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
Q2 		$493K Buy
4,719
+1,177
+33% +$91.1K ﹤0.01% 3196
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 $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

Creative Planning's AGYS Position: Q2 2026 in Review

Creative Planning increased its Agilysys (AGYS) stake by 33% in Q2 2026, buying an estimated $91.1K and bringing the position to 4,719 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Creative Planning first reported a position in AGYS in Q1 2014 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Creative Planning held 4,719 shares of Agilysys worth $493K as of Q2 2026.
  • Creative Planning bought 1,177 Agilysys shares in Q2 2026, an estimated $91.1K.
  • Agilysys made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3196 holding.
  • Creative Planning first reported a position in Agilysys in Q1 2014 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.