Envestnet Asset Management
AGYS icon

Envestnet Asset Management’s Agilysys AGYS Stock Holding History

Envestnet 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
2026
Q2 		$12.1M Buy
116,049
+17,753
+18% +$1.37M ﹤0.01% 1802
2026
Q1 		$6.99M Sell
98,296
-24,547
-20% -$2.13M ﹤0.01% 2076
2025
Q4 		$14.6M Sell
122,843
-13,726
-10% -$1.65M ﹤0.01% 1429
2025
Q3 		$14.4M Buy
136,569
+5,348
+4% +$592K ﹤0.01% 1519
2025
Q2 		$15M Sell
131,221
-9,425
-7% -$851K ﹤0.01% 1446
2025
Q1 		$10.2M Buy
140,646
+34,660
+33% +$3.17M ﹤0.01% 1644
2024
Q4 		$14M Buy
105,986
+5,962
+6% +$730K ﹤0.01% 1418
2024
Q3 		$10.9M Buy
100,024
+7,000
+8% +$749K ﹤0.01% 1572
2024
Q2 		$9.69M Buy
93,024
+15,164
+19% +$1.36M ﹤0.01% 1587
2024
Q1 		$6.56M Buy
77,860
+30,753
+65% +$2.49M ﹤0.01% 1793
2023
Q4 		$4M Buy
47,107
+22,788
+94% +$1.85M ﹤0.01% 2043
2023
Q3 		$1.61M Buy
24,319
+14,817
+156% +$1.03M ﹤0.01% 2490
2023
Q2 		$652K Buy
9,502
+3,076
+48% +$232K ﹤0.01% 3058
2023
Q1 		$530K Sell
6,426
-900
-12% -$72.8K ﹤0.01% 3097
2022
Q4 		$580K Buy
+7,326
New +$467K ﹤0.01% 3013

Other funds holding AGYS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management's AGYS Position: Q2 2026 in Review

Envestnet Asset Management increased its Agilysys (AGYS) stake by 18% in Q2 2026, buying an estimated $1.37M and bringing the position to 116,049 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Envestnet Asset Management first reported a position in AGYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q2 2025. 92 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Envestnet Asset Management held 116,049 shares of Agilysys worth $12.1M as of Q2 2026.
  • Envestnet Asset Management bought 17,753 Agilysys shares in Q2 2026, an estimated $1.37M.
  • Agilysys made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1802 holding.
  • Envestnet Asset Management first reported a position in Agilysys in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's Agilysys position peaked at $15M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.