CX Institutional
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CX Institutional’s Bentley Systems BSY Stock Holding History

CX Institutional’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
Q3 		$66K Buy
2,061
+1,122
+119% +$37.8K ﹤0.01% 960
2026
Q2 		$28K Buy
939
+845
+899% +$27.5K ﹤0.01% 1088
2026
Q1 		$3K Buy
94
+11
+13% +$404 ﹤0.01% 1391
2025
Q4 		$3K Buy
+83
New +$3.78K ﹤0.01% 1313

Other funds holding BSY

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

CX Institutional's BSY Position: Q3 2026 in Review

CX Institutional increased its Bentley Systems (BSY) stake by 119% in Q3 2026, buying an estimated $37.8K and bringing the position to 2,061 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

CX Institutional first reported a position in BSY in Q4 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • CX Institutional held 2,061 shares of Bentley Systems worth $66K as of Q3 2026.
  • CX Institutional bought 1,122 Bentley Systems shares in Q3 2026, an estimated $37.8K.
  • Bentley Systems made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #960 holding.
  • CX Institutional first reported a position in Bentley Systems in Q4 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.