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Root Financial Partners’s Agilysys AGYS Stock Holding History

Root Financial Partners’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 		$3.06K Buy
+43
New +$3.73K ﹤0.01% 2147

Other funds holding AGYS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Root Financial Partners's AGYS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Agilysys (AGYS) in Q1 2026: 43 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings.

252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Root Financial Partners held 43 shares of Agilysys worth $3.06K as of Q1 2026.
  • Agilysys was a new Root Financial Partners position in Q1 2026.
  • Agilysys made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2147 holding.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.