Legacy Education Inc.
Legacy Education Inc. (LGCY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LGCY · as of Sep 30, 2025
Ownership Breakdown
42
Institutional Holders
▲ 10 vs Q2
$44.46M
Total Inst. Value
▼ $1.36M vs Q2
12.65M
Shares Outstanding
freeFloat 64.77%
4.68M
13F Shares Held
▲ 552,685 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LGCY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
HOLOS INTEGRATED WEALTH LLC services-educational services | 934.4K | 7.55% | 7.55% | $8.63B | Jan 5, 2026 | ▼ 69.0K |
ROYCE & ASSOCIATES LP services-educational services | 848.8K | 6.86% | 6.86% | $8.12B | Nov 12, 2025 | ▼ 19.0K |
KENNEDY CAPITAL MANAGEMENT LLC services-educational services | 596.4K | 4.82% | 4.82% | $5.71B | Nov 13, 2025 | ▲ 190.5K |
BARD ASSOCIATES INC services-educational services | 454.7K | 3.67% | 3.67% | $4.35B | Nov 14, 2025 | ▼ 27.9K |
VANGUARD GROUP INC services-educational services | 423.1K | 3.42% | 3.42% | $4.05B | Nov 7, 2025 | ▲ 329.7K |
SG CAPITAL MANAGEMENT LLC services-educational services | 235.2K | 1.90% | 1.90% | $2.25B | Nov 7, 2025 | NEW |
TRUFFLE HOUND CAPITAL, LLC services-educational services | 200.0K | 1.62% | 1.62% | $1.91B | Nov 6, 2025 | ▲ 3.4K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. services-educational services | 168.5K | 1.36% | 1.36% | $1.61B | Nov 14, 2025 | ▲ 8.7K |
WHITE PINE CAPITAL LLC services-educational services | 82.4K | 66.55% | 66.55% | $788.29M | Nov 10, 2025 | ▲ 228 |
GEODE CAPITAL MANAGEMENT, LLC services-educational services | 79.0K | 63.83% | 63.83% | $756.12M | Nov 12, 2025 | ▲ 50.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
12
Increased
+618.9K shares12
New Positions
first time holders15
Decreased
−407.6K shares3
Sold Out
fully exitedNet shares change (top 50)
+211.3K
+618.9K / −407.6K
Net new holders
+6
12 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LGCY insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Amato Gerald director | May 28, 2026 | Sale | 2,000 | $11.20 | $22.4K | 61.0K | Form 4 ↗ |
Amato Gerald director | Mar 2, 2026 | Sale | 2,000 | $14.15 | $28.3K | 63.0K | Form 4 ↗ |
Rohmann LeeAnn Chief Executive Officer | Nov 18, 2025 | Purchase | 5,000 | $8.68 | $43.4K | 457.7K | Form 4 ↗ |
Paulson Janis L. director | Oct 16, 2025 | Award | 29,354 | $9.51 | $279.2K | 29.4K | Form 4 ↗ |
Marshall Zwade J. director | Oct 16, 2025 | Award | 29,354 | $9.51 | $279.2K | 29.4K | Form 4 ↗ |
Amato Gerald director | Jun 9, 2025 | Sale | 14 | $9.60 | $134.4 | 71.0K | Form 4 ↗ |
Amato Gerald director | Jun 10, 2025 | Sale | 5,986 | $9.58 | $57.3K | 65.0K | Form 4 ↗ |
Amato Gerald director | Jun 5, 2025 | Sale | 5,000 | $9.36 | $46.8K | 71.0K | Form 4 ↗ |
DEROSE ROBERT 10 percent owner | Apr 8, 2025 | Gift | 10,000 | — | — | 1.09M | Form 4 ↗ |
Faulkner Blaine director | Apr 2, 2025 | Award | 43,604 | $7.25 | $316.1K | 98.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Legacy Education Inc. (LGCY) is primarily owned by institutional investors, who hold approximately 37.0% of total shares outstanding. Company insiders own approximately 35.23%, while retail and public investors account for the remaining 27.80%.
The largest institutional shareholder of Legacy Education Inc. is HOLOS INTEGRATED WEALTH LLC, holding approximately 934,353 shares — equal to 7.55% of outstanding shares — as of September 30, 2025.
A total of 42 institutional investors currently hold LGCY stock, with a combined institutional value of approximately $44,456,335 as of the most recent 13F filing period.
Frequently asked questions
LGCY ownershipLegacy Education Inc. (LGCY) is primarily owned by institutional investors, who hold approximately 37.0% of shares. The largest shareholder is HOLOS INTEGRATED WEALTH LLC with a 7.55% stake. Company insiders hold 35.23%. Data sourced from SEC Form 13F as of September 30, 2025.