Barrett & Company’s Bentley Systems BSY Stock Holding History

Barrett & Company’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	$1.49K	Buy	+50	New	+$1.63K	﹤0.01%	643
2026 Q1	–	Sell	-300	Closed	-$11.4K	–	654
2025 Q4	$11.4K	Hold	300	–	–	﹤0.01%	461
2025 Q3	$15.4K	Sell	300 -1,000	-77%	-$54.8K	0.01%	435
2025 Q2	$70.2K	Buy	+1,300	New	+$60.2K	0.03%	252
2024 Q3	–	Sell	-500	Closed	-$24.7K	–	581
2024 Q2	$24.7K	Buy	500 +425	+567%	+$22.1K	0.01%	352
2024 Q1	$3.92K	Buy	+75	New	+$3.77K	﹤0.01%	511

Other funds holding BSY

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Barrett & Company's BSY Position: Q2 2026 in Review

Barrett & Company opened a new position in Bentley Systems (BSY) in Q2 2026: 50 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Barrett & Company previously reported a position in BSY as recently as Q4 2025.

Barrett & Company first reported a position in BSY in Q1 2024 and has held it in 6 quarters since. The position peaked at $70.2K in Q2 2025. 121 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Barrett & Company held 50 shares of Bentley Systems worth $1.49K as of Q2 2026.
Bentley Systems was a new Barrett & Company position in Q2 2026.
Bentley Systems made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #643 holding.
Barrett & Company first reported a position in Bentley Systems in Q1 2024 and has held it in 6 quarters since.
Barrett & Company's Bentley Systems position peaked at $70.2K in Q2 2025.
121 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.