Among active 13F managers last quarter, 4 opened and 38 added, while 17 reduced; the largest holder to move was Wasatch Advisors LP (−1.7%). Over the last 180 days, 4 insiders sold and none bought, a net -$23.3M in open-market trades.
The legs disagree, or only one of them leans.
256 tracked 13F filers disclose a position in AGYS as of the latest SEC 13F filings, a combined $2.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $431.7M | ▲+6.1% Added · +236K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 1.1M | $119.4M | ▲+0.4% Added · +4K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 1.1M | $116.7M | ▲+3.7% Added · +40K sh | Q2 2026 | |
| 4 | State Street Corp | 1.1M | $114.2M | ▲+5.0% Added · +52K sh | Q2 2026 | |
| 5 | Wasatch Advisors LP | 937K | $98.0M | ▼−1.7% Reduced · −16K sh | Q2 2026 | |
| 6 | FMR LLC | 745K | $77.8M | ▼−11% Reduced · −92K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 734K | $52.2M | ▲+26% Added · +153K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 705K | $73.7M | ▲+6.9% Added · +46K sh | Q2 2026 | |
| 9 | Nine Ten Capital Management LLC | 656K | $68.5M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 10 | AltraVue Capital, LLC | 553K | $57.7M | ▲+36% Added · +147K sh | Q2 2026 | |
| 11 | Artisan Partners Limited Partnership | 539K | $38.4M | ▲+17% Added · +80K sh | Q1 2026 | |
| 12 | Geneva Capital Management LLC | 533K | $55.7M | ▼−21% Reduced · −139K sh | Q2 2026 | |
| 13 | Conestoga Capital Advisors, LLC | 477K | $49.8M | ▼−30% Reduced · −207K sh | Q2 2026 | |
| 14 | Principal Financial Group Inc | 464K | $33.0M | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 15 | William Blair Investment Management, LLC | 434K | $45.3M | ▼−31% Reduced · −198K sh | Q2 2026 | |
| 16 | Emerald Advisers, LLC | 428K | $44.7M | ▲+32% Added · +104K sh | Q2 2026 | |
| 17 | Dimensional Fund Advisors LP | 377K | $26.8M | ▲+38% Added · +104K sh | Q1 2026 | |
| 18 | Next Century Growth Investors LLC | 366K | $38.3M | ▲+128% Added · +206K sh | Q2 2026 | |
| 19 | Jennison Associates LLC | 366K | $26.0M | ▲+65% Added · +144K sh | Q1 2026 | |
| 20 | Price T Rowe Associates Inc | 364K | $38.0M | ▲+3.8% Added · +13K sh | Q2 2026 | |
| 21 | Loomis Sayles & Co L P | 361K | $25.6M | ▼−7.7% Reduced · −30K sh | Q1 2026 | |
| 22 | Franklin Templeton Inc | 348K | $24.8M | ▼−18% Reduced · −74K sh | Q1 2026 | |
| 23 | Northern Trust Corp | 346K | $24.6M | ▼−4.4% Reduced · −16K sh | Q1 2026 | |
| 24 | Goldman Sachs Group Inc | 318K | $22.7M | ▲+88% Added · +149K sh | Q1 2026 | |
| 25 | Voya Investment Management LLC | 318K | $22.6M | ▲+47% Added · +102K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in AGYS and 38 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 142 funds | $217.0B |
| Alphabet Inc-CL AGOOGL | 141 funds | $151.7B |
| Amazon.com IncAMZN | 140 funds | $175.1B |
| Nvidia CorpNVDA | 139 funds | $346.0B |
| Apple IncAAPL | 135 funds | $243.7B |
| Eli Lilly & CoLLY | 134 funds | $72.6B |
| Visa Inc-Class A SharesV | 134 funds | $51.6B |
| Broadcom IncAVGO | 132 funds | $142.2B |
| Meta Platforms Inc-Class AMETA | 132 funds | $96.4B |
| Costco Wholesale CorpCOST | 131 funds | $31.4B |
| JPMorgan Chase & CoJPM | 130 funds | $46.6B |
| Mastercard Inc - AMA | 129 funds | $45.8B |
Ranked by how many of AGYS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGYS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Abdelrahman Joe Ahmed Youssef | Chief Commercial Officer | Sell (S) | 1K | $115K |
| Aug 18, 2026 | Badger Kyle C | SVP, GC and Secretary | Sell (S) | 8K | $958K |
| Aug 18, 2026 | Wood William David III | Chief Financial Officer | Sell (S) | 6K | $688K |
| Aug 7, 2026 | Srinivasan Ramesh | President & CEO, Director | Sell (S) | 25K | $2.7M |
| Aug 6, 2026 | Srinivasan Ramesh | President & CEO, Director | Sell (S) 2 lots, same day | 106K | $11.3M |
| Aug 5, 2026 | Srinivasan Ramesh | President & CEO, Director | Sell (S) | 66K | $7.3M |
| Jun 10, 2026 | Badger Kyle C | SVP, GC and Secretary | Sell (S) 2 lots, same day | 3K | $277K |
| Mar 17, 2026 | Keating Melvin L | Director | Buy (P) 4 lots, same day | 240 | $16K |
| Mar 16, 2026 | Keating Melvin L | Director | Buy (P) 2 lots, same day | 160 | $11K |
| Feb 3, 2026 | Keating Melvin L | Director | Buy (P) 6 lots, same day | 300 | $25K |
| Jan 30, 2026 | Keating Melvin L | Director | Buy (P) 4 lots, same day | 300 | $25K |
| Nov 21, 2025 | Colvin Donald A | Director | Sell (S) | 6K | $740K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 61 | 32 | – |
Insiders Form 4 open-market | 0 | 4 | -$23.3M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AGYS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AGYS/capital-change-brief"
Use Arkolith's capital_change_brief for AGYS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGYS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.