ROYCE & ASSOCIATES LP LGCY — LEGACY ED INC

Ownership history in ROYCE & ASSOCIATES LP  ·  7 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported LEGACY ED INC (LGCY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows LGCY at 0.10% 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
2026 Q1

LGCY was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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 2026 Q1

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.

LGCY stock page ROYCE & ASSOCIATES LP fund profile ROYCE & ASSOCIATES LP full holdings
How ROYCE & ASSOCIATES LP held LGCY — position size vs. price
% of Fund (quarterly)    LGCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 830,458 +10,000 +1.2% 0.10% $10.4M 2026-05-12 $11.92
2025 Q4 REDUCED — — — 820,458 -28,312 -3.3% 0.08% $8.4M 2026-02-09 $10.49
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 — — 0.02% $2.3M 2024-11-06 $5.59

🏢 Other funds also holding LGCY

As of 2026 Q1 — sorted by position size

Holos Integrated Wealth LLC 5.22% Mink Brook Asset Management LLC 1.77% BARD ASSOCIATES INC 3Y 7Y 1.41% Truffle Hound Capital, LLC 1.14% WHITE PINE CAPITAL LLC 3Y 7Y 0.32% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.28% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.16% Manatuck Hill Partners, LLC 3Y 7Y 0.15% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.13% Informed Momentum Co LLC 3Y 7Y 0.08%

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 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for LGCY was 0.10% in 2026 Q1.

What is the latest reported LGCY position on this page?

The most recent filing on this page is 2026 Q1, when ROYCE & ASSOCIATES LP reported 830,458 shares, equal to 0.10% of portfolio, with an estimated market value of $10.4M.

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.

How well did ROYCE & ASSOCIATES LP time their LGCY position?

Based on 13F filing dates vs. subsequent LGCY price moves, ROYCE & ASSOCIATES LP correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on LGCY relative to SPY over the holding period was +40.8%.

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