Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AGILYSYS INC (AGYS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — AGYS

Based on 270 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AGYS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
270 hedge funds hold AGYS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

146 buying126 selling
Last quarter: 146 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new AGYS position: 43 → 44 → 28 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 27% medium 20% new
142 out of 270 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.
➡️

Steady discovery — ~57 new funds/quarter

39 → 43 → 44 → 28 → 57 new funds/Q
New funds entering each quarter: 43 → 44 → 28 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 15% 1-2yr 27% new
Of 274 current holders: 160 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 270 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: AGYS

How many hedge funds hold AGYS — quarterly history vs. share price
Quarterly hedge fund ownership of AGYS vs. share price

Market Analysis: AGYS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGYS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 2 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: AGYS
2026 Q1 Stats Unlock in 22 days 274 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 274 248 10.48%
13F Shares 29M 30M -0.62%
Total Value $3.44B $3.06B 12.22%
New Positions 57 29 +28
Increased Positions 92 101 -9
Closed Positions 32 33 -1
Reduced Positions 96 89 +7
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: AGYS

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Financial Highlights

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Institutional Holders (2026 Q1)

274 + investors

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

Top 25 institutional holders of AGYS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conestoga Capital Advisors, LLC 0.97% 683,741 $48.6M
2 ALBERT D MASON INC 0.86% 18,578 $1.3M
3 WASATCH ADVISORS LP 0.45% 953,730 $67.8M
4 RIVERBRIDGE PARTNERS LLC 0.45% 256,054 $18.2M
5 PEREGRINE CAPITAL MANAGEMENT LLC 0.36% 137,957 $9.8M
6 Ares Financial Consulting, LLC 0.04% 720 $50K
7 Linden Thomas Advisory Services, LLC 0.02% 3,266 $232K
8 Trust Point Inc. 0.02% 3,297 $235K
9 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 19,211 $1.4M
10 NorthCrest Asset Manangement, LLC 0.01% 6,449 $458K
11 Louisiana State Employees Retirement System 0.01% 11,300
12 State of Alaska, Department of Revenue 0.01% 14,050
13 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 6,774 $482K
14 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 31,400 $2K
15 CONGRESS ASSET MANAGEMENT CO 0.00% 5,354 $381K
16 HB Wealth Management, LLC 0.00% 5,890 $419K
17 Park Place Capital Corp 0.00% 189 $13K
18 SBI Okasan Asset Management Co.Ltd. 0.00% 900 $65K
19 NBC SECURITIES, INC. 0.00% 417 $30K
20 GAMMA Investing LLC 0.00% 665 $47K
21 STRS OHIO 0.00% 6,200 $441K
22 Handelsbanken Fonder AB 0.00% 6,959
23 Meramec Financial Planners, LLC 0.00% 50 $3K
24 Versant Capital Management, Inc 0.00% 188 $13K
25 Key FInancial Inc 0.00% 60 $4K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGYS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGYS?

Slight buying edge — 54% buying: Last quarter: 146 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGYS holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 270 holders are among the 100 largest funds by AUM, controlling 42% 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?

53% of holders stayed for 2+ years: 142 out of 270 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.