MYIA
AGYS icon

Mount Yale Investment Advisors’s Agilysys AGYS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-263
Closed -$30.1K – 696
2025
Q2 		$30.1K Buy
+263
New +$23.7K ﹤0.01% 950

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mount Yale Investment Advisors's AGYS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Agilysys (AGYS) in Q3 2025, closing a stake of 263 shares — an estimated $30.1K sold.

Mount Yale Investment Advisors first reported a position in AGYS in Q2 2025 and held it in 1 quarter. The position peaked at $30.1K in Q2 2025. 261 funds tracked by Wall St. Rank hold AGYS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Agilysys position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 263 Agilysys shares in Q3 2025, an estimated $30.1K.
  • Mount Yale Investment Advisors first reported a position in Agilysys in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Agilysys position peaked at $30.1K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Agilysys as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.