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HB Wealth Management’s Agilysys AGYS Stock Holding History

HB 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
2025
Q2 		– Sell
-200
Closed -$14.5K – 1166
2025
Q1 		$14.5K Buy
+200
New +$18.3K ﹤0.01% 1213

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M 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 $4.6B AUM 16.08% 1-Year Est. Return

HB Wealth Management's AGYS Position: Q1 2026 in Review

HB Wealth Management reduced its Agilysys (AGYS) stake by 3.2% in Q1 2026, selling an estimated $16.9K and leaving 5,890 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

HB Wealth Management first reported a position in AGYS in Q2 2024 and has held it in 8 quarters since. The position peaked at $723K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • HB Wealth Management held 5,890 shares of Agilysys worth $419K as of Q1 2026.
  • HB Wealth Management sold 195 Agilysys shares in Q1 2026, an estimated $16.9K.
  • Agilysys made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1056 holding.
  • HB Wealth Management first reported a position in Agilysys in Q2 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Agilysys position peaked at $723K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.