EP Wealth Advisors’s Bentley Systems BSY Stock Holding History

EP Wealth Advisors’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
2025 Q2	$660K	Buy	+12,229	New	+$566K	﹤0.01%	677
2024 Q1	–	Sell	-5,212	Closed	-$272K	–	840
2023 Q4	$272K	Sell	5,212 -989	-16%	-$50.8K	﹤0.01%	642
2023 Q3	$311K	Sell	6,201 -1,854	-23%	-$93.3K	﹤0.01%	552
2023 Q2	$499K	Hold	8,055	–	–	0.01%	464
2023 Q1	$403K	Sell	8,055 -8,232	-51%	-$327K	0.01%	434
2022 Q4	$602K	Sell	16,287 -6,286	-28%	-$228K	0.01%	349
2022 Q3	$691K	Buy	22,573 +55	+0.2%	+$2.01K	0.02%	262
2022 Q2	$750K	Sell	22,518 -102	-0.5%	-$3.75K	0.02%	304
2022 Q1	$999K	Hold	22,620	–	–	0.02%	273
2021 Q4	$1.09M	Sell	22,620 -6,000	-21%	-$324K	0.03%	247
2021 Q3	$1.74M	Hold	28,620	–	–	0.05%	183
2021 Q2	$1.85M	Buy	+28,620	New	+$1.57M	0.05%	184

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

EP Wealth Advisors's BSY Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Bentley Systems (BSY) in Q2 2025: 12,229 shares worth $660K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BSY as recently as Q4 2023.

EP Wealth Advisors first reported a position in BSY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.85M in Q2 2021. 452 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

EP Wealth Advisors held 12,229 shares of Bentley Systems worth $660K as of Q2 2025.
Bentley Systems was a new EP Wealth Advisors position in Q2 2025.
Bentley Systems made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #677 holding.
EP Wealth Advisors first reported a position in Bentley Systems in Q2 2021 and has held it in 12 quarters since.
EP Wealth Advisors's Bentley Systems position peaked at $1.85M in Q2 2021.
452 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.