LEGACY ED INC LGCY
COM · Common Stock · CUSIP 52474R207
- IndustryServices-Educational Services
- HeadquartersTemecula, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 12.7m as of 2026-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.69.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 12 |
| Q4 2024 | 28 |
| Q1 2025 | 27 |
| Q2 2025 | 33 |
| Q3 2025 | 42 |
| Q4 2025 | 48 |
| Q1 2026 | 58 |
| Q2 2026 | 50 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 22 | 7 |
| Q1 2025 | 17 | 11 |
| Q2 2025 | 17 | 11 |
| Q3 2025 | 24 | 18 |
| Q4 2025 | 27 | 17 |
| Q1 2026 | 35 | 18 |
| Q2 2026 | 23 | 31 |
Biggest buyers
| Polar Asset Management Partners Inc. | New | +255.7k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Added | +186.5k |
| Mink Brook Asset Management LLC | Added | +136.7k |
| ROYCE & ASSOCIATES LP | Added | +65.9k |
| Legato Capital Management LLC | Added | +65.2k |
| NEXT CENTURY GROWTH INVESTORS LLC | New | +61.5k |
| Paradigm, Strategies in Wealth Management, LLC | New | +40.9k |
| MORGAN STANLEY | Added | +37.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +34.2k |
| Integrated Wealth Concepts LLC | Added | +30.4k |
Biggest sellers
| SEI INVESTMENTS CO | Reduced | -142.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -85.0k |
| WHITE PINE CAPITAL LLC | Reduced | -60.5k |
| Informed Momentum Co LLC | Sold out | -58.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -52.3k |
| JANE STREET GROUP, LLC | Sold out | -43.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -42.3k |
| 683 Capital Management, LLC | Sold out | -40.0k |
| BANK OF AMERICA CORP /DE/ | Sold out | -21.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -20.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Garnick Michael J 13G · exempt (held before listing) new · filed 2024-11-12 | 8.0% |
| ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.2 pts · filed 2025-07-22 | 7.0% |
| Mink Brook Asset Management LLC 13G · passive investor new · filed 2026-10-01 | 6.0% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $2.0k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $104.3k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $43.4k | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $28.3k | — |
| Q2 2026 | 0 | — | 2 | $77.2k | $54.9k |
| Q3 2026 | 0 | — | 1 | $166.8k | $166.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-10 | Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 | Sold plan | $56.5k5.0k shares |
| 2026-08-10 | Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 | Sold plan | $52.8k5.0k shares |
| 2026-07-08 | Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 | Sold plan | $57.5k5.0k shares |
| 2026-06-05 | Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 | Sold plan | $54.9k5.0k shares |
| 2026-05-28 | Amato Gerald Director | Sold | $22.4k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 896.4k $10.5m | Added +65.9k |
| Holos Integrated Wealth LLC 4.49% of their portfolio | 852.5k $9.6m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 602.7k $7.1m | Reduced -11.8k |
| BARD ASSOCIATES INC 1.16% of their portfolio | 444.3k $5.2m | Reduced -4.2k |
| Mink Brook Asset Management LLC 2.02% of their portfolio | 389.5k $4.6m | Added +136.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 379.3k $4.5m | Added +3.0k |
| Truffle Hound Capital, LLC 2.60% of their portfolio | 350.0k $4.1m | Unchanged |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.51% of their portfolio | 329.9k $3.9m | Added +186.5k |
| Polar Asset Management Partners Inc. 0.05% of their portfolio | 255.7k $3.0m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 186.1k $2.2m | Reduced -12.0k |
| WHITE PINE CAPITAL LLC 0.39% of their portfolio | 139.6k $1.6m | Reduced -60.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 118.9k $1.4m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 117.6k $1.4m | Reduced -142.4k |
| Legato Capital Management LLC 0.11% of their portfolio | 110.2k $1.3m | Added +65.2k |
| Ancora Advisors LLC 0.02% of their portfolio | 100.2k $1.2m | Added +15.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.06% of their portfolio | 100.0k $1.2m | Reduced -85.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 92.8k $1.1m | Added +776 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 90.5k $1.1m | Added +18.5k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.04% of their portfolio | 61.5k $723.0k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 60.8k $714.5k | Added +30.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 59.0k $693.5k | Added +34.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 53.7k $631.3k | Added +351 |
| BlackRock, Inc. 0.00% of their portfolio | 51.0k $599.8k | Added +8.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 50.0k $587.6k | Reduced -42.3k |
| Manatuck Hill Partners, LLC 0.17% of their portfolio | 44.6k $524.5k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 42.7k $501.8k | Added +37.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 41.0k $481.9k | Reduced -15.3k |
| LPL Financial LLC 0.00% of their portfolio | 41.0k $481.9k | Added +14.1k |
| Paradigm, Strategies in Wealth Management, LLC 0.29% of their portfolio | 40.9k $481.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 40.8k $479.8k | Reduced -52.3k |
| STATE STREET CORP 0.00% of their portfolio | 33.8k $397.2k | Reduced -200 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 31.0k $364.3k | Reduced -20.4k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio | 29.9k $352.1k | Unchanged |
| Integrated Quantitative Investments LLC 0.04% of their portfolio | 20.1k $236.3k | Added +2.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 19.7k $232.1k | Reduced -256 |
| Boston Partners 0.00% of their portfolio | 19.0k $223.2k | Reduced -2.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 17.7k $208.2k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 17.0k $200.1k | Reduced -1.5k |
| Orin Green Financial, LLC 0.06% of their portfolio | 13.2k $155.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 8.6k $101.1k | Reduced -2.2k |
| Avanza Fonder AB 0.00% of their portfolio | 7.1k $83.5k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.4k $52.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 551 $6.5k | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 500 $5.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 384 $4.5k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 352 $4.1k | Added +102 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 300 $3.5k | New |
| MCF Advisors LLC 0.00% of their portfolio | 82 $965 | New |
| BARCLAYS PLC 0.00% of their portfolio | 58 $682 | Reduced -8.8k |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 49 $577 | Unchanged |