Position in BSY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,040
-$41,393 QoQ
Shares Held
1,072
-48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 396 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. BSY ranks #53 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in BSY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,040 | 1,072 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $73,433 | 2,091 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $144,374 | 3,783 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $249,058 | 4,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $398,512 | 7,384 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $399,890 | 10,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $468,632 | 10,035 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $493,770 | 9,718 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $472,274 | 9,568 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $504,599 | 9,663 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $499,777 | 9,578 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $481,433 | 9,598 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $533,622 | 9,840 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $427,319 | 9,940 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $367,565 | 9,945 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $529,237 | 17,301 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $645,453 | 19,383 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $634,026 | 14,351 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $256,293 | 5,303 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||