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Summit Trail Advisors’s Agilysys AGYS Stock Holding History

Summit Trail Advisors’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 		$230K Buy
+2,197
New +$170K ﹤0.01% 1395

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

Summit Trail Advisors's AGYS Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Agilysys (AGYS) in Q2 2026: 2,197 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Summit Trail Advisors held 2,197 shares of Agilysys worth $230K as of Q2 2026.
  • Agilysys was a new Summit Trail Advisors position in Q2 2026.
  • Agilysys made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1395 holding.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.