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Steward Partners Investment Advisory’s Agilysys AGYS Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$20.9K Sell
200
-374
-65% -$29K ﹤0.01% 3396
2026
Q1 		$40.8K Sell
574
-516
-47% -$44.8K ﹤0.01% 2888
2025
Q4 		$130K Sell
1,090
-436
-29% -$52.5K ﹤0.01% 2150
2025
Q3 		$161K Buy
1,526
+464
+44% +$51.3K ﹤0.01% 1971
2025
Q2 		$122K Buy
1,062
+791
+292% +$71.4K ﹤0.01% 1995
2025
Q1 		$19.7K Sell
271
-787
-74% -$71.9K ﹤0.01% 2813
2024
Q4 		$139K Buy
1,058
+45
+4% +$5.51K ﹤0.01% 1804
2024
Q3 		$110K Buy
1,013
+156
+18% +$16.7K ﹤0.01% 1825
2024
Q2 		$89.2K Buy
857
+657
+329% +$59K ﹤0.01% 1836
2024
Q1 		$16.9K Hold
200
– – ﹤0.01% 2588
2023
Q4 		$17K Hold
200
– – ﹤0.01% 2475
2023
Q3 		$13.2K Hold
200
– – ﹤0.01% 2479
2023
Q2 		$13.7K Hold
200
– – ﹤0.01% 2463
2023
Q1 		$16.5K Hold
200
– – ﹤0.01% 2333
2022
Q4 		$15.8K Hold
200
– – ﹤0.01% 2353
2022
Q3 		$11K Hold
200
– – ﹤0.01% 2471
2022
Q2 		$9K Hold
200
– – ﹤0.01% 2536
2022
Q1 		$8K Hold
200
– – ﹤0.01% 2725
2021
Q4 		$9K Hold
200
– – ﹤0.01% 2625
2021
Q3 		$10K Hold
200
– – ﹤0.01% 2585
2021
Q2 		$11K Sell
200
-1,000
-83% -$51.7K ﹤0.01% 5847
2021
Q1 		$57.6K Buy
1,200
+1,000
+500% +$49.8K ﹤0.01% 1913
2020
Q4 		$8K Hold
200
– – ﹤0.01% 2368
2020
Q3 		$5K Buy
+200
New +$4.46K ﹤0.01% 2340

Other funds holding AGYS

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's AGYS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Agilysys (AGYS) stake by 65% in Q2 2026, selling an estimated $29K and leaving 200 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Steward Partners Investment Advisory first reported a position in AGYS in Q3 2020 and has held it in 24 quarters since. The position peaked at $161K in Q3 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Steward Partners Investment Advisory held 200 shares of Agilysys worth $20.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 374 Agilysys shares in Q2 2026, an estimated $29K.
  • Agilysys made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3396 holding.
  • Steward Partners Investment Advisory first reported a position in Agilysys in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Agilysys position peaked at $161K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.