CVA Family Office’s Agilysys AGYS Stock Holding History

CVA Family Office’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 Q1	–	Sell	-6	Closed	-$790	–	1391
2024 Q4	$790	Hold	6	–	–	﹤0.01%	1133
2024 Q3	$654	Hold	6	–	–	﹤0.01%	1136
2024 Q2	$625	Buy	+6	New	+$538	﹤0.01%	1143

Other funds holding AGYS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

CVA Family Office's AGYS Position: Q1 2025 in Review

CVA Family Office sold out of Agilysys (AGYS) in Q1 2025, closing a stake of 6 shares — an estimated $790 sold.

CVA Family Office first reported a position in AGYS in Q2 2024 and held it in 3 quarters. The position peaked at $790 in Q4 2024. 256 funds tracked by Wall St. Rank hold AGYS as of Q1 2025.

CVA Family Office reported no remaining Agilysys position as of Q1 2025 after selling out during the quarter.
CVA Family Office sold 6 Agilysys shares in Q1 2025, an estimated $790.
CVA Family Office first reported a position in Agilysys in Q2 2024 and held it in 3 quarters.
CVA Family Office's Agilysys position peaked at $790 in Q4 2024.
256 funds tracked by Wall St. Rank held Agilysys as of Q1 2025.

Based on CVA Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.