AAP
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Arax Advisory Partners’s Bentley Systems BSY Stock Holding History

Arax Advisory Partners’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
-612
Closed -$23.4K – 3858
2025
Q4 		$23.4K Sell
612
-113
-16% -$5.15K ﹤0.01% 2026
2025
Q3 		$37.3K Sell
725
-604
-45% -$33.1K ﹤0.01% 1978
2025
Q2 		$71.7K Buy
1,329
+28
+2% +$1.3K ﹤0.01% 1083
2025
Q1 		$51.2K Buy
1,301
+703
+118% +$31.4K ﹤0.01% 938
2024
Q4 		$27.9K Sell
598
-3
-0.5% -$146 ﹤0.01% 1085
2024
Q3 		$30.5K Hold
601
– – ﹤0.01% 917
2024
Q2 		$29.7K Hold
601
– – ﹤0.01% 845
2024
Q1 		$31.4K Hold
601
– – ﹤0.01% 584
2023
Q4 		$31.4K Hold
601
– – ﹤0.01% 567
2023
Q3 		$30.2K Hold
601
– – ﹤0.01% 531
2023
Q2 		$32.6K Buy
601
+7
+1% +$327 ﹤0.01% 518
2023
Q1 		$25.5K Sell
594
-90
-13% -$3.58K ﹤0.01% 546
2022
Q4 		$25.3K Hold
684
– – ﹤0.01% 533
2022
Q3 		$21K Buy
684
+9
+1% +$329 ﹤0.01% 560
2022
Q2 		$22K Buy
+675
New +$24.8K ﹤0.01% 549

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return