Atala Financial’s Bentley Systems BSY Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-1,184	Closed	-$46.6K	–	172
2025 Q1	$46.6K	Hold	1,184	–	–	0.03%	178
2024 Q4	$55.3K	Buy	+1,184	New	+$57.8K	0.04%	179

Other funds holding BSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Atala Financial's BSY Position: Q2 2025 in Review

Atala Financial sold out of Bentley Systems (BSY) in Q2 2025, closing a stake of 1,184 shares — an estimated $46.6K sold.

Atala Financial first reported a position in BSY in Q4 2024 and held it in 2 quarters. The position peaked at $55.3K in Q4 2024. 454 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

Atala Financial reported no remaining Bentley Systems position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 1,184 Bentley Systems shares in Q2 2025, an estimated $46.6K.
Atala Financial first reported a position in Bentley Systems in Q4 2024 and held it in 2 quarters.
Atala Financial's Bentley Systems position peaked at $55.3K in Q4 2024.
454 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.