Position in BSY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$350,216
+$119,689 QoQ
Shares Held
9,972
+122.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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, 2026BENJAMIN EDWARDS INC holds $134,402,756 across 23 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
218,370 | $48,903,961 | |
| 2 | INTU |
Intuit Inc.
|
58,281 | $15,211,341 | |
| 3 | PAYX |
Paychex Inc
|
131,369 | $12,917,512 | |
| 4 | CRM |
Salesforce, Inc.
|
67,700 | $10,605,881 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
24,878 | $9,337,210 | |
| 6 | UBER |
Uber Technologies, Inc
|
92,740 | $6,692,117 | |
| 7 | SHOP |
Shopify Inc.
|
57,425 | $6,556,786 | |
| 8 | NOW |
ServiceNow, Inc.
|
63,580 | $6,312,222 |
All Filings in BSY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,216 | 9,972 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $230,527 | 4,478 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $292,841 | 5,426 | Shares | Defined | 2025-08-14 | |
| 2024-06-30 | $81,345 | 1,648 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $78,277 | 1,499 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $76,339 | 1,463 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $68,819 | 1,372 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,299 | 1,241 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $33,360 | 776 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $16,077 | 435 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $28,938 | 946 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $25,308 | 760 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,182 | 570 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $18,945 | 392 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $22,558 | 372 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $24,098 | 372 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||