Concurrent Investment Advisors’s Bentley Systems BSY Stock Holding History

Concurrent 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	$3.66M	Buy	122,399 +2,164	+2%	+$70.4K	0.03%	526
2026 Q1	$4.22M	Sell	120,235 -10,651	-8%	-$391K	0.05%	396
2025 Q4	$5M	Buy	130,886 +5,806	+5%	+$265K	0.06%	327
2025 Q3	$6.44M	Sell	125,080 -589	-0.5%	-$32.3K	0.11%	196
2025 Q2	$6.78M	Sell	125,669 -14,997	-11%	-$694K	0.13%	172
2025 Q1	$5.53M	Buy	140,666 +628	+0.4%	+$28K	0.13%	165
2024 Q4	$6.54M	Sell	140,038 -18,999	-12%	-$927K	0.18%	120
2024 Q3	$8.08M	Sell	159,037 -36	-0%	-$1.77K	0.24%	95
2024 Q2	$7.85M	Buy	159,073 +1,594	+1%	+$82.7K	0.26%	88
2024 Q1	$8.22M	Sell	157,479 -19,908	-11%	-$1M	0.33%	70
2023 Q4	$9.26M	Buy	+177,387	New	+$9.11M	0.44%	53

Other funds holding BSY

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Bentley Systems (BSY) stake by 1.8% in Q2 2026, buying an estimated $70.4K and bringing the position to 122,399 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #526.

Concurrent Investment Advisors first reported a position in BSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.26M in Q4 2023. 93 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Concurrent Investment Advisors held 122,399 shares of Bentley Systems worth $3.66M as of Q2 2026.
Concurrent Investment Advisors bought 2,164 Bentley Systems shares in Q2 2026, an estimated $70.4K.
Bentley Systems made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #526 holding.
Concurrent Investment Advisors first reported a position in Bentley Systems in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Bentley Systems position peaked at $9.26M in Q4 2023.
93 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.