CA
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CoreCap Advisors’s Bentley Systems BSY Stock Holding History

CoreCap 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 		$9.15K Buy
306
+50
+20% +$1.63K ﹤0.01% 2096
2026
Q1 		$8.99K Sell
256
-450
-64% -$16.5K ﹤0.01% 1984
2025
Q4 		$26.9K Sell
706
-7,811
-92% -$356K ﹤0.01% 1567
2025
Q3 		$438K Buy
8,517
+8,387
+6,452% +$459K 0.02% 554
2025
Q2 		$7.02K Buy
130
+44
+51% +$2.04K ﹤0.01% 2009
2025
Q1 		$3.38K Buy
86
+5
+6% +$223 ﹤0.01% 2203
2024
Q4 		$3.78K Buy
+81
New +$3.95K ﹤0.01% 2040

Other funds holding BSY

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM