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Wealthspire Advisors (New York)’s Agilysys AGYS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-20
Closed -$2.1K – 1075
2025
Q3 		$2.1K Buy
+20
New +$2.21K ﹤0.01% 2600

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s AGYS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Agilysys (AGYS) in Q4 2025, closing a stake of 20 shares — an estimated $2.1K sold.

Wealthspire Advisors (New York) first reported a position in AGYS in Q3 2025 and held it in 1 quarter. The position peaked at $2.1K in Q3 2025. 281 funds tracked by Wall St. Rank hold AGYS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Agilysys position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20 Agilysys shares in Q4 2025, an estimated $2.1K.
  • Wealthspire Advisors (New York) first reported a position in Agilysys in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Agilysys position peaked at $2.1K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Agilysys as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.