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Annis Gardner Whiting Capital Advisors’s Agilysys AGYS Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-3
Closed -$357 – 1333
2025
Q4 		$357 Hold
3
– – ﹤0.01% 1125
2025
Q3 		$316 Hold
3
– – ﹤0.01% 1114
2025
Q2 		$344 Buy
+3
New +$271 ﹤0.01% 1221

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

Annis Gardner Whiting Capital Advisors's AGYS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 3 shares — an estimated $357 sold.

Annis Gardner Whiting Capital Advisors first reported a position in AGYS in Q2 2025 and held it in 3 quarters. The position peaked at $357 in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3 Agilysys shares in Q1 2026, an estimated $357.
  • Annis Gardner Whiting Capital Advisors first reported a position in Agilysys in Q2 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Agilysys position peaked at $357 in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.