CFO
BSY icon

Callan Family Office’s Bentley Systems BSY Stock Holding History

Callan Family Office’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 		$625K Buy
20,905
+8,612
+70% +$280K 0.01% 739
2026
Q1 		$432K Buy
12,293
+6,631
+117% +$244K 0.01% 817
2025
Q4 		$216K Buy
+5,662
New +$258K ﹤0.01% 1036

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Callan Family Office's BSY Position: Q2 2026 in Review

Callan Family Office increased its Bentley Systems (BSY) stake by 70% in Q2 2026, buying an estimated $280K and bringing the position to 20,905 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #739.

Callan Family Office first reported a position in BSY in Q4 2025 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Callan Family Office held 20,905 shares of Bentley Systems worth $625K as of Q2 2026.
  • Callan Family Office bought 8,612 Bentley Systems shares in Q2 2026, an estimated $280K.
  • Bentley Systems made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #739 holding.
  • Callan Family Office first reported a position in Bentley Systems in Q4 2025 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.