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Abound Wealth Management’s Agilysys AGYS Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-2
Closed -$238 – 1496
2025
Q4 		$238 Hold
2
– – ﹤0.01% 1120
2025
Q3 		$211 Hold
2
– – ﹤0.01% 1102
2025
Q2 		$230 Hold
2
– – ﹤0.01% 991
2025
Q1 		$146 Buy
+2
New +$183 ﹤0.01% 1101
2023
Q4 		– Sell
-3
Closed -$199 – 1341
2023
Q3 		$199 Hold
3
– – ﹤0.01% 1109
2023
Q2 		$206 Buy
+3
New +$226 ﹤0.01% 1151

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Abound Wealth Management's AGYS Position: Q1 2026 in Review

Abound Wealth Management sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 2 shares — an estimated $238 sold.

Abound Wealth Management first reported a position in AGYS in Q2 2023 and held it in 6 quarters. The position peaked at $238 in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Abound Wealth Management reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 Agilysys shares in Q1 2026, an estimated $238.
  • Abound Wealth Management first reported a position in Agilysys in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's Agilysys position peaked at $238 in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.