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Annis Gardner Whiting Capital Advisors’s Bentley Systems BSY Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-950
Closed -$33.4K – 463
2026
Q1 		$33.4K Hold
950
– – 0.01% 639
2025
Q4 		$36.3K Buy
950
+144
+18% +$6.56K 0.01% 572
2025
Q3 		$41.5K Buy
+806
New +$44.2K 0.01% 524

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BSY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 950 shares — an estimated $33.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BSY in Q3 2025 and held it in 3 quarters. The position peaked at $41.5K in Q3 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 950 Bentley Systems shares in Q2 2026, an estimated $33.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Bentley Systems in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Bentley Systems position peaked at $41.5K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.