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Copeland Capital Management’s Bentley Systems BSY Stock Holding History

Copeland Capital Management’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
Q1 		$24.2M Buy
687,682
+185,480
+37% +$6.81M 0.54% 76
2025
Q4 		$19.2M Sell
502,202
-75,116
-13% -$3.42M 0.43% 92
2025
Q3 		$29.7M Sell
577,318
-26,209
-4% -$1.44M 0.62% 65
2025
Q2 		$32.6M Sell
603,527
-31,761
-5% -$1.47M 0.67% 60
2025
Q1 		$25M Sell
635,288
-25,199
-4% -$1.13M 0.5% 79
2024
Q4 		$30.8M Sell
660,487
-23,475
-3% -$1.15M 0.57% 72
2024
Q3 		$34.8M Buy
683,962
+258,992
+61% +$12.7M 0.6% 70
2024
Q2 		$21M Buy
+424,970
New +$22.1M 0.39% 93
2023
Q3 		– Sell
-130
Closed -$7.05K – 297
2023
Q2 		$7.05K Buy
+130
New +$6.07K ﹤0.01% 222

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Kayne Anderson Rudnick Investment Management
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return