SageView Advisory Group’s Agilysys AGYS Stock Holding History

SageView Advisory Group’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	-157	Closed	-$18.7K	–	625
2025 Q4	$18.7K	Buy	+157	New	+$18.9K	﹤0.01%	1486

Other funds holding AGYS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SageView Advisory Group's AGYS Position: Q1 2026 in Review

SageView Advisory Group sold out of Agilysys (AGYS) in Q1 2026, closing a stake of 157 shares — an estimated $18.7K sold.

SageView Advisory Group first reported a position in AGYS in Q4 2025 and held it in 1 quarter. The position peaked at $18.7K in Q4 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

SageView Advisory Group reported no remaining Agilysys position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 157 Agilysys shares in Q1 2026, an estimated $18.7K.
SageView Advisory Group first reported a position in Agilysys in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Agilysys position peaked at $18.7K in Q4 2025.
252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.