MAK CAPITAL ONE LLC: AGILYSYS INC (AGYS): Quarterly 13F Position History
As of Q1 2026, MAK CAPITAL ONE LLC reported 1,192,730 shares of AGILYSYS INC (AGYS), worth $84.9M and representing 14.0% of its 13F equity book. The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 1,192,730Shares Held (Latest Filing)
- $84.9MReported Market Value (Latest Filing)
- 14.0%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$56.9MQuarter-over-Quarter Value Change
- 7,056,934Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,192,730 | 0 | — | $84.9M | 14.0% | $71.1 |
| Q4 2025 | 1,192,730 | 0 | — | $141.7M | 19.1% | $118.8 |
| Q3 2025 | 1,192,730 | 0 | — | $125.5M | 25.0% | $105.3 |
| Q2 2025 | 1,192,730 | 0 | — | $136.7M | 24.1% | $114.6 |
| Q1 2025 | 1,192,730 | 0 | — | $86.5M | 18.4% | $72.5 |
| Q4 2024 | 1,192,730 | 0 | — | $157.1M | 30.1% | $131.7 |
| Q3 2024 | 1,192,730 | 0 | — | $130.0M | 26.6% | $109.0 |
| Q2 2024 | 1,192,730 | 867,728 | -42.1% | $124.2M | 29.7% | $104.1 |
| Q1 2024 | 2,060,458 | 1,264,127 | -38.0% | $173.6M | 34.4% | $84.3 |
| Q4 2023 | 3,324,585 | 471,330 | -12.4% | $282.0M | 52.1% | $84.8 |
| Q3 2023 | 3,795,915 | 0 | — | $251.1M | 46.5% | $66.2 |
| Q2 2023 | 3,795,915 | 0 | — | $260.6M | 49.4% | $68.6 |
| Q1 2023 | 3,795,915 | 0 | — | $313.2M | 49.3% | $82.5 |
| Q4 2022 | 3,795,915 | 0 | — | $300.4M | 51.3% | $79.1 |
| Q3 2022 | 3,795,915 | 156,149 | -4.0% | $210.1M | 42.6% | $55.4 |
| Q2 2022 | 3,952,064 | 0 | — | $186.8M | 38.4% | $47.3 |
| Q1 2022 | 3,952,064 | 0 | — | $157.6M | 34.7% | $39.9 |
| Q4 2021 | 3,952,064 | 0 | — | $175.7M | 34.8% | $44.5 |
| Q3 2021 | 3,952,064 | 0 | — | $206.9M | 43.1% | $52.4 |
| Q2 2021 | 3,952,064 | 181,927 | -4.4% | $224.8M | 47.1% | $56.9 |
| Q1 2021 | 4,133,991 | 0 | — | $198.3M | 47.1% | $48.0 |
| Q4 2020 | 4,133,991 | 0 | — | $158.7M | 42.5% | $38.4 |
| Q3 2020 | 4,133,991 | 0 | — | $99.9M | 42.0% | $24.2 |
| Q2 2020 | 4,133,991 | +1,735,457 | +72.4% | $74.2M | 37.8% | $17.9 |
| Q1 2020 | 2,398,534 | 0 | — | $40.1M | 35.3% | $16.7 |
| Q4 2019 | 2,398,534 | 10,223 | -0.4% | $60.9M | 20.0% | $25.4 |
| Q3 2019 | 2,408,757 | 0 | — | $61.7M | 24.7% | $25.6 |
| Q2 2019 | 2,408,757 | +336,543 | +16.2% | $51.7M | 24.5% | $21.5 |
| Q1 2019 | 2,072,214 | 3,212,434 | -60.8% | $43.9M | 24.6% | $21.2 |
| Q4 2018 | 5,284,648 | 0 | — | $75.8M | 41.0% | $14.3 |
| Q3 2018 | 5,284,648 | 0 | — | $86.1M | 28.2% | $16.3 |
| Q2 2018 | 5,284,648 | 0 | — | $81.9M | 14.0% | $15.5 |
| Q1 2018 | 5,284,648 | 0 | — | $63.0M | 79.1% | $11.9 |
| Q4 2017 | 5,284,648 | 1,772,286 | -25.1% | $64.9M | 90.4% | $12.3 |
| Q3 2017 | 7,056,934 | 0 | — | $84.3M | 100.0% | $12.0 |
| Q2 2017 | 7,056,934 | 0 | — | $71.4M | 100.0% | $10.1 |
| Q1 2017 | 7,056,934 | 0 | — | $66.7M | 65.1% | $9.4 |
| Q4 2016 | 7,056,934 | 0 | — | $73.1M | 67.5% | $10.4 |
| Q3 2016 | 7,056,934 | 0 | — | $78.5M | 50.2% | $11.1 |
| Q2 2016 | 7,056,934 | — | — | $73.9M | 58.5% | $10.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MAK CAPITAL ONE LLC first disclose a AGYS position in 13F-HR filings?
MAK CAPITAL ONE LLC first reported AGILYSYS INC (AGYS) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was MAK CAPITAL ONE LLC's most recent quarter-over-quarter share-count change in AGYS?
MAK CAPITAL ONE LLC held the same 1,192,730 shares of AGYS between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent MAK CAPITAL ONE LLC's cost basis in AGYS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.