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 Q2	$16.3M	Sell	546,221 -141,461	-21%	-$4.6M	0.34%	102
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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Copeland Capital Management's BSY Position: Q2 2026 in Review

Copeland Capital Management reduced its Bentley Systems (BSY) stake by 21% in Q2 2026, selling an estimated $4.6M and leaving 546,221 shares worth $16.3M. The position accounts for 0.34% of the portfolio, ranked #102.

Copeland Capital Management first reported a position in BSY in Q2 2023 and has held it in 10 quarters since. The position peaked at $34.8M in Q3 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Copeland Capital Management held 546,221 shares of Bentley Systems worth $16.3M as of Q2 2026.
Copeland Capital Management sold 141,461 Bentley Systems shares in Q2 2026, an estimated $4.6M.
Bentley Systems made up 0.34% of Copeland Capital Management's portfolio in Q2 2026, its #102 holding.
Copeland Capital Management first reported a position in Bentley Systems in Q2 2023 and has held it in 10 quarters since.
Copeland Capital Management's Bentley Systems position peaked at $34.8M in Q3 2024.
398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.