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 ($21.6m this quarter). Holder counts are more reliable. Shares outstanding: 28.2m as of 2026-07-17, 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 ≈ $104.43. Options: 6 managers hold calls ($7.1m notional), 6 hold puts ($1.8m).
Trends to Q2 2026
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 |
| Q3 2025 | 261 |
| Q4 2025 | 282 |
| Q1 2026 | 252 |
| Q2 2026 | 290 |
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 2024 | 141 | 107 |
| Q4 2024 | 129 | 120 |
| Q1 2025 | 141 | 142 |
| Q2 2025 | 152 | 128 |
| Q3 2025 | 133 | 116 |
| Q4 2025 | 136 | 130 |
| Q1 2026 | 125 | 155 |
| Q2 2026 | 176 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.8m | $35.3m | 7.42 |
| Q4 2025 | $5.7m | $39.5m | 6.99 |
| Q1 2026 | $2.2m | $3.0m | 1.32 |
| Q2 2026 | $7.1m | $1.8m | 0.26 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +340.0k |
| BlackRock, Inc. | Added | +236.4k |
| JPMORGAN CHASE & CO | Added | +223.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +214.5k |
| NEXT CENTURY GROWTH INVESTORS LLC | Added | +205.6k |
| Artisan Partners Limited Partnership | Added | +153.4k |
| AltraVue Capital, LLC | Added | +146.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +144.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +126.6k |
| EMERALD ADVISERS, LLC | Added | +104.3k |
Biggest sellers
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -308.5k |
| Conestoga Capital Advisors, LLC | Reduced | -207.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -198.0k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -139.5k |
| THORNBURG INVESTMENT MANAGEMENT INC | Sold out | -126.4k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -114.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -113.7k |
| LOOMIS SAYLES & CO L P | Reduced | -94.0k |
| FMR LLC | Reduced | -91.6k |
| Rockefeller Capital Management L.P. | Reduced | -80.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $2.2m20.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m19.5k shares |
| JANE STREET GROUP, LLC | New | $1.5m14.5k shares |
| IMC-Chicago, LLC | New | $1.2m11.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $125.4k1.2k shares |
| GROUP ONE TRADING LLC | New | $62.7k600 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $825.5k7.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $323.9k3.1k shares |
| JANE STREET GROUP, LLC | New | $292.6k2.8k shares |
| IMC-Chicago, LLC | New | $271.7k2.6k shares |
| GROUP ONE TRADING LLC | New | $83.6k800 shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4k100 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $1.9m | — |
| Q1 2025 | 0 | — | 1 | $212.2k | — |
| Q2 2025 | 0 | — | 2 | $111.0k | — |
| Q3 2025 | 0 | — | 4 | $156.5k | — |
| Q4 2025 | 0 | — | 6 | $1.9m | $766.4k |
| Q1 2026 | 1 | $77.7k | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $276.9k | — |
| Q3 2026 | 0 | — | 4 | $23.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Abdelrahman Joe Ahmed Youssef Chief Commercial Officer | Sold | $114.9k1.0k shares |
| 2026-08-18 | Badger Kyle C SVP, GC and Secretary | Sold | $958.1k8.4k shares |
| 2026-08-18 | Wood William David III Chief Financial Officer | Sold | $688.3k6.0k shares |
| 2026-08-07 | SRINIVASAN RAMESH President & CEO, director | Sold | $2.7m25.0k shares |
| 2026-08-06 | SRINIVASAN RAMESH President & CEO, director | Sold | $11.3m106.2k shares |
| 2026-08-05 | SRINIVASAN RAMESH President & CEO, director | Sold | $7.3m66.2k shares |
| 2026-06-10 | Badger Kyle C SVP, GC and Secretary | Sold | $276.9k3.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.1m $431.7m | Added +236.4k |
| MAK CAPITAL ONE LLC 17.46% of their portfolio | 1.2m $124.6m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $119.4m | Added +4.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $116.7m | Added +40.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $114.2m | Added +52.2k |
| WASATCH ADVISORS LP 0.64% of their portfolio | 937.4k $98.0m | Reduced -16.3k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 877.9k $91.7m | Added +144.1k |
| FMR LLC 0.00% of their portfolio | 744.8k $77.8m | Reduced -91.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 705.1k $73.7m | Added +45.8k |
| Artisan Partners Limited Partnership 0.12% of their portfolio | 692.7k $72.4m | Added +153.4k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 688.0k $71.9m | Added +340.0k |
| Nine Ten Capital Management LLC 21.32% of their portfolio | 655.5k $68.5m | Added +1.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 608.0k $63.5m | Reduced -113.7k |
| AltraVue Capital, LLC 4.16% of their portfolio | 552.6k $57.7m | Added +146.6k |
| GENEVA CAPITAL MANAGEMENT LLC 1.28% of their portfolio | 533.0k $55.7m | Reduced -139.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 494.1k $51.2m | Added +223.7k |
| Conestoga Capital Advisors, LLC 1.08% of their portfolio | 476.6k $49.8m | Reduced -207.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 436.8k $45.6m | Reduced -26.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 433.6k $45.3m | Reduced -198.0k |
| EMERALD ADVISERS, LLC 1.05% of their portfolio | 427.8k $44.7m | Added +104.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 414.8k $43.3m | Added +96.3k |
| Capital Research Global Investors 0.01% of their portfolio | 414.0k $43.3m | Reduced -24.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 408.8k $42.7m | Added +31.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 373.1k $39.0m | Added +126.6k |
| NEXT CENTURY GROWTH INVESTORS LLC 2.03% of their portfolio | 366.1k $38.3m | Added +205.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 363.7k $38.0m | Added +13.3k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 363.4k $38.0m | Reduced -2.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 359.6k $37.6m | Added +78.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 337.6k $35.3m | Reduced -8.2k |
| MORGAN STANLEY 0.00% of their portfolio | 312.3k $32.6m | Added +86.2k |
| SEGALL BRYANT & HAMILL, LLC 0.38% of their portfolio | 308.8k $32.3m | Added +39.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 283.3k $29.6m | Added +36.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.02% of their portfolio | 277.7k $29.0m | Added +71.8k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 266.5k $27.8m | Reduced -94.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 242.9k $25.4m | Added +6.0k |
| UBS Group AG 0.00% of their portfolio | 232.8k $24.3m | Reduced -34.2k |
| Penn Capital Management Company, LLC 1.54% of their portfolio | 231.2k $24.2m | Added +36.8k |
| SNYDER CAPITAL MANAGEMENT L P 0.42% of their portfolio | 230.8k $24.1m | Reduced -6.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 223.0k $23.3m | Added +214.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 206.6k $21.6m | Added +3.9k |
| BAMCO INC /NY/ 0.03% of their portfolio | 197.1k $20.6m | Reduced -9.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 194.3k $20.3m | Added +259 |
| DF DENT & CO INC 0.39% of their portfolio | 194.3k $20.3m | Added +9.3k |
| ROYCE & ASSOCIATES LP 0.16% of their portfolio | 187.9k $19.6m | Added +15.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 183.3k $19.2m | Added +5.9k |
| RIVERBRIDGE PARTNERS LLC 0.52% of their portfolio | 179.6k $18.8m | Reduced -76.5k |
| Stephens Investment Management Group LLC 0.20% of their portfolio | 174.4k $18.2m | Added +11.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.82% of their portfolio | 159.1k $16.6m | Added +96.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 158.4k $16.6m | Added +12.3k |
| Nuveen, LLC 0.00% of their portfolio | 156.0k $16.3m | Added +14.7k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 141.8k $14.7m | Reduced -358 |
| Legato Capital Management LLC 1.22% of their portfolio | 141.1k $14.7m | Added +55.2k |
| BROWN CAPITAL MANAGEMENT LLC 2.76% of their portfolio | 132.3k $13.8m | Reduced -21.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 131.3k $13.7m | Reduced -6.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 122.4k $12.8m | Added +155 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.0k $12.1m | Added +17.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 115.0k $12.0m | Added +17.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 108.8k $11.4m | Added +11.5k |
| Invesco Ltd. 0.00% of their portfolio | 99.7k $10.4m | Added +8.9k |
| Granahan Investment Management, LLC 0.35% of their portfolio | 94.8k $9.9m | Added +57.3k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 88.1k $9.2m | Reduced -114.4k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 87.6k $9.2m | Reduced -3.7k |
| Trexquant Investment LP 0.05% of their portfolio | 84.4k $8.8m | Added +68.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 79.3k $8.3m | Added +53.0k |
| Roubaix Capital, LLC 2.89% of their portfolio | 77.1k $8.1m | Added +1.5k |
| Granite Investment Partners, LLC 0.40% of their portfolio | 75.2k $7.9m | Reduced -60.1k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 70.6k $7.4m | Reduced -3.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 68.5k $7.1m | Added +3.5k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 67.3k $7.0m | Reduced -9.5k |
| Resolute Capital Asset Partners LLC 2.90% of their portfolio | 65.0k $6.8m | New |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.31% of their portfolio | 62.4k $6.5m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 60.5k $6.3m | Added +2.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 60.1k $6.3m | Added +29.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 59.5k $6.2m | Reduced -6.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59.3k $6.2m | Added +15.8k |
| Legal & General Group Plc 0.00% of their portfolio | 58.8k $6.1m | Reduced -854 |
| PICTON MAHONEY ASSET MANAGEMENT 0.05% of their portfolio | 56.9k $5.9m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 54.7k $5.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.3k $5.7m | Reduced -158 |
| Swiss National Bank 0.00% of their portfolio | 50.8k $5.3m | Reduced -1.8k |
| EFG International AG 0.09% of their portfolio | 44.5k $4.6m | Added +11.0k |
| Summit Creek Advisors LLC 1.56% of their portfolio | 43.8k $4.6m | Reduced -23.4k |
| Lisanti Capital Growth, LLC 0.85% of their portfolio | 37.1k $3.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 33.8k $2.4m | Added +2.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 31.8k $3.3m | Added +440 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 30.6k $3.2m | Reduced -810 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 29.4k $3.1m | Added +11.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28.5k $3.0m | Added +9.8k |
| BESSEMER GROUP INC 0.00% of their portfolio | 25.8k $2.7m | Reduced -309 |
| Dana Investment Advisors, Inc. 0.06% of their portfolio | 23.8k $2.5m | Added +106 |
| RBF Capital, LLC 0.10% of their portfolio | 22.5k $2.4m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 22.3k $2.3m | Added +8.3k |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 22.1k $2.3m | Unchanged |
| FORMULA GROWTH LTD 0.81% of their portfolio | 22.0k $2.3m | Added +10.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 20.4k $2.1m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 19.4k $2.0m | Added +239 |
| ALBERT D MASON INC 1.11% of their portfolio | 18.6k $1.9m | Added +42 |
| Pinnacle Financial Partners, Inc. 0.01% of their portfolio | 18.6k $1.9m | Added +89 |
| Diametric Capital, LP 0.19% of their portfolio | 17.0k $1.8m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 16.8k $1.8m | Reduced -276 |