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Heritage Family Offices’s Bentley Systems BSY Stock Holding History

Heritage Family Offices’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
-10,515
Closed -$401K – 205
2025
Q4 		$401K Sell
10,515
-2,641
-20% -$120K 0.18% 113
2025
Q3 		$677K Sell
13,156
-596
-4% -$32.7K 0.32% 76
2025
Q2 		$546K Hold
13,752
– – 0.28% 87
2025
Q1 		$541K Buy
13,752
+3,021
+28% +$135K 0.28% 88
2024
Q4 		$501K Buy
10,731
+148
+1% +$7.22K 0.25% 85
2024
Q3 		$538K Buy
10,583
+480
+5% +$23.6K 0.28% 78
2024
Q2 		$499K Buy
+10,103
New +$524K 0.28% 76

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

Heritage Family Offices's BSY Position: Q1 2026 in Review

Heritage Family Offices sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 10,515 shares — an estimated $401K sold.

Heritage Family Offices first reported a position in BSY in Q2 2024 and held it in 7 quarters. The position peaked at $677K in Q3 2025. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Heritage Family Offices reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 10,515 Bentley Systems shares in Q1 2026, an estimated $401K.
  • Heritage Family Offices first reported a position in Bentley Systems in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Bentley Systems position peaked at $677K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.