AgilysysAGYS
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 256 institutions reported holding Agilysys Inc. (AGYS) in their 13F filings, down 14 from Q4 2024. 38 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($254.2M), Vanguard Group Inc. ($161.6M) and Nuveen, LLC ($118.4M). 5 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Agilysys Inc.
- CUSIP
- 00847J105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $99.9M |
| Exits | 54 | $134.1M |
All 13F filers, Q4 2024 → Q1 2025: 4,126,965 shares bought and 3,797,550 shares sold, net +329,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 3,503,938 | $254.2M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 2,228,018 | $161.6M |
| Nuveen, LLC | 0.04% | — | 1,112,905 | $118.4M |
| Mak Capital One LLC | 18.40% | No change | 1,192,730 | $86.5M |
| State Street Corp. | 0.00% | Reduce -0.8% | 955,930 | $69.3M |
| Wasatch Advisors LP | 0.39% | Add +6.5% | 954,382 | $69.2M |
| FMR LLC | 0.00% | Add +12.3% | 898,950 | $65.2M |
| Geneva Capital Management LLC | 1.04% | Add +14.9% | 765,363 | $55.5M |
| Conestoga Capital Advisors, LLC | 0.80% | Add +105.2% | 731,039 | $53.0M |
| Fred Alger Management, LLC | 0.28% | Reduce -4.9% | 665,792 | $48.3M |
| Brown Capital Management LLC | 1.41% | Add +3.9% | 643,329 | $46.7M |
| Artisan Partners Limited Partnership | 0.07% | Add +8.9% | 576,531 | $41.8M |
| Geode Capital Management, LLC | 0.00% | Add +6.4% | 562,627 | $40.8M |
| Riverbridge Partners LLC | 0.53% | New | 453,717 | $32.9M |
| American Century Companies Inc. | 0.02% | Add +0.2% | 452,523 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 444,848 | $32.3M |
| Rockefeller Capital Management L.P. | 0.08% | Add +12.5% | 426,128 | $30.9M |
| Invesco Ltd. | 0.01% | Reduce -41.5% | 425,650 | $30.9M |
| Northern Trust Corp. | 0.00% | Add +17.9% | 421,751 | $30.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.1% | 413,043 | $30.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 395,835 | $28.7M |
| Wellington Management Group LLP | 0.01% | Add +99.3% | 388,978 | $28.2M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -20.6% | 387,730 | $28.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +14.6% | 377,206 | $27.4M |
| Snyder Capital Management L P | 0.60% | Add +6.2% | 376,070 | $27.3M |
| New York State Common Retirement Fund | 0.04% | Add +36.6% | 371,428 | $26.9M |
| AltraVue Capital, LLC | 2.42% | Reduce -9.2% | 332,307 | $24.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +125.0% | 331,953 | $24.1M |
| Franklin Resources Inc. | 0.01% | Reduce -49.8% | 306,367 | $22.2M |
| UBS Group AG | 0.00% | Add +131.4% | 300,927 | $21.8M |
| Nine Ten Capital Management LLC | 8.13% | Add +89.9% | 300,239 | $21.8M |
| Granite Investment Partners, LLC | 1.03% | Add +8.3% | 279,532 | $20.3M |
| Morgan Stanley | 0.00% | Add +0.9% | 276,018 | $20.0M |
| Royal Bank of Canada | 0.00% | Add +35.1% | 264,432 | $19.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +25.4% | 233,565 | $16.9M |
| Emerald Advisers, LLC | 0.76% | Reduce -0.2% | 233,488 | $16.9M |
| Voya Investment Management LLC | 0.02% | Add +3.4% | 226,652 | $16.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | New | 225,297 | $16.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -17.9% | 220,752 | $16.0M |
| Deutsche Bank AG | 0.01% | Reduce -3.2% | 204,694 | $14.8M |
| Royce & Associates LP | 0.16% | Reduce -8.9% | 200,215 | $14.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 199,055 | $14.4M |
| Thornburg Investment Management Inc. | 0.20% | Reduce -7.4% | 194,390 | $14.1M |
| Bank of America Corp. | 0.00% | Add +189.1% | 189,349 | $13.7M |
| Raymond James Financial Inc. | 0.01% | Add +26.0% | 187,832 | $13.6M |
| DF Dent & Co. Inc. | 0.18% | Add +60.3% | 180,730 | $13.1M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +31.3% | 177,826 | $12.9M |
| Tidal Investments LLC | 0.11% | Reduce -2.6% | 176,706 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.0% | 147,500 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 144,864 | $10.5M |
| Penn Capital Management Company, LLC | 1.01% | New | 142,168 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.7% | 140,646 | $10.2M |
| Emerald Mutual Fund Advisers Trust | 0.74% | Reduce -0.8% | 138,671 | $10.1M |
| Osterweis Capital Management Inc. | 0.63% | Reduce -15.7% | 128,740 | $9.3M |
| Sei Investments Co. | 0.01% | Add +165.8% | 122,069 | $8.9M |
| Peregrine Capital Management LLC | 0.25% | New | 104,332 | $7.6M |
| Stephens Investment Management Group LLC | 0.10% | Add +81.2% | 99,515 | $7.2M |
| Driehaus Capital Management LLC | 0.07% | Reduce -40.3% | 93,095 | $6.8M |
| Summit Creek Advisors LLC | 0.97% | New | 91,348 | $6.6M |
| Legato Capital Management LLC | 0.72% | Reduce -4.7% | 73,825 | $5.4M |
| Advantage Alpha Capital Partners LP | 1.27% | New | 71,751 | $5.2M |
| Public Sector Pension Investment Board | 0.02% | Add +27.8% | 71,230 | $5.2M |
| Comerica Bank | 0.02% | Add +102.0% | 68,208 | $4.9M |
| Roubaix Capital, LLC | 2.56% | New | 67,742 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -3.6% | 65,823 | $4.8M |
| Punch & Associates Investment Management, Inc. | 0.30% | Reduce -38.5% | 61,440 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 56,544 | $4.1M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -95.5% | 52,519 | $3.8M |
| Rhumbline Advisers | 0.00% | Add +2.4% | 52,223 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 51,500 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 47,564 | $3.5M |
| Intech Investment Management LLC | 0.04% | Add +198.9% | 46,869 | $3.4M |
| Millennium Management | 0.00% | New | 45,326 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Add +1184.1% | 43,506 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.0% | 42,952 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +450.0% | 42,459 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -12.6% | 41,937 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +295.1% | 41,143 | $3.0M |
| Jane Street Group, LLC | 0.01% | Add +1025.2% | 37,750 | $2.7M |
| Citigroup Inc. | 0.00% | Add +17.7% | 37,492 | $2.7M |
| Prudential Financial Inc. | 0.00% | Reduce -5.5% | 22,134 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -15.9% | 35,925 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.5% | 32,040 | $2.3M |
| Axiom Investors LLC | 0.02% | Reduce -64.0% | 31,390 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +242.6% | 30,740 | $2.2M |
| Barclays PLC | 0.00% | Reduce -60.2% | 30,667 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +13.9% | 28,707 | $2.1M |
| EFG Asset Management (North America) Corp. | 0.34% | Reduce -0.6% | 28,522 | $2.1M |
| Baron Capital (BAMCO) | 0.01% | New | 27,165 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 25,251 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +132.6% | 24,098 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.1% | 23,948 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +94.0% | 23,651 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.9% | 22,837 | $1.7M |
| RBF Capital, LLC | 0.10% | No change | 22,505 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +97.2% | 22,415 | $1.6M |
| SG Americas Securities, LLC | 0.00% | Add +366.5% | 19,555 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +0.6% | 19,266 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +150.2% | 18,290 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.7% | 18,034 | $1.3M |
| Cynosure Group, LLC | 0.18% | Add +736.4% | 17,833 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 16,596 | $1.2M |
| Alberta Investment Management Corp | 0.01% | Reduce -20.5% | 16,313 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 14,857 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +204.2% | 14,600 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -89.0% | 14,200 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.9% | 13,694 | $993K |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 13,450 | $976K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 13,395 | $972K |
| Truist Financial Corp. | 0.00% | Reduce -7.2% | 13,024 | $945K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.7% | 12,439 | $902K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.1% | 12,251 | $889K |
| Janus Henderson Group PLC | 0.00% | No change | 11,910 | $872K |
| Albert D Mason Inc. | 0.58% | Add +0.1% | 11,809 | $857K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 11,804 | $856K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 11,764 | $853K |
| Redwood Investments, LLC | 0.32% | Reduce -78.2% | 11,669 | $846K |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 10,962 | $795K |
| Holocene Advisors, LP | 0.00% | New | 10,773 | $781K |
| Graham Capital Management, L.P. | 0.04% | Add +587.4% | 10,731 | $778K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.9% | 10,600 | $769K |
| EntryPoint Capital, LLC | 0.34% | Add +422.9% | 10,302 | $747K |
| Synovus Financial Corp. | 0.01% | Add +17.0% | 10,256 | $744K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 10,118 | $734K |
| Amundi | 0.00% | Reduce -21.8% | 10,005 | $714K |
| Avantax Advisory Services, Inc. | 0.00% | Add +25.5% | 9,470 | $687K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,298 | $674K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 8,890 | $645K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 8,313 | $603K |
| Shaker Investments LLC | 0.29% | Reduce -0.1% | 8,223 | $596K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.3% | 7,715 | $560K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 7,606 | $552K |
| Verition Fund Management LLC | 0.00% | Reduce -20.2% | 6,969 | $506K |
| Engineers Gate Manager LP | 0.01% | New | 6,922 | $502K |
| Squarepoint Ops LLC | 0.00% | Add +245.6% | 6,918 | $502K |
| M&T Bank Corp | 0.00% | Reduce -66.7% | 6,832 | $495K |
| Gsa Capital Partners LLP | 0.04% | New | 6,796 | $493K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.4% | 6,686 | $485K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.9% | 6,558 | $476K |
| Amalgamated Bank | 0.00% | Reduce -1.7% | 6,416 | $465K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,183 | $449K |
| HB Wealth Management, LLC | 0.00% | Add +11.8% | 6,015 | $436K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.2% | 6,013 | $436K |
| Fifth Third Bancorp | 0.00% | Add +22.9% | 6,008 | $436K |
| Stifel Financial Corp. | 0.00% | Add +211.6% | 5,684 | $412K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 5,661 | $411K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,600 | $406K |
| Bank of Montreal | 0.00% | Add +63.3% | 5,402 | $392K |
| Prelude Capital Management, LLC | 0.04% | Add +147.9% | 5,374 | $390K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.5% | 5,372 | $390K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 5,304 | $385K |
| Handelsbanken Fonder AB | 0.00% | No change | 5,259 | $381K |
| Ofi Invest Asset Management | 0.01% | New | 5,600 | $375K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 5,112 | $371K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.8% | 5,049 | $366K |
| AQR Capital Management | 0.00% | Reduce -38.4% | 5,015 | $364K |
| Cibc World Markets Corp. | 0.00% | Add +137.2% | 5,000 | $363K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 4,972 | $361K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,795 | $348K |
| Cim, LLC | 0.05% | Reduce -3.4% | 4,347 | $315K |
| Glenmede Trust Co. NA | 0.00% | Add +92.9% | 4,327 | $314K |
| LVZ, Inc. | 0.04% | New | 4,301 | $312K |
| Banque Pictet & Cie SA | 0.00% | New | 4,027 | $292K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.2% | 4,016 | $291K |
| Mariner, LLC | 0.00% | Reduce -12.9% | 3,955 | $287K |
| Trust Point Inc. | 0.03% | New | 3,947 | $286K |
| Pitcairn Co. | 0.02% | Reduce -3.9% | 3,915 | $284K |
| Teacher Retirement System of Texas | 0.00% | Reduce -72.6% | 3,881 | $282K |
| State of Wyoming | 0.04% | Reduce -0.2% | 3,781 | $274K |
| XTX Topco Ltd | 0.01% | New | 3,651 | $265K |
| Two Sigma Securities, LLC | 0.04% | New | 3,547 | $257K |
| Gotham Asset Management | 0.00% | Add +47.6% | 3,462 | $251K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -97.5% | 3,449 | $250K |
| Olympiad Research LP | 0.29% | Add +27.2% | 3,448 | $250K |
| Vawter Financial, Ltd. | 0.14% | No change | 3,425 | $248K |
| Atria Investments, Inc | 0.00% | Add +41.1% | 3,379 | $245K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +8.0% | 3,309 | $240K |
| Navellier & Associates Inc. | 0.03% | Reduce -42.2% | 3,128 | $238K |
| Vident Advisory, LLC | 0.00% | Add +24.4% | 3,207 | $233K |
| STRS Ohio | 0.00% | No change | 3,100 | $225K |
| US Bancorp \de | 0.00% | Add +132.3% | 3,085 | $224K |
| HighTower Advisors, LLC | 0.00% | Add +58.8% | 3,048 | $221K |
| Centiva Capital, LP | 0.01% | New | 2,915 | $211K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.9% | 2,895 | $210K |
| State of Wisconsin Investment Board | 0.00% | Add +10.6% | 2,815 | $204K |
| Riverchase Wealth Management, LLC | 0.14% | No change | 2,810 | $204K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,573 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,283 | $166K |
| Quadrant Capital Group LLC | 0.01% | Add +4203.8% | 2,281 | $165K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -67.4% | 1,745 | $127K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 1,571 | $114K |
| Covestor Ltd | 0.07% | Reduce -17.0% | 1,440 | $105K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.2% | 1,405 | $102K |
| Parkside Financial Bank & Trust | 0.01% | Add +642.8% | 1,389 | $101K |
| Cloud Capital Management, LLC | 0.06% | — | 1,196 | $86K |
| KBC Group NV | 0.00% | Add +3.1% | 1,162 | $84K |
| AlphaQuest LLC | 0.01% | Add +2026.0% | 1,063 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +245.4% | 1,019 | $74K |
| Pacer Advisors, Inc. | 0.00% | Reduce -58.9% | 1,003 | $73K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 864 | $63K |
| Huntington National Bank | 0.00% | Reduce -9.8% | 832 | $60K |
| Advisors Asset Management, Inc. | 0.00% | Add +30.1% | 688 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | Add +64.6% | 609 | $44K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +10.6% | 534 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.0% | 369 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.4% | 271 | $20K |
| Cwm, LLC | 0.00% | Reduce -61.4% | 264 | $19K |
| Park Place Capital Corp | 0.01% | New | 258 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 232 | $16K |
| GAMMA Investing LLC | 0.00% | Reduce -53.4% | 213 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Add +1400.0% | 210 | $15K |
| UMB Bank, n.a. | 0.00% | Add +18.1% | 196 | $14K |
| Clearstead Advisors, LLC | 0.00% | Add +1.3% | 162 | $12K |
| Private Trust Co. NA | 0.00% | Add +4.5% | 117 | $8K |
| Bessemer Group Inc. | 0.00% | Add +26.4% | 110 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Add +364.0% | 116 | $8K |
| Brooklyn Investment Group | 0.00% | New | 102 | $7K |
| Simplex Trading, LLC | 0.00% | Add +3200.0% | 99 | $7K |
| Mather Group, Llc. | 0.00% | Reduce -10.0% | 90 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 85 | $6K |
| Quarry LP | 0.00% | New | 81 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.6% | 81 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -92.2% | 78 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.5% | 76 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.6% | 75 | $5K |
| Optiver Holding B.V. | 0.00% | New | 68 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.0% | 64 | $5K |
| Key Financial Inc | 0.00% | No change | 60 | $4K |
| Lindbrook Capital, LLC | 0.00% | Reduce -3.9% | 50 | $4K |
| Bokf, NA | 0.00% | No change | 42 | $3K |
| Versant Capital Management, Inc | 0.00% | Add +20.6% | 41 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.0% | 40 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 33 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -53.7% | 31 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -14.3% | 30 | $2K |
| Signaturefd, LLC | 0.00% | Add +8.0% | 27 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 24 | $2K |
| SVB Wealth LLC | 0.00% | New | 23 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 23 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 20 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +54.5% | 17 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $1K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.3% | 14 | $1K |
| Montag A & Associates Inc. | 0.00% | Add +75.0% | 14 | $1K |
| Allworth Financial LP | 0.00% | Reduce -84.2% | 13 | $958 |
| NewSquare Capital LLC | 0.00% | New | 13 | $943 |
| Beacon Capital Management, LLC | 0.00% | No change | 13 | $943 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 13 | $943 |
| True Wealth Design, LLC | 0.00% | New | 11 | $798 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $726 |
| Bare Financial Services, Inc | 0.00% | New | 5 | $363 |
| TD Capital Management LLC | 0.00% | New | 3 | $218 |
| Larson Financial Group LLC | 0.00% | Reduce -96.4% | 3 | $218 |
| Abound Wealth Management | 0.00% | New | 2 | $146 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $73 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is AGYS's weight in each manager's 13F, not the share of Agilysys Inc. the manager owns.