Position in BSY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,199,719
-$3,789,114 QoQ
Shares Held
909,994
+3.1% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#37
of 396 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, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. BSY ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in BSY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,199,719 | 909,994 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,988,833 | 882,370 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $32,412,197 | 849,265 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $45,038,564 | 874,875 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,868,995 | 1,146,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $53,336,070 | 1,355,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,829,478 | 1,345,385 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,489,600 | 1,092,100 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $53,854,622 | 1,091,058 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $33,929,527 | 649,742 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $33,878,647 | 649,265 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,728,196 | 652,476 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $35,222,113 | 649,495 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $592,058 | 13,772 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,394,617 | 118,902 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,967,973 | 227,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,927,720 | 568,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $416,882 | 9,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,183 | 9,501 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,066,975 | 34,086 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,529,140 | 39,042 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||