AO
BSY icon

Advisor OS’s Bentley Systems BSY Stock Holding History

Advisor OS’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,030
Closed -$268K – 584
2025
Q4 		$268K Sell
7,030
-532
-7% -$24.2K 0.02% 405
2025
Q3 		$389K Sell
7,562
-1,940
-20% -$106K 0.03% 309
2025
Q2 		$513K Sell
9,502
-646
-6% -$29.9K 0.05% 250
2025
Q1 		$399K Sell
10,148
-856
-8% -$38.2K 0.05% 265
2024
Q4 		$514K Sell
11,004
-9,647
-47% -$471K 0.06% 221
2024
Q3 		$1.05M Sell
20,651
-10,332
-33% -$509K 0.1% 148
2024
Q2 		$1.53M Buy
30,983
+226
+0.7% +$11.7K 0.17% 108
2024
Q1 		$1.61M Buy
30,757
+2,770
+10% +$139K 0.18% 99
2023
Q4 		$1.46M Sell
27,987
-1,493
-5% -$76.7K 0.19% 91
2023
Q3 		$1.48M Buy
29,480
+1,171
+4% +$58.9K 0.22% 85
2023
Q2 		$1.54M Buy
28,309
+396
+1% +$18.5K 0.25% 74
2023
Q1 		$1.2M Buy
27,913
+1,174
+4% +$46.7K 0.29% 90
2022
Q4 		$988K Buy
26,739
+5,814
+28% +$211K 0.26% 91
2022
Q3 		$640K Sell
20,925
-3,534
-14% -$129K 0.19% 109
2022
Q2 		$815K Buy
24,459
+8,424
+53% +$309K 0.24% 98
2022
Q1 		$709K Buy
16,035
+5,618
+54% +$224K 0.21% 115
2021
Q4 		$503K Buy
10,417
+1,033
+11% +$55.9K 0.1% 168
2021
Q3 		$569K Buy
9,384
+1,346
+17% +$85.9K 0.12% 146
2021
Q2 		$520K Buy
8,038
+3,454
+75% +$190K 0.11% 139
2021
Q1 		$214K Buy
+4,584
New +$210K 0.05% 187

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Advisor OS's BSY Position: Q1 2026 in Review

Advisor OS sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 7,030 shares — an estimated $268K sold.

Advisor OS first reported a position in BSY in Q1 2021 and held it in 20 quarters. The position peaked at $1.61M in Q1 2024. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Advisor OS reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 7,030 Bentley Systems shares in Q1 2026, an estimated $268K.
  • Advisor OS first reported a position in Bentley Systems in Q1 2021 and held it in 20 quarters.
  • Advisor OS's Bentley Systems position peaked at $1.61M in Q1 2024.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.