Agilysys Inc (AGYS) Hedge Fund Ownership (Q1 2026)

Agilysys Inc (AGYS)

248 + Investors. Track Smart Money conviction in AGYS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AGYS

Based on 250 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their AGYS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

250 funds currently hold this stock — 89% of the 3.0-year high of 280 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding AGYS is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 46% buying

135 buying158 selling

Last quarter: 158 funds reduced or exited vs 135 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 46 → 29 → 57 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new

145 out of 250 hedge funds have held AGYS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -5%, value -43%

Value

-43%

-5%

Last quarter: funds added -5% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

46 → 46 → 29 → 57 → 38 new funds/Q

New funds entering each quarter: 46 → 29 → 57 → 38. A growing number of institutions are discovering AGYS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 254 holders: 157 (62%) are 2+ year veterans, 34 entered 1–2 years ago, and 63 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

51 of 249 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AGYS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	248	279	-11.11%
13F Shares	28M	29M	-5.07%
Total Value	$1.95B	$3.44B	-43.39%
New Positions	37	57	-20
Increased Positions	93	90	+3
Closed Positions	68	35	+33
Reduced Positions	90	96	-6
Total Calls	3	3	-
Total Puts	2	2	-
PUT/CALL Ratio	0.67	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

248

279

-11.11%

13F Shares

28M

29M

-5.07%

Total Value

$1.95B

$3.44B

-43.39%

New Positions

-20

Increased Positions

Closed Positions

+33

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.67

Bullish

Institutional Holders (2026 Q2)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGYS. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGYS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nine Ten Capital Management LLC	21.32%	655,513	$68.5M
2	Mak Capital One LLC	17.46%	1,192,730	$124.6M
3	AltraVue Capital, LLC	4.16%	552,557	$57.7M
4	Resolute Capital Asset Partners LLC	2.90%	65,000	$6.8M
5	Roubaix Capital, LLC	2.89%	77,079	$8.1M
6	Brown Capital Management LLC	2.76%	132,299	$13.8M
7	Next Century Growth Investors LLC	2.03%	366,052	$38.3M
8	Summit Creek Advisors LLC	1.56%	43,779	$4.6M
9	Penn Capital Management Company, LLC	1.54%	231,237	$24.2M
10	Geneva Capital Management LLC	1.28%	532,995	$55.7M
11	Legato Capital Management LLC	1.22%	141,060	$14.7M
12	Albert D Mason Inc	1.11%	18,620	$1.9M
13	Conestoga Capital Advisors, LLC	1.08%	476,554	$49.8M
14	Emerald Advisers, LLC	1.05%	427,845	$44.7M
15	Emerald Mutual Fund Advisers Trust	1.02%	277,666	$29.0M
16	Lisanti Capital Growth, LLC	0.85%	37,130	$3.9M
17	Punch & Associates Investment Management, INC.	0.82%	159,080	$16.6M
18	Wasatch Advisors LP	0.64%	937,420	$98.0M
19	Riverbridge Partners LLC	0.52%	179,573	$18.8M
20	Peregrine Capital Management LLC	0.45%	131,287	$13.7M
21	Snyder Capital Management L P	0.42%	230,774	$24.1M
22	Granite Investment Partners, LLC	0.40%	75,237	$7.9M
23	Df Dent & Co Inc	0.39%	194,256	$20.3M
24	Segall Bryant & Hamill, LLC	0.38%	308,841	$32.3M
25	Granahan Investment Management, LLC	0.35%	94,777	$9.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Agilysys Inc (AGYS)

What does the Smart Money Trend signal show for AGYS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AGYS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AGYS?

More sellers than buyers — 46% buying: Last quarter: 158 funds reduced or exited vs 135 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AGYS holders?

Elite ownership — 47% AUM from top-100 funds: 51 of 249 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AGYS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGYS?

58% of holders stayed for 2+ years: 145 out of 250 hedge funds have held AGYS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Agilysys Inc (AGYS)

Smart Money Signals — AGYS

Selling streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-19 vs last Q)

58% of holders stayed for 2+ years

Buying through price weakness — shares -5%, value -43%

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 25% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — AGYS

Hedge Fund Ownership: AGYS

Market Analysis: AGYS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGYS

Hedge Fund Positioning: AGYS

Statistics: AGYS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Agilysys Inc (AGYS)

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