NewSquare Capital’s Agilysys AGYS Stock Holding History

NewSquare Capital’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	-13	Closed	-$1.49K	–	212
2025 Q2	$1.49K	Hold	13	–	–	﹤0.01%	1009
2025 Q1	$943	Buy	+13	New	+$1.19K	﹤0.01%	938

Other funds holding AGYS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

NewSquare Capital's AGYS Position: Q3 2025 in Review

NewSquare Capital sold out of Agilysys (AGYS) in Q3 2025, closing a stake of 13 shares — an estimated $1.49K sold.

NewSquare Capital first reported a position in AGYS in Q1 2025 and held it in 2 quarters. The position peaked at $1.49K in Q2 2025. 261 funds tracked by Wall St. Rank hold AGYS as of Q3 2025.

NewSquare Capital reported no remaining Agilysys position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 13 Agilysys shares in Q3 2025, an estimated $1.49K.
NewSquare Capital first reported a position in Agilysys in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Agilysys position peaked at $1.49K in Q2 2025.
261 funds tracked by Wall St. Rank held Agilysys as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.