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Agilysys
AGYS

Overview Fund Activity

257 hedge funds and large institutions have $2.27B invested in Agilysys in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-13
Holders Change %
-4.81%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
43
Increased
104
Reduced
88
Closed
54
Calls
$1.76M
Puts
$25.6M
Net Calls
-$23.8M
Net Calls Change
+$16.9M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$32.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$27.2M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$16.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.1M
5
Goldman Sachs
Goldman Sachs
New York
+$13.4M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$80.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$60.2M
3
Franklin Resources
Franklin Resources
California
-$22M
4
Invesco
Invesco
Georgia
-$21.9M
5
NCGI
Next Century Growth Investors
Minnesota
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
226
SBI Securities
Japan
$5.44K +$290 +4 +6%
Optiver Holding
227
Optiver Holding
Netherlands
$4.93K +$4.93K +68 New
Jones Financial Companies
228
Jones Financial Companies
Missouri
$4.68K -$1.1K -15 -19%
KFI
229
Key Financial Inc
Pennsylvania
$4.35K – – –
LC
230
Lindbrook Capital
California
$3.63K -$145 -2 -4%
BF
231
BOK Financial
Oklahoma
$3.05K – – –
VCM
232
Versant Capital Management
Arizona
$2.97K +$508 +7 +21%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$2.9K +$580 +8 +25%
FFO
234
Fortitude Family Office
Arizona
$2.39K – – –
WA
235
WPG Advisers
Maryland
$2.25K -$2.61K -36 -54%
RIL
236
Rothschild Investment LLC
Illinois
$2.18K -$363 -5 -14%
S
237
SignatureFD
Georgia
$1.96K +$145 +2 +8%
CCM
238
Coldstream Capital Management
Washington
$1.74K +$1.74K +24 New
SCM
239
Sterling Capital Management
North Carolina
$1.67K – – –
SW
240
SVB Wealth
Massachusetts
$1.67K +$1.67K +23 New
EWA
241
EverSource Wealth Advisors
Alabama
$1.45K +$726 +10 +100%
CWC
242
Carolinas Wealth Consulting
North Carolina
$1.26K +$444 +6 +55%
BIA
243
Bell Investment Advisors
California
$1.23K – – –
PA
244
Parallel Advisors
California
$1.02K -$508 -7 -33%
MA
245
Montag & Associates
Georgia
$1.01K +$432 +6 +75%
AF
246
Allworth Financial
California
$958 -$5.09K -69 -84%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$943 – – –
BCMLT
248
Beacon Capital Management LLC (Tennessee)
Tennessee
$943 – – –
NC
249
NewSquare Capital
Pennsylvania
$943 +$943 +13 New
TWD
250
True Wealth Design
Ohio
$798 +$798 +11 New
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