Position in BSY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,739,328
-$1,196,289 QoQ
Shares Held
91,647
-18.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 392 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names. BSY ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in BSY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,739,328 | 91,647 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,935,617 | 112,062 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,774,402 | 151,301 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,991,599 | 174,662 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,013,539 | 185,539 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,467,794 | 189,827 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,069,840 | 194,215 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,466,707 | 205,997 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,083,063 | 204,276 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,703,376 | 204,967 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,355,589 | 198,459 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,625,152 | 191,889 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,172,626 | 187,583 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,856,938 | 182,762 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,722,321 | 181,881 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,797,722 | 189,530 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,430,563 | 193,110 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,525,606 | 147,705 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,123,753 | 106,016 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,622,918 | 109,217 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,740,682 | 104,055 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,628,048 | 98,616 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||