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Agilysys

251 hedge funds and large institutions have $2.01B invested in Agilysys in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 92 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

42% less capital invested

Capital invested by funds: $3.46B → $2.01B (-$1.45B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$2.95M
Net Calls
Net Calls Change

Top Buyers

1 +$25.2M
2 +$20.5M
3 +$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$13M
5
Jennison Associates
Jennison Associates
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$3.06K
C
227
Covestor
United Kingdom
$3K
SS
228
SBI Securities
Japan
$2.92K
ASN
229
Advisory Services Network
Georgia
$2.63K
RIL
230
Rothschild Investment LLC
Illinois
$2.28K
TPWA
231
Twin Peaks Wealth Advisors
California
$2.13K
S
232
SignatureFD
Georgia
$1.64K
MA
233
Montag & Associates
Georgia
$1.5K
KFAS
234
Keating Financial Advisory Services
Kansas
$1.42K
SIS
235
Sound Income Strategies
Florida
$1.39K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$1.21K
EP
237
Essential Partners
California
$925
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$925
CTC
239
Central Trust Company
Missouri
$783
MAM
240
Marquette Asset Management
Minnesota
$641
SS
241
Sunbelt Securities
Texas
$427
AW
242
Ankerstar Wealth
Texas
$427
PA
243
Parallel Advisors
California
$356
JWM
244
JPL Wealth Management
Colorado
$356
EWA
245
EverSource Wealth Advisors
Alabama
$355
MG
246
Mather Group
Illinois
$285
TFA
247
Transamerica Financial Advisors
Florida
$284
SEP
248
Signature Equity Partners
Ohio
$213
TCM
249
Triumph Capital Management
Colorado
$213
AAS
250
Ameritas Advisory Services
Nebraska
$213