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Synergy Asset Management’s Agilysys AGYS Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-86,080
Closed -$11.2M – 175
2024
Q4 		$11.2M Buy
86,080
+13,785
+19% +$1.69M 0.86% 27
2024
Q3 		$7.88M Buy
+72,295
New +$7.73M 1.2% 21

Other funds holding AGYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Synergy Asset Management's AGYS Position: Q1 2025 in Review

Synergy Asset Management sold out of Agilysys (AGYS) in Q1 2025, closing a stake of 86,080 shares — an estimated $11.2M sold.

Synergy Asset Management first reported a position in AGYS in Q3 2024 and held it in 2 quarters. The position peaked at $11.2M in Q4 2024. 256 funds tracked by Wall St. Rank hold AGYS as of Q1 2025.

  • Synergy Asset Management reported no remaining Agilysys position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 86,080 Agilysys shares in Q1 2025, an estimated $11.2M.
  • Synergy Asset Management first reported a position in Agilysys in Q3 2024 and held it in 2 quarters.
  • Synergy Asset Management's Agilysys position peaked at $11.2M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Agilysys as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.