Creative Planning »

Agilysys shares owned by Creative Planning

Quarter-by-quarter ownership of Agilysys (AGYS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Agilysys

Tip: Access up to 7 years of quarterly data

All positions including Agilysys held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Agilysys by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $491k 4.1k 118.84
2025-09-30 $271k 2.6k 105.25
2014-09-30 $1.0k 54 18.52
2014-06-30 $2.0k 108 18.52
2014-03-31 $1.0k 54 18.52

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Agilysys

BlackRock
Vanguard Group
MAK Capital One
FMR
State Street Corporation
Capital Research Global Investors
Geneva Capital Management
Daniel D. Thurber
Wellington Management Company
Geode Capital Management
Conestoga Capital Advisors
American Century Companies
William Blair Investment Management
Invesco
Principal Financial Group

View all funds holding Agilysys