Position in BSY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$586,441
-$47,264 QoQ
Shares Held
19,620
+8.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#208
of 392 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in BSY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. BSY ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in BSY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,441 | 19,620 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $633,705 | 18,044 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $343,407 | 8,998 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||