Corient Private Wealth
AGYS icon

Corient Private Wealth’s Agilysys AGYS Stock Holding History

Corient Private Wealth’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 		$255K Buy
+2,436
New +$189K ﹤0.01% 2639
2026
Q1 		– Sell
-2,375
Closed -$283K – 2841
2025
Q4 		$283K Sell
2,375
-951
-29% -$114K ﹤0.01% 2209
2025
Q3 		$350K Buy
3,326
+1,024
+44% +$113K ﹤0.01% 2025
2025
Q2 		$264K Buy
+2,302
New +$208K ﹤0.01% 2070
2025
Q1 		– Sell
-1,817
Closed -$239K – 2280
2024
Q4 		$239K Sell
1,817
-5,457
-75% -$668K ﹤0.01% 2018
2024
Q3 		$793K Sell
7,274
-2,361
-25% -$253K ﹤0.01% 1515
2024
Q2 		$1M Buy
9,635
+7
+0.1% +$628 ﹤0.01% 1324
2024
Q1 		$811K Buy
9,628
+7,015
+268% +$567K ﹤0.01% 1385
2023
Q4 		$222K Buy
+2,613
New +$212K ﹤0.01% 2019

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

Corient Private Wealth's AGYS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Agilysys (AGYS) in Q2 2026: 2,436 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #2639 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in AGYS as recently as Q4 2025.

Corient Private Wealth first reported a position in AGYS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1M in Q2 2024. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Corient Private Wealth held 2,436 shares of Agilysys worth $255K as of Q2 2026.
  • Agilysys was a new Corient Private Wealth position in Q2 2026.
  • Agilysys made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2639 holding.
  • Corient Private Wealth first reported a position in Agilysys in Q4 2023 and has held it in 9 quarters since.
  • Corient Private Wealth's Agilysys position peaked at $1M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.