Creative Planning
BSY icon

Creative Planning’s Bentley Systems BSY Stock Holding History

Creative Planning’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 		$31M Buy
882,370
+33,105
+4% +$1.22M 0.02% 306
2025
Q4 		$32.4M Sell
849,265
-25,610
-3% -$1.17M 0.02% 275
2025
Q3 		$45M Sell
874,875
-271,484
-24% -$14.9M 0.03% 201
2025
Q2 		$61.9M Sell
1,146,359
-209,413
-15% -$9.69M 0.05% 144
2025
Q1 		$53.3M Buy
1,355,772
+10,387
+0.8% +$464K 0.05% 146
2024
Q4 		$62.8M Buy
1,345,385
+253,285
+23% +$12.4M 0.06% 120
2024
Q3 		$55.5M Buy
1,092,100
+1,042
+0.1% +$51.3K 0.05% 131
2024
Q2 		$53.9M Buy
1,091,058
+441,316
+68% +$22.9M 0.06% 127
2024
Q1 		$33.9M Buy
649,742
+477
+0.1% +$24K 0.04% 178
2023
Q4 		$33.9M Sell
649,265
-3,211
-0.5% -$165K 0.06% 170
2023
Q3 		$32.7M Buy
652,476
+2,981
+0.5% +$150K 0.04% 175
2023
Q2 		$35.2M Buy
649,495
+635,723
+4,616% +$29.7M 0.05% 152
2023
Q1 		$592K Sell
13,772
-105,130
-88% -$4.18M ﹤0.01% 1361
2022
Q4 		$4.39M Sell
118,902
-108,884
-48% -$3.95M 0.01% 520
2022
Q3 		$6.97M Sell
227,786
-340,614
-60% -$12.5M 0.01% 371
2022
Q2 		$18.9M Buy
568,400
+558,964
+5,924% +$20.5M 0.03% 204
2022
Q1 		$417K Sell
9,436
-65
-0.7% -$2.59K ﹤0.01% 1428
2021
Q4 		$459K Sell
9,501
-24,585
-72% -$1.33M ﹤0.01% 1362
2021
Q3 		$2.07M Sell
34,086
-4,956
-13% -$316K ﹤0.01% 677
2021
Q2 		$2.53M Buy
+39,042
New +$2.15M ﹤0.01% 595

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Creative Planning's BSY Position: Q1 2026 in Review

Creative Planning increased its Bentley Systems (BSY) stake by 3.9% in Q1 2026, buying an estimated $1.22M and bringing the position to 882,370 shares worth $31M. The position accounts for 0.02% of the portfolio, ranked #306.

Creative Planning first reported a position in BSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $62.8M in Q4 2024. 441 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Creative Planning held 882,370 shares of Bentley Systems worth $31M as of Q1 2026.
  • Creative Planning bought 33,105 Bentley Systems shares in Q1 2026, an estimated $1.22M.
  • Bentley Systems made up 0.02% of Creative Planning's portfolio in Q1 2026, its #306 holding.
  • Creative Planning first reported a position in Bentley Systems in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's Bentley Systems position peaked at $62.8M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.