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Essential Partners’s Agilysys AGYS Stock Holding History

Essential Partners’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 		$925 Sell
13
-4
-24% -$347 ﹤0.01% 2269
2025
Q4 		$2.02K Buy
17
+3
+21% +$361 ﹤0.01% 1793
2025
Q3 		$1.47K Hold
14
– – ﹤0.01% 1895
2025
Q2 		$1.6K Buy
+14
New +$1.26K ﹤0.01% 1380

Other funds holding AGYS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $604M 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