Covestor’s Bentley Systems BSY Stock Holding History

Covestor’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	$8K	Sell	226 -67	-23%	-$2.46K	0.01%	1540
2025 Q4	$11K	Buy	293 +5	+2%	+$228	0.01%	1512
2025 Q3	$15K	Buy	288 +45	+19%	+$2.46K	0.01%	1388
2025 Q2	$13K	Sell	243 -362	-60%	-$16.8K	0.01%	1398
2025 Q1	$24K	Sell	605 -194	-24%	-$8.66K	0.02%	1128
2024 Q4	$37K	Buy	799 +198	+33%	+$9.66K	0.02%	963
2024 Q3	$31K	Buy	601 +183	+44%	+$9.01K	0.02%	1045
2024 Q2	$21K	Buy	418 +168	+67%	+$8.72K	0.01%	1177
2024 Q1	$13K	Buy	250 +20	+9%	+$1.01K	0.01%	1370
2023 Q4	$12K	Buy	230 +4	+2%	+$205	0.01%	1413
2023 Q3	$11K	Buy	226 +3	+1%	+$151	0.01%	1359
2023 Q2	$12K	Sell	223 -1	-0.4%	-$47	0.01%	1346
2023 Q1	$10K	Sell	224 -3	-1%	-$119	0.01%	1298
2022 Q4	$8K	Hold	227	–	–	0.01%	1404
2022 Q3	$7K	Sell	227 -2	-0.9%	-$73	0.01%	1381
2022 Q2	$8K	Sell	229 -4	-2%	-$147	0.01%	1278
2022 Q1	$10K	Sell	233 -390	-63%	-$15.6K	0.01%	1303
2021 Q4	$30K	Buy	+623	New	+$33.7K	0.04%	752

Other funds holding BSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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