Position in AGYS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,127,120
+$5,134,343 QoQ
Shares Held
116,049
+18.1% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
of 287 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGYS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,871,332 across 81 Software - Application names. AGYS ranks #33 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in AGYS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,127,120 | 116,049 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,992,777 | 98,296 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,598,662 | 122,843 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,373,887 | 136,569 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,043,175 | 131,221 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,202,460 | 140,646 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,959,416 | 105,986 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,899,615 | 100,024 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,687,519 | 93,024 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,560,483 | 77,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,995,615 | 47,107 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,608,945 | 24,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $652,217 | 9,502 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $530,209 | 6,426 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $579,779 | 7,326 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||