Position in BSY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$232,670
-$58,032 QoQ
Shares Held
6,625
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in BSY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,670 | 6,625 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $290,702 | 7,617 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $423,320 | 8,223 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $448,166 | 8,304 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $312,792 | 7,951 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $353,565 | 7,571 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $404,142 | 7,954 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $377,604 | 7,650 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $364,600 | 6,982 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $366,147 | 7,017 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $348,963 | 6,957 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $381,128 | 7,028 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $325,305 | 7,567 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $254,395 | 6,883 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||