Punch & Associates Investment Management’s Agilysys AGYS Stock Holding History

Punch & Associates Investment Management’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	$4.46M	Buy	62,710 +1,010	+2%	+$87.7K	0.26%	109
2025 Q4	$7.33M	Sell	61,700 -230	-0.4%	-$27.7K	0.43%	87
2025 Q3	$6.52M	Buy	61,930 +80	+0.1%	+$8.85K	0.38%	91
2025 Q2	$7.09M	Buy	61,850 +410	+0.7%	+$37K	0.44%	87
2025 Q1	$4.46M	Sell	61,440 -38,520	-39%	-$3.52M	0.29%	108
2024 Q4	$13.2M	Buy	99,960 +320	+0.3%	+$39.2K	0.72%	51
2024 Q3	$10.9M	Sell	99,640 -23,890	-19%	-$2.56M	0.6%	68
2024 Q2	$12.9M	Hold	123,530	–	–	0.75%	45
2024 Q1	$10.4M	Sell	123,530 -4,025	-3%	-$325K	0.59%	69
2023 Q4	$10.8M	Sell	127,555 -500	-0.4%	-$40.6K	0.63%	62
2023 Q3	$8.47M	Sell	128,055 -12,805	-9%	-$889K	0.54%	78
2023 Q2	$9.67M	Sell	140,860 -5,742	-4%	-$433K	0.59%	68
2023 Q1	$12.1M	Sell	146,602 -52,082	-26%	-$4.21M	0.78%	38
2022 Q4	$15.7M	Sell	198,684 -30,500	-13%	-$1.94M	1.02%	21
2022 Q3	$12.7M	Sell	229,184 -13,500	-6%	-$681K	0.89%	28
2022 Q2	$11.5M	Sell	242,684 -11,746	-5%	-$458K	0.8%	31
2022 Q1	$10.1M	Buy	254,430 +125	+0%	+$5.02K	0.58%	68
2021 Q4	$11.3M	Sell	254,305 -235	-0.1%	-$11.2K	0.59%	59
2021 Q3	$13.3M	Buy	254,540 +99	+0%	+$5.42K	0.76%	32
2021 Q2	$14.5M	Sell	254,441 -26,462	-9%	-$1.37M	0.82%	29
2021 Q1	$13.5M	Sell	280,903 -63,956	-19%	-$3.18M	0.81%	32
2020 Q4	$13.2M	Sell	344,859 -60,546	-15%	-$2.01M	0.92%	20
2020 Q3	$9.79M	Buy	405,405 +16,235	+4%	+$362K	0.84%	26
2020 Q2	$6.98M	Buy	389,170 +75,460	+24%	+$1.41M	0.63%	59
2020 Q1	$5.24M	Sell	313,710 -67,500	-18%	-$1.85M	0.62%	61
2019 Q4	$9.69M	Hold	381,210	–	–	0.76%	41
2019 Q3	$9.76M	Sell	381,210 -67,100	-15%	-$1.71M	0.81%	31
2019 Q2	$9.63M	Hold	448,310	–	–	0.8%	32
2019 Q1	$9.49M	Sell	448,310 -64,523	-13%	-$1.19M	0.81%	32
2018 Q4	$7.35M	Hold	512,833	–	–	0.7%	44
2018 Q3	$8.36M	Hold	512,833	–	–	0.66%	42
2018 Q2	$7.95M	Buy	512,833 +100,623	+24%	+$1.33M	0.65%	48
2018 Q1	$4.91M	Buy	412,210 +15,330	+4%	+$183K	0.43%	102
2017 Q4	$4.87M	Sell	396,880 -31,600	-7%	-$386K	0.42%	104
2017 Q3	$5.12M	Hold	428,480	–	–	0.45%	90
2017 Q2	$4.34M	Hold	428,480	–	–	0.41%	110
2017 Q1	$4.05M	Buy	428,480 +20,000	+5%	+$192K	0.39%	116
2016 Q4	$4.23M	Sell	408,480 -8,400	-2%	-$86.6K	0.42%	105
2016 Q3	$4.64M	Hold	416,880	–	–	0.5%	82
2016 Q2	$4.37M	Buy	416,880 +161,880	+63%	+$1.75M	0.5%	80
2016 Q1	$2.6M	Buy	255,000 +96,000	+60%	+$972K	0.32%	120
2015 Q4	$1.59M	Hold	159,000	–	–	0.19%	150
2015 Q3	$1.77M	Sell	159,000 -60,967	-28%	-$596K	0.24%	146
2015 Q2	$2.02M	Sell	219,967 -55,033	-20%	-$528K	0.25%	145
2015 Q1	$2.71M	Buy	275,000 +22,000	+9%	+$229K	0.34%	118
2014 Q4	$3.19M	Hold	253,000	–	–	0.41%	106
2014 Q3	$2.97M	Hold	253,000	–	–	0.41%	109
2014 Q2	$3.56M	Buy	253,000 +19,700	+8%	+$262K	0.48%	93
2014 Q1	$3.13M	Hold	233,300	–	–	0.43%	100
2013 Q4	$3.25M	Buy	233,300 +116,205	+99%	+$1.43M	0.44%	98
2013 Q3	$1.4M	Buy	+117,095	New	+$1.37M	0.22%	143

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 $4.6B AUM 16.08% 1-Year Est. Return

Punch & Associates Investment Management's AGYS Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Agilysys (AGYS) stake by 1.6% in Q1 2026, buying an estimated $87.7K and bringing the position to 62,710 shares worth $4.46M. The position accounts for 0.26% of the portfolio, ranked #109.

Punch & Associates Investment Management first reported a position in AGYS in Q3 2013 and has held it in 51 quarters since. The position peaked at $15.7M in Q4 2022. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

Punch & Associates Investment Management held 62,710 shares of Agilysys worth $4.46M as of Q1 2026.
Punch & Associates Investment Management bought 1,010 Agilysys shares in Q1 2026, an estimated $87.7K.
Agilysys made up 0.26% of Punch & Associates Investment Management's portfolio in Q1 2026, its #109 holding.
Punch & Associates Investment Management first reported a position in Agilysys in Q3 2013 and has held it in 51 quarters since.
Punch & Associates Investment Management's Agilysys position peaked at $15.7M in Q4 2022.
252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.