LGCY β€” LEGACY ED INC

Ownership history in ROYCE & ASSOCIATES LP  Β·  6 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported LEGACY ED INC (LGCY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows LGCY at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYCE & ASSOCIATES LP's position in LEGACY ED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LGCY was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROYCE & ASSOCIATES LP held LGCY β€” position size vs. price
% of Fund (quarterly)    LGCY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 820,458 -28,312 -3.3% 0.08% $8.4M 2026-02-14 (Est.) $11.55
2025 Q3 REDUCED 848,770 -19,000 -2.2% 0.08% $8.1M 2025-11-12 $8.97
2025 Q2 ADDED 867,770 +112,326 +14.9% 0.10% $9.7M 2025-08-11 $10.93
2025 Q1 ADDED 755,444 +34,000 +4.7% 0.06% $5.4M 2025-05-06 $6.87
2024 Q4 ADDED 721,444 +211,444 +41.5% 0.06% $6.0M 2025-02-10 $9.27
2024 Q3 INITIATED 510,000 β€” β€” 0.02% $2.3M 2024-11-06 $5.59

🏒 Other funds also holding LGCY

As of 2026 Q1 β€” sorted by position size

Holos Integrated Wealth LLC 5.22% Mink Brook Asset Management LLC 1.77%

FAQ About ROYCE & ASSOCIATES LP and LGCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROYCE & ASSOCIATES LP reported owning LGCY?

ROYCE & ASSOCIATES LP reported LGCY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LGCY position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for LGCY was 0.10% in 2025 Q2.

What is the latest reported LGCY position on this page?

The most recent filing on this page is 2025 Q4, when ROYCE & ASSOCIATES LP reported 820,458 shares, equal to 0.08% of portfolio, with an estimated market value of $8.4M.

What does the chart on this LGCY ownership page compare?

The chart compares ROYCE & ASSOCIATES LP's quarterly LGCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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