Herald Investment Management’s Agilysys AGYS Stock Holding History

Herald Investment 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
2022 Q4	–	Sell	-68,838	Closed	-$3.8M	–	97
2022 Q3	$3.8M	Sell	68,838 -8,162	-11%	-$412K	0.94%	30
2022 Q2	$3.64M	Hold	77,000	–	–	0.85%	30
2022 Q1	$3.07M	Hold	77,000	–	–	0.56%	56
2021 Q4	$3.42M	Hold	77,000	–	–	0.56%	52
2021 Q3	$4.02M	Hold	77,000	–	–	0.66%	46
2021 Q2	$4.38M	Hold	77,000	–	–	0.71%	45
2021 Q1	$3.69M	Hold	77,000	–	–	0.64%	50
2020 Q4	$2.95M	Hold	77,000	–	–	0.53%	53
2020 Q3	$1.86M	Hold	77,000	–	–	0.4%	61
2020 Q2	$1.38M	Hold	77,000	–	–	0.32%	69
2020 Q1	$1.27M	Buy	+77,000	New	+$2.11M	0.39%	62

Other funds holding AGYS

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Herald Investment Management's AGYS Position: Q4 2022 in Review

Herald Investment Management sold out of Agilysys (AGYS) in Q4 2022, closing a stake of 68,838 shares — an estimated $3.8M sold.

Herald Investment Management first reported a position in AGYS in Q1 2020 and held it in 11 quarters. The position peaked at $4.38M in Q2 2021. 196 funds tracked by Wall St. Rank hold AGYS as of Q4 2022.

Herald Investment Management reported no remaining Agilysys position as of Q4 2022 after selling out during the quarter.
Herald Investment Management sold 68,838 Agilysys shares in Q4 2022, an estimated $3.8M.
Herald Investment Management first reported a position in Agilysys in Q1 2020 and held it in 11 quarters.
Herald Investment Management's Agilysys position peaked at $4.38M in Q2 2021.
196 funds tracked by Wall St. Rank held Agilysys as of Q4 2022.

Based on Herald Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.