Vault-13

LEGACY ED INC LGCY

COM · Common Stock · CUSIP 52474R207

50 institutional holders -8 vs Q1 2026
6,366,8826.4m shares reported held*
50.3% of all shares outstanding*
$74.5mreported value*
7 new 16 added 16 reduced 15 sold out net bought ≈ $3.2m (+276.0k shares)

* 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

0204060Q3 24: 12Q4 24: 28Q1 25: 27Q2 25: 33Q3 25: 42Q4 25: 48Q1 26: 58Q2 26: 5050Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202412
Q4 202428
Q1 202527
Q2 202533
Q3 202542
Q4 202548
Q1 202658
Q2 202650

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 24: 22 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 11 cut or sold outQ2 25: 17 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 18 cut or sold outQ4 25: 27 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 18 cut or sold outQ2 26: 23 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2024227
Q1 20251711
Q2 20251711
Q3 20252418
Q4 20252717
Q1 20263518
Q2 20262331

Biggest buyers

Polar Asset Management Partners Inc. New +255,677+255.7k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +186,455+186.5k
Mink Brook Asset Management LLC Added +136,714+136.7k
ROYCE & ASSOCIATES LP Added +65,929+65.9k
Legato Capital Management LLC Added +65,155+65.2k
NEXT CENTURY GROWTH INVESTORS LLC New +61,479+61.5k
Paradigm, Strategies in Wealth Management, LLC New +40,933+40.9k
MORGAN STANLEY Added +37,614+37.6k
DIMENSIONAL FUND ADVISORS LP Added +34,203+34.2k
Integrated Wealth Concepts LLC Added +30,378+30.4k

Biggest sellers

SEI INVESTMENTS CO Reduced -142,421-142.4k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Reduced -85,000-85.0k
WHITE PINE CAPITAL LLC Reduced -60,538-60.5k
Informed Momentum Co LLC Sold out -58,183-58.2k
MILLENNIUM MANAGEMENT LLC Reduced -52,257-52.3k
JANE STREET GROUP, LLC Sold out -43,800-43.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -42,311-42.3k
683 Capital Management, LLC Sold out -40,000-40.0k
BANK OF AMERICA CORP /DE/ Sold out -21,847-21.8k
GOLDMAN SACHS GROUP INC Reduced -20,446-20.4k

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.

HolderStakeChangeShares Last filed
Garnick Michael J 13G · exempt (held before listing) new · filed 2024-11-12 8.0% new 944.4k≈ $11.1m 2024-11-12
ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.2 pts · filed 2025-07-22 7.0% +1.2 pts 867.8k≈ $10.2m 2025-07-22
Mink Brook Asset Management LLC 13G · passive investor new · filed 2026-10-01 6.0% new 773.4k≈ $9.1m 2026-10-01

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)

BuyingSelling
202Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 2 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$2.0k0——
Q1 20250—0——
Q2 20250—1$104.3k—
Q3 20250—0——
Q4 20251$43.4k0——
Q1 20260—1$28.3k—
Q2 20260—2$77.2k$54.9k
Q3 20260—1$166.8k$166.8k
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-10 Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 Sold plan 5,000 $11.30 $56.5k5.0k shares -1%
2026-08-10 Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 Sold plan 5,000 $10.56 $52.8k5.0k shares -1%
2026-07-08 Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 Sold plan 5,000 $11.50 $57.5k5.0k shares -1%
2026-06-05 Rohmann LeeAnn Chief Executive Officer, director · The LeeAnn Rollings Rohmann Trust U/A DTD 03/24/2025 Sold plan 5,000 $10.97 $54.9k5.0k shares -1%
2026-05-28 Amato Gerald Director Sold 2,000 $11.20 $22.4k2.0k shares -3%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYCE & ASSOCIATES LP 0.08% of their portfolio New York, NY 896,387896.4k $10.5m $10.5m 0.08% Added +65.9k +65,929
2 Holos Integrated Wealth LLC 4.49% of their portfolio KENNETT SQUARE, PA 852,550852.5k $9.6m $9.6m 4.49% Unchanged
3 KENNEDY CAPITAL MANAGEMENT LLC 0.13% of their portfolio ST LOUIS, MO 602,745602.7k $7.1m $7.1m 0.13% Reduced -11.8k -11,819
4 BARD ASSOCIATES INC 1.16% of their portfolio CHICAGO, IL 444,279444.3k $5.2m $5.2m 1.16% Reduced -4.2k -4,201
5 Mink Brook Asset Management LLC 2.02% of their portfolio West Palm Beach, FL 389,498389.5k $4.6m $4.6m 2.02% Added +136.7k +136,714
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 379,324379.3k $4.5m $4.5m 0.00% Added +3.0k +3,039
7 Truffle Hound Capital, LLC 2.60% of their portfolio BETHESDA, MD 350,000350.0k $4.1m $4.1m 2.60% Unchanged
8 ESSEX INVESTMENT MANAGEMENT CO LLC 0.51% of their portfolio BOSTON, MA 329,894329.9k $3.9m $3.9m 0.51% Added +186.5k +186,455
9 Polar Asset Management Partners Inc. 0.05% of their portfolio TORONTO, A6 255,677255.7k $3.0m $3.0m 0.05% New
10 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 186,092186.1k $2.2m $2.2m 0.00% Reduced -12.0k -12,030
11 WHITE PINE CAPITAL LLC 0.39% of their portfolio BLOOMINGTON, MN 139,596139.6k $1.6m $1.6m 0.39% Reduced -60.5k -60,538
12 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 118,906118.9k $1.4m $1.4m 0.00% Unchanged
13 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 117,583117.6k $1.4m $1.4m 0.00% Reduced -142.4k -142,421
14 Legato Capital Management LLC 0.11% of their portfolio San Francisco, CA 110,216110.2k $1.3m $1.3m 0.11% Added +65.2k +65,155
15 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 100,225100.2k $1.2m $1.2m 0.02% Added +15.0k +15,000
16 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.06% of their portfolio EDINA, MN 100,000100.0k $1.2m $1.2m 0.06% Reduced -85.0k -85,000
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 92,80492.8k $1.1m $1.1m 0.00% Added +776 +776
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 90,50090.5k $1.1m $1.1m 0.00% Added +18.5k +18,500
19 NEXT CENTURY GROWTH INVESTORS LLC 0.04% of their portfolio PLYMOUTH, MN 61,47961.5k $723.0k $723.0k 0.04% New
20 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 60,75660.8k $714.5k $714.5k 0.00% Added +30.4k +30,378
21 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 58,95059.0k $693.5k $693.5k 0.00% Added +34.2k +34,203
22 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 53,67853.7k $631.3k $631.3k 0.00% Added +351 +351
23 BlackRock, Inc. 0.00% of their portfolio New York, NY 51,00451.0k $599.8k $599.8k 0.00% Added +8.5k +8,460
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 49,96950.0k $587.6k $587.6k 0.00% Reduced -42.3k -42,311
25 Manatuck Hill Partners, LLC 0.17% of their portfolio WESTPORT, CT 44,60044.6k $524.5k $524.5k 0.17% Unchanged
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 42,66742.7k $501.8k $501.8k 0.00% Added +37.6k +37,614
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,98141.0k $481.9k $481.9k 0.00% Reduced -15.3k -15,344
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 40,98041.0k $481.9k $481.9k 0.00% Added +14.1k +14,098
29 Paradigm, Strategies in Wealth Management, LLC 0.29% of their portfolio Maple Grove, MN 40,93340.9k $481.4k $481.4k 0.29% New
30 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 40,80040.8k $479.8k $479.8k 0.00% Reduced -52.3k -52,257
31 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 33,77333.8k $397.2k $397.2k 0.00% Reduced -200 -200
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,97431.0k $364.3k $364.3k 0.00% Reduced -20.4k -20,446
33 CORSAIR CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio NEW YORK, NY 29,93929.9k $352.1k $352.1k 0.04% Unchanged
34 Integrated Quantitative Investments LLC 0.04% of their portfolio BELLEVUE, WA 20,09120.1k $236.3k $236.3k 0.04% Added +2.1k +2,095
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 19,73519.7k $232.1k $232.1k 0.00% Reduced -256 -256
36 Boston Partners 0.00% of their portfolio BOSTON, MA 18,98019.0k $223.2k $223.2k 0.00% Reduced -2.4k -2,398
37 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 17,70017.7k $208.2k $208.2k 0.00% Unchanged
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,01517.0k $200.1k $200.1k 0.00% Reduced -1.5k -1,486
39 Orin Green Financial, LLC 0.06% of their portfolio SAN DIEGO, CA 13,18013.2k $155.0k $155.0k 0.06% New
40 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 8,6008.6k $101.1k $101.1k 0.00% Reduced -2.2k -2,225
41 Avanza Fonder AB 0.00% of their portfolio STOCKHOLM, V7 7,0987.1k $83.5k $83.5k 0.00% Unchanged
42 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,4484.4k $52.3k $52.3k 0.00% Unchanged
43 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 551551 $6.5k $6.5k 0.00% New
44 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 500500 $5.9k $5.9k 0.00% Unchanged
45 FMR LLC 0.00% of their portfolio BOSTON, MA 384384 $4.5k $4.5k 0.00% Unchanged
46 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 352352 $4.1k $4.1k 0.00% Added +102 +102
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 300300 $3.5k $3.5k 0.00% New
48 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 8282 $965 $965 0.00% New
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5858 $682 $682 0.00% Reduced -8.8k -8,820
50 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 4949 $577 $577 0.00% Unchanged