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PlayAGS, Inc.

AGSDelisted Jul 1, 2025
Industry
Miscellaneous Manufacturing Industries
SEC CIK
0001593548

PlayAGS, Inc. was delisted on Jul 1, 2025; its insiders filed their last Form 4 on Jul 2, 2025; 130 institutions reported holding it in 13F filings for Q2 2025, worth $391.1M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in PlayAGS, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
93
+9 vs. Q3 2022
Shares held
29.0M
−1.78M (−5.8%) vs. Q3 2022
Total value
$147.7M
−$15.2M (−9.3%) vs. Q3 2022
New holders
22
37 more added
Sold out
13
18 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AGS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 93 institutions
Q1 2021: 95 institutionsQ2 2021: 101 institutionsQ3 2021: 98 institutionsQ4 2021: 100 institutionsQ1 2022: 97 institutionsQ2 2022: 76 institutionsQ3 2022: 85 institutionsQ4 2022: 93 institutionsQ1 2023: 95 institutionsQ2 2023: 108 institutionsQ3 2023: 115 institutionsQ4 2023: 117 institutionsQ1 2024: 123 institutionsQ2 2024: 140 institutionsQ3 2024: 130 institutionsQ4 2024: 145 institutionsQ1 2025: 140 institutionsQ2 2025: 130 institutionsQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $147.7M
Q1 2021: $244.2MQ2 2021: $297.0MQ3 2021: $238.1MQ4 2021: $206.6MQ1 2022: $209.1MQ2 2022: $166.7MQ3 2022: $163.0MQ4 2022: $147.7MQ1 2023: $212.7MQ2 2023: $170.1MQ3 2023: $195.9MQ4 2023: $257.6MQ1 2024: $276.7MQ2 2024: $379.0MQ3 2024: $352.2MQ4 2024: $381.6MQ1 2025: $400.2MQ2 2025: $391.1MQ3 2025: $31.2KQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding AGS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20251$31.2K
Q2 2025130$391.1M
Q1 2025140$400.2M
Q4 2024145$381.6M
Q3 2024130$352.2M
Q2 2024140$379.0M
Q1 2024123$276.7M
Q4 2023117$257.6M
Q3 2023115$195.9M
Q2 2023108$170.1M
Q1 202395$212.7M
Q4 202293$147.7M
Q3 202285$163.0M
Q2 202276$166.7M
Q1 202297$209.1M
Q4 2021100$206.6M
Q3 202198$238.1M
Q2 2021101$297.0M
Q1 202195$244.2M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding PlayAGS, Inc.; share changes are against Q3 2022.

Institutions holding AGS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HG Vora Capital Management, LLC3,500,000$17.9M0.76%00.0%Unchanged
ArrowMark Colorado Holdings LLC3,161,217$16.1M0.19%+674,442+27.1%Added
Vanguard Group Inc1,621,439$8.27M0.00%+381,551+30.8%Added
Goldman Sachs Group Inc1,564,369$7.98M0.00%+100.0%Added
Ameriprise Financial Inc1,379,421$7.04M0.00%+325,074+30.8%Added
Millennium Management LLC1,273,538$6.50M0.01%+759,305+147.7%Added
Morgan Stanley1,252,108$6.39M0.00%+82,490+7.1%Added
Renaissance Technologies LLC1,145,842$5.84M0.01%−133,500−10.4%Reduced
BlackRock Inc.868,844$4.43M0.00%+12,098+1.4%Added
ING Groep NV850,000$4.33M0.04%00.0%Unchanged
B. Riley Financial, Inc.840,530$4.29M0.96%+840,530New
B. Riley Securities, Inc.840,530$4.29M0.93%+840,530New
1060 Capital, LLC766,641$3.91M9.34%+766,641New
Harbert Fund Advisors, Inc.701,746$3.58M3.08%+552,830+371.2%Added
LGT Capital Partners Ltd.527,338$2.69M0.08%−72,662−12.1%Reduced
Marshall Wace, LLP512,002$2.61M0.01%+462,787+940.3%Added
One Fin Capital Management LP500,000$2.55M1.16%+500,000New
Healthcare of Ontario Pension Plan Trust Fund450,000$2.29M0.01%−427,700−48.7%Reduced
Public Sector Pension Investment Board450,000$2.29M0.02%00.0%Unchanged
Emerald Mutual Fund Advisers Trust434,547$2.22M0.14%−4,174−1.0%Reduced
Fuller & Thaler Asset Management, Inc.369,940$1.89M0.01%+369,940New
Two Sigma Advisers, LP351,000$1.79M0.00%+51,300+17.1%Added
Jacobs Levy Equity Management, Inc345,170$1.76M0.01%+68,231+24.6%Added
Citadel Advisors LLC319,228$1.63M0.00%+234,733+277.8%Added
Dimensional Fund Advisors LP272,812$1.39M0.00%+18,214+7.2%Added
Geode Capital Management, LLC264,969$1.35M0.00%+4,743+1.8%Added
Two Sigma Investments, LP245,622$1.25M0.00%+15,341+6.7%Added
Mill Road Capital Management LLC239,470$1.22M0.68%00.0%Unchanged
Teton Advisors, Inc.232,000$1.18M0.30%00.0%Unchanged
Nantahala Capital Management, LLC222,518$1.13M0.10%00.0%Unchanged
Emerald Advisers, LLC204,616$1.04M0.05%−26,651−11.5%Reduced
Norges Bank192,500$981.8K0.00%+192,500New
Acadian Asset Management LLC173,235$881.0K0.00%+166,877+2,624.7%Added
M&T Bank Corp158,166$806.3K0.00%+28,006+21.5%Added
CastleKnight Management LP157,100$801.2K0.23%−17,000−9.8%Reduced
Bridgeway Capital Management, LLC153,400$782.3K0.02%+50,100+48.5%Added
Alta Fundamental Advisers LLC150,000$765.0K0.33%+150,000New
Russell Investments Group, Ltd.136,851$697.9K0.00%+27,422+25.1%Added
Connor, Clark & Lunn Investment Management Ltd.132,020$673.3K0.00%+42,513+47.5%Added
Prescott Group Capital Management, L.L.C.121,559$620.0K0.14%+72,000+145.3%Added
Charles Schwab Investment Management Inc113,587$579.3K0.00%00.0%Unchanged
State Street Corp110,281$562.4K0.00%00.0%Unchanged
Bank of New York Mellon Corp98,399$501.8K0.00%−412−0.4%Reduced
Ergoteles LLC82,906$422.8K0.02%−25,274−23.4%Reduced
Citigroup Inc82,845$422.5K0.00%+77,990+1,606.4%Added
Susquehanna International Group, LLP81,529$415.8K0.00%+40,112+96.8%Added
683 Capital Management, LLC78,038$398.0K0.04%+78,038New
Invesco Ltd.70,057$357.3K0.00%−44−0.1%Reduced
Contrarian Capital Management, L.L.C.66,000$336.6K0.08%+12,000+22.2%Added
Union Square Park Capital Management, LLC65,000$331.5K0.89%+65,000New
Man Group plc64,743$330.2K0.00%+64,743New
Alpha Paradigm Partners, LLC57,968$296.0K0.12%+57,968New
Cambridge Investment Research Advisors, Inc.53,450$273.0K0.00%+230+0.4%Added
Truist Financial Corp50,000$255.0K0.00%00.0%Unchanged
Captrust Financial Advisors50,000$255.0K0.00%+50,000New
Northern Trust Corp49,063$250.2K0.00%00.0%Unchanged
Jump Financial, LLC48,272$246.2K0.01%+28,072+139.0%Added
Engineers Gate Manager LP46,340$236.3K0.01%−9,472−17.0%Reduced
Occudo Quantitative Strategies LP43,735$223.0K0.03%+43,735New
Nisa Investment Advisors, LLC40,000$204.0K0.00%00.0%Unchanged
Barclays PLC39,435$201.1K0.00%+16,551+72.3%Added
Penn Capital Management Co Inc37,705$192.3K0.02%+26,524+237.2%Added
Schonfeld Strategic Advisors LLC35,400$180.5K0.00%+35,400New
Arrowstreet Capital, Limited Partnership34,078$174.0K0.00%−77,658−69.5%Reduced
Algert Global LLC32,862$167.6K0.01%+2,580+8.5%Added
Qube Research & Technologies Ltd31,916$162.8K0.00%+7,437+30.4%Added
Gsa Capital Partners LLP28,472$145.0K0.02%+14,402+102.4%Added
BNP Paribas Arbitrage, SA28,090$143.3K0.00%+28,061+96,762.1%Added
Federated Hermes, Inc.27,746$141.5K0.00%+6,924+33.3%Added
Cubist Systematic Strategies, LLC27,606$140.8K0.00%−5,038−15.4%Reduced
Gabelli Funds LLC25,000$127.5K0.00%00.0%Unchanged
Diametric Capital, LP23,070$117.7K0.06%−7,567−24.7%Reduced
Boothbay Fund Management, LLC22,547$115.0K0.00%+22,547New
HSBC Holdings PLC19,213$97.4K0.00%00.0%Unchanged
Wells Fargo & Company18,879$96.3K0.00%−4,669−19.8%Reduced
Raymond James Financial Services Advisors, Inc.16,493$84.1K0.00%00.0%Unchanged
Prelude Capital Management, LLC15,203$77.5K0.00%−638−4.0%Reduced
XTX Topco Ltd14,075$71.8K0.02%+14,075New
Lighthouse Investment Partners, LLC13,075$66.7K0.01%+13,075New
Simplex Trading, LLC11,328$57.0K0.00%+11,328New
Mackenzie Financial Corp10,200$52.0K0.00%+10,200New
Quantbot Technologies LP6,783$34.6K0.00%+2,783+69.6%Added
JPMorgan Chase & Co4,307$22.0K0.00%+4,106+2,042.8%Added
UBS Group AG3,220$16.4K0.00%+1,844+134.0%Added
FMR LLC2,042$10.4K0.00%+14+0.7%Added
Signaturefd, LLC2,000$10.2K0.00%+2,000New
Clear Street Markets LLC2,000$10.0K0.00%−3,000−60.0%Reduced
Royal Bank of Canada2,000$10.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,080$6.00K0.00%−428−28.4%Reduced
Washington Trust Co400$2.04K0.00%+400New
Ellevest, Inc.139$7090.00%00.0%Unchanged
Bell Investment Advisors, Inc108$5510.00%+108New
Bank of America Corp42$2140.00%−3,854−98.9%Reduced
Apollo Management Holdings, L.P.0$00.00%−8,208,076−100.0%Sold out
Beryl Capital Management LLC0$00.00%−427,368−100.0%Sold out
Monarch Partners Asset Management LLC0$00.00%−389,727−100.0%Sold out
HN Saltoro Capital, LP0$00.00%−107,471−100.0%Sold out
Benefit Street Partners LLC0$00.00%−81,990−100.0%Sold out
Engine Capital Management, LP0$00.00%−64,943−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−28,666−100.0%Sold out