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Clearstead Advisors’s Agilysys AGYS Stock Holding History

Clearstead 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
Q2 		$732 Buy
+7
New +$542 ﹤0.01% 2807
2025
Q3 		– Sell
-162
Closed -$18.6K – 3092
2025
Q2 		$18.6K Hold
162
– – ﹤0.01% 1651
2025
Q1 		$11.8K Buy
162
+2
+1% +$183 ﹤0.01% 1571
2024
Q4 		$21.1K Buy
+160
New +$19.6K ﹤0.01% 1372

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Clearstead Advisors's AGYS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Agilysys (AGYS) in Q2 2026: 7 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #2807 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AGYS as recently as Q2 2025.

Clearstead Advisors first reported a position in AGYS in Q4 2024 and has held it in 4 quarters since. The position peaked at $21.1K in Q4 2024. 291 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Clearstead Advisors held 7 shares of Agilysys worth $732 as of Q2 2026.
  • Agilysys was a new Clearstead Advisors position in Q2 2026.
  • Agilysys made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2807 holding.
  • Clearstead Advisors first reported a position in Agilysys in Q4 2024 and has held it in 4 quarters since.
  • Clearstead Advisors's Agilysys position peaked at $21.1K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.