Envestnet Portfolio Solutions
BSY icon

Envestnet Portfolio Solutions’s Bentley Systems BSY Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-13,582
Closed -$518K – 1312
2025
Q4 		$518K Sell
13,582
-1,910
-12% -$87K ﹤0.01% 1046
2025
Q3 		$798K Sell
15,492
-574
-4% -$31.4K ﹤0.01% 826
2025
Q2 		$867K Sell
16,066
-4,422
-22% -$205K ﹤0.01% 846
2025
Q1 		$806K Sell
20,488
-16,886
-45% -$754K ﹤0.01% 865
2024
Q4 		$1.75M Sell
37,374
-2,287
-6% -$112K 0.01% 706
2024
Q3 		$2.02M Sell
39,661
-1,283
-3% -$63.2K 0.01% 656
2024
Q2 		$2.02M Buy
40,944
+618
+2% +$32.1K 0.01% 634
2024
Q1 		$2.11M Buy
40,326
+2,571
+7% +$129K 0.01% 620
2023
Q4 		$1.97M Buy
37,755
+3,343
+10% +$172K 0.01% 600
2023
Q3 		$1.73M Buy
+34,412
New +$1.73M 0.01% 587

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Portfolio Solutions's BSY Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 13,582 shares — an estimated $518K sold.

Envestnet Portfolio Solutions first reported a position in BSY in Q3 2023 and held it in 10 quarters. The position peaked at $2.11M in Q1 2024. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 13,582 Bentley Systems shares in Q1 2026, an estimated $518K.
  • Envestnet Portfolio Solutions first reported a position in Bentley Systems in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Bentley Systems position peaked at $2.11M in Q1 2024.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.