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Aviso Financial’s Bentley Systems BSY Stock Holding History

Aviso 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
2026
Q1 		$481K Sell
13,700
-1,521
-10% -$55.9K 0.02% 189
2025
Q4 		$581K Sell
15,221
-2,853
-16% -$130K 0.02% 182
2025
Q3 		$930K Buy
+18,074
New +$990K 0.04% 167

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Aviso Financial's BSY Position: Q1 2026 in Review

Aviso Financial reduced its Bentley Systems (BSY) stake by 10% in Q1 2026, selling an estimated $55.9K and leaving 13,700 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #189.

Aviso Financial first reported a position in BSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $930K in Q3 2025. 442 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Aviso Financial held 13,700 shares of Bentley Systems worth $481K as of Q1 2026.
  • Aviso Financial sold 1,521 Bentley Systems shares in Q1 2026, an estimated $55.9K.
  • Bentley Systems made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #189 holding.
  • Aviso Financial first reported a position in Bentley Systems in Q3 2025 and has held it in 3 quarters since.
  • Aviso Financial's Bentley Systems position peaked at $930K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.