Position in BSY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$201,727
-$147,471 QoQ
Shares Held
6,749
-32.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 392 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names. BSY ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in BSY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,727 | 6,749 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $349,198 | 9,943 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $413,059 | 10,823 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||