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
Q2 		$27.2M Buy
909,994
+27,624
+3% +$898K 0.02% 392
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's BSY Position: Q2 2026 in Review

Creative Planning increased its Bentley Systems (BSY) stake by 3.1% in Q2 2026, buying an estimated $898K and bringing the position to 909,994 shares worth $27.2M. The position accounts for 0.02% of the portfolio, ranked #392.

Creative Planning first reported a position in BSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $62.8M in Q4 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Creative Planning held 909,994 shares of Bentley Systems worth $27.2M as of Q2 2026.
  • Creative Planning bought 27,624 Bentley Systems shares in Q2 2026, an estimated $898K.
  • Bentley Systems made up 0.02% of Creative Planning's portfolio in Q2 2026, its #392 holding.
  • Creative Planning first reported a position in Bentley Systems in Q2 2021 and has held it in 21 quarters since.
  • Creative Planning's Bentley Systems position peaked at $62.8M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.