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Agilysys

250 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, 91 reducing their positions, and 62 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: $

40% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 62

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
250
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
C
226
Covestor
United Kingdom
$3K
SS
227
SBI Securities
Japan
$2.92K
ASN
228
Advisory Services Network
Georgia
$2.63K
RIL
229
Rothschild Investment LLC
Illinois
$2.28K
TPWA
230
Twin Peaks Wealth Advisors
California
$2.13K
S
231
SignatureFD
Georgia
$1.64K
MA
232
Montag & Associates
Georgia
$1.5K
KFAS
233
Keating Financial Advisory Services
Kansas
$1.42K
SIS
234
Sound Income Strategies
Florida
$1.39K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.21K
EPL
236
Essential Partners LLC
California
$925
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$925
CTC
238
Central Trust Company
Missouri
$783
MAM
239
Marquette Asset Management
Minnesota
$641
SS
240
Sunbelt Securities
Texas
$427
AW
241
Ankerstar Wealth
Texas
$427
PA
242
Parallel Advisors
California
$356
JWM
243
JPL Wealth Management
Colorado
$356
EWA
244
EverSource Wealth Advisors
Alabama
$355
MG
245
Mather Group
Illinois
$285
TFA
246
Transamerica Financial Advisors
Florida
$284
SEP
247
Signature Equity Partners
Ohio
$213
TCM
248
Triumph Capital Management
Colorado
$213
AAS
249
Ameritas Advisory Services
Nebraska
$213
HFS
250
Hughes Financial Services
Virginia
$142