WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BSY — Bentley Systems Inc
CIK 1632972
PLYMOUTH, MN
Position in BSY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$341,702
-$110,292 QoQ
Shares Held
11,432
-11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 392 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BSY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. BSY ranks #71 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in BSY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,702 | 11,432 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $451,994 | 12,870 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $542,057 | 14,203 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $576,730 | 11,203 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $591,295 | 10,956 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $388,561 | 9,877 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $525,515 | 11,253 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $584,264 | 11,499 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $291,372 | 5,903 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||