Position in BSY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$245,383
-$64,440 QoQ
Shares Held
6,987
-13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Larry Mathis Financial Planning, LLC holds $1,097,693 across 3 Software - Application names.
All Filings in BSY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,383 | 6,987 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $309,823 | 8,118 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||