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Agilysys shares owned by HB Wealth Management

Quarter-by-quarter ownership of Agilysys (AGYS) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Agilysys

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All positions including Agilysys held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agilysys by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $636k 6.0k 105.25
2025-06-30 $654k 5.7k 114.64
2025-03-31 $451k 6.2k 72.54
2024-12-31 $709k 5.4k 131.71
2024-09-30 $639k 5.9k 108.98
2024-06-30 $567k 5.4k 104.15

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Agilysys

BlackRock
Vanguard Group
MAK Capital One
State Street Corporation
FMR
Daniel D. Thurber
Geneva Capital Management
Wellington Management Company
Conestoga Capital Advisors
Artisan Partners Limited Partnership
Geode Capital Management
American Century Companies
William Blair Investment Management
Invesco
Brown Capital Management

View all funds holding Agilysys