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CoreCap Advisors’s Agilysys AGYS Stock Holding History

CoreCap 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
Q3 		$4.56K Hold
47
– – ﹤0.01% 2283
2026
Q2 		$4.91K Buy
47
+4
+9% +$310 ﹤0.01% 2290
2026
Q1 		$3.06K Sell
43
-35
-45% -$3.04K ﹤0.01% 2305
2025
Q4 		$9.27K Hold
78
– – ﹤0.01% 1993
2025
Q3 		$8.21K Hold
78
– – ﹤0.01% 2020
2025
Q2 		$8.94K Hold
78
– – ﹤0.01% 1915
2025
Q1 		$5.66K Sell
78
-919
-92% -$84K ﹤0.01% 2052
2024
Q4 		$131K Sell
997
-291
-23% -$35.6K 0.01% 830
2024
Q3 		$140K Sell
1,288
-958
-43% -$102K 0.01% 798
2024
Q2 		$234K Sell
2,246
-975
-30% -$87.5K 0.02% 337
2024
Q1 		$271K Buy
3,221
+348
+12% +$28.1K 0.01% 549
2023
Q4 		$244K Sell
2,873
-783
-21% -$63.6K 0.02% 513
2023
Q3 		$242K Sell
3,656
-1,034
-22% -$71.7K 0.02% 464
2023
Q2 		$322K Buy
+4,690
New +$353K 0.02% 447

Other funds holding AGYS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's AGYS Position: Q3 2026 in Review

CoreCap Advisors held its Agilysys (AGYS) position steady in Q3 2026 at 47 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

CoreCap Advisors first reported a position in AGYS in Q2 2023 and has held it in 14 quarters since. The position peaked at $322K in Q2 2023. 7 funds tracked by Wall St. Rank hold AGYS as of Q3 2026.

  • CoreCap Advisors held 47 shares of Agilysys worth $4.56K as of Q3 2026.
  • CoreCap Advisors left its Agilysys share count unchanged in Q3 2026.
  • Agilysys made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2283 holding.
  • CoreCap Advisors first reported a position in Agilysys in Q2 2023 and has held it in 14 quarters since.
  • CoreCap Advisors's Agilysys position peaked at $322K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Agilysys as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.