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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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Clearstead Advisors's AGYS Position: Q3 2025 in Review

Clearstead Advisors sold out of Agilysys (AGYS) in Q3 2025, closing a stake of 162 shares — an estimated $18.6K sold.

Clearstead Advisors first reported a position in AGYS in Q4 2024 and held it in 3 quarters. The position peaked at $21.1K in Q4 2024. 261 funds tracked by Wall St. Rank hold AGYS as of Q3 2025.

  • Clearstead Advisors reported no remaining Agilysys position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 162 Agilysys shares in Q3 2025, an estimated $18.6K.
  • Clearstead Advisors first reported a position in Agilysys in Q4 2024 and held it in 3 quarters.
  • Clearstead Advisors's Agilysys position peaked at $21.1K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Agilysys as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.