AGYS icon

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
SOW
176
State of Wyoming
Wyoming
$90.4K
PFBT
177
Parkside Financial Bank & Trust
Missouri
$86.2K
AssetMark Inc
178
AssetMark Inc
California
$78.7K
Jones Financial Companies
179
Jones Financial Companies
Missouri
$78.3K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$75.4K
RA
181
RiverPark Advisors
New York
$69.7K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$65.1K
SOAM
183
SBI Okasan Asset Management
Japan
$64.8K
KBC Group
184
KBC Group
Belgium
$62K
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$57.2K
AFC
187
Ares Financial Consulting
California
$50.1K
GI
188
GAMMA Investing
California
$47.3K
PWPS
189
Pinnacle Wealth Planning Services
Ohio
$44K
AAM
190
Advisors Asset Management
Colorado
$43.9K
SPIA
191
Steward Partners Investment Advisory
New York
$40.8K
BNP Paribas Asset Management
192
BNP Paribas Asset Management
France
$38.3K
MAS
193
MPWM Advisory Solutions
Georgia
$33.6K
Optiver Holding
194
Optiver Holding
Netherlands
$32.4K
MWPCG
195
Measured Wealth Private Client Group
New Hampshire
$30.2K
NS
196
NBC Securities
Alabama
$29.7K
SN
197
Sittner & Nelson
Oregon
$26.6K
HNB
198
Huntington National Bank
Ohio
$26.5K
SL
199
Salomon & Ludwin
Virginia
$24.6K
Federated Hermes
200
Federated Hermes
Pennsylvania
$22.4K