Clearstead Advisors
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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
Q3 		$1.76K Buy
55
+16
+41% +$539 ﹤0.01% 2510
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

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

Clearstead Advisors's BSY Position: Q3 2026 in Review

Clearstead Advisors increased its Bentley Systems (BSY) stake by 41% in Q3 2026, buying an estimated $539 and bringing the position to 55 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Clearstead Advisors first reported a position in BSY in Q1 2023 and has held it in 15 quarters since. The position peaked at $444K in Q3 2024. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Clearstead Advisors held 55 shares of Bentley Systems worth $1.76K as of Q3 2026.
  • Clearstead Advisors bought 16 Bentley Systems shares in Q3 2026, an estimated $539.
  • Bentley Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2510 holding.
  • Clearstead Advisors first reported a position in Bentley Systems in Q1 2023 and has held it in 15 quarters since.
  • Clearstead Advisors's Bentley Systems position peaked at $444K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.