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Avantax Advisory Services’s Agilysys AGYS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$992K Sell
8,649
-821
-9% -$74.1K 0.01% 1180
2025
Q1 		$687K Buy
9,470
+1,923
+25% +$176K ﹤0.01% 1316
2024
Q4 		$994K Buy
7,547
+717
+10% +$87.8K 0.01% 1042
2024
Q3 		$744K Sell
6,830
-186
-3% -$19.9K ﹤0.01% 1171
2024
Q2 		$731K Buy
+7,016
New +$630K 0.01% 1143

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Avantax Advisory Services's AGYS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Agilysys (AGYS) stake by 8.7% in Q2 2025, selling an estimated $74.1K and leaving 8,649 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #1180.

Avantax Advisory Services first reported a position in AGYS in Q2 2024 and has held it in 5 quarters since. The position peaked at $994K in Q4 2024. 263 funds tracked by Wall St. Rank hold AGYS as of Q2 2025.

  • Avantax Advisory Services held 8,649 shares of Agilysys worth $992K as of Q2 2025.
  • Avantax Advisory Services sold 821 Agilysys shares in Q2 2025, an estimated $74.1K.
  • Agilysys made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1180 holding.
  • Avantax Advisory Services first reported a position in Agilysys in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Agilysys position peaked at $994K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Agilysys as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.