Superior Planning, LLC’s Agilysys AGYS Stock Holding History

Superior Planning, LLC’s Portfolio AGYS Stock Details AGYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$194	Buy	+2	New	+$215	﹤0.01%	2033

Other funds holding AGYS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Superior Planning, LLC's AGYS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Agilysys (AGYS) in Q3 2026: 2 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings.

184 funds tracked by Wall St. Rank hold AGYS as of Q3 2026.

Superior Planning, LLC held 2 shares of Agilysys worth $194 as of Q3 2026.
Agilysys was a new Superior Planning, LLC position in Q3 2026.
Agilysys made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2033 holding.
184 funds tracked by Wall St. Rank held Agilysys as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.