,564
BARD ASSOCIATES INC: 448,480
Truffle Hound Capital, LLC: 350,000
SEI INVESTMENTS CO: 260,004
47.56% of Legacy Education Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.58 M shares in the last 24 months. This purchase volume represents approximately $91.93 M in transactions.