LGCY — LEGACY ED INC
Reported value held$20.56M
Funds holding (latest)17
SectorReal Estate
Funds holding (Q2 2026)11
Institutional value$15.56M · 1.32M sh
New / Add / Cut / Exit0 / 5 / 5 / 3
Top-5 / Top-10 concentration88.7% / 100.0%
Institutional holdings change
Reducing -0.4%
(-5.61K sh)
Institutional value change
Down -6.5%
As of Q2 2026, 11 SEC-registered investment managers reported holding LGCY (LEGACY ED INC) in their latest 13F filings, with a combined reported value of $15.56M across 1.32M shares. That is -0.4% by share count (-5.61K shares) versus the previous quarter, while reported value moved -6.5%. Ownership is concentrated: the five largest holders account for 88.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 added to existing stakes, 5 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LGCY is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 896.39K | $10.54M | 0.09% | Add |
| Geode Capital Management history | 92.80K | $1.09M | 0.00% | Add |
| Renaissance Technologies history | 90.50K | $1.06M | 0.00% | Add |
| BlackRock Inc history | 51.00K | $599.81K | 0.00% | Add |
| Morgan Stanley history | 42.67K | $501.76K | 0.00% | Add |
| Citadel Advisors history | 40.98K | $481.94K | 0.00% | Reduce |
| Millennium Management history | 40.80K | $479.81K | 0.00% | Reduce |
| Goldman Sachs Group history | 30.97K | $364.25K | 0.00% | Reduce |
| Northern Trust Corp history | 19.73K | $232.08K | 0.00% | Reduce |
| UBS Group AG history | 17.02K | $200.10K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 384 | $4.52K | 0.00% | Hold |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 830.46K | $10.40M | 0.10% | Add |
| Millennium Management history | 93.06K | $1.17M | 0.00% | New |
| Geode Capital Management history | 92.03K | $1.15M | 0.00% | Add |
| Renaissance Technologies history | 72.00K | $901.44K | 0.00% | Add |
| Citadel Advisors history | 56.33K | $705.19K | 0.00% | New |
| Goldman Sachs Group history | 51.42K | $643.78K | 0.00% | Reduce |
| BlackRock Inc history | 42.54K | $532.65K | 0.00% | Add |
| Bank of America Corp history | 21.85K | $273.52K | 0.00% | Add |
| Northern Trust Corp history | 19.99K | $250.29K | 0.00% | Add |
| UBS Group AG history | 18.50K | $231.63K | 0.00% | Add |
| Marshall Wace history | 18.36K | $229.88K | 0.00% | Add |
| Citigroup Inc history | 6.89K | $86.25K | 0.00% | New |
| Morgan Stanley history | 5.05K | $63.26K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 384 | $4.81K | 0.00% | Hold |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 820.46K | $8.36M | 0.09% | Reduce |
| Vanguard Group history | 429.43K | $4.38M | 0.00% | Add |
| Geode Capital Management history | 88.97K | $907.59K | 0.00% | Add |
| Goldman Sachs Group history | 64.99K | $662.24K | 0.00% | Add |
| BlackRock Inc history | 40.23K | $409.97K | 0.00% | Reduce |
| Renaissance Technologies history | 38.37K | $391.01K | 0.00% | Reduce |
| Northern Trust Corp history | 18.17K | $185.14K | 0.00% | Hold |
| Marshall Wace history | 11.99K | $122.17K | 0.00% | Reduce |
| Bank of America Corp history | 3.76K | $38.30K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.51K | $35.78K | 0.00% | Add |
| Morgan Stanley history | 1.18K | $11.98K | 0.00% | Reduce |
| UBS Group AG history | 991 | $10.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 384 | $3.91K | 0.00% | Hold |
Q3 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 848.77K | $8.12M | 0.08% | Reduce |
| Vanguard Group history | 423.13K | $4.05M | 0.00% | Add |
| Geode Capital Management history | 79.01K | $756.12K | 0.00% | Add |
| Goldman Sachs Group history | 60.47K | $578.65K | 0.00% | Add |
| Renaissance Technologies history | 54.10K | $517.74K | 0.00% | Reduce |
| BlackRock Inc history | 50.84K | $486.49K | 0.00% | Reduce |
| Marshall Wace history | 27.40K | $262.25K | 0.00% | New |
| Northern Trust Corp history | 18.17K | $173.88K | 0.00% | New |
| Bank of America Corp history | 5.37K | $51.41K | 0.00% | Reduce |
| Morgan Stanley history | 2.89K | $27.70K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 384 | $3.67K | 0.00% | Hold |
| UBS Group AG history | 286 | $2.74K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 251 | $2.40K | 0.00% | New |
Q2 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 867.77K | $9.70M | 0.10% | Add |
| Vanguard Group history | 93.41K | $1.04M | 0.00% | Add |
| Renaissance Technologies history | 66.20K | $740.12K | 0.00% | Reduce |
| BlackRock Inc history | 56.31K | $629.56K | 0.00% | Add |
| Goldman Sachs Group history | 28.34K | $316.85K | 0.00% | New |
| Geode Capital Management history | 28.25K | $315.80K | 0.00% | Hold |
| Morgan Stanley history | 14.70K | $164.37K | 0.00% | Add |
| Bank of America Corp history | 6.17K | $68.96K | 0.00% | Add |
| UBS Group AG history | 4.27K | $47.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 384 | $4.29K | 0.00% | New |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Royce & Associates history | 755.44K | $5.42M | 0.06% | Add |
| Renaissance Technologies history | 72.84K | $522.26K | 0.00% | Add |
| BlackRock Inc history | 46.47K | $333.15K | 0.00% | Add |
| Vanguard Group history | 32.76K | $234.86K | 0.00% | New |
| Geode Capital Management history | 28.25K | $202.54K | 0.00% | Add |
| UBS Group AG history | 7.62K | $54.62K | 0.00% | Reduce |
| Bank of America Corp history | 4.86K | $34.84K | 0.00% | Reduce |
| Morgan Stanley history | 2.90K | $20.81K | 0.00% | New |
| JPMorgan Chase & Co history | 2 | $14 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Bank of America Corp sold 21.85K sh · $273.52K
- Marshall Wace sold 18.36K sh · $229.88K
- Citigroup Inc sold 6.89K sh · $86.25K
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Royce & Associates | 896.39K | 830.46K | 820.46K | 848.77K | 867.77K | 755.44K | 721.44K | 510.00K |
| Geode Capital Management | 92.80K | 92.03K | 88.97K | 79.01K | 28.25K | 28.25K | 25.27K | — |
| Renaissance Technologies | 90.50K | 72.00K | 38.37K | 54.10K | 66.20K | 72.84K | 64.70K | — |
| BlackRock Inc | 51.00K | 42.54K | 40.23K | 50.84K | 56.31K | 46.47K | 27.66K | — |
| Morgan Stanley | 42.67K | 5.05K | 1.18K | 2.89K | 14.70K | 2.90K | — | — |
| Citadel Advisors | 40.98K | 56.33K | — | — | — | — | 46.28K | — |
| Millennium Management | 40.80K | 93.06K | — | — | — | — | 22.81K | — |
| Goldman Sachs Group | 30.97K | 51.42K | 64.99K | 60.47K | 28.34K | — | — | — |
| Northern Trust Corp | 19.73K | 19.99K | 18.17K | 18.17K | — | — | — | — |
| UBS Group AG | 17.02K | 18.50K | 991 | 286 | 4.27K | 7.62K | 13.61K | — |
| Fidelity Management & Research (FMR) | 384 | 384 | 384 | 384 | 384 | — | — | — |
| JPMorgan Chase & Co | — | — | 3.51K | 251 | — | 2 | 3 | — |
| Bank of America Corp | — | 21.85K | 3.76K | 5.37K | 6.17K | 4.86K | 4.89K | — |
| Citigroup Inc | — | 6.89K | — | — | — | — | — | — |
| Marshall Wace | — | 18.36K | 11.99K | 27.40K | — | — | — | — |
| Vanguard Group | — | — | 429.43K | 423.13K | 93.41K | 32.76K | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | 176 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details