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IFP Advisors’s Agilysys AGYS Stock Holding History

IFP Advisors’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 		$9.2K Hold
88
– – ﹤0.01% 3454
2026
Q1 		$6.26K Sell
88
-1
-1% -$87 ﹤0.01% 3401
2025
Q4 		$10.6K Buy
89
+1
+1% +$120 ﹤0.01% 3039
2025
Q3 		$9.26K Buy
+88
New +$9.74K ﹤0.01% 2937
2025
Q2 		– Hold
0
– – – 3326

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

IFP Advisors's AGYS Position: Q2 2026 in Review

IFP Advisors held its Agilysys (AGYS) position steady in Q2 2026 at 88 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

IFP Advisors first reported a position in AGYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6K in Q4 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • IFP Advisors held 88 shares of Agilysys worth $9.2K as of Q2 2026.
  • IFP Advisors left its Agilysys share count unchanged in Q2 2026.
  • Agilysys made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3454 holding.
  • IFP Advisors first reported a position in Agilysys in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Agilysys position peaked at $10.6K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.