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.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Agilysys: the full 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…