Position in BSY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$640,124
-$226,181 QoQ
Shares Held
21,416
-13.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#199
of 396 holders
Holding Since
Mar 2021
22 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. BSY ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in BSY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,124 | 21,416 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $866,305 | 24,667 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,203,227 | 31,527 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,406,998 | 46,756 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,901,211 | 53,756 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,180,616 | 55,430 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,699,680 | 57,809 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,090,467 | 60,824 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,034,257 | 61,472 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,183,017 | 60,954 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,273,042 | 62,726 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,231,156 | 64,417 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,831,512 | 70,653 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,036,727 | 70,638 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,556,227 | 69,162 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,253,901 | 73,681 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,584,546 | 77,614 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,429,634 | 54,994 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,752,784 | 36,267 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,398,008 | 39,545 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,550,582 | 39,373 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,793,242 | 38,211 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||