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Clearstead Advisors’s Bentley Systems BSY Stock Holding History

Clearstead 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 		$1.17K Buy
39
+14
+56% +$455 ﹤0.01% 2650
2026
Q1 		$878 Sell
25
-593
-96% -$21.8K ﹤0.01% 2066
2025
Q4 		$23.6K Sell
618
-10
-2% -$456 ﹤0.01% 1664
2025
Q3 		$32.3K Sell
628
-946
-60% -$51.8K ﹤0.01% 1431
2025
Q2 		$84.9K Sell
1,574
-109
-6% -$5.04K ﹤0.01% 1115
2025
Q1 		$66.2K Sell
1,683
-6,427
-79% -$287K ﹤0.01% 1101
2024
Q4 		$379K Sell
8,110
-620
-7% -$30.2K 0.01% 652
2024
Q3 		$444K Sell
8,730
-238
-3% -$11.7K 0.01% 600
2024
Q2 		$443K Buy
8,968
+8,912
+15,914% +$463K 0.01% 569
2024
Q1 		$3.07K Hold
56
– – ﹤0.01% 1253
2023
Q4 		$2.92K Hold
56
– – ﹤0.01% 1240
2023
Q3 		$2.81K Hold
56
– – ﹤0.01% 1182
2023
Q2 		$3.04K Sell
56
-55
-50% -$2.57K ﹤0.01% 1098
2023
Q1 		$4.77K Buy
+111
New +$4.41K ﹤0.01% 1026

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

Clearstead Advisors's BSY Position: Q2 2026 in Review

Clearstead Advisors increased its Bentley Systems (BSY) stake by 56% in Q2 2026, buying an estimated $455 and bringing the position to 39 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Clearstead Advisors first reported a position in BSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $444K in Q3 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Clearstead Advisors held 39 shares of Bentley Systems worth $1.17K as of Q2 2026.
  • Clearstead Advisors bought 14 Bentley Systems shares in Q2 2026, an estimated $455.
  • Bentley Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2650 holding.
  • Clearstead Advisors first reported a position in Bentley Systems in Q1 2023 and has held it in 14 quarters since.
  • Clearstead Advisors's Bentley Systems position peaked at $444K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.