Position in BSY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,041,307
-$186,663 QoQ
Shares Held
34,838
-0.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#166
of 392 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Valmark Advisers, Inc. holds $8,537,903 across 9 Software - Application names. BSY ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,953 | $2,676,874 | |
| 2 | SHOP |
Shopify Inc.
|
10,547 | $1,204,256 | |
| 3 | BSY |
Bentley Systems Inc
This page
|
34,838 | $1,041,307 | |
| 4 | PAYX |
Paychex Inc
|
9,658 | $949,671 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,983 | $891,832 | |
| 6 | CRM |
Salesforce, Inc.
|
3,548 | $555,829 | |
| 7 | INTU |
Intuit Inc.
|
1,967 | $513,387 | |
| 8 | ADBE |
Adobe Inc.
|
2,182 | $447,353 |
All Filings in BSY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,307 | 34,838 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,227,970 | 34,965 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,334,439 | 34,965 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,793,460 | 34,838 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,035,262 | 37,711 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,919,713 | 48,798 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,751,564 | 58,920 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||