Agilysys Inc (AGYS) Institutional Holdings & 13F Data (Q2 2026)

AGYS ranks #2185 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AGYS is a top-conviction position for Nine Ten Capital Management LLC — at 21.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AGYS belongs to BlackRock, Inc., but the position matters far more to Nine Ten Capital Management LLC, who has 21.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

GAMMA Investing LLC has added to its AGYS position for two straight quarters, increasing it by $97.7K to reach $145.0K today.

AGYS is down 3.1% today, but institutions show net buying of $506.5M this quarter — a divergence between today's price move and the underlying institutional flow.

AGYS posted net income of $42.9M over the trailing twelve months, and currently trades at a P/E of 72.7.

• Profitable — net income of $42.9M over the trailing twelve months
• Revenue grew 14.4% year over year
• Net income improved year over year, from $14.0M to $42.9M
• Generated $70.0M in positive operating cash flow
• Current ratio of 1.47x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting