AGILYSYS INC AGYS
COM · Common Stock · CUSIP 00847J105 · ISIN US00847J1051
Provider of hospitality software for hotels, resorts and restaurants
- SectorTechnology
- IndustryServices-Computer Integrated Systems Design
- HeadquartersAlpharetta, GA
- Founded2003
- Websiteagilysys.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.3m this quarter). Holder counts are more reliable. Shares outstanding: 28.0m as of 2025-07-18, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $114.64. Options: 5 managers hold calls ($6.2m notional), 5 hold puts ($39.8m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 162 |
| Q4 2022 | 196 |
| Q1 2023 | 205 |
| Q2 2023 | 210 |
| Q3 2023 | 201 |
| Q4 2023 | 223 |
| Q1 2024 | 232 |
| Q2 2024 | 255 |
| Q3 2024 | 261 |
| Q4 2024 | 272 |
| Q1 2025 | 258 |
| Q2 2025 | 265 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 74 | 114 |
| Q4 2023 | 109 | 104 |
| Q1 2024 | 125 | 112 |
| Q2 2024 | 142 | 105 |
| Q3 2024 | 141 | 107 |
| Q4 2024 | 129 | 120 |
| Q1 2025 | 141 | 142 |
| Q2 2025 | 152 | 128 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $2.6m | $1.2m | 0.47 |
| Q4 2024 | $3.6m | $44.2m | 12.38 |
| Q1 2025 | $1.8m | $25.6m | 14.57 |
| Q2 2025 | $6.2m | $39.8m | 6.46 |
Biggest buyers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +514.6k |
| ROYAL BANK OF CANADA | Added | +409.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +175.1k |
| Invesco Ltd. | Added | +119.7k |
| NEXT CENTURY GROWTH INVESTORS LLC | New | +107.8k |
| EMERALD ADVISERS, LLC | Added | +103.6k |
| Driehaus Capital Management LLC | Added | +98.7k |
| SEGALL BRYANT & HAMILL, LLC | Added | +94.6k |
| FMR LLC | Added | +79.9k |
| BlackRock, Inc. | Added | +73.6k |
Biggest sellers
| Nuveen, LLC | Reduced | -1.0m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -263.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -136.7k |
| JPMORGAN CHASE & CO | Reduced | -94.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -90.9k |
| Thrivent Financial for Lutherans | Reduced | -67.0k |
| AXIOM INVESTORS LLC /DE | Sold out | -62.8k |
| RIVERBRIDGE PARTNERS LLC | Reduced | -56.2k |
| OSTERWEIS CAPITAL MANAGEMENT INC | Reduced | -52.2k |
| MORGAN STANLEY | Reduced | -49.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.2m28.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m21.4k shares |
| WOLVERINE TRADING, LLC | New | $293.6k2.6k shares |
| SIMPLEX TRADING, LLC | Added | $171.0k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| MAK CAPITAL ONE LLC | Unchanged | $37.6m327.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m14.9k shares |
| CITADEL ADVISORS LLC | Reduced | $515.9k4.5k shares |
| SIMPLEX TRADING, LLC | New | $11.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-27 | 14.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $20.2k | 1 | $70.9k | — |
| Q4 2023 | 0 | — | 6 | $42.5m | $39.8m |
| Q1 2024 | 1 | $30.9k | 2 | $103.2m | $30.7m |
| Q2 2024 | 0 | — | 4 | $113.6m | $92.7m |
| Q3 2024 | 0 | — | 5 | $6.0m | $5.3m |
| Q4 2024 | 0 | — | 5 | $1.9m | — |
| Q1 2025 | 0 | — | 1 | $212.2k | — |
| Q2 2025 | 0 | — | 2 | $111.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-12 | Robertson Chris J Controller | Sold | $55.6k500 shares |
| 2025-06-05 | MUTCH JOHN Director | Sold | $55.4k500 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.6m $410.1m | Added +73.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.3m $263.6m | Added +71.0k |
| MAK CAPITAL ONE LLC 24.13% of their portfolio | 1.2m $136.7m | Unchanged |
| WASATCH ADVISORS LP 0.60% of their portfolio | 1.0m $115.2m | Added +50.5k |
| FMR LLC 0.01% of their portfolio | 978.8k $112.2m | Added +79.9k |
| STATE STREET CORP 0.00% of their portfolio | 950.4k $109.0m | Reduced -5.5k |
| GENEVA CAPITAL MANAGEMENT LLC 1.57% of their portfolio | 816.6k $93.6m | Added +51.3k |
| Conestoga Capital Advisors, LLC 1.24% of their portfolio | 732.3k $83.9m | Added +1.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 673.9k $77.3m | Added +409.5k |
| BROWN CAPITAL MANAGEMENT LLC 2.15% of their portfolio | 645.2k $74.0m | Added +1.9k |
| Artisan Partners Limited Partnership 0.11% of their portfolio | 629.9k $72.2m | Added +53.4k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 627.7k $72.0m | Added +175.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 607.7k $69.7m | Added +45.0k |
| Invesco Ltd. 0.01% of their portfolio | 545.4k $62.5m | Added +119.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 514.6k $59.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 427.7k $49.0m | Added +56.3k |
| Rockefeller Capital Management L.P. 0.06% of their portfolio | 423.8k $48.6m | Reduced -2.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 402.8k $46.2m | Reduced -10.3k |
| FRED ALGER MANAGEMENT, LLC 0.21% of their portfolio | 402.5k $46.0m | Reduced -263.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 401.1k $46.0m | Added +5.3k |
| RIVERBRIDGE PARTNERS LLC 0.73% of their portfolio | 397.5k $45.6m | Reduced -56.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 392.7k $45.0m | Added +3.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 386.7k $44.3m | Reduced -35.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 379.6k $43.5m | Added +73.2k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 377.9k $43.3m | Reduced -9.9k |
| Nine Ten Capital Management LLC 12.39% of their portfolio | 363.2k $41.6m | Added +63.0k |
| SNYDER CAPITAL MANAGEMENT L P 0.86% of their portfolio | 353.5k $40.5m | Reduced -22.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 350.4k $40.2m | Reduced -94.4k |
| AltraVue Capital, LLC 3.45% of their portfolio | 342.9k $39.3m | Added +10.6k |
| EMERALD ADVISERS, LLC 1.42% of their portfolio | 337.1k $38.6m | Added +103.6k |
| UBS Group AG 0.01% of their portfolio | 327.8k $37.6m | Added +26.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 316.6k $36.3m | Reduced -136.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 289.1k $33.1m | Reduced -42.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 286.3k $32.8m | Reduced -90.9k |
| SEGALL BRYANT & HAMILL, LLC 0.44% of their portfolio | 272.5k $31.2m | Added +94.6k |
| Granite Investment Partners, LLC 1.45% of their portfolio | 259.9k $29.8m | Reduced -19.6k |
| MORGAN STANLEY 0.00% of their portfolio | 226.6k $26.0m | Reduced -49.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 216.0k $24.8m | Added +17.0k |
| DF DENT & CO INC 0.31% of their portfolio | 215.1k $24.7m | Added +34.4k |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 205.2k $23.5m | Added +5.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 204.4k $23.4m | Reduced -313 |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 201.6k $23.1m | Added +13.8k |
| Driehaus Capital Management LLC 0.18% of their portfolio | 191.8k $22.0m | Added +98.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.27% of their portfolio | 185.9k $21.3m | Reduced -8.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.27% of their portfolio | 182.1k $20.9m | Added +43.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 180.2k $20.7m | Reduced -45.1k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 177.8k $20.4m | Reduced -42.9k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 166.5k $19.1m | Reduced -67.0k |
| Tidal Investments LLC 0.12% of their portfolio | 163.5k $18.7m | Reduced -13.2k |
| Penn Capital Management Company, LLC 1.57% of their portfolio | 157.9k $18.2m | Added +15.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 154.7k $17.7m | Added +9.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 154.3k $17.7m | Reduced -35.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 154.2k $17.7m | Added +6.7k |
| Stephens Investment Management Group LLC 0.20% of their portfolio | 132.4k $15.2m | Added +32.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 131.2k $15.0m | Reduced -9.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 129.9k $14.9m | Added +7.9k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.96% of their portfolio | 107.8k $12.4m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 106.1k $12.2m | Added +1.8k |
| Nuveen, LLC 0.00% of their portfolio | 106.1k $12.2m | Reduced -1.0m |
| BAMCO INC /NY/ 0.03% of their portfolio | 93.8k $10.8m | Added +66.6k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 91.1k $10.4m | Added +38.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 88.0k $10.1m | Added +41.1k |
| Summit Creek Advisors LLC 1.40% of their portfolio | 87.6k $10.0m | Reduced -3.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 78.6k $9.0m | Added +22.0k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.42% of their portfolio | 76.5k $8.8m | Reduced -52.2k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 76.5k $8.8m | Added +5.3k |
| Legato Capital Management LLC 1.01% of their portfolio | 74.1k $8.5m | Added +310 |
| COMERICA BANK 0.03% of their portfolio | 68.4k $7.8m | Added +174 |
| Legal & General Group Plc 0.00% of their portfolio | 66.2k $7.6m | Added +403 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 64.8k $7.4m | Added +21.3k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.44% of their portfolio | 61.9k $7.1m | Added +410 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 57.7k $6.6m | Added +5.5k |
| Roubaix Capital, LLC 3.12% of their portfolio | 56.7k $6.5m | Reduced -11.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.6k $6.1m | Added +11.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 53.1k $6.1m | Added +30.7k |
| BARCLAYS PLC 0.00% of their portfolio | 50.9k $5.8m | Added +20.2k |
| Swiss National Bank 0.00% of their portfolio | 50.7k $5.8m | Reduced -800 |
| CITIGROUP INC 0.00% of their portfolio | 47.7k $5.5m | Added +10.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 40.6k $4.7m | Added +4.7k |
| Polar Asset Management Partners Inc. 0.11% of their portfolio | 37.2k $4.3m | New |
| Verition Fund Management LLC 0.02% of their portfolio | 32.6k $3.7m | Added +25.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 32.1k $3.7m | Added +100 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 31.4k $3.6m | Reduced -9.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 29.1k $3.3m | Added +3.8k |
| EFG Asset Management (North America) Corp. 0.46% of their portfolio | 28.3k $3.2m | Reduced -242 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio | 25.5k $2.9m | Reduced -5.3k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 25.2k $2.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.4k $2.8m | Added +493 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 24.3k $2.8m | Added +233 |
| Granahan Investment Management, LLC 0.11% of their portfolio | 24.3k $2.8m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 23.9k $2.9m | Added +1.7k |
| Advantage Alpha Capital Partners LP 0.73% of their portfolio | 23.7k $2.7m | Reduced -48.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 22.7k $2.6m | Reduced -180 |
| RBF Capital, LLC 0.13% of their portfolio | 22.5k $2.6m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 22.4k $2.6m | Reduced -23.0k |
| Weiss Asset Management LP 0.04% of their portfolio | 21.2k $2.4m | Not comparable |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 21.0k $2.4m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 18.3k $2.1m | New |
| Holocene Advisors, LP 0.01% of their portfolio | 17.9k $2.1m | Added +7.2k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 17.6k $2.0m | Reduced -388 |