Capstone Investment Advisors’s Bentley Systems BSY Stock Holding History

Capstone Investment Advisors’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	$362K	Buy	+12,097	New	+$393K	﹤0.01%	1373
2026 Q1	–	Sell	-30,425	Closed	-$1.16M	–	1608
2025 Q4	$1.16M	Sell	30,425 -58,206	-66%	-$2.65M	﹤0.01%	812
2025 Q3	$4.56M	Buy	88,631 +73,131	+472%	+$4.01M	0.01%	495
2025 Q2	$837K	Buy	+15,500	New	+$717K	﹤0.01%	918
2024 Q1	–	Sell	-5,141	Closed	-$268K	–	2351
2023 Q4	$268K	Buy	+5,141	New	+$264K	﹤0.01%	1642
2021 Q2	–	Sell	-9,439	Closed	-$443K	–	1723
2021 Q1	$443K	Buy	+9,439	New	+$432K	﹤0.01%	1308

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capstone Investment Advisors's BSY Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Bentley Systems (BSY) in Q2 2026: 12,097 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BSY as recently as Q4 2025.

Capstone Investment Advisors first reported a position in BSY in Q1 2021 and has held it in 6 quarters since. The position peaked at $4.56M in Q3 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Capstone Investment Advisors held 12,097 shares of Bentley Systems worth $362K as of Q2 2026.
Bentley Systems was a new Capstone Investment Advisors position in Q2 2026.
Bentley Systems made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1373 holding.
Capstone Investment Advisors first reported a position in Bentley Systems in Q1 2021 and has held it in 6 quarters since.
Capstone Investment Advisors's Bentley Systems position peaked at $4.56M in Q3 2025.
398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.