IFP Advisors
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IFP Advisors’s Bentley Systems BSY Stock Holding History

IFP 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
2026
Q3 		$12.7K Buy
397
+143
+56% +$4.82K ﹤0.01% 3237
2026
Q2 		$7.59K Buy
254
+24
+10% +$780 ﹤0.01% 3549
2026
Q1 		$8.08K Sell
230
-164
-42% -$6.02K ﹤0.01% 3264
2025
Q4 		$15K Sell
394
-481
-55% -$21.9K ﹤0.01% 2863
2025
Q3 		$45K Buy
875
+597
+215% +$32.7K ﹤0.01% 2128
2025
Q2 		$82.2K Sell
278
-6,744
-96% -$312K ﹤0.01% 1758
2025
Q1 		$278K Buy
7,022
+2,342
+50% +$105K 0.01% 1021
2024
Q4 		$220K Buy
4,680
+4,581
+4,627% +$223K 0.01% 1083
2024
Q3 		$5.03K Buy
99
+1
+1% +$49 ﹤0.01% 2670
2024
Q2 		$4.84K Buy
98
+83
+553% +$4.31K ﹤0.01% 2566
2024
Q1 		$783 Buy
15
+13
+650% +$654 ﹤0.01% 2902
2023
Q4 		$104 Sell
2
-335
-99% -$17.2K ﹤0.01% 2973
2023
Q3 		$16.9K Buy
+337
New +$17K ﹤0.01% 2017
2023
Q1 		– Sell
-116
Closed -$4K – 3496
2022
Q4 		$4K Sell
116
-25
-18% -$906 ﹤0.01% 3860
2022
Q3 		$5K Hold
141
– – ﹤0.01% 4005
2022
Q2 		$5K Hold
141
– – ﹤0.01% 3758
2022
Q1 		$5K Sell
141
-69
-33% -$2.75K ﹤0.01% 3756
2021
Q4 		$10K Buy
210
+100
+91% +$5.41K ﹤0.01% 2208
2021
Q3 		$7K Hold
110
– – ﹤0.01% 2404
2021
Q2 		$7K Hold
110
– – ﹤0.01% 2333
2021
Q1 		$5K Buy
110
+42
+62% +$1.92K ﹤0.01% 2398
2020
Q4 		$3K Buy
+68
New +$2.41K ﹤0.01% 2481

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFP Advisors's BSY Position: Q3 2026 in Review

IFP Advisors increased its Bentley Systems (BSY) stake by 56% in Q3 2026, buying an estimated $4.82K and bringing the position to 397 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

IFP Advisors first reported a position in BSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $278K in Q1 2025. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • IFP Advisors held 397 shares of Bentley Systems worth $12.7K as of Q3 2026.
  • IFP Advisors bought 143 Bentley Systems shares in Q3 2026, an estimated $4.82K.
  • Bentley Systems made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3237 holding.
  • IFP Advisors first reported a position in Bentley Systems in Q4 2020 and has held it in 22 quarters since.
  • IFP Advisors's Bentley Systems position peaked at $278K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.