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Summitry LLC’s Agilysys AGYS Stock Holding History

Summitry LLC’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 		$358K Buy
3,422
+71
+2% +$5.5K 0.01% 211
2026
Q1 		$238K Sell
3,351
-11
-0.3% -$955 0.01% 253
2025
Q4 		$400K Buy
3,362
+568
+20% +$68.4K 0.02% 140
2025
Q3 		$294K Buy
2,794
+453
+19% +$50.1K 0.01% 155
2025
Q2 		$268K Buy
+2,341
New +$211K 0.01% 143

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

Summitry LLC's AGYS Position: Q2 2026 in Review

Summitry LLC increased its Agilysys (AGYS) stake by 2.1% in Q2 2026, buying an estimated $5.5K and bringing the position to 3,422 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #211.

Summitry LLC first reported a position in AGYS in Q2 2025 and has held it in 5 quarters since. The position peaked at $400K in Q4 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Summitry LLC held 3,422 shares of Agilysys worth $358K as of Q2 2026.
  • Summitry LLC bought 71 Agilysys shares in Q2 2026, an estimated $5.5K.
  • Agilysys made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #211 holding.
  • Summitry LLC first reported a position in Agilysys in Q2 2025 and has held it in 5 quarters since.
  • Summitry LLC's Agilysys position peaked at $400K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.