Benchmark Financial
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Benchmark Financial’s Bentley Systems BSY Stock Holding History

Benchmark 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
Q3 		$868K Hold
27,168
– – 0.67% 30
2026
Q2 		$812K Buy
27,168
+16,578
+157% +$539K 0.66% 29
2026
Q1 		$372K Hold
10,590
– – 0.33% 37
2025
Q4 		$404K Buy
+10,590
New +$483K 0.4% 34

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Benchmark Financial's BSY Position: Q3 2026 in Review

Benchmark Financial held its Bentley Systems (BSY) position steady in Q3 2026 at 27,168 shares worth $868K. The position accounts for 0.67% of the portfolio, ranked #30.

Benchmark Financial first reported a position in BSY in Q4 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Benchmark Financial held 27,168 shares of Bentley Systems worth $868K as of Q3 2026.
  • Benchmark Financial left its Bentley Systems share count unchanged in Q3 2026.
  • Bentley Systems made up 0.67% of Benchmark Financial's portfolio in Q3 2026, its #30 holding.
  • Benchmark Financial first reported a position in Bentley Systems in Q4 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.