Position in BSY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,815,876
-$1,008,818 QoQ
Shares Held
194,576
+0.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#86
of 392 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, 2026Legacy Advisors, LLC holds $34,266,749 across 14 Software - Application names. BSY ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERX |
Vertex, Inc.
|
1,343,838 | $15,427,260 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,924 | $7,859,955 | |
| 3 | BSY |
Bentley Systems Inc
This page
|
194,576 | $5,815,876 | |
| 4 | DDOG |
Datadog, Inc.
|
3,187 | $829,767 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,698 | $828,167 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,787 | $773,093 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,830 | $686,835 | |
| 8 | FICO |
Fair Isaac Corp
|
345 | $412,199 |
All Filings in BSY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,815,876 | 194,576 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,824,694 | 194,325 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,403,475 | 193,986 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,987,017 | 193,998 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $564,418 | 10,458 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,616,184 | 193,599 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,021,599 | 193,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,803,840 | 192,951 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,513,448 | 192,736 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,143,003 | 194,236 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,124,381 | 194,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,793,539 | 195,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,577,181 | 195,043 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,400,847 | 195,414 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,214,924 | 195,209 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,967,007 | 195,064 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,322,769 | 219,903 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,733,163 | 220,307 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,673,632 | 220,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,491,611 | 222,487 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $14,203,338 | 219,255 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||