Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Agilysys AGYS Stock Holding History

Kovitz Investment Group 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
Q2 		$298K Hold
2,852
– – 0.01% 435
2026
Q1 		$203K Buy
2,852
+101
+4% +$8.77K ﹤0.01% 481
2025
Q4 		$327K Sell
2,751
-1,516
-36% -$182K 0.01% 431
2025
Q3 		$449K Sell
4,267
-1,849
-30% -$205K ﹤0.01% 1074
2025
Q2 		$701K Sell
6,116
-67
-1% -$6.05K ﹤0.01% 878
2025
Q1 		$449K Buy
+6,183
New +$565K ﹤0.01% 933

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

Kovitz Investment Group Partners's AGYS Position: Q2 2026 in Review

Kovitz Investment Group Partners held its Agilysys (AGYS) position steady in Q2 2026 at 2,852 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #435.

Kovitz Investment Group Partners first reported a position in AGYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q2 2025. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Kovitz Investment Group Partners held 2,852 shares of Agilysys worth $298K as of Q2 2026.
  • Kovitz Investment Group Partners left its Agilysys share count unchanged in Q2 2026.
  • Agilysys made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #435 holding.
  • Kovitz Investment Group Partners first reported a position in Agilysys in Q1 2025 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Agilysys position peaked at $701K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.