Creative Planning
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Creative Planning’s Agilysys AGYS Stock Holding History

Creative Planning’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
Q1 		$252K Sell
3,542
-592
-14% -$51.4K ﹤0.01% 3559
2025
Q4 		$491K Buy
4,134
+1,564
+61% +$188K ﹤0.01% 2863
2025
Q3 		$270K Buy
+2,570
New +$284K ﹤0.01% 3225
2014
Q4 		– Sell
-54
Closed -$1K – 4129
2014
Q3 		$1K Sell
54
-54
-50% -$692 ﹤0.01% 3788
2014
Q2 		$2K Buy
108
+54
+100% +$719 ﹤0.01% 3489
2014
Q1 		$1K Buy
+54
New +$759 ﹤0.01% 3471

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Creative Planning's AGYS Position: Q1 2026 in Review

Creative Planning reduced its Agilysys (AGYS) stake by 14% in Q1 2026, selling an estimated $51.4K and leaving 3,542 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Creative Planning first reported a position in AGYS in Q1 2014 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Creative Planning held 3,542 shares of Agilysys worth $252K as of Q1 2026.
  • Creative Planning sold 592 Agilysys shares in Q1 2026, an estimated $51.4K.
  • Agilysys made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3559 holding.
  • Creative Planning first reported a position in Agilysys in Q1 2014 and has held it in 6 quarters since.
  • Creative Planning's Agilysys position peaked at $491K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.