Steward Partners Investment Advisory, LLC

Position in BSY — Bentley Systems Inc

CIK 1723397 STAMFORD, CT

Position in BSY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$84,020

+$51,640 QoQ

Shares Held

2,811

+204.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#278

of 392 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $135,269,236 across 89 Software - Application names. BSY ranks #36 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	473,715	$34,183,274
2	CRM	Salesforce, Inc.	180,521	$28,280,419
3	ADP	Automatic Data Processing Inc	60,377	$13,521,429
4	CDNS	Cadence Design Systems Inc	32,031	$12,021,874
5	NOW	ServiceNow, Inc.	115,761	$11,492,752
6	ADBE	Adobe Inc.	30,789	$6,312,360
7	SHOP	Shopify Inc.	48,093	$5,491,258
8	PAYX	Paychex Inc	43,358	$4,263,392

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,020	2,811	+204.9%	Shares	Sole	2026-08-13
2026-03-31	$32,380	922	-54.5%	Shares	Sole	2026-05-08
2025-12-31	$77,284	2,025	+15.9%	Shares	Sole	2026-02-12
2025-09-30	$89,935	1,747	+607.3%	Shares	Sole	2025-11-12
2025-06-30	$13,330	247	+16.0%	Shares	Sole	2025-08-12
2025-03-31	$8,379	213	-14.5%	Shares	Sole	2025-05-13
2024-12-31	$11,628	249	-45.5%	Shares	Sole	2025-02-06
2024-09-30	$23,220	457	-14.3%	Shares	Sole	2024-11-14
2024-06-30	$26,308	533	+93.1%	Shares	Sole	2024-08-08
2024-03-31	$14,412	276	+181.6%	Shares	Sole	2024-05-15
2023-12-31	$5,113	98	-31.5%	Shares	Sole	2024-02-12
2022-06-30	$4,761	143	-76.3%	Shares	Sole	2022-08-04
2022-03-31	$26,640	603	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.