Castleview Partners’s Agilysys AGYS Stock Holding History

Castleview Partners’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 Q1	–	Sell	-313	Closed	-$40.6K	–	188
2024 Q4	$40.6K	Buy	+313	New	+$38.3K	0.02%	369

Other funds holding AGYS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.01B AUM 6.26% 1-Year Est. Return

Castleview Partners's AGYS Position: Q1 2025 in Review

Castleview Partners sold out of Agilysys (AGYS) in Q1 2025, closing a stake of 313 shares — an estimated $40.6K sold.

Castleview Partners first reported a position in AGYS in Q4 2024 and held it in 1 quarter. The position peaked at $40.6K in Q4 2024. 256 funds tracked by Wall St. Rank hold AGYS as of Q1 2025.

Castleview Partners reported no remaining Agilysys position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 313 Agilysys shares in Q1 2025, an estimated $40.6K.
Castleview Partners first reported a position in Agilysys in Q4 2024 and held it in 1 quarter.
Castleview Partners's Agilysys position peaked at $40.6K in Q4 2024.
256 funds tracked by Wall St. Rank held Agilysys as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.