LPL Financial
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LPL Financial’s Agilysys AGYS Stock Holding History

LPL Financial’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 		$1.12M Buy
10,686
+3,286
+44% +$254K ﹤0.01% 4331
2026
Q1 		$526K Sell
7,400
-5,530
-43% -$480K ﹤0.01% 4712
2025
Q4 		$1.54M Buy
12,930
+1,024
+9% +$123K ﹤0.01% 3639
2025
Q3 		$1.25M Buy
11,906
+685
+6% +$75.8K ﹤0.01% 3782
2025
Q2 		$1.29M Buy
11,221
+259
+2% +$23.4K ﹤0.01% 3528
2025
Q1 		$795K Sell
10,962
-557
-5% -$50.9K ﹤0.01% 3751
2024
Q4 		$1.52M Buy
11,519
+2,066
+22% +$253K ﹤0.01% 3137
2024
Q3 		$1.03M Sell
9,453
-1,052
-10% -$113K ﹤0.01% 3376
2024
Q2 		$1.09M Sell
10,505
-530
-5% -$47.6K ﹤0.01% 3165
2024
Q1 		$930K Buy
11,035
+1,384
+14% +$112K ﹤0.01% 3245
2023
Q4 		$819K Buy
9,651
+298
+3% +$24.2K ﹤0.01% 3233
2023
Q3 		$619K Buy
9,353
+821
+10% +$57K ﹤0.01% 3300
2023
Q2 		$586K Sell
8,532
-3,944
-32% -$297K ﹤0.01% 3306
2023
Q1 		$1.03M Buy
12,476
+4,194
+51% +$339K ﹤0.01% 2733
2022
Q4 		$655K Buy
+8,282
New +$528K ﹤0.01% 3021
2021
Q4 		– Sell
-4,092
Closed -$214K – 4340
2021
Q3 		$214K Hold
4,092
– – ﹤0.01% 3924
2021
Q2 		$233K Buy
+4,092
New +$212K ﹤0.01% 3790

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

LPL Financial's AGYS Position: Q2 2026 in Review

LPL Financial increased its Agilysys (AGYS) stake by 44% in Q2 2026, buying an estimated $254K and bringing the position to 10,686 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4331.

LPL Financial first reported a position in AGYS in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.54M in Q4 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • LPL Financial held 10,686 shares of Agilysys worth $1.12M as of Q2 2026.
  • LPL Financial bought 3,286 Agilysys shares in Q2 2026, an estimated $254K.
  • Agilysys made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4331 holding.
  • LPL Financial first reported a position in Agilysys in Q2 2021 and has held it in 17 quarters since.
  • LPL Financial's Agilysys position peaked at $1.54M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.