Gilpin Wealth Management’s Agilysys AGYS Stock Holding History

Gilpin Wealth 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 Q3	$389	Hold	4	–	–	﹤0.01%	926
2026 Q2	$418	Buy	+4	New	+$310	﹤0.01%	733
2026 Q1	–	Sell	-2	Closed	-$238	–	1002
2025 Q4	$238	Buy	+2	New	+$241	﹤0.01%	615

Other funds holding AGYS

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's AGYS Position: Q3 2026 in Review

Gilpin Wealth Management held its Agilysys (AGYS) position steady in Q3 2026 at 4 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Gilpin Wealth Management first reported a position in AGYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $418 in Q2 2026. 7 funds tracked by Wall St. Rank hold AGYS as of Q3 2026.

Gilpin Wealth Management held 4 shares of Agilysys worth $389 as of Q3 2026.
Gilpin Wealth Management left its Agilysys share count unchanged in Q3 2026.
Agilysys made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #926 holding.
Gilpin Wealth Management first reported a position in Agilysys in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's Agilysys position peaked at $418 in Q2 2026.
7 funds tracked by Wall St. Rank held Agilysys as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.