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Bare Financial Services’s Agilysys AGYS Stock Holding History

Bare Financial 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
2026
Q1 		– Sell
-9
Closed -$1.07K – 1731
2025
Q4 		$1.07K Buy
+9
New +$1.08K ﹤0.01% 1104
2025
Q2 		– Sell
-5
Closed -$363 – 1213
2025
Q1 		$363 Buy
+5
New +$457 ﹤0.01% 909

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

Bare Financial Services's AGYS Position: Q1 2026 in Review

Bare Financial Services sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 9 shares — an estimated $1.07K sold.

Bare Financial Services first reported a position in AGYS in Q1 2025 and held it in 2 quarters. The position peaked at $1.07K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Bare Financial Services reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 9 Agilysys shares in Q1 2026, an estimated $1.07K.
  • Bare Financial Services first reported a position in Agilysys in Q1 2025 and held it in 2 quarters.
  • Bare Financial Services's Agilysys position peaked at $1.07K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.