LVZ Inc’s Agilysys AGYS Stock Holding History

LVZ Inc’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 Q1	–	Sell	-4,754	Closed	-$565K	–	162
2025 Q4	$565K	Buy	4,754 +511	+12%	+$61.5K	0.06%	90
2025 Q3	$447K	Sell	4,243 -62	-1%	-$6.86K	0.05%	100
2025 Q2	$494K	Buy	4,305 +4	+0.1%	+$361	0.06%	88
2025 Q1	$312K	Buy	+4,301	New	+$393K	0.04%	110

Other funds holding AGYS

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

LVZ Inc's AGYS Position: Q1 2026 in Review

LVZ Inc sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 4,754 shares — an estimated $565K sold.

LVZ Inc first reported a position in AGYS in Q1 2025 and held it in 4 quarters. The position peaked at $565K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

LVZ Inc reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
LVZ Inc sold 4,754 Agilysys shares in Q1 2026, an estimated $565K.
LVZ Inc first reported a position in Agilysys in Q1 2025 and held it in 4 quarters.
LVZ Inc's Agilysys position peaked at $565K in Q4 2025.
252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on LVZ Inc's 13F filing for Q1 2026, filed 28 Apr 2026.