Position in BSY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$649,031
-$1,024,507 QoQ
Shares Held
21,714
-54.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#196
of 392 holders
Holding Since
Jun 2021
21 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, 2026Atria Investments, Inc holds $100,030,242 across 47 Software - Application names. BSY ranks #27 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
111,018 | $12,676,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
43,886 | $9,828,269 | |
| 3 | UBER |
Uber Technologies, Inc
|
120,319 | $8,682,219 | |
| 4 | ADSK |
Autodesk, Inc.
|
40,225 | $7,820,544 | |
| 5 | CRM |
Salesforce, Inc.
|
48,464 | $7,592,370 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,202 | $6,771,094 | |
| 7 | PAYX |
Paychex Inc
|
58,073 | $5,710,318 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
12,809 | $4,807,473 |
All Filings in BSY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,031 | 21,714 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,673,538 | 47,652 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,268,413 | 59,437 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,056,572 | 78,799 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,374,376 | 81,052 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,175,878 | 80,729 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,588,661 | 76,845 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,242,939 | 83,506 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,292,493 | 86,963 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,402,707 | 65,161 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,629,797 | 69,563 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,869,051 | 57,198 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,947,888 | 54,359 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,281,479 | 53,070 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,922,770 | 52,023 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,507,322 | 49,275 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,105,826 | 33,208 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,814,560 | 41,072 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,702,762 | 35,232 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,959,278 | 32,310 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,002,859 | 15,481 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||