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Security record · archived quarter

LGCY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
10Tracked holders
+2Δ holders
724.67KShares held
$6.94MReported value
+2New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 -8 1.43M $16.84M +1 −9
Q1 2026 30 +7 1.73M $21.68M +8 −1
Q4 2025 23 0 1.15M $11.72M
Q3 2025 10 +2 724.67K $6.94M +2
Q2 2025 5 0 244.55K $2.73M
Q1 2025 2 -2 101.09K $724,800 −2
Q4 2024 4 +4 159.06K $1.32M +4
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 423.13K +353.0% $4.05M 0.0% ▲ Add 2 SEC ↗
2 The Vanguard Group (passive) 423.13K +353.0% $4.05M 0.0% ▲ Add 2 SEC ↗
3 The Vanguard Group (passive) 423.13K +353.0% $4.05M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management (passive) 79.01K +179.7% $756,124 0.0% ▲ Add 4 SEC ↗
5 Geode Capital Management (passive) 79.01K +179.7% $756,124 0.0% ▲ Add 4 SEC ↗
6 Goldman Sachs Group 60.47K $578,650 0.0% n/c 1 SEC ↗
7 Renaissance Technologies 54.10K -18.3% $517,737 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 50.84K -9.7% $486,491 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 50.84K -9.7% $486,491 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 50.84K -9.7% $486,491 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 50.84K -9.7% $486,491 0.0% ▼ Trim 2 SEC ↗
12 Marshall Wace 27.40K New $262,248 0.0% New 1 SEC ↗
13 Marshall Wace 27.40K New $262,248 0.0% New 1 SEC ↗
14 State Street Global Advisors (passive) 25.95K New $248,313 0.0% New 1 SEC ↗
15 Morgan Stanley 2.89K $27,696 0.0% n/c 1 SEC ↗
16 JPMorgan Chase 502 $4,804 0.0% n/c 1 SEC ↗
17 JPMorgan Chase 502 $4,804 0.0% n/c 1 SEC ↗
18 Fidelity (FMR) 384 0.0% $3,675 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $262,248 0.0%
Marshall Wace $262,248 0.0%
State Street Global Advisors $248,313 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 5.98M shares, $74.26M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 10 Rohmann LeeAnn

Officer, Director · 5.00K sh · $56,500

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API