Position in BSY
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$292,057
-$203,782 QoQ
Shares Held
8,316
-36.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
|
1,837 | $287,784 |
All Filings in BSY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,057 | 8,316 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $495,839 | 12,992 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $854,465 | 16,598 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,039,678 | 19,264 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $827,556 | 21,036 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $949,130 | 20,324 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,127,118 | 22,183 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $985,966 | 19,975 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $942,153 | 18,042 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $979,575 | 18,773 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $941,352 | 18,767 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,100,164 | 20,287 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $878,887 | 20,444 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $760,378 | 20,573 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $671,634 | 21,956 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $701,964 | 21,080 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $687,573 | 15,563 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $436,709 | 9,036 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $682,321 | 11,252 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $717,762 | 11,080 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $544,481 | 11,602 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||