Agilysys

AGYS • NASDAQ

Agilysys is a software - application company in the technology sector on NASDAQ, led by D. Scott McGowan, with a market cap of $3.5B. As of Q3 2025, 105% of shares are held by 258 institutional investors, with BlackRock, Inc. as the largest holder at 13.52%.

Chief Executive OfficerD. Scott McGowan

Market Cap$3.5B

Software - Application

Technology

Employees1.9K

Websiteagilysys.com

Country

United States of America

Overview

Overview of institutional ownership in AGYS as of Q3 2025 with a market cap of $3.0B

All Institutions

Institutions: 258
Value Held: $3.1B
Shares Held: 29.3M
Avg Position: $12.0M
Median Position: $600.7K

Hedge Funds

Hedge Funds: 23
Value Held: $214.5M
Shares Held: 2.0M
Avg Position: $9.3M
Median Position: $587.0K

Ownership Breakdown

Institutional (non-HF)

97.23%

$2.9B

Hedge Funds

7.27%

$214.5M

Retail & Other

Based on market cap of $3.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AGYS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$398.9M 0.01% of portfolio	13.52% 3.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$250.1M 0.00% of portfolio	8.47% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	Michael Anthony Kaufman CIO	$125.5M 25.04% of portfolio	4.25% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$501.3M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$105.1M 0.00% of portfolio	3.56% 998.5K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$96.8M 0.01% of portfolio	3.28% 919.9K shares	Q1 2022 Held for 3y 8m	$1.92T
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$89.4M 0.48% of portfolio	3.03% 849.5K shares	Q2 2020 Held for 5y 5m	$18.6B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	$86.1M 1.48% of portfolio	2.92% 817.8K shares	Q2 2023 Held for 2y 5m	$5.8B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$72.7M 0.01% of portfolio	2.46% 690.5K shares	Q2 2020 Held for 5y 5m	$571.21B
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	$69.0M 1.11% of portfolio	2.34% 655.8K shares	Q2 2024 Held for 1y 5m	$6.2B
Artisan Partners Limited Partnership Long Only Manager	Eric Richard Colson CEO	$67.8M 0.10% of portfolio	2.30% 644.2K shares	Q1 2021 Held for 4y 8m	$69.5B

Net Capital Flow

Institutional buying and selling activity for AGYS in Q3 2025

Traded: +$1.4M
Buyers: 131
Sellers: 117
Total Bought: +$187.1M
Total Sold: −$185.7M
Avg Position: $10.7M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$31.3M +297.8K shares	$72.7M 690.5K shares
B BlackRock, Inc. Institution	+$22.4M +213.0K shares	$398.9M 3.8M shares
JENNISON ASSOCIATES LLC Long Only Manager	+$19.3M +183.8K shares	$19.3M 183.8K shares
LORD, ABBETT & CO. LLC Long Only Manager	+$11.1M +105.8K shares	$20.7M 196.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$10.1M +95.5K shares	$12.4M 117.9K shares
VANGUARD GROUP INC Institution	+$8.1M +76.9K shares	$250.1M 2.4M shares
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	+$7.4M +70.0K shares	$9.9M 94.2K shares
PRINCIPAL FINANCIAL GROUP INC Institution	+$6.2M +58.7K shares	$48.6M 461.5K shares
M MACQUARIE GROUP LTD Institution	+$6.0M +57.1K shares	$24.7M 234.9K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$5.4M +51.6K shares	$59.6M 566.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
N NEW YORK STATE COMMON RETIREMENT FUND Institution	−$20.0M −190.2K shares	$25.0M 237.5K shares
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	−$17.2M −163.5K shares	$50.7M 481.7K shares
WASATCH ADVISORS INC Long Only Manager	−$16.4M −155.4K shares	$89.4M 849.5K shares
GOLDMAN SACHS GROUP INC Institution	−$13.2M −125.5K shares	$17.2M 163.6K shares
Granite Investment Partners, LLC Long Only Manager	−$9.4M −89.6K shares	$17.9M 170.3K shares
Conestoga Capital Advisors, LLC Long Only Manager	−$8.1M −76.5K shares	$69.0M 655.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	−$7.9M −69.2K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$7.0M −67.0K shares	$29.8M 283.5K shares
FMR LLC Institution	−$6.2M −59.0K shares	$96.8M 919.9K shares
INTECH INVESTMENT MANAGEMENT LLC Long Only Manager	−$6.2M −58.5K shares	$3.1M 29.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AGYS in Q3 2025

New Positions: 16
New Value: $2.7M
Exited Positions: 28
Exited Value: $32.1M

New Positions

Institution	Position Value
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$851.1K 8.1K shares
I INCEPTIONR LLC Hedge Fund•Quant	$587.0K 5.6K shares
Curbstone Financial Management Corp RIA/Wealth	$413.6K 3.9K shares
B Brevan Howard Capital Management LP Institution	$281.2K 2.7K shares
C Colony Group, LLC Institution	$233.1K 959.0 shares
ISAM Funds Ltd Hedge Fund•Quant	$172.8K 1.6K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$51.9K 478.0 shares
Measured Wealth Private Client Group, LLC RIA/Wealth	$42.6K 405.0 shares
W WHITE BAY PT LLC Institution	$17.1K 162.0 shares
S Salomon & Ludwin, LLC Institution	$13.2K 126.0 shares

Exited Positions

Institution	Previous Position
T TEXAS PERMANENT SCHOOL FUND Institution	$7.9M 69.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.6M 31.4K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$2.9M 25.2K shares
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	$2.7M 23.7K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$2.4M 21.2K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$2.4M 21.0K shares
S State of New Jersey Common Pension Fund D Institution	$2.1M 18.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 14.0K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$1.6M 13.6K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$1.2M 10.5K shares

Options Activity

Institutions with the largest Call and Put options positions in AGYS as of Q3 2025

Call Positions: 4
Call Value: $4.7M
Put Positions: 3
Put Value: $35.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.2M 304.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.3M 122.0 contracts
J JANE STREET GROUP, LLC Institution	$242.1K 23.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	$34.5M 3.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$821.0K 78.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with AGYS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MAK CAPITAL ONE LLC Hedge Fund•Multi-Strategy	Michael Anthony Kaufman CIO	25.04% $125.5M	4.25% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$501.3M
Nine Ten Capital Management LLC Hedge Fund•Long/Short	Russell Chad Mollen President	9.85% $38.2M	1.30% 363.2K shares	Q4 2019 Held for 5y 11m	$388.0M
A AltraVue Capital, LLC RIA/Wealth	Touk Sinantha Founder	3.06% $36.8M	1.25% 350.0K shares	Q2 2020 Held for 5y 5m	$1.2B
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	2.72% $6.0M	0.20% 56.9K shares	Q1 2025 Held for 8 months	$220.3M
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	Keith Allison Lee CEO	2.09% $50.7M	1.72% 481.7K shares	Q1 2024 Held for 1y 8m	$2.4B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	1.48% $86.1M	2.92% 817.8K shares	Q2 2023 Held for 2y 5m	$5.8B
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	Pamela Marie Lawrence President	1.26% $16.4M	0.55% 155.5K shares	Q1 2025 Held for 8 months	$1.3B
S Summit Creek Advisors LLC Long Only Manager	Adam Nathan Benson Managing Partner	1.24% $8.5M	0.29% 81.1K shares	Q1 2025 Held for 8 months	$686.1M
EMERALD MUTUAL FUND ADVISERS TRUST Long Only Manager	Stacey Lynn Sears President	1.15% $21.7M	0.73% 205.9K shares	Q2 2023 Held for 2y 5m	$1.9B
EMERALD ADVISERS INC/PA Long Only Manager	Kenneth George Mertz CEO	1.11% $34.7M	1.18% 330.0K shares	Q2 2023 Held for 2y 5m	$3.1B

Hedge Fund Spotlight

Discover hedge funds investing in AGYS

Holocene Advisors, LP

Hedge Fund • Long/Short

Portfolio ManagerJohn Brandon Haley

Portfolio Value: $43.5B
Positions: 726
Last Reported: Q3 2025

Sector Allocation

Position in Agilysys

Market Value: $472.9K
Shares Held: 4.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$3.1B	7.21%
2 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$2.7B	6.29%
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$2.3B	5.30%