LongAGYSJun 2026
Agilysys
Baird added Agilysys as it increased exposure to software despite continued weakness across the sector. The fund views Agilysys as a high-quality cloud software business with…
AGYS
Which hedge funds are long AGYS?
2 published ideas on Agilysys across 2 funds — 2 long and 0 short.
Agilysys hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Agilysys: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAGYSJun 2026
Agilysys
Baird initiated a position in Agilysys while increasing exposure to software. The company provides mission-critical cloud software to hotels, resorts, casinos, cruise lines, and…