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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 2023

Institutional positions in PlayAGS, Inc. as of Dec 31, 2023. 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
117
+2 vs. Q3 2023
Shares held
30.6M
+578.7K (+1.9%) vs. Q3 2023
Total value
$257.6M
+$61.8M (+31.6%) vs. Q3 2023
New holders
11
50 more added
Sold out
9
40 more reduced

Compare with Q3 2023: 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 2023: 117 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 2023: $257.6M
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 2023

Shares, value and share of portfolio for each institution holding PlayAGS, Inc.; share changes are against Q3 2023.

Institutions holding AGS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jacobs Levy Equity Management, Inc563,819$4.75M0.02%−29,079−4.9%Reduced
Nantahala Capital Management, LLC566,588$4.78M0.48%−27,986−4.7%Reduced
SG Capital Management LLC575,920$4.86M1.72%−10,431−1.8%Reduced
Acadian Asset Management LLC579,874$4.89M0.02%−106,627−15.5%Reduced
State Street Corp684,969$5.77M0.00%+147,721+27.5%Added
Harbert Fund Advisors, Inc.715,864$6.03M4.14%−409,136−36.4%Reduced
Ancora Advisors, LLC724,085$6.10M0.14%+44,820+6.6%Added
Emerald Mutual Fund Advisers Trust726,995$6.13M0.32%+119,583+19.7%Added
Geode Capital Management, LLC792,305$6.68M0.00%+62,363+8.5%Added
Millennium Management LLC828,494$6.98M0.01%−59,335−6.7%Reduced
Russell Investments Group, Ltd.1,318,929$11.1M0.02%+501,030+61.3%Added
Ameriprise Financial Inc1,333,064$11.2M0.00%−39,489−2.9%Reduced
Renaissance Technologies LLC1,489,577$12.6M0.02%+21,235+1.4%Added
Brigade Capital Management, LP1,837,228$15.5M10.81%+39,181+2.2%Added
Vanguard Group Inc2,094,056$17.7M0.00%+146,186+7.5%Added
BlackRock Inc.3,059,271$25.8M0.00%+207,449+7.3%Added
ArrowMark Colorado Holdings LLC3,427,966$28.9M0.32%+191,173+5.9%Added
Norges Bank0$00.00%−184,200−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−126,947−100.0%Sold out
Man Group plc0$00.00%–Sold out
Walleye Capital LLC0$00.00%−47,547−100.0%Sold out
Bank of Montreal0$00.00%−38,640−100.0%Sold out
XTX Topco Ltd0$00.00%−39,755−100.0%Sold out
Trexquant Investment LP0$00.00%−27,833−100.0%Sold out
Essex Savings Bank0$00.00%−11,611−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−20−100.0%Sold out