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EFG Asset Management’s Agilysys AGYS Stock Holding History

EFG Asset Management’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
Q3 		$3.01M Buy
28,609
+329
+1% +$36.4K 0.39% 118
2025
Q2 		$3.24M Sell
28,280
-242
-0.8% -$21.8K 0.46% 94
2025
Q1 		$2.07M Sell
28,522
-176
-0.6% -$16.1K 0.34% 127
2024
Q4 		$3.78M Buy
28,698
+7,034
+32% +$861K 0.52% 67
2024
Q3 		$2.36M Buy
+21,664
New +$2.32M 0.39% 110

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EFG Asset Management's AGYS Position: Q3 2025 in Review

EFG Asset Management increased its Agilysys (AGYS) stake by 1.2% in Q3 2025, buying an estimated $36.4K and bringing the position to 28,609 shares worth $3.01M. The position accounts for 0.39% of the portfolio, ranked #118.

EFG Asset Management first reported a position in AGYS in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.78M in Q4 2024. 261 funds tracked by Wall St. Rank hold AGYS as of Q3 2025.

  • EFG Asset Management held 28,609 shares of Agilysys worth $3.01M as of Q3 2025.
  • EFG Asset Management bought 329 Agilysys shares in Q3 2025, an estimated $36.4K.
  • Agilysys made up 0.39% of EFG Asset Management's portfolio in Q3 2025, its #118 holding.
  • EFG Asset Management first reported a position in Agilysys in Q3 2024 and has held it in 5 quarters since.
  • EFG Asset Management's Agilysys position peaked at $3.78M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Agilysys as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.