Consumer Discretionary · Services-Educational Services · NYSE · CIK 1836754 · FYE Jun 30 · Prices AT CLOSE 2026-08-21 (USD) Last $10.55 · Day +0.29% · Mkt cap $133M · P/E (FY) 17.9× · 1Y −15.9% · Off 52W high −28.2% · Vol (1Y) 53.2% Price2024-09-26 → 2026-08-21 LGCY close: $4.0 on 2024-09-26 to $10.6 on 2026-08-21. Split-adj closes · 240 of 1,222 · price returnⓘ At a glance | Short interest0.6% of sh out | | Days to cover1.8d | | 13F net flow (QoQ)+3.67% | | Top-10 13F concentration73.0% |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)17.9× | | Sales (TTM)$77.9M | | Earnings (TTM)$8.5M | | ROE23.7% | | Net margin11.7% | | ROIC39.1% | | Debt / equity0.03× | | Total debt / EBITDA0.13× |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+3.5% | | 1Y−15.9% | | Since incept. (ann.)+66.2% |
Total return · from 2024-09-26ⓘ Risk | Ann. volatility (1Y)53.2% | | Ann. volatility (3Y)63.9% | | Sharpe (1Y)−0.03 | | Sharpe (3Y)1.12 | | Max drawdown (1Y)−39.4% | | Max drawdown (3Y)−39.4% | | Beta (3Y vs SPY)1.08 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| ROYCE & ASSOCIATES LP | 830,458 | $10M | 6.58% | +1.2% | | Holos Integrated Wealth LLC | 852,550 | $10M | 6.76% | −8.8% | | KENNEDY CAPITAL MANAGEMENT LLC | 614,564 | $8M | 4.87% | +2.8% | | BARD ASSOCIATES INC | 448,480 | $6M | 3.56% | −0.2% | | VANGUARD CAPITAL MANAGEMENT LLC | 376,285 | $5M | 2.98% | new | | Truffle Hound Capital, LLC | 350,000 | $4M | 2.77% | +75.0% | | SEI INVESTMENTS CO | 260,004 | $3M | 2.06% | +260.9% | | Mink Brook Asset Management LLC | 252,784 | $3M | 2.00% | +24.9% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-05-14 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-03-31 | 2026-05-14 | $0.22 | +4.8% | $21.4M | +15.0% | | 2025-12-31 | 2026-02-12 | $0.15 | +50.0% | $19.2M | +40.7% | | 2025-09-30 | 2025-11-13 | $0.16 | −23.8% | $19.4M | +38.5% | | 2025-06-30 | 2025-09-25 | $0.07 | −30.0% | $18.0M | +40.8% |
As-reported XBRLⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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